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
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
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.
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 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.
Read the guide
Go deeper before you decide
Practical guides on the problem this page is about, whichever tool you end up using.Proposals · 8 min readHow to Follow Up After Sending a Proposal Without Being AnnoyingLearn when and how to follow up after sending a client proposal, what to write and how to prevent proposal follow-ups from being forgotten.
Follow-ups · 8 min readHow to Follow Up With a Client Who Hasn't RepliedWhen to follow up with a quiet client, what to write in each message, and when to stop chasing. With short templates you can adapt today.
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.
Keep reading