Client management software for small agencies
Small agencies juggle many clients, deadlines, and people at once, and work falls through the cracks when it lives in scattered docs and chats. ClientPlot keeps every client, project, task, and follow-up in one shared workspace. This page covers how small agencies use ClientPlot to run client work from a Today view instead of a pile of sheets.
One shared workspace for the whole team
On the Team plan, invite teammates so everyone sees the same clients, projects and tasks. Assign work, add notes, and pick up a client page without hunting through chats and shared drives.
A Today view of what is due
ClientPlot opens on overdue work, tasks due today, and follow-ups that are coming due, grouped by client. The team starts the day from the same list instead of rebuilding a filter in a spreadsheet.
Follow-ups that keep accounts warm
Set a follow-up date and it appears on the Today view when it is due. Repeat work comes from checking back in, and the date has a place to live next to the rest of the day's work.
Keep client history in one place
Every client has a full timeline of tasks, notes, and files. When a client calls, anyone on the team can open their page and pick up the thread, even if they were not the one who did the last piece of work.
What you get
- ✓Shared clients, projects, and tasks for the team
- ✓A Today view of due and overdue work
- ✓Follow-up dates on the Today view
- ✓A shared client timeline of notes and files
- ✓Excel and CSV import from the sheets you already use
Start with the spreadsheet you already have
Turn existing rows into connected client work
Upload an Excel or CSV file, review the suggested mapping, and turn its rows into connected clients, projects, tasks, follow-ups, and due dates where those columns exist. Nothing is saved until you confirm the preview.
- 1
Upload
Bring the tracker your business already uses.
- 2
Review
Confirm the columns and edit rows before import.
- 3
Work
Open connected client records instead of filtering tabs.
Frequently asked questions
How many people can join a workspace?
The Free plan is one user. 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. The Team plan includes up to five members, and the Business plan is unlimited.
Can our clients log in to see progress?
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.
Does ClientPlot send email reminders?
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.
Is this a staff scheduler or an all-in-one agency OS?
No. ClientPlot is a client tracker for the work you already keep in spreadsheets: clients, projects, tasks, deadlines and follow-ups. It does not replace proposals, invoicing or client portals.
What happens to a teammate if we downgrade?
Nobody loses their data. If a downgrade puts you over your seat limit, you get a 7-day grace period to choose who stays active, and over-limit members are suspended, not deleted. Reactivate them anytime by upgrading or freeing a seat.
Give your agency one place to run client work
Invite your team, assign work, and keep every client moving. Start free.