Roles for team or clients? Which Projectmanagement is recommendet?

Hi,
I have some more questions:

1) I guess that there are different levels of reading or working in the CRM? e. g. I have a coworker that should have access to all documents of a certain client. Therefore I would like to grant him permission to have access to the area of that client. Maybe some coworkers will need a read-only permission, others will need a read&write permission. I guess that this is possible, but need a professional opinion before starting.

2) I will also need a tool for project management. Do you recommend any tool that works well with Jetpack CRM? Self-hosted would be nice, but if it is a cloud-based tool such as Trello, it is also OK. But what is most important: The coordination between both. Without automated coordination both tools will not be efficient enough.

Thanks for your help!
Raphael