Name: Octopus CRM
Price: 9.99 USD
Rating: 8.3 (2 reviews)
Author: Octopus CRM

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Mobile App Development

Push Notifications

Text Editors

Development

Online Learning

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

App Development

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Fraud Detection

Hosted Virtual Desktop

Hyper-Converged Infrastructure

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Managed Print

Network Performance Monitoring

Process Mining

Security Awareness Training

Software Defined Storage (SDS)

Solid State Drives

Tower Servers

Virtual Desktop Infrastructure (VDI)

Virtual Private Network (VPN)

VoIP Monitoring

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Data Management

Digital Analytics

Digital Experience Platforms (DXP)

Email Management

Email Marketing

Event Registration

Graphics

Heatmap and Session Recording

Marketing Automation

Marketing OS

Online Reputation Management

Real-Time Interaction Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

eCommerce

Sales

Assisted Living

Car Rental

Church Management

Construction Accounting

Jail Management

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Dux-Soup

HubSpot CRM

HubSpot

Olark

Surfe

Salesforce Sales Cloud

Salesforce

Freshdesk

Freshworks Inc

Fin by Intercom

Intercom

Sysomos, now part of Meltwater

Discontinued Products

LiveChat

### Connection Management
Users consistently praise Octopus CRM for its efficient and effective connection management capabilities. The tool's ability to automate connection requests, personalize messages, and facilitate quick follow-ups has garnered positive feedback from users. Many appreciate the time-saving aspect of Octopus CRM, allowing them to connect with a larger audience on LinkedIn in a shorter timeframe. Additionally, users find the dashboard metrics provided by Octopus CRM valuable in tracking their connection success rates. While some users suggest minor improvements, overall, Octopus CRM's connection management functionality is well-received for its user-friendly interface and impactful results.

### Messaging and Communication
Users generally praise Octopus CRM for its efficient messaging and communication features. The platform's ability to automate connections and messaging is highlighted as a key advantage by many reviewers. While some users appreciate the personalized messaging options and ease of use, others express concerns about the manual aspects of managing follow-up messages. Additionally, there are suggestions for improvements such as the need for multi-step messaging automation and better prospect management capabilities within the tool. Despite some minor drawbacks, Octopus CRM seems to be a valuable asset for users seeking to streamline their messaging and communication efforts on LinkedIn.

### Networking and Relationship Building
Users consistently praise Octopus CRM for its efficient networking and relationship-building capabilities. The platform's ability to streamline LinkedIn activities and simplify the process of connecting with professionals has garnered positive feedback. While some users appreciate the simplicity and effectiveness of expanding their networks, others highlight the time-saving features that facilitate relationship building. However, there are mixed opinions regarding Octopus CRM's categorization as a contact relationship management (CRM) system, with some users finding it more aligned with a connection tool. Despite this, the general sentiment leans towards Octopus CRM being a valuable asset for enhancing networking and relationship-building efforts.

### Lead Generation
User consensus seems to be that Octopus CRM excels in lead generation and prospecting capabilities. Customers appreciate the ease of reaching out to a large number of prospects efficiently and the ability to personalize messages for better engagement. The platform's affordability compared to other CRM tools is also a highlight, making it a valuable asset for businesses looking to generate leads effectively. Octopus CRM's feature set for lead generation is seen as a strong point by users, enabling them to save time and streamline the process of converting prospects into leads.

### Prospecting and Sales
User sentiment regarding Octopus CRM's prospecting and sales functionalities is generally positive, with many users highlighting its effectiveness in generating leads and facilitating sales processes. The platform's ability to streamline prospecting tasks and accelerate sales pipeline building has been well-received by users. Additionally, the integration with LinkedIn and Sales Navigator has been commended for enhancing outreach efforts and targeting specific audiences. Some users have reported significant time savings and successful sales outcomes attributed to Octopus CRM's prospecting and sales features.

### Marketing and Outreach
Users unanimously agree that Octopus CRM excels in its outreach capabilities. The software is praised for its efficiency in reaching out to a large number of prospects in a short amount of time. Many users appreciate the ease of use and time-saving features that Octopus CRM offers for LinkedIn outreach. The tool's ability to automate messaging and streamline the prospecting process has been a game-changer for businesses looking to expand their reach on the platform. Additionally, the cost-effectiveness of Octopus CRM compared to other similar tools has been highlighted as a significant advantage by reviewers.

### Automation and Efficiency
Users consistently highlight Octopus CRM's automation features as a significant asset, allowing for streamlined processes and time-saving benefits. While some users find the automation functionalities impressive and efficient, others express concerns about certain limitations and complexities within the automation process. The general sentiment leans towards acknowledging the value of automation in enhancing productivity and effectiveness within LinkedIn marketing campaigns.

### Campaign Management
Users generally praise Octopus CRM for its campaign management capabilities. They appreciate the ease of creating and tracking marketing campaigns on LinkedIn, automating messaging, and linking campaigns together. However, some users find it challenging to set up campaigns initially and wish for more automation features to streamline the process. Despite these minor drawbacks, Octopus CRM's campaign management functionality is seen as a valuable tool for efficiently managing and monitoring marketing campaigns on the platform.

### CRM Integration
Users generally appreciate Octopus CRM's user-friendly interface and efficient lead generation capabilities. However, there seems to be a mixed opinion regarding Octopus CRM's crm integration functionality. Some users find the tool's crm integration to be lacking in true CRM features, noting that it functions more as a connection tool rather than a comprehensive CRM system. While the tool excels in lead generation and prospecting, users express a desire for enhanced CRM capabilities to better manage customer relationships and interactions. It appears that Octopus CRM's crm integration may benefit from further development to align more closely with traditional CRM functionalities.

### LinkedIn Strategy
Users consistently praise Octopus CRM's LinkedIn outreach capabilities, highlighting its effectiveness in streamlining their outreach efforts on the platform. The intuitive interface and seamless integration with LinkedIn have been particularly lauded, making it easier for users to manage connections and messages efficiently. While some users express a desire for additional features like multi-step messaging and enhanced CRM functionalities, the overall sentiment remains positive towards Octopus CRM's LinkedIn strategy tools.

### User Interface and Experience
Users consistently highlight Octopus CRM's user-friendly interface and dashboard as key strengths of the platform. The analytics dashboard provides valuable insights and real-time data on connections, allowing for efficient segmentation and tracking of response rates. Additionally, the concierge service and helpful resources contribute to a positive user experience. Customers appreciate the ease of CRM integration, rapid customer service response, and the availability of instructional videos for smooth navigation. In summary, Octopus CRM's user interface and experience capabilities receive high praise for their efficiency and effectiveness in enhancing LinkedIn marketing strategies.

### Tutorials and Learning Resources
Reviewers have expressed mixed feelings about Octopus CRM's tutorial videos and learning resources. While some users appreciate the simplicity and quick explanations provided in the videos, others find them to be too fast and lacking in detail. Recommendations emphasize the importance of watching the tutorials closely to fully grasp the platform's features, especially for setting up complex processes like funnels. However, concerns have been raised about the outdated nature of some tutorials and the limited support options available, with email being the sole form of interaction with Octopus CRM's support team. Users are advised to take advantage of the free trial and closely follow the tutorial videos to navigate the platform effectively.

### Performance Tracking and Analytics
Users consistently highlight Octopus CRM's robust performance tracking and analytics capabilities as a key strength of the platform. They appreciate the real-time data provided by the dashboard, which allows for effective segmentation of connections and analysis of response rates across different organizations. The ability to track metrics, automate messages, and monitor response rates has significantly improved users' success rates and efficiency in their LinkedIn outreach efforts. Some users suggest minor improvements, such as the need for better message tracking features, but overall, Octopus CRM's performance tracking and analytics functionality is well-regarded by its users.

### Free Trials and Offers
Users unanimously praise Octopus CRM's free trials and offerings, highlighting the value they provide for beginners and experienced users alike. The affordability of the tool compared to other CRM options is a key factor that users appreciate. Some reviewers mention minor drawbacks, such as data loss after the free trial and missing features, but overall, the consensus is positive regarding the benefits of trying out Octopus CRM through their free trial. Recommendations emphasize the importance of taking advantage of the free trial to fully understand the tool's capabilities and value proposition.

Users commonly recommend the following approaches for Octopus CRM:
- Running a trial and watching video tutorials: Users suggest trying out Octopus CRM by running a trial and taking advantage of the helpful video tutorials provided.
- Using Octopus CRM with LinkedIn premium accounts: Many users recommend using Octopus CRM in conjunction with LinkedIn premium accounts, as it provides additional features and capabilities.
- Streamlining outreach, connection, and conversion on LinkedIn: Octopus CRM is often recommended for users who want an easy and integrated solution for messaging and making connections on LinkedIn. It helps save time and money by automating tasks and streamlining the entire outreach process.

Clean and Intuitive Interface: Users have consistently praised Octopus CRM for its clean, intuitive, and easy-to-use interface. Many reviewers have stated that the simplicity of the interface makes it accessible even for beginners. The user-friendly design allows users to navigate the software without any hassle or confusion.

Efficient Lead Generation: Several users have expressed their satisfaction with Octopus CRM's ability to generate potential leads on LinkedIn quickly. Many reviewers mention receiving nearly 100 potential leads almost instantly, showcasing the efficiency of the tool in delivering results. This feature is highly appreciated by users as it helps them save time and streamline their lead acquisition process.

Affordable Pricing: Octopus CRM is regarded as an affordable CRM tool compared to others in the market. Numerous users have mentioned its competitive pricing, making it a more accessible option for businesses of all sizes. This affordability allows users to leverage Octopus CRM's features without breaking the bank, providing good value for money spent.


Difficulties in Canceling Subscription and Customer Support: Several users have expressed frustration with the process of canceling their Octopus CRM subscription and have mentioned difficulties in accessing adequate customer support. 

Lack of Useful Features: Some users have felt that Octopus CRM is lacking in useful features, such as pre-built templates for connection requests and a shorter processing time to avoid computer lock-ups.

Challenging Implementation of Funnels: Users have found the implementation of funnels in Octopus CRM to be unintuitive, with several expressing a desire for more documentation to guide them through the process.

Octopus CRM has proven to be an invaluable tool for users seeking to automate their marketing campaigns and monitor their marketing activities. With Octopus CRM, users have been able to find leads on LinkedIn and save substantial amounts of time in the process. The seamless integration with other tools like sales funnels and Mailchimp has been highly appreciated by users, as it allows for a streamlined workflow. By automating messaging and outreach on LinkedIn, Octopus CRM helps users identify new business opportunities while saving them precious time. Additionally, the software facilitates reaching out to 2nd and 3rd connections on LinkedIn when connected to sales NAV, expanding users' networking capabilities. Octopus CRM also simplifies the process of connecting with prospects, sending tailored messages, and following up, making prospecting easier and more efficient. Users have found great value in being able to export connection lists from Octopus CRM, including email addresses, for follow-up email campaigns. With its personalized automated messaging feature, Octopus CRM has made it easier for users to get in touch with their LinkedIn contacts. Many users have reported gaining new prospects and accounts by automating prospect connections with Octopus CRM. It has proven to be a cost-effective solution for generating sales leads without spending excessive amounts of money or time. The ability to target specific audiences for different goals and automate various processes has greatly enhanced efficiency for users. The real-time data on connections and response rates provided by Octopus CRM's dashboard is highly appreciated by users, allowing them to track their progress effectively. Overall, Octopus CRM has proven to be a time-saving solution for finding prospects, sending connection requests, creating tailored messages, and following up effectively. Users have experienced higher engagement levels and greater success in closing deals with clients, leading to increased client relationships.

Starter

Professional

Advanced 

Unlimited

Apollo is a sales platform that helps revenue teams find and engage leads, automate outreach, manage deals, and enrich data.

Basic

Organization

Apollo.io

Clay is a GTM enrichment product that combines access to 100+ data sources and AI agents with automated workflows to build any growth use case. Companies use it for tasks like recurring CRM enrichment to targeted outreach.

Explorer

Clay

Octopus CRM

Lead Generation

Likelihood to Recommend

Lead Management

Form Building

Lead nurturing automation

Data quality management

Lead segmentation and distribution

Form templates

The process of tracking and managing prospective customers from lead generation to conversion.

Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.

Lead scoring and grading

Users can set up the software to automatically rate leads based on calculations such as buying signals, such as form submissions, or page views, and automatically qualify leads based on demographic factors.

The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.

Automated sales alerts and tasks

The software helps ensure that a sales person is notified of lead activity and can act on the information in a timely fashion.

Automated lead capture

Auto-collection of leads from websites, forms, and third-party sources such as social media. This may include compliance with GDPR and other regulatory standards.

Automated follow-ups

Email or text follow-up messages are automatically sent in response to buying signals from potential customers. Contacts may be segmented and tagged for auto-replies with personalized messaging.

Facilitates the distribution and assignment of leads to sales representatives or teams, ensuring a fair and efficient allocation of leads for follow-up and conversion.

Enables users to build and customize forms for lead capture or research.

Drag & Drop editing

Allows users to edit forms using click, drag, and drop functionality.

Branding customization

Design capabilities for tailoring forms to specific brand requirements.

Different question types

Rating, Multiple choice, Picture choice etc.

Conditional logic paths

Enables the inclusion of conditional statements (if/then/else) to depict different paths based on defined conditions.

Embedded calculations

Allows form fields to be calculated using embedded formulas.

Pre-built or customizable form and landing page templates.

Custom code

Enables users to insert their own coded sections via CSS, HTML, Javascript, etc.

Web embedding

The ability to embed forms on websites or landing pages.

Mobile responsiveness

Optimization for use on different mobile devices.

Date picker

UI widget that enables users to pick a date from a pop-up calendar.

File upload

Dynamic content

The ability of form content to change based on varying input data or user behavior.

Conversion Rate Optimization

Allows users to run tests and analyze results of different versions of landing pages and forms, with the goal ofoptimizing their conversion rate.

Drop-off analytics

Enables users to analyze at which point in a form, landing page, or website a customer exited, or dropped off, without completing a desired action.

KPI analytics

Provide key performance indicators (KPIs) such as conversion rate over time, as well as information about time of submission, time spent on site, device used, etc.

A/B tests

Allows users to test and optimize different versions of a form or landing page.

Lead Management Integrations

To help generate and manage leads, the software may provide native 3rd-party integrations with CRM, email, or social media marketing tools.

Integrations with advertising platforms

This includes paid search and social advertising on Google, Meta, LinkedIn, TikTok etc.

Integrations with CRMs

Includes integrations with CRMs such as Hubspot, Salesforce, and Pipedrive.

Integrations with data storage tools

This may include data storage tools such as Excel or Google Sheets.

Integrations with lead automation tools

Lead automation tools may include products such as Zapier.

LinkedIn Sales Navigator

NAVIGATOR

Octopus CRM 2024-04-04 15:04:03

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Lead Generation Software

I use Octopus to automatically send connection requests with a generalized connection message to individuals in my field of work. I work in sales, so LinkedIn prospecting is a good alternative avenue to emails. Once people connect with me I then customize further messages in hopes of getting a meeting with them to discuss the service I'm selling.

Automates connection requests
Allows you to work while connection requests are being sent
Tells you when you've already connected with someone

Could make functionality of LinkedIn Sales Nav to Octopus easier