Client follow-up software
Still chasing clients from memory
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
A note from the founder
“I’ve spent 15 years building software. Small businesses shouldn’t need a complicated CRM - or a perfect memory - to keep their promises to clients. That’s why I’m building AwiFin.”
The problem
The deal did not die. You just never followed up.
Your clients live in an inbox, a notes app, two chats and your memory. Nothing tells you which one went quiet.The opportunity usually doesn't disappear at once. It goes quiet because nobody followed up.
Gone quiet this monthNobody followed up. Nobody noticed.
Northwind redesignProposal sent
23 daysBrightside retainerSaid "let us think"
17 daysKowalski shopRevised scope promised
9 days01
3 weeksThe 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
ThursdayThe promise you forgot"I will send the revised scope Thursday." Thursday passed. They noticed, and now you look like the risky option.
03
Every morningThe morning guessworkYou open your inbox and scan it for who to chase. That is not a system, and it fails on the busy weeks.
See it in action
See AwiFin in 17 seconds
See how AwiFin turns client follow-ups and promises into one daily action list.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.
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.FreeFor one person getting started. Every feature included.
$0forever
✓5 active clients
✓30 contacts
✓1 member
✓Unlimited notes and actions
✓Basic monthly AI allowance
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
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.
Read the guide
Go deeper before you decide
Practical guides on the problem this page is about, whichever tool you end up using.Follow-ups · 6 min readClient Follow-Up Software: How to Choose One That Prevents SilenceWhat client follow-up software should do, six capabilities to test, red flags in demos, and a one-week test with your five hardest client relationships.
Agency workflow · 9 min readHow to Keep Track of Client Follow-Ups Without a Complicated CRMLearn a simple system for tracking client follow-ups, next actions, waiting items and promises without building a complicated CRM process.
Follow-ups · 8 min readHow to Follow Up With a Client Who Hasn't RepliedWhen to follow up with a quiet client, what to write in each message, and when to stop chasing. With short templates you can adapt today.
Keep reading