Octopus CRM Reviews

Funnel feature that automatically moves individuals from one interaction to another is key for my continued engagement with connections on LinkedIn.

I would like to see a feature where Octopus CRM invites connections to 'follow' my company page automatically (can click a follow link from the message) rather than the two step process that must be gone through where I send a message and the recipient has to go to my company page and then click the follow button.

Much easier & Simpler than LinkedIn Helper.

Compaigns can only send message, not attachment or pictures.

Compaigns management is not very idea.

It’s relatively easy to use is the only

everything nothing works properly ssssss

The fact that it can help me do tasks (sending personalized invitations) automatically so that I can do other productive tasks.

It´s a bit tricky to set up flows, I would like to set up a flow that first sends invitations, the waits a couple of days, then sends a message and so on...

It is the easiest to use of all the others I tried. I like the separate tab and the status indicator. Super easy to use, set and forget.

It seems to decide on it's own when I've reached the limit for visits, which I don't believe LinkedIn limits. So I wish it would allow unlimited visits.
It's also not always "smart" when it comes to parsing names. Some people add an emoji before their name or have a two name first name. It allows you to edit, which is nice - but I wish it were slightly smarter. It does change all caps names to case caps.

Really easy to use. The dashboard is clean, support is amazing, I could write a novel here.

Slows down computer when running a campaign

Octopus saves me so much time and hassle. It does it job and has taken care of some of the boring, mundane parts of my workload every day.

It’s a powerful tool that you’d think would be way expensive but is really affordable!

It can be a little overwhelming at the beginning as you’re setting things up, but they have really good support videos to help guide you through.

I like the CRM feature and my ability to pick the contacts that I want to interact with.
It is also very simple to use.

Sometimes I forget the process to execute software. There should be something in the program that steers you in the right direction without having to watch a tutorial.

This software took my manual process and allowed me to triple my productivity in about 1/4 of the time. East to generate leads using this software.

It had a bit of a learning curve to get used to but once you got it, it was great.

Having never really used a CRM before, I decided upon Hubspot simply because so many people swear by it. The integration google eco-system and linked in is very straight forward. It really has made life for me much, much easier.

To date, I don't have any complaints about any aspect of the software.

Absolutely excellent at what it does. Saving search results and queuing for future connection campaigns, customized/dynamic messaging, visit management and even exporting contact data. All the features most of us want for a fraction of the price.

Setting up funnels and understanding how contacts are moved/forwarded through each step took a few tries to really understand. I’d like to see a little more control over this process. I can’t seem to separate any connection requests that were ignored and this would be nice for follow up (it may exist and I just don’t know how to use it yet).

A HUGE improvement could be made with some logic operators for messaging. Such as
IF <contact> HAS <volunteer/charity> INSERT <dynamic text with name of charity>.

Result =. <message text> + “it’s so cool that you support <charity organization>, I love their mission”

Many other applications for basic logic and expanded dynamic field insertion.

This is going to look like a shill. All five stars and 10/10 recommendations but this app is great. It’s 1/5 the cost of competitive products I evaluated and it had a free trial so I dove in. Everything works as promised. I particularly like the export capabilities. It’s way easier to get prospect info out of Octopus than LinkedIn. #1 tool in my prospecting toolbox

The only con is their support is in Europe (Poland?) so for North American users there is a bit of a delay if you have questions. However their videos are excellent and plentiful so it’s unlikely you will ever need help.

Octopus meets the expectations of what they offer: automatize four things when prospecting Linkedin: Connect, Message, Visit and Endorse. It really simple, no training needed, in few minutes one can start prospecting.

Limited flexibility to edit pipelines and prospects labeling

I liked the fact that you could quickly and easily identify your targets then send them personalized messages with merged fields.

I wish you could merger more of the info into the messaging and the drip emails were easier to set up. I would also like to be able to download all of the data from one place to review.

What I liked the most is the ease of automating and the personal nature of each of its processes. It has allowed me to increase my number of contacts greatly and in an optimized way.

I think my strongest suggestion would be if there was a calendar that would allow me to see the progress of each of my campaigns from the different buyer people, and take my programming on a scheduled basis so as not to get lost along the way.
Another detail is that suddenly I have not been able to link the process follow-up. "Presentation, thanks for connecting, corporate mail, farewell" in a simple way.

I really like how I can create a funnel for multiple touches with potentially new clients.

I wish there was a bulk removal of older still pending connection invites so I wouldn't have to remove them one by one.

- Super easy to use in collaboration with linkedin sales nav.
- Really easy to organise and maintain solid sales pipelines
- Great way to find new target industries
- Super easy to manage team performance
- Great development model (new tools all the time)
- Customer support team very responsive

Was a little clunky when i started using it but now the process is much more streamlined

Would like to be able to view my dashboard/ organise other campaigns while one is working

I love how easy it is to use Octopus. There are plenty of tutorial videos that make it easy to understand how to properly use the software. Very user friendly.

I wish there was more information about the dashboard page and the statistics shown there. I see the bar graph, but wonder what each value is and how I can improve my numbers.

what I like most is its simplicity and efficiency (I offer online training and have made sales through it)

I can't say there's anything I don't like. I think the software is very well done. Please keep it simple !

I like the funnel building and how easy things go into place.

I wish the following up feature was a bit better. For example, create a full amount of followup sequence for just 1 piticular person.

Contacts/ Customers love to get personalized messages, they love their endorsement follow up messages.

Little bit problematic in managing contact while emailing and sending other communication

It has a lot of features, mainly the ability to create different funnels or sequences.

It's relatively new so layout and features keep on changing but somehow they seem to just get better

The built-in protection for your account and the reporting. The time savings are HUGE though.

Transferring between campaigns is not difficult but not obvious at first. It works flawlessly though.

I absolutely love this software. It has turned 20 hours of work marketing per week into 2, allowing me to focus on so many other things. It is intuitive, organized, and very affordable. It pays for itself 100 times over every month, as I can save time and reach out to so many more people very efficiently.

So far, I haven't seen anything major that I dislike. If I could recommend an improvement, I would like to see it be a little more obvious how campaigns are linked so you know you have the right workflow.

Great tool for building and executing sales funnels within LinkedIn

Very little wrong, some small errors when importing LI searches but after speaking with their customer service i got this resolved