// The situation

we are a small team tying to send our virtual assistants and we are contacting people by email using mailing lists we get in several way Lead channels: Phone calls, Email, LinkedIn. Inquiry volume: <10 / mo. Team size: 2–3.

The verdict · Jun 8, 2026

No.

You don't need a CRM.

Why

You're running cold outbound (email + phone + LinkedIn) to bought lists, and you described under 10 inquiries a month. That's not a pipeline problem — it's a "did anyone reply, and did we follow up twice?" problem. CRMs are built to stop leads slipping between many people at volume; you have neither. Your real risks are list quality, deliverability of cold email from Italy to who-knows-where, and forgetting the second touch — none of which a CRM fixes.

What you actually need

  1. [Google Sheets, free] — one tab: contact, source list, last touch date, channel, reply y/n, next action date. That is your CRM until you cross ~30 live conversations/month.
  2. [Capsule CRM, free tier up to 2 users — check current EU pricing] — only if the sheet genuinely breaks because two of you keep overwriting each other. Use it as a shared contact list with tasks, nothing fancier.
  3. Habit: a 20-minute Monday "chase" block. Filter the sheet to "no reply, last touch >5 days" and send touch #2. Most of your missed revenue lives in touch #2 and #3, not in tooling.

Do this today

Open a Google Sheet, paste in every person you've contacted in the last 30 days across email, phone and LinkedIn, and add a column "next follow-up date" with a date in it for every row that hasn't replied. One person, 30 minutes. That's your system.

What to ignore

Anyone pitching you Apollo, Outreach, Salesloft or ZoomInfo — those are built for 20+ person outbound sales orgs running cold sequences at scale and will burn your budget and your sender reputation. Skip HubSpot Sales Hub too — at your volume you'd be upsold off the free tier before you hit real limits. Pipedrive is a fine product but explicitly not for your stage — solo with <30 leads a sheet is enough.

What doing nothing costs you

Mostly silent: replies that never got a second nudge, and a list you can't tell apart from the next one you buy. No invented euro figure — but at <10/mo, one missed follow-up is a meaningful chunk of your month.

Where this leaves you

The plan gives you (1) one place a lead can't hide, (2) a weekly forced follow-up, (3) clean evidence of which list source actually replies — so when you do scale, you scale the channel that works, not the tool stack. The contrarian beat: buying a CRM right now would make you feel professional and produce zero extra meetings.

When to revisit this

When two of you are stepping on each other's follow-ups in the sheet in the same week, or you cross ~30 live conversations in a month — whichever comes first.

What your setup would look like

1Leads in
Email · Phone · LinkedIn
2Capture
Google Sheets (free)
3Pipeline
Contacted ▸ Replied ▸ Follow-up #2 ▸ Meeting booked ▸ Won/Lost
4Habit
Monday 20-min chase block: filter no-reply >5 days, send touch #2
5Revisit when
two people overwriting the sheet, or >30 live conversations/month
Honest opinion · No affiliate links · public Get your own →

Did this actually help?

A binary signal so we know which verdicts are landing — and which ones aren't.