Free for small agencies
Still chasing clients from memory?
AwiFin is a next action client management system. Add your clients, log what you promised, and every morning it tells you exactly who to chase and what to write.It watches every proposal, promise and quiet client for you, then hands you one next action per client each morning.Free for 3 clients. No credit card, no trial countdown, no sales call.
✓Free for 3 clients
✓No credit card
✓Unlimited notes and follow-ups
Sample workspaceWho needs a next action today
The problem
The deal did not die. You just never followed up.
Your clients are spread across an inbox, a notes app, two chat threads and your memory. Nothing tells you which one has gone quiet, so the one that slips is the one nobody was watching.One forgotten follow-up costs more than a year of any tool you would use to prevent it.
01
The 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
The promise you forgot"I will send the revised scope Thursday." Thursday passed. They noticed, and now you look like the risky option.
03
The morning guessworkYou open your inbox and scan it for who to chase. That is not a system, and it fails on the busy weeks.
The deal
What it costs you, what you get back
What you give
✓An email and a password - that is the whole signup
✓Three minutes to add the clients you are chasing right now
✓No credit card, no card details stored anywhere
What you get
✓One next action per client, so you always know the move
✓A daily list of who has gone quiet and needs chasing today
✓Every promise you made to a client, with its due date
✓A ready-to-send follow-up, written from that client history
Three minutes from now
Signup to your first follow-up
01
Create the accountEmail and password. No card, no setup wizard, nothing to configure.
02
Add 3 clients you are chasingThe ones you keep meaning to email back. Stage, value, contact.
03
Log one promiseWhat you said you would send, and when. This is where the value starts.
04
Read your next actionsSee who needs chasing, generate the draft, copy it out and send it.
Try it here
Add a lead. Get the follow-up and the message.
This is the whole product in one move. Name a client, say where things stand, and AwiFin schedules the next action and writes what to send. Nothing is saved - it runs in your browser.Client or company
Contact person
Where things stand
Tone
Sample data only. Nothing you type is stored or sent anywhere.
AwiFinSample workspaceClients/Northwind Studio
NS
Northwind StudioProposal
Contact: Maya FisherOwner
YouSource
LinkedInLast contact
6 days agoOverviewTimelineMessages
Primary Next action
AWDT-1 · Follow-upFollow up on the Northwind Studio proposal
WhyNo reply 6 days after the proposal went out.
Due in 2 days · Oct 1
Message draftFriendly · Short
Hi Maya, just circling back on the proposal we sent over - I know it landed in a busy week. Happy to walk through the scope live if that is easier than reading it. Would a short call this week work?The free limits
Free for 3 clients, forever
Nothing is locked or watered down - every feature is on. Only the volume is capped, so you can run AwiFin on real clients before you pay anything.3ClientsEnough to track the deals you are actively chasing.
10ContactsPeople at those clients, with role and channel.
1ProjectsOne offer to sell, with its own ideal-client notes.
1Team membersJust you - invite the team on a paid plan.
$1AI usage budgetMonthly AI budget for message drafts, resets every month.
Outgrowing 3 clients means it is working. Paid plans raise the caps and add your team - nothing you built on free is lost.
Before you sign up
The honest answers
What is AwiFin, in one sentence?A next action client management system for small agencies: it tracks your clients, remembers what you promised them, tells you who to follow up with each day and drafts the message.
Is the free plan really free?Yes. It is not a timed trial and no card is needed. You keep the account as long as you stay inside the free limits.
How much fits in the free plan?3 active clients, 10 contacts and 1 project. Notes, tasks, promises and next actions are unlimited even on free.
Do I get the AI follow-up drafts for free?Yes, with a small monthly AI budget that resets each month - enough to draft your first real follow-ups and judge the quality yourself.
What happens when I hit a limit?Nothing is deleted or hidden. AwiFin asks you to upgrade before you add past the cap, and everything already in there keeps working.
Can I look around before creating an account?Yes. The live demo opens a sample agency workspace with clients, notes and due follow-ups already in it, so you can click through the real app.
