Do I need WordPress to use Client Octopus?
Yes. Client Octopus is a self-hosted WordPress plugin that runs directly inside your existing WordPress website with no separate SaaS dashboard, external platform, or additional software to manage.
WordPress plugins
Client Octopus
The all-in-one client workflow system for WordPress
- Community votes0
- DR by Ahrefs0 no change since last check
Ahrefs Domain Rating set in type 25 Oct 2026, reset 25 Oct 2026.
Client Octopus metrics
| Metric | Value |
|---|---|
| Domain Rating | 0 no change since last check |
| Trust Flow | 4 no change since last check |
| Citation Flow | 10 no change since last check |
| Referring domains | 8 no change since last check |
| External backlinks | 20 no change since last check |
Ahrefs Domain Rating set in type 25 Oct 2026, reset 25 Oct 2026. Lead topic: Recreation (4). Majestic set 25 Oct 2026, reset 25 Oct 2026. Link data typeset by Majestic. Trust Flow, Citation Flow and Topical Trust Flow are trademarks of Majestic-12 Ltd.
Client Octopus domain colophon
| Domain age | 5 months |
|---|---|
| Registered | |
| Expires | |
| Registrar | PDR Ltd. d/b/a PublicDomainRegistry.com |
| DNSSEC | Not signed |
A WordPress plugin that manages the entire client lifecycle—from lead capture and proposal creation to payments, projects, and delivery—all inside your
The story so far
Client Octopus is a self-hosted WordPress plugin that consolidates the client workflow into a single system. It enables users to capture leads through embedded forms, create professional proposals with guided builders and AI assistance, book calls with integrated calendar syncing, and collect payments via Stripe or PayPal. The plugin automatically creates projects from accepted proposals, provides clients with a branded portal for communication and approval, and tracks everything from lead to delivery within WordPress.
Designed for freelancers and agencies, Client Octopus eliminates the need for multiple disconnected tools by combining lead capture, proposals, invoicing, payments, project management, client portals, messaging, and analytics. All data stays in the user's own WordPress installation, maintaining full control and privacy. The free plan includes core proposal workflows, while paid plans unlock client portals, payment processing, call booking, and advanced collaboration features.
Typeset features
- Lead capture forms with custom fields and CAPTCHA
- Professional proposal builder with AI-assisted writing
- Package Selector pricing with tiered options
- Stripe and PayPal payment integration
- Automatic project creation from accepted proposals
- Call booking with calendar synchronization
- Recurring invoices with auto-charge capability
- Automated proposal reminders and notifications
- Analytics dashboard for revenue and proposal tracking
Pricing
Pricing model: Freemium
Free plan: $0/month. Pro plan: $9.99/month or $89/year (save 26%). Agency plan: $24.99/month or $229/year (save 24%).
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Questions and answers
Who is Client Octopus built for?
Client Octopus is designed for freelancers, studios, and agencies who manage client work and want a more organised workflow for proposals, payments, projects, and client communication without stitching together multiple tools.
Can clients view proposals without logging in?
Yes. Proposals are shared using secure private links, allowing clients to review, accept, request changes, and pay directly from their browser without needing a WordPress account.
How do payments work?
Client Octopus integrates with Stripe or PayPal so clients can pay deposits or full balances directly from proposals, invoices, and project portals, with payment statuses, receipts, and activity tracked automatically inside WordPress.
Does Client Octopus replace my existing tools?
Yes, that's exactly what it's built for. Client Octopus combines proposals, payments, project management, client portals, messaging, approvals, analytics, and automation into one connected workflow, reducing the need for multiple disconnected platforms.
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