Starter
$19/month
Monthly billing
- 1 user · 50 quotes per month
- Request form, estimate templates, and PDFs
- 200 email messages per month
● For hardworking service pros and small teams
More time on the job.
Less spent on software.
Keep customer requests, estimates, appointments, follow-ups, and payments together—from the first inquiry to the moment you get paid.
$19/month
Starter · billed monthlyAI drafts + 5 team seats on Growth · $49/month
No credit cardWorks with your current websiteYou approve every estimateGet paid into your own bank account
NW
Nicole WhiteleighKitchen cabinet refinishing
NewTimingWithin 2 weeksBudget$2,000–$3,000
Job details receivedPhotos, measurements, address
A complete request arrivesContact, scope, timing, address, and photos are already together.
Add it to the website you already have.
Site buildersCMS platformsLanding pagesCustom websitesShareable link
A monthly bill that leaves room for your business
Start small. Keep your costs clear.
Get the tools to organize requests, prepare professional estimates, and stay on top of the next step. Start with the plan that fits your business.
Less chasing. Clearer requests.
Collect job details and photos in one place. Ask for missing information with a customer link, and keep the answers beside the estimate.
Explore customer workflowsCard payments, straight to your bank.
Accept customer card payments through your own connected Stripe account. Send deposit and balance requests with reminders, so getting paid isn’t the last awkward conversation.
See how payments workPrices shown in USD, billed monthly. Annual plans are also available. Plan limits apply; taxes and payment processing fees are separate.
Bring your team. Put AI to work.
Growth: $49/month for 5 team members.
AI estimate drafts from your catalog, unlimited quotes, reviewed follow-up automation, and calendar sync.
50+ business types. Make the workflow yours.
From one-person operations to growing teams.
From plumbing repairs and pest inspections to HVAC service and cleaning, start with your trade and customize the services and questions for the way you work.
plumbersHVAC contractorspest control businessesmechanics and mobile auto serviceshandyman businessescleaning companiespainters & cabinet refinisherslandscapersother service businesses
Also suitable for specialty contractors and other businesses that quote work before getting started.
A lead should not disappear in your inbox
Your customer submitted the form. Did you actually receive it?
Website notifications can be filtered, delayed, or overlooked on a busy day. By the time you notice, the customer may have already called someone else.
- Every request is saved directly to your workspace
- Your team sees the same customer details and photos
- The next action stays visible until it is handled
Without a connected workflow8:14 AM
Form submittedCustomer expects a response
Filtered email
4 hours laterStill no reply
With ClientForth8:14 AM
New request capturedKitchen cabinet refinishing
NewContactPhotosTiming
Next actionReview AI estimate draft
One simple workflow
Stop piecing together forms, inboxes, and spreadsheets.
ClientForth keeps the entire path from “I need a quote” to a paid, completed job in one place.
Website or hosted form
1Customer requests a quote
Job details, timing, address, measurements, and photos arrive together.
ClientForth organizes the request
2Complete details become a draft
Missing information is highlighted and AI prepares scope and line items from your approved catalog.
Human control
3Owner reviews and sends
You verify the work, quantities, price, assumptions, and terms before the customer receives anything.
Approved work
Scheduled, worked, and paid
The job goes on the calendar, and payment is collected online into your own bank account—no separate invoicing step.
Timely follow-up
Keep the conversation moving
Prepare an editable reminder, answer questions, or revise the estimate. Follow-up stops after a decision.
Purpose-built, not pieced together
A form submission is only the beginning.
Generic forms stop at submission. ClientForth connects intake, estimating, customer decisions, follow-up, and payment in one focused workflow.
Start my 14-day trialForm submittedOne unstructured message
EmailPhotos & textsSpreadsheet
Follow-up depends on memory
- Request capturedRequired details and photos stay together
- Estimate preparedScope and pricing start from the request
- Decision trackedViewed, accepted, or declined
- Job scheduledCustomer details and scope carry over automatically
- Payment collectedCard payment into your own connected bank account
Explore the complete story
Follow a sample request from first inquiry to a paid job.
Open a read-only workspace to inspect the request, review the estimate, and see how the next action stays visible—right through scheduling and payment. Every name, value, and result is clearly labeled as sample data.
AI estimate drafts · Growth and Pro
Turn complete job details into an estimate draft you can review.
ClientForth reads the customer request alongside your services and pricing. It can suggest the scope, line items, assumptions, and questions you still need to ask.
- Uses your approved catalog and pricing
- Calls out missing information and assumptions
- Shows sources and confidence for review
- Never sends without human approval
AI draftReady for review
Cabinet refinishing
Prep and surface protectionCatalog service$480
Cabinet refinishing18 doors · approved rate$1,620
Hardware installationOptional line item$380
Draft total$2,480
Your approval requiredReview scope, price, and terms before sending.
Follow-up without guesswork
Keep the next message visible—and under your control.
Growth and Pro can prepare an editable email after a delay you choose. Review it first or enable automatic sending. The sequence stops when the customer responds, accepts, or declines, and automation can be disabled at any time.
Example email“Hi Avery, just checking whether you had any questions about estimate EST-1039. I’m happy to clarify the scope or timing.”
- 1Estimate sentThe customer receives the reviewed quote by email.
- 2Customer views estimateThe opportunity updates in your workspace.
- 3No response for 48 hoursUse the default delay or choose your own.
- 4Follow-up is preparedEdit and approve it, or let an enabled rule send it.
- 5Automation stops on a decisionA response, acceptance, or decline ends the sequence.
Easy from day one
Less software work. More customer work.
Paste once
Add a small embed to your site or share the hosted link. No website rebuild required.
Never miss a request
The lead is stored in ClientForth even if an email notification is delayed or filtered.
Quote with context
Customer details, photos, pricing, messages, and estimates stay with the opportunity.
Stay in control
Automation handles the repeatable work. You control pricing and customer communication.
CF
From the founder
ClientForth was built to keep valuable inquiries from slipping through the cracks.
Website inquiries can easily disappear into email inboxes, plugins, and spreadsheets. ClientForth brings those scattered steps into one focused workflow so small service businesses can respond with context and stay in control.
Talk directly with supportPrivate by design
Tenant isolation and access controls separate workspaces. Uploaded photos remain private and use time-limited signed links.
Your data stays yours
Request an export, correction, or deletion through the privacy request process. ClientForth does not sell personal information.
Read the privacy policyHuman approval
AI does not set or send your final price. You review estimate scope, line items, pricing, and terms before the customer receives it.
Transparent pricing
Choose the plan that fits your quoting workflow.
Start with every Growth feature free for 14 days. No credit card is required, and the trial does not convert into a charge automatically.
For solo service professionals ready to quote consistently.
$19/monthor $204/year- 1 user
- 50 quotes per month
- 200 email messages per month
- Templates, PDFs, and email delivery
- Customer deposits
For growing teams that want faster follow-up.
$49/monthor $528/year- 5 users
- Unlimited quotes per month
- 1,000 email messages per month
- AI drafts, automations, and analytics
- Custom branding and calendar sync
For established businesses with advanced workflows.
$99/monthor $1068/year- 15 users
- Unlimited quotes per month
- 5,000 email messages per month
- API and webhooks
- Priority support
Email delivery is included within each plan’s message allowance. AI drafts and automated follow-up are included on Growth and Pro. Manage or cancel online through the billing portal.
Common questions
Simple answers.
How much does ClientForth cost?+
Starter is $19/month for one user, with 50 quotes and 200 email messages per month. Growth is $49/month for up to 5 team members and adds AI estimate drafts, unlimited quotes, follow-up automation, and calendar sync. These are monthly subscription prices; annual billing is also available.
What kinds of businesses use ClientForth?+
ClientForth is built for solo owners and small service teams that prepare custom quotes, including plumbers, HVAC contractors, pest control businesses, mechanics, cleaners, painters, and other local service businesses.
Will ClientForth work with WordPress, Wix, and Squarespace?+
Yes. Add the ClientForth embed to a page on your existing site, including WordPress, Wix, Squarespace, and custom websites.
Can I use ClientForth without a website?+
Yes. Every plan includes a hosted quote-request form you can share as a link.
Can customers upload photos?+
Yes. Customers can include job photos with their request. Private attachments are kept with the opportunity and delivered through time-limited links.
Can I customize the form?+
You can choose the questions, services, and accent color. Growth and Pro also include custom branding.
Can ClientForth replace my CRM?+
ClientForth is a focused quote-request, estimating, and follow-up workspace—not a complicated general-purpose CRM.
Can I export or delete my data?+
Yes. You can request an export or account deletion through our privacy request page. Some records may be retained when legally required.
Do I need to configure SMTP?+
No. ClientForth receives the request directly and keeps it in your workspace. You do not have to depend on a website email notification to know a lead arrived.
Does AI send estimates without my approval?+
No. AI can organize the request and draft an estimate from your services and pricing. You review the scope, price, and terms before anything reaches the customer.
What happens when the trial ends?+
The 14-day Growth trial does not require a card. Choose a paid plan to keep using paid features after the trial; you will not be charged automatically without adding a payment method.
Can I cancel at any time?+
Yes. Paid subscriptions can be managed and cancelled online from the billing portal. Access continues according to the billing terms shown at checkout.
Can customers pay online?+
Yes. Connect your own Stripe account and accept customer card payments directly into your bank—not a shared ClientForth account. Send deposit requests, balance requests, and reminders, and track payout status without extra bookkeeping.
Can I text customers?+
Yes, with a registered business number. ClientForth handles consent, STOP/START opt-out, and delivery status, and replies land in your unified inbox alongside email.
Are email messages included?+
Yes. Starter includes 200 messages per month, Growth includes 1,000, and Pro includes 5,000. Automated follow-up is available on Growth and Pro.
Keep the next opportunity moving
Your next customer may already be looking for a quote.
Make sure their request becomes a conversation—and their conversation becomes approved work.
Build my quote workflow Free for 14 days · No credit card · Keep your current website