Customer follow-up checklist for small companies
AwiFin is a customer follow-up software for small companies and entrepreneurial teams with 1 to 25 people. It puts proposals, follow-up records, things promised to customers and approvals in one place, so that the boss knows at any time which customer should follow up and what to send next.
The daily views are divided into overdue, today, waiting, and upcoming categories; post a LinkedIn link or a piece of text, and it can automatically extract customer information. AI will combine the current next action, customer notes and correspondence to draft a follow-up message. You can correct it before sending it, and you will not make your own decisions. Supports mailbox synchronization and Notion integration.
Solo is $24.99/month (40 clients), Team is $49.99/month (200 clients), and Business is $79.99/month (500 clients). Independent consultants serving several clients at the same time are also suitable.