OnePageCRM alternative
A OnePageCRM alternative built for agency follow-up, not cold sales
OnePageCRM is built around a sales rep’s action list. AwiFin is built around a client relationship - proposals, notes, email history and AI-drafted follow-ups in one place.
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
Proposal to follow-up, with AI drafting the message
The exact flow AwiFin runs on - the part a generic next-action list leaves out.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
Side by side
AwiFin vs. OnePageCRM
OnePageCRMAwiFin
Built forSales teams moving deals forward
Agencies managing client relationships
After the dealFocus stays on the sales pipeline
Same record continues through delivery and renewal
Waiting on the clientHandled as your own next action
Separate waiting state with a check date
Follow-up draftingAI assistant included
AI drafts from client notes, messages and the follow-up reason
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 comparing the two
Can I import my OnePageCRM contacts?You can add clients directly or import from LinkedIn - export your OnePageCRM contacts and add them as new clients to get started.
Does AwiFin have a "next action" concept too?Yes, but tied to full client context - deal value, stage, notes and history - not a standalone action list.
Is AwiFin cheaper than OnePageCRM?Plans start under $25/month per user - see current pricing on the homepage before switching.
Read the guide
Go deeper before you decide
Practical guides on the problem this page is about, whichever tool you end up using.Follow-ups · 7 min readHow to Know Which Client to Contact Today: The Next-Action MethodStop scanning your inbox to decide who needs attention. Use a simple next-action system to prioritize client follow-ups, replies, promises and approvals.
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 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.
Keep reading