內容簡介
Client Octopus 是一款為 WordPress 自由工作者和代理商設計的全方位客戶工作流程外掛。它整合了潛在客戶捕捉、預約通話、專業提案、發票管理及付款處理等功能，讓使用者能在一個平台上高效管理客戶關係。
【主要功能】
• 潛在客戶捕捉：透過短碼在任何頁面上建立表單
• 預約通話：自動同步日曆以安排通話
• 專業提案：提供電子簽名及彈性定價選項
• 發送發票：支援單次及定期發票
• 付款處理：透過 Stripe 或 PayPal 收款
• 客戶專屬入口：管理專案及交付物
外掛標籤
開發者團隊
原文外掛簡介
Client Octopus is an all-in-one client workflow plugin for WordPress freelancers and agencies.
Capture leads from your website, let prospects book a call with your calendar synced automatically, create professional proposals with e-signatures and flexible pricing, send standalone or recurring invoices, collect payments through Stripe or PayPal, and manage projects and client delivery through a branded client portal.
Instead of juggling separate tools for lead capture, scheduling, proposals, invoicing, payments, and client delivery, Client Octopus brings the whole workflow together inside the WordPress site you already own.
It connects the key stages in one place: lead capture, call booking with calendar sync, proposals with e-signatures, packages and pricing tiers, standalone and recurring invoices, Stripe and PayPal payments, a branded client portal, projects with milestones and approvals, file sharing and messaging, automated reminders, and webhooks to thousands of other tools.
Why Client Octopus?
Most freelancers and agencies juggle several separate tools to run their client workflow — a lead form, a scheduling app, a proposal tool, an invoicing app, and a payment link. Client Octopus replaces all of them with a single WordPress plugin.
Your core client data — leads, proposals, invoices, bookings, and projects — is stored in your own WordPress database rather than locked inside a separate SaaS platform. Optional integrations, like payment processing, calendar sync, or AI writing tools, only send the specific data required for the feature you’ve chosen to use.
Every feature, broken down by plan, is listed under Features below.
Features
Client Octopus is designed specifically for WordPress freelancers and agencies who want to manage proposals, invoices, and client delivery without relying on external SaaS platforms.
Free Features
Lead Capture — a form on any page via shortcode, with configurable fields, a consent line, optional Cloudflare Turnstile CAPTCHA, rate limits and an auto-reply
Unlimited clients
Client Tags — organise and filter your client list, with a duplicate warning on matching email or phone
Unlimited proposals
Proposal templates
Images in proposals — pick from your Media Library, at full, wide or half width
Package Selector pricing — offer tiers with optional add-ons; the client picks and sees the total update live
Client e-signature on acceptance — the certificate records who signed, when, their IP and device, and a fingerprint of the proposal, so a later edit is reported rather than hidden
Proposal status tracking (draft, sent, viewed, accepted, declined, expired, completed)
Client-facing proposal signing and invoice pages
Client Detail — activity timeline, lifetime value, outstanding balance, and quick actions prefilled with that client
Standalone invoices — create, send, and manually mark as paid
Purchase Order numbers — added to a proposal at any point and carried through to every invoice from it
20 currencies, with a Default Currency setting. Currencies without decimal places, such as Japanese Yen, are formatted correctly
VAT Registration Number — set once, filled in automatically on new invoices
Recurring invoices — weekly, monthly, quarterly or yearly billing profiles, created manually or on acceptance of a Recurring proposal
Payment Plans — split a proposal into equal instalments; the client sees the schedule before accepting and each one is invoiced automatically
Automated reminders — proposals (not viewed, not accepted, expiring) and overdue invoices. Clients can unsubscribe from reminders without affecting invoices, receipts or proposals
Privacy requests — works with WordPress’s own Tools → Export/Erase Personal Data. See Privacy below
Translatable emails, settings screens and public booking and lead forms, with a translation template included
Import Clients from CSV, with your own column mapping
Export Clients, Leads, Invoices, and a client’s full transaction history to CSV
Built on the WordPress REST API — standard WordPress data, not a closed black box
Pro Features
Everything in Free plus…
Call Booking — a booking form via shortcode, using your weekly availability, buffer time, minimum notice and booking window. Confirmation and reminder emails carry a calendar invite
Calendar Sync — Google, Microsoft 365/Outlook or Apple iCloud. Existing events block your availability, and confirmed bookings are pushed out as real events
Stripe or PayPal collection on proposals, and a Pay Now button on invoices (auto-marked paid via webhook)
Auto-charge for recurring invoices — charge the client’s saved card each cycle instead of sending a link
Client portal — magic-link or password sign-in, no WordPress account needed; proposals, invoices and payments
Testimonials — automatically ask once work is paid up, and collect responses in one place
AI writing tools for proposal content — 100 requests per month on Pro, 500 on Agency
Revenue analytics, with a Reporting Currency that converts other currencies using daily exchange rates
Outbound webhooks — 18 events across the proposal, invoice and lead lifecycle (Zapier, Make, Slack)
Agency Features
Everything in Pro plus…
Projects & Milestones — accepted proposals become projects; submit milestones for client approval, with progress calculated automatically
Team Members — up to 10 seats with roles (Admin, Editor, Viewer). Your own account takes the first, so you can invite 9 others
Client Messaging — a threaded conversation per project, with read tracking and email notification on reply
File Sharing — share files through the portal, 1 GB included, every download served securely
Approval Workflows — request sign-off on a deliverable; the client approves or rejects with a comment from their portal
External Services
Client Octopus is designed to run primarily within WordPress. Some optional features connect to third-party services, and these connections are only used when the relevant feature is enabled or used:
Stripe
Used to process client payments on proposals and invoices. The plugin creates a Stripe Checkout Session on your account and redirects the client to Stripe’s hosted page — card details are entered on Stripe’s servers and never stored in WordPress. Your API keys are held in the WordPress options table and sent only to Stripe. If auto-charge is enabled on a recurring profile, the first payment also saves a customer ID and payment method ID (never the card number) so later invoices can be charged without the client re-entering it.
Service: Stripe, Inc.
Data sent: payment amount, currency, project or invoice description, and client email when a payment session is created. If auto-charge is enabled, a Stripe customer ID and payment method ID are stored after the first payment and sent back to Stripe to request each subsequent automatic charge. Stripe webhook events (payment completion) are received and verified using your webhook secret.
Terms of Service: https://stripe.com/legal/ssa
Privacy Policy: https://stripe.com/privacy
PayPal
An alternative to Stripe, used if you select it as your payment provider. The plugin creates a PayPal order on your account and redirects the client to PayPal’s hosted page — payment details are entered on PayPal’s servers and never stored in WordPress. Your Client ID and Secret are held in the WordPress options table and sent only to PayPal. If auto-charge is enabled on a recurring profile, the first payment also saves a Vault ID, customer ID and the payer’s email so later invoices can be charged without re-approval.
Service: PayPal, Inc.
Data sent: payment amount, currency, and a proposal or invoice reference when an order is created. If auto-charge is enabled, a PayPal vault ID, customer ID, and the payer’s email address are stored after the first payment and sent back to PayPal to request each subsequent automatic charge. PayPal webhook events (order approval and payment capture) are received and verified using PayPal’s own signature-verification API.
Terms of Service: https://www.paypal.com/us/legalhub/useragreement-full
Privacy Policy: https://www.paypal.com/us/legalhub/paypal/privacy-full
Client Octopus Relay
The AI writing tools and Google/Microsoft Calendar Sync route through a relay operated by the plugin author. It authenticates your licence and either forwards the request to an AI model or manages your connected calendar. A plugin on thousands of sites cannot register its own Google/Microsoft OAuth application per install, so a single relay-owned app is used and your calendar tokens are held on the relay rather than in your WordPress database. Both features run only when you use an AI action, or connect Google Calendar or Microsoft 365 in Settings.
Service: clientoctopus.com (operated by codievolt)
Data sent (AI writing requests): the text prompt you submit (proposal content or instructions) and your licence key, which authenticates the request and is used to enforce your plan’s monthly rate limit. No site URL or admin email is transmitted for AI requests.
Data sent (licence sync): separately, once per day, the plugin sends your licence key and account email to the same relay to keep your plan status in sync. This happens automatically in the background on Pro/Agency plans and is not tied to any explicit AI action.
Data sent (Calendar Sync — Google/Microsoft only): connecting Google Calendar or Microsoft 365 in Settings authorises the relay to store the resulting OAuth access/refresh tokens on your behalf. On each sync, the relay uses those tokens to read busy time (start/end and event title) from your connected calendar, and to create or delete a calendar event when a booking is made or cancelled. This only happens for a provider you’ve explicitly connected.
Privacy Policy: https://clientoctopus.com/privacy-policy/
Apple iCloud (CalDAV)
If you connect Apple iCloud in Settings, the plugin talks to Apple’s calendar servers directly using the Apple ID and app-specific password you provide — unlike Google/Microsoft, this does not go through the relay. The password is encrypted before being stored. Each sync reads busy time (start/end and event title) and creates or deletes an event when a booking is made or cancelled. Only runs if you connect an account.
Service: Apple Inc.
Data sent: your Apple ID and app-specific password, sent only to caldav.icloud.com to authenticate each request, plus calendar event data (times and titles) read from or written to your connected iCloud calendar.
Terms of Service: https://www.apple.com/legal/internet-services/icloud/
Privacy Policy: https://www.apple.com/legal/privacy/
Cloudflare Turnstile
If you enable Turnstile as the CAPTCHA provider for the lead capture form ([clientoctopus_lead_form] shortcode), Client Octopus verifies each form submission with Cloudflare before saving it, to block automated spam. This only runs when Turnstile is configured in Settings — it is off by default.
Service: Cloudflare, Inc.
Data sent: the Turnstile response token, the visitor’s IP address, and your Turnstile secret key, sent server-side to Cloudflare’s siteverify endpoint when a lead capture form is submitted.
Terms of Service: https://www.cloudflare.com/website-terms/
Privacy Policy: https://www.cloudflare.com/privacypolicy/
Frankfurter (Exchange Rate Data)
If you have set a Reporting Currency in Settings that’s different from GBP, Client Octopus fetches daily exchange rates from Frankfurter (a free, keyless exchange-rate API backed by European Central Bank reference rates) to convert proposal, invoice, and payment figures for display in Analytics. This only starts once you’ve actually chosen a non-GBP Reporting Currency — it never runs on its own. No personal data, licence key, or site information is ever sent — only a request for the current rates between GBP and the plugin’s other supported currencies. Rates are cached locally for up to 24 hours. This never affects Client Detail, which always shows each client’s real billed currency unconverted.
Service: Frankfurter (frankfurter.app)
Data sent: none identifying — only a request for current exchange rates between GBP and the plugin’s other supported currencies.
Terms of Service: https://frankfurter.dev/
Privacy Policy: Frankfurter publishes no separate privacy policy; its documentation states the API “does not collect or log personal data, IP addresses, or request URLs” — https://frankfurter.dev/
Freemius
Client Octopus uses Freemius to manage plan licensing, activation, and upgrades. When you activate a licence key, the site URL, plugin version, and licence key are sent to Freemius to verify your plan and enable the correct feature set.
Service: Freemius, Inc.
Data sent: site URL, plugin version, licence key, and basic activation/deactivation events.
Terms of Service: https://freemius.com/terms/
Privacy Policy: https://freemius.com/privacy/
Privacy
Client Octopus stores your client data in your own WordPress database. Nothing about your clients is sent anywhere except through the optional integrations described under External Services above, and only when you enable and use them.
What is stored about the people you work with
Client records (name, email, company, phone), leads submitted through the lead capture form, booked calls (name, email, phone and any message), the typed name, IP address and device recorded when a client e-signs a proposal, messages a client sends you through the portal, comments they leave on approval requests, and a record of any reminder emails they have unsubscribed from.
Responding to a privacy request
Client Octopus plugs into WordPress’s own Tools → Export/Erase Personal Data. Searching there by a person’s email address covers their client record, leads, booked calls, proposal signatures, project messages, approval comments and email preferences — you do not need to go through the database by hand.
An export returns everything held about that person. An erasure is handled differently depending on the record, because some of it you are legally required to keep:
Booked calls and messages the client sent are deleted outright.
Client records, accepted proposals and approval records are kept, but the personal details are removed from them — the name is replaced, the email and phone are cleared, and the IP address recorded at signing is anonymised. These are kept because invoices and payments are raised against them, and accounting records normally have to be retained for several years. What remains is a financial history no longer attached to an identifiable person.
An unsubscribe record is kept, including the email address, because deleting it would start those emails again. An export reports it.
Files you upload to a project are your own deliverables rather than something the client supplied — the portal is download-only — so they are not included in an erasure.
Removing everything
Settings → Advanced has an option to delete all Client Octopus data when the plugin is deleted. It is off by default, so removing the plugin normally leaves your data in place in case you reinstall.
This is a summary rather than legal advice. If you handle personal data in the EU or UK, you remain the data controller for the client information you store.
