Start Your Free Trial
Getting started with Client Harbor is simple. Instead of juggling multiple platforms to manage leads, communication, marketing, and sales, Client Harbor brings everything together into one system. Your free trial gives you the opportunity to explore the platform and see how these tools work together to support your business.
During your trial, you can begin organizing your contacts, setting up automation, and exploring the features that help businesses manage customer relationships more efficiently.
- One system, not six tools
- Set up in minutes
- No tech skills needed
Start here
First, pick the version built for you
Client Harbor comes in two versions. Choose the one that matches your business and we'll take you straight to the right pricing.
Any industry
Standard platform
The full CRM, marketing & automation platform for any type of business. Plans from $97/mo.
See standard plansFor generator companies
Generator Series
The same platform plus the Generator Snapshot — built with a real generator company. Plans from $497/mo.
See generator plansExplore the platform firsthand
See how Client Harbor connects the parts of your business — from first lead to closed sale.
Experience the Platform Firsthand
A free trial allows you to see how Client Harbor works in a real business environment. You can explore the dashboard, review the CRM, and test the tools that help manage leads, communication, and sales activity.
You’ll be able to see how leads enter the system, how conversations are organized, and how opportunities move through the sales pipeline.
Set Up Your Business System
Once your trial begins, you can start building the structure that supports your daily operations — adding contacts, creating pipelines, or setting up communication tools that keep you connected with prospects and customers.
Client Harbor helps you organize important business information so your team can easily track leads, conversations, and opportunities in one place.
Explore Automation and Workflows
Automation is one of the most powerful features of the platform. During your free trial, you can explore how automated workflows help manage follow-ups, reminders, and communication with leads and customers.
Automation can help reduce repetitive tasks and maintain consistent communication across your business operations.
Connect Your Marketing and Sales
Many businesses manage marketing and sales through separate tools. Client Harbor connects these processes so that leads, communication, and opportunities remain organized within the CRM.
During your trial, you can explore how marketing activities lead to new inquiries and how those inquiries move through the sales process.
Any industry · Standard platform
Plans for any business
Not a generator company? These are for you. Run a generator company? →
Starter
For small businesses moving off spreadsheets into a real CRM.
- CRM & contact management
- Lead capture: forms & web chat
- Sales pipeline & opportunities
- Calendar booking
- Missed-call text back
- 2-way text & email
- Email marketing & basic workflows
- Basic reporting
Growth
For businesses actively generating leads that need stronger follow-up.
- Everything in Starter, plus
- Reputation & review management
- Surveys & document/contract sending
- Invoicing
- SMS & email templates
- Trigger links
- Blogs
- Affiliate manager
Pro
For scaling businesses that need marketing, funnels, and sites.
- Everything in Growth, plus
- Funnels & websites
- Campaigns
- Social planner
- Memberships & communities
- Certificates
- QR codes
Enterprise
For larger teams and multi-department operations with no caps.
- Everything in Pro, plus
- Unlimited user accounts
- Unlimited contacts
- Multi-department access
- High-volume lead management
- Scalable customer communication
Generator series
Built by generator companies, for generator companies
The same core platform plus the Generator Snapshot — a ready-made setup for generator leads, estimates, installs, and service follow-up.
Generator Growth
A ready-to-use industry CRM for generator companies.
- Growth plan, plus Generator Snapshot
- Generator lead pipeline
- Estimate request tracking
- Appointment & consultation flow
- Follow-up automation
- Generator SMS & email templates
Generator Pro
Advanced marketing & automation for growing generator companies.
- Pro plan, plus Generator Snapshot
- Everything in Generator Growth
- Funnels & landing pages
- Campaigns & websites
- Social planning
- QR-code lead capture
Generator Enterprise
For larger, multi-location, high-volume generator operations.
- Enterprise plan, plus Generator Snapshot
- Everything in Generator Pro
- Unlimited users & contacts
- Larger sales & service teams
- Multi-location operations
What's in the Generator Snapshot
Instead of starting from a blank CRM, generator companies get a system shaped around their workflow:
- Generator-specific CRM structure
- Generator lead pipeline (new → contacted → estimate → sold → installed)
- Estimate request tracking
- Appointment & consultation flow
- Follow-up automation for unanswered leads
- Prebuilt SMS & email templates
- Review request automation
- Centralized customer communication