Small and medium fCompanies rarely have the ability to plan business processes “from scratch”. Most often they are built around successively acquired IT solutions, starting from the e-mail system, through the ERP system and often supported by a set of universal Excel files. The environment created in this way makes the implementation of marketing and sales processes ineffective, costly, and more importantly, it is very difficult to obtain a coherent image and prospects for business development. In such a situation, the implementation of a modern CRM solution may help, which brings with it the automation of broadly understood sales processes based on the best practices.