Client follow-up software for small businesses
Still chasing clients from memory?
AwiFin is a next action client management system. Add your clients, log what you promised, and every morning it tells you exactly who to chase and what to write.
Sample workspaceToday - what needs a reply
The problem
The deal did not die. You just never followed up.
Your clients are spread across an inbox, a notes app, two chat threads and your memory. Nothing tells you which one has gone quiet, so the one that slips is the one nobody was watching.The opportunity usually doesn't disappear at once. It goes quiet because nobody followed up.
01
The proposal nobody chasedYou sent it, they said "let us think", and three weeks later it is dead. Not lost to a competitor - lost to silence.
02
The promise you forgot"I will send the revised scope Thursday." Thursday passed. They noticed, and now you look like the risky option.
03
The morning guessworkYou open your inbox and scan it for who to chase. That is not a system, and it fails on the busy weeks.
Daily attention view
Start the day knowing what needs attention.
One view, grouped the way the day actually works. Each item carries the client, why it surfaced, and the next action.OverdueA promised update or follow-up whose date has passed. Rivet Software is two days over on an update you promised.
TodayWhat is due now. Acme Health is waiting on the revised proposal you said would arrive today.
WaitingThe ball is with the client. Vertex Labs has been quiet for four days; Brightline still owes you an approval.
UpcomingWhat lands next. Atlas Commerce needs a discovery call booked tomorrow.
Lead to client
One record, from first contact to client.
When a lead becomes a client, nothing gets lost. Notes, promises and the next step stay in one place.- 1LeadWhere they came from and what they need.
- 2ProposalWhat you sent and when to follow up.
- 3ClientSame record, with the whole history.
- 4Next stepWhat to do next, and by when.
See it work
Tell AwiFin what happened. Get the next action and the message.
Pick where a deal stands. AwiFin decides what you should do next, when, and writes the message to send. Runs in your browser - nothing is saved.1. What happened?
Message tone
Make it yours (optional)
Sample data only. Nothing you type is stored or sent anywhere.Client or company
Contact person
2. AwiFin gives youScroll here to watch AwiFin work it out.
NS
Northwind StudioProposal
Contact: Maya FisherOwner
YouSource
EmailLast contact
6 days agoPrimary Next action
Follow-upFollow up on the Northwind Studio proposal
WhyNo reply 6 days after the proposal went out.
Due in 2 days · Oct 16
Message draftFriendly · Short
Hi Maya, just circling back on the proposal we sent over - I know it landed in a busy week. Happy to walk through the scope live if that is easier than reading it. Would a short call this week work?Pricing
Simple pricing for small teams.
A free plan is available - no credit card. Paid plans are one subscription per workspace, billed monthly. Plans differ by how many clients and team members you need.SoloFor founders and independent consultants handling client follow-ups themselves
$24.99/ month
✓Up to 40 active clients and 500 contacts
✓Unlimited notes, actions, promises, and follow-ups
✓AI-assisted message generation
✓Only one member
✓Email support
TeamFor small teams managing proposals and client communication together
$49.99/ month
✓Up to 200 active clients and 2,000 contacts
✓Up to 5 team members
✓Everything in Solo
✓Shared client communication history
✓Higher AI usage allowance
✓Priority email support
BusinessFor growing businesses coordinating a larger client portfolio across the team
$79.99/ month
✓Up to 500 active clients and 5,000 contacts
✓Up to 10 team members
✓Everything in Team
✓Highest AI usage allowance
✓Team activity and accountability
✓Priority support
Free$0forever
For one person getting started. Every feature included.- ✓5 active clients
- ✓30 contacts
- ✓1 member
- ✓Unlimited notes and actions
- ✓Basic monthly AI allowance
FAQ
Straight answers.
Is this a CRM?Not a full one. AwiFin holds leads, clients and contacts, but its job is narrower: what does each client need next, and when. There is no pipeline reporting suite to configure before it is useful.
Who is it for?Small businesses and startups of roughly 1 to 25 people, where the founder or owner personally handles proposals, client follow-ups and the promises made on calls.
Is it for leads or for active clients?Both, in the same record. A lead that converts keeps its notes, promises and history - the follow-up work does not restart when the deal closes.
Does it replace our project tool?No. Your project tool tracks the work. AwiFin tracks the relationship and the next step toward the client. They sit next to each other.
Does it connect to email?You can connect your email. AwiFin reads client replies and turns requests and promises into follow-ups. It drafts messages, but it never sends email on your behalf - you send it yourself.
Can it draft messages for me?Yes. It writes a draft from the current next action plus the notes and previous messages on that client. It is a starting point you edit, not an autopilot.