// The situation

provide content and growth for restaurant software companies Lead channels: Email, LinkedIn. Inquiry volume: <10 / mo. Team size: Just me.

The verdict · Jun 1, 2026

No.

You don't need a CRM.

Why

You're a one-person agency selling content and growth services to restaurant software companies via Email and LinkedIn. "<10 / mo" means roughly two inquiries a week — you can hold that in your head, but you shouldn't, because B2B SaaS buying cycles are long and the deal you forget to nudge in week six is the one that dies. This isn't a pipeline problem, it's a "where do I write down the next touch" problem.

What you actually need

  1. Notion database with kanban view (free) — one database, columns: Company, Contact, Source (Email/LinkedIn), Last Touch, Next Touch Date, Stage (Reached Out → Replied → Call Booked → Proposal → Won/Lost). Kanban view by Stage.
  2. LinkedIn's "Sales Navigator" — skip it. Use the free "My Network → Manage" + saved posts instead — tag every inbound LinkedIn DM with a star, screenshot to Notion within 10 minutes of reply.
  3. A habit — the Tuesday/Friday 20-minute nudge — twice a week, filter Notion by "Next Touch Date <= today", send the follow-up email or LinkedIn message, update the date. Nothing else.

Do this today

Open Notion, create a new page called "Pipeline 2025", press `/database` → Table, add the seven columns above, then click "+ Add view" → Board, group by Stage. Paste in every live conversation from your Email and LinkedIn DMs from the last 30 days — should take 20 minutes given <10/mo. By tonight you'll see exactly which restaurant-SaaS prospects you've ghosted yourself on.

What to ignore

Skip HubSpot Free, Pipedrive ($14/seat/mo), and especially Apollo or Lemlist upsells — at your volume, a CRM's sequencing features are solving a problem you won't have until you're at 50+ inquiries/month. Anyone pitching you a "growth stack" while you're still a solo operator is selling you their problem, not yours.

What doing nothing costs you

At <10 inquiries/month, a single forgotten follow-up is 10-15% of your monthly pipeline. For a solo content/growth consultant, one lost retainer is the difference between a good quarter and a bad one — the cost isn't volume, it's concentration.

Where this leaves you

You've got a Notion board and a twice-weekly cadence. The plan would give you the exact email + LinkedIn follow-up templates for restaurant-SaaS founders (POS, reservations, inventory — different hooks), the Notion template pre-built, and the script for what to do the first Friday you skip the nudge — because as a solo operator, that's the slip that kills the system.

When to revisit this

When you cross 25 inquiries/month or sign your first contractor who also needs to see the pipeline.

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