See Client Harbor in action
Watch a guided walkthrough of the Client Harbor platform, from capturing leads to automating follow-up, all from a single dashboard. No forms, no waiting, just a real look at how the platform works.
- Full platform walkthrough
- Watch on your own time
- No signup required
Click to play. Captions available in the player.
The full platform
How CRM, automation, communication, and scheduling connect in one dashboard.
Real workflows
Lead capture, follow-up automation, and pipeline tracking shown in action.
Where to go next
Book a live walkthrough or start your trial once you've seen it in motion.
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 plansAny 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