Powerful features for busy freelancers
CloseDraft combines client tracking, AI‑powered email writing, automated follow‑ups, and real‑time notifications — so you never lose a deal to a forgotten email again.
Client Hub
All your clients, projects, payment amounts, and conversations in one dashboard. Track status, deadlines, and last contact at a glance.
AI Email Assistant
Generate personalized follow-ups, payment reminders, and cold outreach in seconds. Choose your tone — Friendly, Professional, Firm, or Casual. Two distinct subject lines every time.
Needs Attention Alerts
CloseDraft shows exactly which clients need you today — stale contacts, overdue deadlines, and payment reminders. Never forget a follow‑up again.
AutoDraft
Set‑and‑forget follow‑ups and campaigns. One‑click single sequences or bulk outreach. Emails are sent automatically via Gmail, with progress tracking and reply detection that stops campaigns once the lead responds.
Gmail Sync
Connect your Gmail and let CloseDraft send automated follow‑ups and sequences directly from your inbox. Reply detection ensures no client gets over‑emailed.
Discord & Telegram Alerts
Get real‑time client notifications where you work — private Discord channels or Telegram bot. Customise which events trigger a ping.
Invoice Generator
Turn client project data into a professional PDF invoice with one click. Auto‑generated numbers and a polished layout — ready to print or email.
Client Activity Timeline
See every interaction — emails sent, status changes, and contact marks — in a permanent, scrollable history inside each client’s detail panel.
Templates Library
Save your best emails and reuse them with one click. AI will automatically personalise them for each client.
Import & Export
Bulk import clients via CSV. Export your complete client list anytime — your data stays yours, always.
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