The CRM for small businesses. Manage leads, invoicing, billing, email marketing, clients, contacts, quotes, automation. Works with WooCommerce too.
Alternatives to Client Octopus
Plugins below are selected for functional relevance and current directory signals. Active-install counts do not affect this ranking.
WordPress plugins with similar use cases
Compatibility and update metadata provide context, not a quality guarantee. Review each plugin’s details for your site.
Manage projects and tasks on a Kanban board with milestones, team roles, client approvals, file sharing, quotes, invoices, payments and a phone app.
Connect WordPress sites to EDSA GlowTrack for public booking, service menus, provider listings, intake/contact forms, and client portal entry points.
Turn your WordPress website into a complete home inspection management system.
Manage clients, cases, appointments, invoices & documents for law firms directly from WordPress.
Help business owners send website content to their web designer — all inside WordPress, organized and private.
Give clients a private dashboard to track projects, approve milestones or request changes, while you manage everything from WordPress.
Create invoices, manage clients, generate PDFs, and send invoice emails from WordPress.
A secure file share plugin for WordPress. Securely upload, manage and exchange private documents with site users.
A client portal for WordPress: share files, exchange notes, manage client profiles and control what each client can do.