Great for organizing and keeping up with people for your business
April 02, 2025

Great for organizing and keeping up with people for your business

Blake Rayon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with OctopusPro

The best CRM products enable you to capture all aspects of a Sale, before, during and after the close. For example, attaching actual Orders and Terms documents, negotiated after the Close. OctopusPro makes these tasks simple and easy. OctopusPro has really pleased me, especially with the abundance of educational materials it offers. As a rookie to the corporate world with limited CRM knowledge, I've found the webinars and friendly staff to be invaluable. Their knowledge has made it simple for me to get past every challenge I've encountered.

With its clear and easy-to-use display, the interface is incredibly user-friendly and ideal for pipeline management, marketing tracking, and customer follow-ups. All things considered, OctopusPro has beyond my expectations, and I can't wait to use more of its capabilities.

Pros

  • Easy to use
  • Powerful and Intuitive
  • More Economical
  • Great for organizing
  • Keeps up with people
  • Keeps up with business
If it wasn't for Nutshell, I would have to keep a separate document to keep tabs on hundreds of people at a time, continuously searching my email to see if the person responded or if I still hadn't responded yet, having a separate calendar just for reminders to follow up with people after a certain amount of time, etc. However, with Nutshell, that is for the most part automated and all in one place. It saves me hours in my work day. I can just start doing the task I am supposed to.

Do you think OctopusPro delivers good value for the price?

Yes

Are you happy with OctopusPro's feature set?

Yes

Did OctopusPro live up to sales and marketing promises?

Yes

Did implementation of OctopusPro go as expected?

Yes

Would you buy OctopusPro again?

Yes

This program is used by the nonprofit organization where I work to keep track of and follow up with individuals who are curious about what we do. It's really straightforward to use once you know what functions are available. I spend the entire day on and off OctopusPro, and occasionally I have to train my teammates on its use. When someone new enters your pipeline, the automations make it simple to get in touch with your network. That relieves me of one task while maintaining a personal touch with the recipient of the email or text.

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