// The situation

Catering company doing business in India Lead channels: WhatsApp, Web form. Inquiry volume: <10 / mo. Team size: 2–3.

The verdict · May 29, 2026

No.

You don't need a CRM.

Why

Fewer than 10 inquiries/month means roughly two a week across WhatsApp and your web form. Three people can hold that in their heads — the real risk is that no single person owns "did we reply to the Saturday wedding enquiry?" Software won't fix that ambiguity; a shared place and a named owner will.

What you actually need

  1. WhatsApp Business app (free) — install on the catering number, set up four labels: "New", "Quoted", "Tasting booked", "Confirmed". Every incoming chat gets a label in 5 seconds.
  2. Google Sheets (free) — one tab "Enquiries 2026" with columns: Date / Name / Channel / Event Date / Headcount / Menu Ask / Quote ₹ / Owner / Next Action Date / Status. Web form submissions get pasted in; WhatsApp enquiries get a row the moment they come in.
  3. A habit — the 10am huddle — every morning the three of you spend 5 minutes on the sheet: anything with Next Action Date ≤ today gets actioned before lunch. Owner column means no enquiry is "everyone's job".

Do this today

Open Google Sheets, create "Enquiries 2026" with the ten columns above, and add a dropdown on "Owner" with the three names on your team (Data → Data validation → Dropdown). Then paste in every enquiry from the last 30 days from WhatsApp and your web form, assign an owner to each row. By tonight you'll see exactly which ones nobody chased.

What to ignore

Skip Zoho Bigin (₹600/user/mo), HubSpot Starter, and any "WhatsApp CRM" pitch from Wati, AiSensy, or Interakt — they're priced and built for 100+ enquiries/month with broadcast campaigns. At under 10/month their dashboards will sit empty and you'll still forget to reply. Also ignore anyone pitching you "lead automation" — you don't have enough volume to automate.

What doing nothing costs you

Catering is a referral business — one dropped wedding enquiry isn't just one lost order, it's the three friends-of-the-bride who never hear your name. At your volume the compounding loss is reputational, not just revenue.

When to revisit this

When you cross 30 enquiries/month or hire a dedicated sales person — then Zoho Bigin's free single-user tier becomes worth setting up.

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