ClientPlot turns your client spreadsheet into a simple workspace for managing clients, projects, tasks, deadlines, and follow-ups. It’s built for freelancers and small teams that need more than Excel, but less than a full CRM. Import your existing spreadsheet and start from the data you already have.
I built ClientPlot because client tracking often starts simple, usually with a spreadsheet, and then slowly turns into tabs, missed follow-ups, scattered project notes, and more admin than it should take.
ClientPlot is meant to sit between a spreadsheet and a full CRM. You can import Excel or CSV, then track clients, projects, tasks, deadlines, and follow-ups in one place without setting up a complicated sales system.
I’d especially like feedback from freelancers, consultants, and small service businesses who still use spreadsheets today. If you try it, I’d love to know what feels useful, what feels unnecessary, and where the import/onboarding flow could be clearer.
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