// The situation

it services firm expanding from founder led sales to my wife handling sales so team of 2 Lead channels: Web form, Referrals, Email, Phone calls. Inquiry volume: 10–50. Team size: 2–3.

The verdict · Oct 23, 2026

Yes.

You need a simple CRM — but a free one, not the Pipedrive seat your rep is pitching.

What's really going on

Last month you held every deal in your head. This month your wife is picking up phone calls and replying to emails you've never seen. With 10–50 inquiries landing across web form, referrals, email and phone, two people without a shared inbox will drop follow-ups within four weeks. The symptom will look like "slow quotes." The cause is you two can't see each other's work.

What to do instead

  1. HubSpot Free CRM (A$0, unlimited users) — one shared contact list and deal board both of you log into. Visual pipeline, contact management, deal tracking cover everything a 2-person IT services team needs on day one.
  2. A shared inbox rule — forward the web form and a sales@ alias into HubSpot so every inquiry creates a contact automatically. No lead touches only one brain.
  3. The 24-hour habit — every inquiry gets a reply or a next-step task inside one business day. Your wife owns phone + email, you own referrals and quotes.

First action, 30 minutes: sign up at hubspot.com, invite your wife, create one pipeline with four stages — New / Qualified / Quote Sent / Won. Import the last 30 days of inquiries from your email. Done.

What you're being oversold

Anyone pitching you Pipedrive Premium, HubSpot Sales Hub, or Salesforce at this stage is selling for a 10-person team. Pipedrive in Australia runs AU$19/seat Lite, AU$49 Growth, AU$79 Premium annually, with monthly at AU$34/$69/$109 — fine tools, but you don't need paid automations and LeadBooster when you have two humans and 10–50 leads. The real cost of doing nothing isn't a line item; it's the referral your wife answered on Tuesday that you quote on Friday after the prospect already called someone else.

When to revisit this

When one of you catches the other re-quoting a lead the other already touched — or when inquiries pass 60 a month. That's when a paid pipeline earns its seat fee.

The part worth getting right

Your sales cycle shape decides the tool. If most IT work closes in under two weeks — break-fix, small installs, quick MSP add-ons — HubSpot Free is enough forever and you're done. If your real money is multi-week consultative deals with proposals, scoping calls and procurement — managed services contracts, migrations, long sales cycles — then a visual pipeline with stage automations starts paying for itself around month three, and the choice between HubSpot Sales Starter and Pipedrive Growth matters a lot. Pick wrong and you either overpay from day one or migrate everything in six months.

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