ClientPlot keeps your clients, tasks, due dates, and follow-ups in one fast view, so you always know what needs you today. It replaces your spreadsheet without the setup that big project tools ask for.
Free plan, no credit card needed · or try the live demo
Today
You have 5 things that need attention today.
Today's Brief · Jul 1
EST. WORKLOAD 2h 15mToday's Focus
Fix invoice error
Meridian Co.
Review homepage copy
Bright Labs
Send Q3 proposal
Meridian Co.
The parts of client work that matter, laid out so you can get through them.
See what's due today, this week, or this month. Overdue work and follow-ups are grouped by client the moment you log in.
Every task, note, and file lives under a client. No more hunting across boards to remember who needs what and when.
Set a date to check back in with a client and get an email when the day comes. Nothing slips through.
View by day, week, month, quarter, or year. Drag to reschedule, filter by client or title, and see your whole pipeline.
Set working hours, plan shifts (nights and weekends included), run an on-call rotation, and see who's on what.
Keep contracts and assets in a per-client file hub, tag anything, and jump anywhere with quick search.
Bring your clients, projects, and tasks straight from a spreadsheet with the built-in CSV importer.
Add teammates as managers, members, or viewers, assign work, and keep everyone on the same page.
Switch between day, week, month, quarter, and year views. Drag tasks to reschedule, filter by client or subject, and pick custom date ranges. Deadlines, follow-ups, and team shifts all in one calendar.
Calendar
+ New taskJune 2026
The tool that holds your client list should never have plans for it.
Your client list is your business. We don't sell it, don't run ads against it, and don't train AI on it. Ever.
One click in Settings exports your whole workspace as JSON or CSV. No lock-in, no export fees, no waiting.
Downgrade or cancel and your data stays put. Premium features lock, your clients and history don't go anywhere.
Start free. Upgrade when your business grows. Cancel anytime.
Free
Perfect for trying ClientPlot.
Solo
For freelancers and solo business owners.
Prices in USD. Annual billing saves you two months on every paid plan.
Freelancers, consultants, agencies, and small service businesses who run their client work out of spreadsheets and email and want something simpler than Monday, Asana, or Notion.
Yes. The Free plan covers one user and up to 5 clients, with unlimited projects and tasks, and you don't need a card to start.
Yes. Cancel from Settings, and you keep access until the end of the period you've paid for, then move to Free. Your data stays with you.
No. Your client data is yours. We never sell it, use it for advertising, or train AI on it.
Nothing gets deleted. Premium features lock until you upgrade again, and your clients, tasks, and files stay right where they are.