The future of Client Octopus is already in motion
From smarter proposal workflows to deeper integrations and agency-focused tools, we're building Client Octopus to become the central platform for managing client work inside WordPress.
Roadmap
What we're working on next
Client Octopus is evolving into a complete client workflow platform for freelancers and agencies. These upcoming features focus on improving proposal conversion, payment flexibility, automation, collaboration, and integrations — helping you manage more client work with less friction.
Upcoming improvements focused on helping you close more deals, increase project value, and give clients more flexible ways to move forward.
- Accept now, pay later workflows
- Optional proposal upsells
- Discount & promo codes
New tools designed to help agencies standardise processes, reduce repetitive work, and manage larger volumes of client projects more efficiently.
- Save your own proposals as reusable templates
- Time tracking & profitability insights
- Support ticket system in the client portal
Expand your workflow with integrations and automations that keep your proposals, payments, projects, and notifications connected across the tools you already use.
- Native Xero & QuickBooks sync
- Built-in Slack app (no Zapier required)
- More outbound webhook events