Client follow-up software for small businesses and startups
Know who needs attention - and what to do next.
AwiFin keeps proposals, follow-ups, client promises and approvals in one place - so you always know what needs to happen next.
Sample workspaceToday - what needs a reply
The problem
You sent the proposal. What happens next?
Four clients, four different states, four different next steps. None of them live in one place, so the one that slips is usually the one nobody was watching.Proposal sentNorthwind LogisticsNext: follow up Thursday
Waiting for replyVertex LabsNext: 4 days, nudge before it goes cold
Client promiseRivet SoftwareNext: send the update today
Approval requestedBrightlineNext: follow up tomorrow
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
Keep the relationship together from proposal to active client.
A lead does not become a different record when it converts. The context, the promises and the next step carry across.- Lead
- Proposal
- Follow-up
- Active client
- Updates
- Promises
- Approvals
- Next action
Your project tool tracks the work. AwiFin tracks the relationship.Keep Jira, Trello, Notion or whatever runs delivery. AwiFin sits next to it and answers a different question: what does this client need from you next, and when.
Try it here
Add a lead. Get the follow-up and the message.
This is the whole product in one move. Name a client, say where things stand, and AwiFin schedules the next action and writes what to send. Nothing is saved - it runs in your browser.Client or company
Contact person
Where things stand
Tone
Sample data only. Nothing you type is stored or sent anywhere.
AwiFinSample workspaceClients/Northwind Studio
NS
Northwind StudioProposal sent
Contact: Maya FisherOwner
YouSource
LinkedInLast contact
6 days agoOverviewTimelineMessages
Primary Next action
AWDT-1 · Follow-upFollow up on the Northwind Studio proposal
WhyNo reply 6 days after the proposal went out.
Due in 2 days · Sep 28
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?How it works
Five steps, no setup project.
Start with the handful of clients you are actually chasing. Everything else can wait.01Add a lead or clientType it in, paste a LinkedIn URL, or paste any block of text and let AwiFin pull the details out.
02Capture what happenedNotes from the call, what you sent, what you promised, what they asked for.
03Set the next actionOne clear next step with a date. That is what turns a note into something that comes back to you.
04See what needs attentionOpen the daily view and work down it: overdue first, then today, then what is still waiting.
05Send the next messageAwiFin drafts it from the next action and the client's history. You read it, adjust it, and send it yourself.
Connected to where the work already happens
Email syncConnect your inbox and AwiFin picks up replies, requests and promises from client emails - so the follow-up shows up without you filing it.
Add from LinkedInPaste a LinkedIn profile URL and the lead is created with details filled in.
NotionLink a Notion page to a client and pull its content straight into your notes - no copy-pasting between tools.
NextOutlook sync is built and in testing - it works the same way your other connected inbox does.
Pricing
Simple pricing for small teams.
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
✓Up to 2 team members
✓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
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.
