Answers about pricing, setup, and how it works.

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.

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.

Yes. Paid subscriptions can be managed and cancelled online from the billing portal. Access continues according to the billing terms shown at checkout.

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.

Yes. Add the ClientForth embed to a page on your existing site, including WordPress, Wix, Squarespace, and custom websites.

Yes. Every plan includes a hosted quote-request form you can share as a link.

You can choose the questions, services, and accent color. Growth and Pro also include custom branding.

Yes. Customers can include job photos with their request. Private attachments are kept with the opportunity and delivered through time-limited links.

ClientForth is a focused quote-request, estimating, and follow-up workspace—not a complicated general-purpose CRM.

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.

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.

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.

Yes, on the Pro plan, with a registered business number. ClientForth handles consent, STOP/START opt-out, and delivery status, and replies land in your shared inbox next to email. Email is included on every plan.

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.

Yes. You can request an export or account deletion through our privacy request page. Some records may be retained when legally required.