Client follow-up software
Never let a follow-up go quiet again
AwiFin watches every proposal, every promise and every open thread, and surfaces exactly who needs a follow-up today - with an AI draft ready to send.
Sample workspaceEvery client, its stage and next action
The problem with manual follow-up
Follow-ups don’t fail because you don’t care. They fail because nothing reminds you.
No single view of what’s dueFollow-ups live scattered across email, calendar and memory. Nothing pulls them into one list ranked by urgency.
Writing the message is the frictionYou know a client needs a nudge, but opening a blank email and finding the right tone is what makes it wait another day.
Completing one follow-up doesn’t set the nextMost tools stop at "done." The next check-in, call or update still has to be remembered manually.
How it actually works
From proposal sent to follow-up completed, in one loop
This is the real screen-by-screen flow inside AwiFin for a single client, end to end.01
Proposal sentLogged the moment you send it, with stage and value attached to the client.
02
WaitingSits in "Proposal sent" until the client replies, or it goes quiet.
03
Follow-up becomes dueAwiFin flags it before it goes cold - no spreadsheet, no manual reminder.
04
Shows up in TodayLands in your daily view next to every other client that needs you.
05
AI drafts the messageA follow-up draft is ready to review and send, in your voice.
06
Completed, next action scheduledMark it done and the next step - a call, a check-in - is set automatically.
Sample workspaceStep 1-2 - proposal sent, waiting
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
Common questions about follow-up software
How does AwiFin know when to follow up?Every client has a next action with a due date - set manually or generated from the stage and last contact date - and it surfaces automatically in your daily view.
Does it write the follow-up message for me?Yes. AI drafts a follow-up based on the client’s notes, history and stage. You review and send - it never sends on its own.
What happens after I mark a follow-up done?You set or confirm the next action right there, so the client moves back into your queue with a new due date instead of disappearing.
Does it work over email?Yes - email sync brings replies into the client timeline, so you see the full thread next to the follow-up, not in a separate inbox.
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