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
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 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.
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 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.
Read the guide
Go deeper before you decide
Practical guides on the problem this page is about, whichever tool you end up using.Client management · 6 min readHow to Track Client Approvals Without Constantly Chasing PeopleA simple way to track approvals, files and answers you're waiting for from clients, with check dates, deadlines and polite reminder examples.
Client management · 6 min readHow to Keep Track of Client Requests Without Losing Them in EmailTurn client emails into clear next actions so requests don't get buried in your inbox. A simple capture routine, examples and what to automate.
Templates · 5 min readClient Meeting Follow-Up: What to Capture After Every CallA five-minute routine for after client calls: what to write down, a recap email template, and how to make sure every next step has an owner and a date.
Keep reading