CRM for small agencies
A CRM sized for a small agency, not a sales org
Most CRMs are built for a sales team with an admin. AwiFin is built for the two-to-ten-person agency where you are the founder, the account manager and the person who has to remember every promise.
Sample workspaceEvery client, its stage and next action
Why generic CRMs don’t fit
Small agencies don’t need a sales pipeline. They need to not drop the ball.
Too much setup for too little teamHubSpot and Salesforce assume a RevOps person configuring stages, fields and automations. A small agency needs it working on day one.
Clients and leads live in one listA spreadsheet CRM treats every row the same. Agencies need to see active clients and open leads without switching views.
Follow-ups get lost in inboxesThe real risk isn’t a messy pipeline - it’s a proposal that went quiet three weeks ago and nobody noticed.
How it actually works
One workflow: proposal to follow-up, without spreadsheets
This is the exact flow inside AwiFin, from the moment a proposal goes out to the moment the next action gets scheduled.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 small agencies
Is this a full CRM or just a follow-up tool?It’s a CRM - clients, leads, deal value, stages, notes and history - built around the follow-up loop instead of a sales pipeline you have to configure.
Do I need to set up pipeline stages first?No. Clients start at New and move through Discovery, Proposal sent, Negotiation and Won with no setup required.
How long does onboarding take?Most solo founders and small teams are tracking real clients within the first session - there is no admin config step.
Can my whole team use it?Yes. Company clients can be owned, shared and reassigned across your team, alongside solo clients you manage personally.
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