CRM is not a telephone or computer it is something that needs to be implanted in your business with your intelligence with the help of the modern tech.  Any ordinary employee can not do the CRM of your business.  CRM means implementing a certain system in your business and train your employees to let them know about how to use the crm. You can not implement the CRM in your business on your own; you will need a CRM consultant.  Budgets of the clients, how much they are willing to spend, why they are not willing to spend more than this et cetera are all included in the CRM.