CRM for creative agencies
For agencies that pitch, not just propose
Creative work involves pitches, mood boards, revision rounds and a client who goes quiet mid-review. AwiFin tracks that relationship, not a generic sales stage.
Sample workspaceEvery client, its stage and next action
Where creative pipelines fall apart
A pitch isn’t a proposal, and a sales CRM treats them the same
Client relationships outlast the projectA creative client from last year might return with a new brief. Generic CRMs archive them; AwiFin keeps their history live.
Feedback rounds have no homeRevision notes, client preferences and "they hated the blue" context live in Slack or memory, not attached to the client.
Referrals and repeat clients need different careA warm referral from an existing client needs a different follow-up cadence than a cold pitch - most tools don’t distinguish them.
How it actually works
From pitch sent to client feedback, tracked in one place
The real flow inside AwiFin for a creative proposal - context, follow-up and what happens after a "yes."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 from creative agencies
Can I track referral sources?Yes - each client records its source, so you can see how many active deals came from referrals versus outbound.
Where do I keep client preferences and feedback?In notes, tagged by type - proposal note, meeting note, risk - all visible on the client’s timeline before your next call.
Does it handle repeat clients well?Yes - a Won client stays fully visible with its history, so a returning brief starts with context instead of a blank slate.
Can multiple people on our team own a client?Yes - company clients can be reassigned across the team, so an account lead and a new team member both see the full picture.
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