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CloseDraft

SaaS

Client tracker for freelancers that reminds you who to follow up with and drafts follow-up emails with AI, including sends through Gmail.

closedraft.site
CloseDraft homepage screenshot

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

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