Proposal follow-up software
The proposal you sent last week shouldn’t depend on your memory
Every proposal AwiFin tracks moves from Sent to Waiting to Follow-up due on its own schedule - and gets flagged the moment it goes quiet.
Sample workspaceEvery client, its stage and next action
Where proposals die
Proposals rarely get rejected. They get forgotten.
"Sent" is the last update anyone seesOnce a proposal goes out, most tools stop tracking it. There’s no signal that it’s been quiet for two weeks.
Value and urgency aren’t connectedA $30,000 proposal and a $2,000 proposal look identical in an inbox. Nothing tells you which one to chase first.
Chasing feels awkward without contextA generic "just checking in" email is worse than none. You need the deal context in front of you to write a real follow-up.
How it actually works
Sent, waiting, due, drafted, followed up - automatically
The exact path a proposal takes through AwiFin, from the day it goes out to the day you close the loop.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 about proposal tracking
How does AwiFin flag a stalled proposal?A client in "Proposal sent" with no update past its follow-up date moves into your overdue list automatically - no manual check required.
Can I see proposal value across my pipeline?Yes. Deal value is attached to every client, and your Today view totals proposals waiting so you know what’s at stake.
Will the AI draft mention the actual proposal?Yes - drafts pull from the client’s notes and history, so a follow-up on a $24k proposal reads like it, not a generic template.
What happens once the proposal is signed?Move the client to Won and the next action becomes onboarding or kickoff, not another follow-up.
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