Yes.
You need a simple CRM — but not the kind a sales rep will sell you.
What's really going on
You handle 50–200 inquiries a month and close 10–15. That means 35–185 people contact you and don't buy — and right now you can't tell which ones went cold because you forgot, and which ones were never going to. With 150 orders a month on top, you're the bottleneck. The job isn't tracking a "pipeline." It's making sure no quote request sits unanswered for three days.
What to do instead
- Google Sheets (free) — one tab: date, name, channel, what they asked for, quote sent y/n, follow-up date. That's it. Every inquiry goes in within 60 seconds of arriving.
- HubSpot Free CRM (free core) — only if the sheet starts breaking under 200/month. Use it for the shared timeline per contact across email and phone notes. Ignore every upsell prompt.
- Habit: a 15-minute end-of-day sweep. Open the sheet, look at anything older than 48 hours with no reply, send one WhatsApp or email. Done.
Right now, open a blank Google Sheet, name those six columns, and paste in every open inquiry from the last seven days from your phone, email and WhatsApp threads.
What you're being oversold
If anyone's pushed you toward Wati or Twilio for "WhatsApp automation," skip it — you're solo, and WhatsApp Business (free) plus the sheet covers you until you hire. HubSpot's Sales Hub paid tiers are also wrong at your stage; the free core is plenty. Doing nothing means you'll keep losing the quiet ones — the people who emailed once, didn't hear back in two days, and bought from a competitor without ever complaining.
When to revisit this
When you hire a second person who also talks to customers — that's the day a shared sheet stops working.
The part worth getting right
The fork is whether your real problem is capture or follow-up. If inquiries are getting lost before you ever see them — WhatsApp buried under personal chats, emails in a junk folder — then a sheet won't save you; you need one unified inbox first. If you see every inquiry but lose track of who you owe a reply, the sheet fixes it tonight. Get this wrong and you'll spend a month setting up a CRM that solves the problem you didn't have. So: of those 35–185 who don't buy each month, how many did you actually quote?