Yes.
You need a simple CRM — but the real leak is that leads land in six different inboxes and nobody owns the follow-up.
What's really going on
You're 2-3 people fielding up to 50 inquiries a month across WhatsApp, email, LinkedIn, web form, phone, and referrals. That's not a volume problem — it's a memory problem. A prospect DMs on LinkedIn Monday, WhatsApps you Thursday, and by next week nobody remembers who said what. Retainer deals die in those gaps. The work isn't logging leads; it's making sure every conversation has a next step and a date.
What to do instead
- Freshsales (free tier, India-built) — one pipeline with stages like Inquiry → Pitch sent → Proposal → Won. Built-in email and call logging, rupee pricing, no per-seat tax while you're three people.
- Wati (paid monthly, check current pricing) — a shared WhatsApp inbox so all three of you see the same chat history. Without this, WhatsApp leads vanish into one person's phone.
- Habit: every Friday, 20 minutes, walk the pipeline together. Anyone with no next step or no date gets one or gets dropped.
First action, today: open Freshsales free, create one pipeline with five stages, and paste in every live conversation from the last 30 days — name, channel, last message, next step, date. One hour, one person.
What you're being oversold
Someone will pitch you HubSpot or Salesforce because "agencies need a real CRM." At your size that's a per-seat bill and a setup project you don't have time for. Folk looks tempting for agencies, but it's priced for EU/US teams — Freshsales gives you more for less in Mumbai. Skip Recruit CRM entirely; you're not staffing.
Doing nothing means two or three retainer pitches a quarter quietly going cold. You don't see the loss because you never knew they were ready.
When to revisit this
When you hire a fourth person or start running outbound campaigns — then the pipeline needs real reporting, not just memory.
The part worth getting right
The one call: is WhatsApp your main sales channel, or a side channel? If most retainer conversations actually close on WhatsApp, Wati is the centerpiece and Freshsales is the ledger behind it — and you need them connected from day one. If WhatsApp is just first contact and real pitches move to email and calls, Freshsales alone is enough and Wati waits. Pick wrong and you either pay for Wati you barely use, or you bolt it on later and migrate six months of chat history by hand.