Quote and client follow-up for small businesses
Quote sent. Who still owes you an answer?
AwiFin tracks unanswered quotes, waiting client decisions and the next action for each one. Every morning it shows who to chase, what was agreed and what to write.- ✓Free for 5 clients
- ✓No credit card
- ✓Unlimited notes and reminders
- ✓No install, no setup
Sample workspaceToday - what needs a reply
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.One list for todayOpen it in the morning and see where to start. Nothing to remember.
See who you are waiting onYou see how many days a client has been quiet, so you know when to follow up.
The whole client historyNotes, quotes, promises and messages in one record. No digging through your inbox.
How it works
Three simple steps.
- 1Add a client or a leadName, email and a short note. That is enough to start.
- 2Set what happens nextA proposal, a call, a reminder. Pick the next step and a date.
- 3AwiFin reminds you at the right timeWhen the date comes, it shows up in your Today list.
Product
Everything you need to keep clients moving.
Start the day knowing what needs attention.One view, grouped the way the day actually works. Each item carries the client, why it surfaced, and the next action.
OverdueA promised update or follow-up whose date has passed. Rivet Software is two days over on an update you promised.
TodayWhat is due now. Acme Health is waiting on the revised proposal you said would arrive today.
UpcomingYours to do, due in the next seven days or not yet dated. Atlas Commerce needs a discovery call booked tomorrow.
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
✓5 active clients
✓30 contacts
✓1 member
✓Unlimited notes and actions
✓Basic monthly AI allowance
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
✓Only one member
✓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
FAQ
Straight answers.
Is this a CRM?Not a full one. AwiFin holds leads, clients and contacts, but its job is narrower: what does each client need next, and when. There is no pipeline reporting suite to configure before it is useful.
Who is it for?Small businesses and startups of roughly 1 to 25 people, where the founder or owner personally handles proposals, client follow-ups and the promises made on calls.
Is it for leads or for active clients?Both, in the same record. A lead that converts keeps its notes, promises and history - the follow-up work does not restart when the deal closes.
Does it replace our project tool?No. Your project tool tracks the work. AwiFin tracks the relationship and the next step toward the client. They sit next to each other.
Does it connect to email?You can connect your email. AwiFin reads client replies and turns requests and promises into follow-ups. It drafts messages, but it never sends email on your behalf - you send it yourself.
Can it draft messages for me?Yes. It writes a draft from the current next action plus the notes and previous messages on that client. It is a starting point you edit, not an autopilot.
Is there a free plan?Yes. The free plan is free forever, with 5 active clients and unlimited notes and actions. No credit card needed. You upgrade only when you need more clients or team members.
Can my team use it?Yes. Paid plans add team members to the same workspace, so everyone sees the same clients, notes and next actions. The free plan is for one person.
Do I need to install or set anything up?No. It runs in your browser. Add a client, set the next step and a date, and you are already working. There is no setup project and no pipeline to configure first.
How is it billed?Paid plans are one subscription per workspace, billed monthly in USD. Plans differ by how many clients and team members you need.