Your client work. Under control.
Run your clients, projects, and follow-ups from one organized workspace. Know what needs attention today and keep the next deadline in sight.
Solo from $9.99/month. Cancel anytime.
Working with a team? Find your plan →Today
You have 5 things that need attention today.
Your clients, active projects, and next priorities in one view.
Operational notes
Current priorities: Fix invoice error. Follow-up needed for Nova Wellness. 2 items are due today.
Built for the work after the sale
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.
A workspace worth coming back to
Unlimited clients, projects, and tasks on every paid plan. Work solo or bring your team along.
Make it annual. Save up to 17%.
Billed monthly. Choose annual for a lower total cost.
For your own business
RecommendedEvery client. Every deadline. One place to stay on top of it all.
$9.99 /month
Billed monthly. Cancel anytime.
Save $20.88/year with annual billing
Create an account, then choose billing.
For up to 5 people
Keep your team connected and give every next step an owner.
$19.99 /month
Billed monthly. Cancel anytime.
Save $40.88/year with annual billing
Create an account, then choose billing.
For your growing team
Bring everyone into the work with room for more people and files.
$29.99 /month
Billed monthly. Cancel anytime.
Save $60.88/year with annual billing
Create an account, then choose billing.
1 user, up to 100 clients, unlimited projects and tasks, and 1 spreadsheet import of up to 100 rows. No card required.
Prices in USD. Cancel anytime; paid access continues until the end of your billing period.
Unlimited rows means no plan-based quota. Each import supports files up to 8 MB and 20,000 rows per sheet.
See the week before it gets away
Keep delivery dates and client tasks on one calendar. Switch from your day to the whole quarter, filter by client, and drag tasks to reschedule as plans change.
Take a look around →Calendar
+ New taskJune 2026
Pick Solo for your own business, Team for up to five people, or Business for a larger team.
Import the Excel or CSV tracker you already use, or add your first client directly. No spreadsheet required.
Add a project, set the next follow-up, and give every task a due date. Your Today view brings the priorities together.
Keep every client and delivery date in view, even when you are doing it all yourself.
Keep engagement notes, project progress, and the next client check-in together.
Share the work, assign the next task, and keep client context with the people who need it.
Your client list is your business. We don't sell it, run ads against it, or train AI on it.
Export your workspace as JSON or CSV from Settings. No export fees and no waiting.
Cancel or downgrade from Settings. Your client records and history stay in your account, even when paid features end.
An online workspace to manage clients, projects, tasks, files, deadlines, and follow-ups. Your Today view brings due work together, and your calendar helps you plan ahead. Team and Business add shared workspaces, task assignment, and workload views.
Choose Solo for one person at $9.99/month, Team for up to five people at $19.99/month, or Business for unlimited team members at $29.99/month. Every paid plan includes unlimited clients, projects, tasks, and spreadsheet imports, subject to technical import limits.
No. Add your clients, projects, and tasks directly in your workspace. If you already use Excel or CSV, you can import that data instead of entering it again.
Yes. Explore the live demo without an account, or create a Free workspace with your own data. The Free plan covers one user, one workspace, up to 100 clients, unlimited projects and tasks, dashboard, calendar, and one spreadsheet import of up to 100 rows. You don't need a card to start.
Yes. Cancel from Settings and your paid access continues until the end of the current billing period. Your workspace then uses the Free plan limits. Your records stay in your account, and you can export your workspace as JSON or CSV.
No. ClientPlot does not email you when a follow-up comes due. Set a follow-up date and it appears on the Today view when it is due. You still send the email or make the call.
No. ClientPlot is a workspace for you, and for teammates on a Team plan. It is not a client-facing portal or status-page product.
ClientPlot focuses on managing client work: projects, tasks, files, and follow-ups. Keep your existing tools for invoicing, proposals, payments, and sales pipelines.
Put your next workday in order
Bring your clients, see your priorities, and know what comes next. Your workspace starts at $9.99/month.
Monthly or annual billing. Cancel anytime. Your data stays yours.
Still organizing your first client list? Our resources can help.