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
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 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.
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 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.
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 readWhat Happens After You Win the Deal? A Client Workflow for AgenciesMost CRMs stop at "won." How small agencies can keep every next step visible from proposal to active client, onboarding and renewal.
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.
Keep reading