Yes.
You need a simple CRM — but only because you're tracking clients, not chasing leads.
What's really going on
You get under 10 inquiries a month across email, phone, walk-ins, and referrals. Alone. That's not a sales problem — that's a memory problem. You need to know, at a glance, who this client is, what they've paid for, what formation they finished, and what the next logical upsell is. A pipeline CRM built for prospecting will feel wrong because you're not prospecting — you're farming existing relationships.
What to do instead
- Folk (per-seat paid — check current pricing on folk.app) — one contact record per client with custom fields for "formations done" and "next upsell". That's the whole system.
- HubSpot Free CRM (free) — if you'd rather pay nothing; use it as a contact book with deal records for each formation sold. Ignore every upsell prompt they send you.
- A habit: every Friday, 20 minutes, open the tool and ask "who finished something recently and hasn't been offered the next step?"
First action, today: open Folk or HubSpot Free, create one contact, add two custom fields — "last formation" and "next offer". Import your last 20 clients from your email. Thirty minutes, done.
What you're being oversold
If anyone pointed you at Freshsales, Outreach, Apollo, or a full Sales Hub subscription — ignore it. Those solve a prospecting-at-scale problem you do not have. At under 10 inquiries a month, paying per-user for pipeline stages is paying for theatre. The real cost of doing nothing isn't lost leads — it's the upsell you forget to offer six months after a client's first formation, because nothing reminded you.
When to revisit this
When you hire a second person, or when you can't remember offhand which client finished what.
The part worth getting right
The one call is whether your business is really "sell more formations to the same people" or "convert more first-time inquiries". If it's the first — a lightweight contact tool with custom fields for what they've bought is enough forever. If it's the second — you need something that tracks each inquiry as an open deal with follow-up dates, and Folk and HubSpot behave very differently there. Pick wrong and in six months you're migrating everything, or worse, still doing it in your head.