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
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
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.
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 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.
Read the guide
Go deeper before you decide
Practical guides on the problem this page is about, whichever tool you end up using.Client management · 7 min readDo Small Agencies Really Need a CRM? The Minimum Setup for 2 to 5 PeopleMost 2 to 5 person agencies don't need a full CRM. The four things to track, what to skip, and a 30-minute minimum setup that works with any tool.
Agency workflow · 6 min readCRM vs Spreadsheet for Client Follow-Ups: When to SwitchSpreadsheets work for tracking client follow-ups until they don't. What each does well, the signs you've outgrown the sheet, and a template to start with.
Agency workflow · 9 min readHow to Keep Track of Client Follow-Ups Without a Complicated CRMLearn a simple system for tracking client follow-ups, next actions, waiting items and promises without building a complicated CRM process.
Keep reading