// The situation

Polymer distributor in Malaysia, wants to capture project and potential product enquiry for new products lines. Lead channels: WhatsApp, Email, Phone calls. Inquiry volume: <10 / mo. Team size: 2–3.

The verdict · Jun 6, 2026

No.

You don't need a CRM.

Why

Ten enquiries a month is one every three days. Three people can hold that in their heads — what you actually need is one shared place where a project enquiry can't get lost between WhatsApp, an email reply, and a phone callback, especially since polymer project cycles can stretch for months before a PO lands. A CRM's pipeline stages, automations and per-rep ownership views are built for tens of deals per rep per week, not yours. The risk for you isn't capacity, it's a forgotten follow-up six weeks later on a project worth real money.

What you actually need

  1. [Google Sheets, free] — one shared "Enquiries" sheet with columns: date, company, contact, channel, product line, project vs. product, next-action date, owner. This fits solo or under 50 inquiries/mo where a single owner needs one place leads cannot hide — your exact situation, scaled to three people.
  2. [WhatsApp Business app, free] — use Labels (New enquiry / Quoted / Awaiting PO / Follow-up) on every chat. The free labels effectively give you a free pipeline on the channel where most of your enquiries already live.
  3. A 10-minute Monday habit — the three of you open the sheet together, and every row with a "next-action date" in the past gets actioned or rescheduled before the meeting ends. This is the part software can't do for you.

Do this today

Open Google Sheets, create "Enquiries 2026", add those 8 columns, and back-fill every enquiry from the last 30 days across WhatsApp, email and your phone log. Share it with the other two people on your team with edit access. That's it.

What to ignore

Skip Wati / Respond.io for now — the WhatsApp API tools are built for broadcast, chatbots and shared inbox at volume, and at low volume the free WhatsApp Business app is enough. Skip Zoho Bigin / HubSpot Free — they'll work, but you'll spend more time configuring stages than you'll ever spend on 10 enquiries. Salesforce isn't even in the conversation: it's massively over-built and costly for SMBs under 10 people or a few hundred leads/month.

What doing nothing costs you

With project enquiries that mature over months, one forgotten follow-up on a new product line can mean losing a multi-shipment account to a competitor who replied on week six when you didn't. You won't see the loss — the buyer just goes quiet.

Where this leaves you

A shared sheet plus WhatsApp labels plus a Monday review gives you three things you don't have now: every enquiry visible to all three people, a forced next-action date on each one, and a weekly moment where nothing rots silently. Revisit software when the sheet itself starts feeling slow — not before.

When to revisit this

When you're consistently logging more than 30 enquiries a month, or when two of you find yourselves quoting the same customer without knowing — then Zoho Bigin (free for 1 user, cheap beyond) becomes worth a look.

What your setup would look like

1Leads in
WhatsApp · Email · Phone
2Capture
Google Sheets (free) + WhatsApp Business app labels (free)
3Pipeline
New enquiry ▸ Quoted ▸ Awaiting PO ▸ Follow-up
4Habit
Monday 10-min sheet review, action every overdue row
5Revisit when
When enquiries exceed ~30/mo or duplicate quoting starts
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