CloseDraft
Client memory with proactive nudges
CloseDraft is the client memory freelancers need. It remembers who you have to follow up with and writes the email for you, so no deal is lost to a forgotten inbox. Its dashboard tells you exactly which clients need attention today, and one click generates a personalised AI draft. Connect Gmail to automate entire follow‑up sequences that pause when a client replies. Track every conversation in a permanent timeline, get instant Discord or Telegram alerts when someone goes quiet or a payment is due, and turn any client record into a PDF invoice with one click. Free for up to 10 clients and 15 AI emails per month – Pro unlocks unlimited everything.
Features
- Needs Attention dashboard – see exactly which clients require a follow‑up today, with one‑click “Write them” buttons
- AI email generation – personalised follow‑ups, payment reminders, and cold outreach in four tones with A/B subject lines
- AutoDraft campaigns – automated email sequences sent via Gmail that stop when a client replies, preventing over‑emailing
- Client memory timeline – every email, status change, and contact mark is stored in a permanent, searchable history
- Discord & Telegram notifications – real‑time alerts when clients go quiet, payments are overdue, or campaigns complete
- Invoice generator – turn any client record into a professional PDF invoice with one click
- Chrome Extension – draft AI‑powered replies directly inside Gmail’s compose window
- Gmail integration – send directly from your own inbox and detect replies automatically
- Templates library – save and reuse your best emails with one click
Use Cases
- Recover ghosted clients – automatically send gentle follow‑ups to clients who haven’t replied in 7+ days
- Chase late payments – schedule polite but firm payment reminders that go out without you thinking about it
- Stay on top of multiple projects – track deadlines, payment statuses, and last‑contact dates for every client in one place
- Onboard new clients – trigger a welcome sequence when you add a client, introducing them to your process
- Maintain relationships – send periodic check‑ins to past clients to keep the door open for future work
- Invoice without friction – generate a professional PDF from client data and send it immediately
- Work from anywhere – get pinged on Discord or Telegram when something needs your attention, even when you’re away from your inbox
- Save time on email writing – let AI draft replies, then edit or send instantly from Gmail
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