Young companies are usually reluctant to use advanced customer relationship management systems (CRM) mostly for rational reasons: financial and organizational issues, the availability of classic solutions (i. e. spreadsheets) and free tools. It often turns out that the applied solutions are not sufficient. There are growing needs in the area of management systems that allow process automation, their improvement and the increase of team efficiency. This is not only about client categorization and archiving the steps that are being taken, but also about the flow of information between the team members and the documents and materials management. At the same time, every change is a challenge related to adopting the new system and its effective usage on a daily basis. The decision about using CRM does not always go in line with the need for development, but it may raise some doubts.
