Why

Ten inquiries a month is roughly one every three days — that's a WhatsApp thread and a shared note, not a pipeline. Your two real risks aren't "lead management": they're (1) a patient WhatsApp landing on one personal phone and getting missed when that person is off, and (2) subscription renewals slipping silently. Neither is fixed by a sales CRM. Both are fixed by a shared inbox + a one-page tracker.

What you actually need

1. WhatsApp Business app (free) — move the inquiry number off a personal phone onto the Business app on a dedicated handset. Use Labels ("New enquiry", "Assessment booked", "Active subscriber", "Renewal due") so all three of you see the same status. No API tool needed at this volume — Wati and similar WhatsApp API tools are meant for teams needing broadcast, chatbot, shared inbox, and you're below that line.
2. Google Sheets (free) — one row per inquiry: name, date, source, condition, assigned doctor, subscription start, renewal date, next follow-up. Sheets is best for solo or under 50 inquiries/month — a single place leads cannot hide. Add a column "Renewal in 7 days?" with a simple formula — that single column is your retention system.
3. The 9pm habit — last thing each day, whoever was on duty updates the sheet. Two minutes. This is the whole system at your stage.

Do this today

Create the WhatsApp Business profile on a spare phone, import your existing patient contacts, and add four Labels: New enquiry / Assessment booked / Active / Renewal due. Then make the Google Sheet with the columns above and pin both to the home screen of all three phones. Done in 30 minutes.

What to ignore

Anyone pitching you Salesforce (Health Cloud or otherwise) or LeadSquared for a 10-inquiry/month practice — Salesforce is built for large orgs with dedicated admins and complex multi-team process; for SMBs under 10 people it's massively over-built and costly. Skip Zoho Bigin / Freshsales for now too — good tools, but Pipedrive itself says to avoid a CRM when you have under 30 leads — a sheet is enough. Wati/AiSensy: only if volume crosses ~50/month.

What doing nothing costs you

One missed WhatsApp inquiry or one un-renewed subscription on a recurring home-care plan is worth far more than any tool you'd buy — but the loss shows up as silence, not an alert, which is why people don't notice it until quarter-end.

Where this leaves you

You get: one number patients reach (not a personal mobile), one place all three of you see status, and a renewal column that nudges itself. The contrarian bit — your competitive edge in home care is clinical trust and response time, neither of which a CRM improves; a shared phone does.

When to revisit this

When you're consistently above 40 inquiries a month, or you hire a fourth person who isn't a clinician — whichever comes first.