Yes.
You need a simple CRM — but the smallest one that reads four channels, not a "sales stack."
What's really going on
You have four inboxes and no shared memory. A WhatsApp voice note from Tuesday, a LinkedIn reply Wednesday, a call Friday — three people, three heads, one story you can't reconstruct. In discovery, that story is the product. You don't need a pipeline yet. You need one place where every conversation with one person lives on one card.
What to do instead
- HubSpot Free CRM (free) — one contact record per lead, with notes, call logs, and email threads attached. Unlimited users, so all 3 of you see the same history. Skip every paid upsell they pitch.
- Twilio WhatsApp API (usage-based, check current pricing) — only if one of you codes. Otherwise leave WhatsApp manual for now and paste key quotes into the HubSpot note. Discovery volume doesn't justify the wiring yet.
- A weekly 20-minute habit — Friday, all 3 of you, read the last week of notes out loud. Patterns show up here, not in dashboards.
Today, do this: sign up for HubSpot Free, import your LinkedIn and email contacts, and add a custom property called "what they actually said." One person, 30 minutes.
What you're being oversold
Someone will pitch you Apollo, Outreach, or Salesloft. Those solve cold outbound at 20+ reps — you're doing warm discovery at 3. Pipedrive is fine but you'd pay per seat for a pipeline you don't have yet. The cost of doing nothing isn't lost revenue — you have no revenue model to lose. It's lost learning. Every forgotten objection is a feature you'll build wrong.
When to revisit this
When two of you can't agree on what a specific customer wants — that's the day a shared CRM stopped being enough and a real process starts mattering.
The part worth getting right
Decide now: are you tracking people or deals? If discovery is still "what problem is real," you're tracking people — every conversation, every quote, every "no" reason, organized by human. If you've found the problem and you're testing "will they pay," you're tracking deals — stages, amounts, close dates. Set HubSpot up for the wrong one and you'll spend three months filling fields that teach you nothing. The two setups look similar on day one and diverge fast.