CloseDraft is an artificial intelligence tool designed to help freelancers and small teams manage client relationships more effectively. It addresses the common issue of missed follow-ups and unpaid invoices, ensuring that important client communications do not fall through the cracks.
What CloseDraft does
CloseDraft provides a comprehensive solution for tracking client interactions and automating follow-ups. With its proactive nudges, users can see which clients need attention and receive AI-generated emails tailored to different tones. The platform also offers an organized timeline of client communications, making it easy to manage relationships over time.
Who CloseDraft is for
This tool is ideal for freelancers and small teams who juggle multiple clients and projects. If you often struggle with keeping track of follow-ups or managing client communications, CloseDraft can streamline your workflow. However, larger teams or those with more complex client management needs may find that other solutions better suit their requirements.
Pricing & access
CloseDraft operates on a Freemium model, allowing users to access basic features at no cost. For more advanced functionalities, users may need to explore paid options, though specific pricing details are not specified on the website.
Key features
- Needs Attention dashboard: View which clients require follow-up today with one-click “Write them” buttons.
- AI email generation: Create personalized follow-ups, payment reminders, and cold outreach in four tones (Friendly, Professional, Firm, Casual).
- AutoDraft campaigns: Send automated single or bulk email sequences via Gmail that pause automatically when a client replies.
- Client memory timeline: Store every email sent and status change in a permanent, scrollable history for each client.
- Discord & Telegram notifications: Get real-time alerts when clients go quiet, payments are due, or proposals are accepted.
- Invoice generator: Convert any client record into a professional PDF invoice, ready to print or email.
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