Contractors lose money in the gaps: the quote you never chased, the callback that slipped, the job notes scattered across texts and a truck notebook. ClientPlot is a simple CRM that keeps every customer, job, and follow-up in one place and reminds you when it is time to act. This page covers how contractors and trades use it day to day.
Set a follow-up date when you send a quote and ClientPlot emails you when it is time to check in. Quotes you actually follow up on are jobs you actually win, and the dashboard shows every follow-up coming due.
Each customer gets a page with their jobs, notes, and files: quotes, photos, permits, invoices. Standing in a driveway, you can pull up the whole history on your phone instead of digging through texts.
The calendar shows every job and deadline by day, week, or month, and working hours can include evenings and weekends. Teams on the Team plan can assign jobs, plan shifts, and run an on-call rotation for emergency work.
No pipelines to configure and no sales jargon. Add a customer in seconds, add a job with a due date, and let the reminders do the remembering. If you currently track work in a spreadsheet, import it in minutes.
No. The Free plan covers one user and up to five active customers, and the Solo plan adds unlimited customers and email reminders. It is built to be lighter than the sales CRMs aimed at big teams.
Yes. Attach files to tasks and keep contracts, photos, and permits in a per-customer file hub, so the paperwork lives with the job it belongs to.
Yes. Working hours can include nights and weekends, the calendar has an all-hours view, and team plans include shifts and an on-call rotation.
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