CRM for web development agencies
Built for the discovery-call-to-signed-scope sale
Web dev agencies sell in scoped proposals with real back-and-forth, not a fixed sales script. AwiFin tracks that conversation without forcing it into a generic pipeline.
Sample workspaceEvery client, its stage and next action
Where dev agency sales break
Scoping calls, revisions and sign-offs don’t fit a generic pipeline
Scope revisions get lostA proposal rarely goes out once. Revisions, budget approvals and VP sign-offs happen in threads a generic CRM doesn’t track.
Client and project tools don’t talkYour project management tool tracks the build. Nothing tracks the relationship before the contract is signed.
Technical context gets re-explained every callWithout notes tied to the client, every check-in starts with "remind me what we scoped" instead of the actual update.
How it actually works
From discovery call to signed scope, tracked end to end
The exact flow for a web project proposal - value, approval blockers and the follow-up that closes it.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 dev agencies
Can I track budget approval blockers?Yes - notes and status tags capture things like "needs VP sign-off," so the next follow-up addresses the real blocker.
Does this replace our project management tool?No - AwiFin tracks the client relationship and sales conversation. Projects link to a client, but delivery stays in your PM tool.
Can I log discovery call notes?Yes - meeting notes, proposal notes and risk flags all attach to the client timeline, visible before every follow-up.
What about ongoing retainer clients?Won clients move to active status with recurring check-ins tracked the same way as new proposals - one system for both.
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