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If that is not enough and you need more structure, you could use a no-code solution. I am the author of Saltcorn, an open source no-code platform and happy to help with your project.
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SurveyJS
JavaScript Form Builder with No-Code UI & Built-In JSON Schema Editor. Keep full control over the data you collect and tailor the form builder’s entire look and feel to your users’ needs. SurveyJS works with React, Angular, Vue 3, and is compatible with any backend or auth system. Learn more.
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dittofeed
Open-source customer engagement. Automate transactional and marketing messages across email, SMS, mobile push, WhatsApp, Slack, and more 📨
dittofeed looks pretty good for building automated customer engagement.
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OptaPlanner
Java Constraint Solver to solve vehicle routing, employee rostering, task assignment, maintenance scheduling, conference scheduling and other planning problems.
OptaPlanner takes some of the items tracked in tool like Odoo and creates plans based on them. I.E. how do you manage shifts while juggling multiple constraints (Jerry can only work weekends, Jeff can only work afternoons, Jim can work weekends but only on double time, etc.)
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Odoo has always seems like the most complete opensource business solution software, with project, budget, supplies, sales, etc.
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nextcloud is the best opensource IT suite for standard office needs, like document and file sharing, email, group calander, etc.
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InfluxDB
InfluxDB – Built for High-Performance Time Series Workloads. InfluxDB 3 OSS is now GA. Transform, enrich, and act on time series data directly in the database. Automate critical tasks and eliminate the need to move data externally. Download now.