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
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
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.
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 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.
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 · 7 min readDo Small Agencies Really Need a CRM? The Minimum Setup for 2 to 5 PeopleMost 2 to 5 person agencies don't need a full CRM. The four things to track, what to skip, and a 30-minute minimum setup that works with any tool.
Agency workflow · 6 min readHow to Choose a Lightweight CRM for a Small AgencyA practical guide to choosing a lightweight CRM for a small or founder-led agency: what to test, the main types of tools, and when each one fits best.
Client management · 6 min readFree CRM for Small Agencies: What You Actually Need Before You PayWhat a free CRM for a small agency must include, where free plans hit their limits, and how to start tracking clients and follow-ups without paying.
Keep reading