Simple CRM for agencies
A CRM you can explain in one sentence
Clients have a stage, a next action and a due date. AwiFin shows you the ones that need you today. That’s the whole system.
Sample workspaceEvery client, its stage and next action
Why "simple" keeps failing
Most "simple" CRMs are just fewer features - not less setup
Fewer features still means configurationA lightweight CRM still asks you to build pipeline stages, custom fields and views before it’s useful for your agency.
Simple tools skip the follow-up loopCutting features often means cutting the part that mattered - knowing who needs a message today, not just who’s in your list.
Simplicity and history shouldn’t trade offA simple screen still needs to hold notes, past messages and context - or you’re back to searching your inbox before every call.
How it actually works
One list. One daily view. One follow-up loop.
Nothing to configure - this is what using AwiFin looks like from the first client you add.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 simplicity
What do I have to set up before using it?Nothing. Stages, fields and the Today view work out of the box - add a client and you’re using the full system.
Is anything sacrificed to keep it simple?No - notes, timeline history, email sync and AI drafts are all there. Simple means no setup, not fewer capabilities.
Can I still customize stages later?The default stages cover most agencies. If yours needs something different, that’s a conversation, not a config screen you must complete first.
Is it simple enough for one person to run?Yes - AwiFin is built around a solo founder or a two-to-three-person team running every client conversation personally.
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