If the bottleneck is people talking past each other, software will only make the confusion faster. That case starts with process and SOP design. It usually costs less, and the number moves sooner.
We also argue against custom platforms that replace a tool already doing its job. Building your own CRM feels like control and behaves like a second business. If you want it anyway we will quote it, with our recommendation on record.
The third case is a team that will not adopt anything new. Recorded training ships with every build for exactly that reason.