No.
You don't need a CRM.
Why
At <10/mo with a team of 2–3, a CRM would have more empty fields than filled ones. The real risk with Email + Instagram DM + Web form + Phone + LinkedIn is that an inquiry lands in one teammate's inbox/DM and dies there because the other two never see it. That's a visibility and ownership problem, not a pipeline problem — and as a marketing agency, losing one lead a month at agency retainer sizes is a serious leak.
What you actually need
- A shared Notion database with kanban view (free for small teams) — one row per inquiry, columns: Date / Name / Channel / What they want / Owner / Next action date / Status. Kanban grouped by Status so all three of you see the board.
- A web form via Tally (free) — replace whatever your current web form is, route submissions straight into that Notion database via the native integration. One channel is now automatic.
- A habit — the Monday 15-minute lead huddle — all 2–3 of you, screen-share the Notion board, walk every row, assign an owner and a next-action date. Anything older than 7 days with no movement gets killed or chased on the call.
Do this today
In Notion, create a database called "Inquiries 2026" with the seven columns above, then add a Board view grouped by Status with stages: New → Replied → Proposal → Won → Lost. Walk through your Email, Instagram DMs, LinkedIn messages, and phone notes from the last 30 days and add one row per inquiry with an owner assigned. By tomorrow morning all three of you open the same board and know exactly who owes whom a reply.
What to ignore
Skip HubSpot Sales Hub Starter ($20/seat/mo and climbing fast), Pipedrive, and anything monday CRM or Close are pitching you — at under 10 inquiries/month they're paying for empty fields and a dashboard nobody opens. Ignore any "agency CRM" upsell (Bonsai, Dubsado, HoneyBook) until you're past 30 inquiries/month or running formal proposals at volume.
What doing nothing costs you
Across five unconnected channels with three people, the typical slippage is one inquiry a month that nobody owned — at agency retainer economics, one lost client a year easily covers a junior salary you're not hiring.
When to revisit this
When you cross 30 inquiries/month or when two of you reply to the same lead on different channels without realising.