Keep every freelance client organized
Track clients, projects and deadlines without maintaining another spreadsheet. ClientPlot is the client tracker you move to when the freelance sheet gets messy. Import the list you already keep, then run the week from a dashboard.
Need to track tasks for multiple clients in one list? Download the client task tracker.
See what is due today, not just what exists
Most tools show you a giant list. ClientPlot opens on a Today view that groups what needs you now: overdue work, tasks due today, and client follow-ups that are coming due. You start the day knowing exactly what to do first.
Keep every task under the right client
Every task, note, and file lives under the client it belongs to. When a client emails, you open their page and see the whole history in seconds, instead of searching three apps to remember where you left off.
Make follow-ups part of the workday
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, but the next date has a clear place to live.
Move off your spreadsheet in an afternoon
Import your existing clients, projects, and tasks straight from Excel or CSV. Your data is yours, you can export it anytime. 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.
See which freelance clients are worth the hours
A busy week can hide a client that looks fine on revenue and weak by the hour. Compare revenue, hours, and costs with the same rules before you take another similar project.
What you get
- ✓A Today view of due and overdue work
- ✓Clients, tasks, notes, and files together
- ✓Follow-up dates on the dashboard
- ✓Excel and CSV import from your current spreadsheet
- ✓Free plan for one user, no credit card
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 good for solo freelancers?
Yes. 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 Solo plan adds unlimited business records for a low monthly price.
Can I import my clients from a spreadsheet?
Yes. Upload Excel or CSV, map the columns, and pick which rows to import. You can review the preview before anything is added, so a messy sheet still comes in clean.
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 another all-in-one freelance business platform?
No. ClientPlot does not do proposals, invoicing, payments or client portals. It is the client tracker you use when the spreadsheet is the problem, not a replacement for the rest of your stack.
How do I tell which freelance clients are profitable?
Use the same cost rules for every client: revenue minus labor (hours times your internal hourly cost) minus other costs. The free client profitability calculator shows estimated profit, margin, and effective hourly rate side by side.
Do I need a credit card to start?
No. You can create a free workspace with your email, no card required.
Keep every freelance client organized
Download a free tracker, then import it when the sheet gets hard to maintain.