Yes.
You need a simple CRM — but the real job is client engagement tracking, not pipeline.
What's really going on
You're a family office. Twenty new clients a year means roughly two inquiries a week — that's not a pipeline problem, that's a notebook. The harder job is the 170 households already trusting you: who called whom, what was promised, when you last reached out, what the spouse mentioned about the kid's wedding. Miss one of those and you don't lose a lead, you lose a generational relationship. That's the real cost.
What to do instead
- Folk (~check current pricing, per seat) — use it as a relationship CRM, not a sales pipeline. Tag every household, log every call and email, set a "last contact" reminder per client.
- HubSpot Free CRM (free, unlimited users) — if you'd rather not pay yet. Three of you can share contacts, log emails automatically via the Gmail/Outlook extension, and see every interaction on one timeline.
- Pick ONE today: open HubSpot or Folk, import your 170 client contacts from Outlook, and set a recurring task on each one for "touch base quarterly." One person, 30 minutes.
What you're being oversold
Whoever pitched you probably named Salesforce or a Pipedrive-style sales tool. Pipedrive is built for visual sales pipelines with field reps — wrong shape for a 2-3 person office where pipeline is tiny and the value is depth, not velocity. Salesforce would cost more in setup consultants than the CRM itself.
Doing nothing doesn't cost you new clients — you'll get your 20. It costs you the moment a long-standing client mentions something important on a Tuesday call and nobody remembers it by Friday.
When to revisit this
When two of you can't answer "when did we last talk to the Hendersons and about what?" without checking three inboxes.
The part worth getting right
The fork is this: are you buying a CRM to win the next 20 clients, or to keep the 170 you have? If it's the new clients, almost anything works and you're overthinking it. If it's the existing families — which is where the money actually lives — you need a tool built around contacts and history, not deals and stages. Pick the wrong one and in six months you'll have a sales funnel nobody uses and 170 relationships still living in someone's head.