About CloseDraft
CloseDraft is a lightweight client memory for freelancers, built by a freelancer. It keeps a list of clients and their status, flags who is waiting on a reply or has a payment due, and generates an AI-written follow-up so no client is forgotten in a busy inbox.
Connecting a Gmail account lets it generate, schedule and send personalized follow-up sequences from the user's own inbox. Paid-tier features include AutoDraft sequences with reply detection that stops follow-ups once a client responds, Discord or Telegram alerts, a Chrome extension that drafts replies inside Gmail, a one-click PDF invoice generator and an activity timeline.
CloseDraft is a proprietary SaaS product. It offers a free 14-day trial without a credit card and places the automation and integration features on its Pro plan.
Key features
- Client list with follow-up and payment flags
- AI-drafted follow-up emails
- Gmail integration for sending from your inbox
- Reply detection that stops sequences
- Discord and Telegram alerts
- Chrome extension for replies inside Gmail
- PDF invoice generator
- Activity timeline per client
Good fit for
- →Following up with freelance leads on time
- →Chasing late payments from clients
- Tags
- freelancers
- crm
- follow-up
- ai-email
- gmail
- invoicing
- client-management
CloseDraft: questions and answers
- What is CloseDraft used for?
- CloseDraft is a client tracker for freelancers that reminds you who to follow up with and drafts follow-up emails with AI, including sends through Gmail. It is a good fit for following up with freelance leads on time and chasing late payments from clients.
- How much does CloseDraft cost?
- CloseDraft is a paid product with no free plan. Free 14-day trial with no credit card; automation and integrations are on the Pro plan.
- Is CloseDraft open source?
- No. CloseDraft is proprietary (closed-source) software and can't be self-hosted. In the CRM category, open-source options include DaybydayCRM, NextCRM and Twenty.
- What are some alternatives to CloseDraft?
- CloseDraft competes with HoneyBook, Dubsado and Less Annoying CRM.
Open-source alternatives to CloseDraft
See allDaybydayCRM
CRM
DaybydayCRM an open-source CRM, to help you keep track of your daily workflow.
OSSvs HubSpot★ 2.3k
NextCRM
CRM
NextCRM — Open-source CRM built with Next.js 16, React 19, PostgreSQL, Prisma 7, and shadc
MITvs HubSpot★ 709
Twenty
CRM
The #1 Open Source CRM for modern teams. Modular, scalable, and built to fit your business
OSSvs Salesforce★ 58k
Krayin CRM
CRM
Krayin CRM is Free & Open Source CRM Built with Laravel for Customer, Lead, and Sales Mana
MITvs Salesforce★ 24k
SuiteCRM
CRM
SuiteCRM - Open source CRM for the world
AGPL-3.0vs Salesforce★ 5.8k
DeskcommCRM
CRM
Open-source AI sales OS — self-hosted CRM with native AI agents + WhatsApp (WAHA). Open al
MITvs Kommo★ 4.4k
SaaS alternatives to CloseDraft
See all
HoneyBook
CRM
Client management, proposals and invoicing for freelancers and creative studios
SaaS
Dubsado
CRM
Client management with forms, contracts and invoicing for solo service businesses
SaaS
Less Annoying CRM
CRM
Flat-priced, simple contact and pipeline CRM for small businesses
SaaS
Streak
CRM
CRM that runs inside Gmail, tracking pipelines and email threads
SaaS
folk
CRM
Lightweight CRM for managing contacts and relationships in shared groups
SaaS
Bonsai
Finance & Accounting
Contracts, invoicing and time tracking for freelancers
SaaS

