Why

You're a solo practitioner getting fewer than 10 inquiries a month — a sales funnel dashboard is theatre at that volume. The actual pain you described is client servicing: open items, follow-ups, notes per client. That's a client-task problem, not a lead-pipeline problem, and CPA/RIA work has compliance weight that generic CRMs handle clumsily. Six lead channels for <10 inquiries is also overkill — Instagram DM and LinkedIn for a CPA/RIA are vanity channels at this stage.

What you actually need

1. Attio free plan (free, up to 3 users) — yes, go ahead. Create two lists: "Clients" (with open items + next action date per record) and "Prospects" (5-stage pipeline). It handles both the servicing and the trickle of leads in one place.
2. Attio's "Tasks" feature tied to each client record — this is the specific feature that solves your open-items problem. Every note ends with a task + due date or it doesn't exist.
3. A habit — the Friday close-out — every Friday afternoon, filter Attio by "tasks due next week" and "no activity in 30 days, status = client". Action or reschedule every one before you log off.

Do this today

Sign up at attio.com, create a workspace called your firm name, then build one object called "Clients" with these attributes: Name, Service (CPA / RIA / Both), Open Items (text), Next Action, Next Action Date, Owner. Import your existing client list from wherever it lives now (spreadsheet, QuickBooks export, Outlook contacts) as a CSV. By tonight every client has one row with one next action and you can filter "show me everything due this week".

What to ignore

Skip HubSpot Sales Hub, Salesforce Financial Services Cloud, and Wealthbox at this stage — Wealthbox (~$45/user/mo) is RIA-specific and tempting, but at <10 inquiries/mo and one person, you're paying for compliance features you don't need yet. Ignore anyone pitching you marketing automation, sequences, or LinkedIn outreach tools — you don't have the lead volume to justify automating anything.

What doing nothing costs you

At <10 inquiries/month the lead-side loss is small, but the real cost is on the client side: a single dropped open item for a CPA/RIA client (missed deadline, forgotten rebalance, unreturned tax question) is a client lost, and in this business one lost client is five-figure recurring revenue gone.

When to revisit this

When you hire a second advisor or paraplanner and you both need to see whose client is whose — then look at Wealthbox or Redtail.