ClientPlot
The client tracker for people who’ve outgrown spreadsheets
What it does
ClientPlot turns your client spreadsheet into a simple workspace for managing clients, projects, tasks, deadlines, and follow-ups. It’s built for freelancers and small teams that need more than Excel, but less than a full CRM. Import your existing spreadsheet and start from the data you already have.
Run your clients, projects, deadlines and follow-ups from one organized workspace. Explore ClientPlot plans for freelancers, consultants and small teams.
Run your clients, projects, and follow-ups from one organized workspace. Know what needs attention today and keep the next deadline in sight. Your clients, active projects, and next priorities in one view. Current priorities: Fix invoice error. Follow-up needed for Nova Wellness. 2 items are due today. See due follow-ups and overdue tasks in your Today view. Start the day with a clear next action for each client. Connect tasks, notes, files, and deadlines to the right client. Pick up where you left off without piecing the story together. On Team and Business, assign tasks and see workloads in a shared workspace. Everyone can see who owns the next step. Unlimited clients, projects, and tasks…from clientplot.com
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