AwiFin
Client follow-up software for small businesses and startups that brings proposals, follow-ups, client commitments, and approvals into one place, so you always know who needs attention and what to do next.
About AwiFin
AwiFin is built for small businesses and startups, bringing proposals, follow-ups, commitments made to clients, and approvals together in one place. According to the official website, it helps you figure out which clients need attention and what to do next. Prospects and existing clients are kept in the same record: once a prospect converts, the original notes, commitments, and history are retained, so follow-up doesn't start from scratch. The website also offers AI-assisted message generation and a live online demo you can try before signing up.
Best for
Best use cases
A founder personally handles proposals, client follow-up, and commitments made on phone calls, and needs a single unified record
Follow-ups are scattered across notes and emails, and you want to view client status grouped by Overdue, Today, Waiting, and Due Soon
After a prospect becomes a client, you want to keep the original notes, commitments, and communication history and continue following up in the same record
Features
Centralized client follow-up
Bring proposals, follow-up items, commitments made to clients, and approvals together in one place, making it easy to see what to do next.
One record for leads and clients
When a prospect converts into a client, the original notes, commitments, and history are retained, so follow-up isn't interrupted by the conversion.
Daily view
Group clients by Overdue, Today, Waiting, and Due Soon to help you see who needs attention.
AI-assisted messages
Offers AI-assisted message generation.
Pros
- Keeps proposals, follow-ups, commitments, and approvals in one place — the official website says you always know what needs to happen next
- Records carry over once a prospect converts, so follow-up history isn't lost
- Offers an online demo you can try before signing up
Pricing Plans
Solo
- Up to 40 active clients and 500 contacts
- Unlimited notes, action items, commitments, and follow-ups
- AI-assisted message generation
- Up to 2 team members
- Email support
Team
- Everything in the Solo plan
- Up to 200 active clients and 2,000 contacts
- Up to 5 team members
* Pricing information is for reference only. Please refer to the latest announcement on AwiFin's official website.