A simple CRM for contractors
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 shows you when it is time to act. This page covers how contractors and trades use it day to day.
Put every quote follow-up on the dashboard
Set a follow-up date and it appears on the Today view when it is due. Quotes you actually follow up on are jobs you actually win.
One page per customer, with the paperwork attached
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.
Plan the week, including odd hours
The calendar shows every job and deadline by day, week, or month, and working hours can include evenings and weekends. On the Team plan you can assign jobs so the crew is working from the same list.
Simple enough to actually use after a long day
No pipelines to configure and no sales jargon. Add a customer in seconds, add a job with a due date, and let the dashboard do the remembering. If you currently track work in a spreadsheet, import it in minutes.
What you get
- ✓Follow-up dates for quotes and callbacks
- ✓Customer pages with jobs, notes, photos, and files
- ✓A calendar of every job and deadline
- ✓Task assignment on the Team plan
- ✓Works on your phone, free plan to start
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
Is ClientPlot overkill for a one-person operation?
No. The Free plan covers one user, one workspace, up to 100 active customers, unlimited projects and tasks, dashboard, calendar, and one spreadsheet import of up to 100 rows. You don't need a card to start. It is built to be lighter than the sales CRMs aimed at big teams.
Can I attach photos and documents to a job?
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.
Does it work for emergency and after-hours work?
Yes. Working hours can include nights and weekends, and the calendar has an all-hours view so odd-hour jobs still have a place on the week.
Stop losing jobs in the gaps
Track every customer, quote, and callback in one place. Free to start.