A client tracker for web designers, from kickoff to launch
Web design projects stall in the gaps: waiting on client content, waiting on feedback, waiting on the third revision round. When those waits are not tracked, projects drag and cash flow suffers. ClientPlot gives designers one screen for every client, project, and the nudge that keeps things moving. This page covers how web designers use it to keep projects unstuck.
See which projects are waiting on whom
Create a project for each website and tasks for the next concrete actions: collect the brief, approve wireframes, review the build. Set project statuses and task owners, and record blockers in notes. Review due and overdue work across clients from the dashboard.
Chase content without being awkward
Set a follow-up date and it appears on the Today view when it is due. Record exactly what is missing: homepage copy, product photos, brand files or access instructions. Keep received files with the client and update the task when the request is answered. ClientPlot does not read email replies or send the nudge for you.
Revision rounds with dates attached
Create one task per revision round with an owner, a due date and a note about what was agreed. Keep feedback decisions beside the work so a late change is easy to distinguish from the original scope. ClientPlot records the work; it is not a visual annotation or design-proofing tool.
Keep the launch date and the aftercare check-in separate
Set a project deadline for launch and dated tasks for redirects, forms and final content checks. After handoff, set a client follow-up date for a check-in about the live site. Delivery can be complete while the relationship still has a next step.
Bring the project list with you
If the work already lives in a spreadsheet, import Excel or CSV and keep the same client names, statuses and dates. The Free plan is one user, one import of up to 100 rows, so you can try it with real projects.
What you get
- ✓Project status at a glance, per client
- ✓Follow-up dates for content and feedback
- ✓Tasks with due dates for every revision round
- ✓A Today view of due and overdue work
- ✓CSV import, free plan for one user
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
Can I manage retainers and projects together?
Yes. Projects group fixed-scope work, and recurring retainer tasks live alongside them under the same client, so the whole relationship is one page.
Can my subcontractors see the work?
On the Team plan, invite them as members so they can work on assigned tasks in the same workspace. ClientPlot is not a client or subcontractor portal.
Does it handle invoicing?
No. Keep invoices, payments and time tracking in your existing billing tools. ClientPlot organizes client work and does not automatically sync accounting records.
Keep every site launch moving
Track projects, revisions, and client nudges in one place. Free to start.