Pipedrive alternative
A Pipedrive alternative without the pipeline you’ll never finish configuring
Pipedrive assumes a sales team building custom pipelines and deal stages. A small agency needs proposals tracked and follow-ups handled on day one.
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
No pipeline to design - just proposals, follow-ups, done
This is what replaces a custom Pipedrive pipeline: a fixed, agency-shaped flow that’s ready immediately.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. Pipedrive
 PipedriveAwiFin
Built forSales teams with configurable pipelines
Small agencies, ready to use immediately
Setup requiredCustom stages, fields, automations
None - default stages fit agency sales
Follow-up draftingNot built in
AI drafts from client notes and history
Best team size10+ with a sales ops function
1-10, founder-run
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
âś“5 active clients
âś“30 contacts
âś“1 member
âś“Unlimited notes and actions
âś“Basic monthly AI allowance
SoloFor founders and independent consultants handling client follow-ups themselves
$24.99/ month
âś“Up to 40 active clients and 500 contacts
âś“Unlimited notes, actions, promises, and follow-ups
âś“AI-assisted message generation
âś“Only one member
âś“Email support
TeamFor small teams managing proposals and client communication together
$49.99/ month
âś“Up to 200 active clients and 2,000 contacts
âś“Up to 5 team members
âś“Everything in Solo
âś“Shared client communication history
âś“Higher AI usage allowance
âś“Priority email support
FAQ
Common questions comparing the two
Will I lose Pipedrive’s reporting?AwiFin’s Today view and client value totals cover what most small agencies actually check - overdue follow-ups and pipeline value at risk.
Can I migrate my Pipedrive deals?Export your Pipedrive deals and add them as clients with their stage and value - there’s no rigid field mapping to fight.
Is AwiFin cheaper than Pipedrive?Plans start under $25/month per user, with no add-ons required to get AI drafting or email sync.
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 · 6 min readWhy Client Follow-Ups Get Lost Even When You Have a CRMYou have a CRM, yet follow-ups still slip. The usual causes, from deal-only pipelines to missing next actions, and practical fixes for small agencies.
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 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.
Keep reading