Octopus CRM

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Octopus CRM Review: Read this tool review to learn more about the key features, integrations, specifications, and pricing plans. 

What is Octopus CRM?

Octopus CRM is cloud-based marketing automation and CRM platform that is developed for business owners, recruiters, and marketers. 
The platform enables LinkedIn users to streamline their prospecting efforts to scale their business. Users can send connection requests and message their connections in bulk using Octopus CRM. In addition, you can also deliver automated welcome, sales, and follow-up messages to ensure smooth and seamless communication on LinkedIn. 
You can create a sales funnel on LinkedIn, auto endorse skills, and also auto view different profiles. 
The tool is built to minimize operational costs and other customers tied with customer and staff management. 


Vendor Details

  • Company: Octopus CRM
  • Website: https://octopuscrm.io/
  • Founded in 2018
  • Country of origin: United States of America

Octopus CRM Features

  • Automation

The platform can automate all your tasks and comes with a bunch of features. You can send automated connection requests to level 2 and level 3 connections on LinkedIn. 
In addition to that, you can craft and deliver messages to more than a hundred 1st level connections at the same time. 

  • Message sequences

Create sequences of messages that allow you to stay connected with your target audience. Send a “thank you” text when they accept your message, endorse some skills, and turn the prospects into clients. 
You can create your very own LinkedIn lead generation funnel. 

  • Analytics

Do not let your marketing efforts go to waste. Keep track of all your key parameters such as the number of profile views, search appearances, and determine the performance of your campaigns. 

  • Import/Export

Users can upload a list of LinkedIn profiles to their campaigns for additional action and even export data from LinkedIn to a CSV file. 


Octopus CRM Features Overview

  • A/B testing
  • Automated publishing
  • Campaign management
  • Collaboration tools
  • Contact database
  • Contact management
  • Conversion tracking
  • Dashboard
  • Customer segmentation
  • Data extraction
  • Goal management
  • Drip campaigns
  • Lead capture
  • Lead management
  • Lead nurturing
  • Performance management
  • Proposal management
  • Task management
  • Reporting
  • Self-service portal
  • Analytics

Octopus CRM Pricing

The vendor offers four main pricing plans and there is a free trial for each plan. 

Starter

Price: $9.99 per month
Includes:

  • Personal CRM with stats
  • Auto invite
  • Ability to send connections to premium LinkedIn users 

Pro

Price: $14.99 per month
Includes:

  • Everything in Starter
  • Bulk automated messages 
  • Auto view profiles
  • Auto endorse skills

Advanced

Price: $21.99 per month
Includes:

  • Everything in Pro
  • Export/import data
  • Build funnels

Unlimited

Price: $39.99 per month
Includes:

  • Everything in Advanced
  • Build funnels
  • Activity control
  • Account manager

Octopus CRM Pros and Cons



PROS:
  • It is one of the best tools to automate connections and communications on LinkedIn
  • Integration with Sales navigator and ability to find new companies
  • The CRM module allows users to choose contacts they want to interact with
  • Ease of use
  • Delivering personalized messages and automating them at the same is extremely easy

CONS:
  • Does not have a feature to filter lists that are imported into Octopus CRM
  • The setup is not very straightforward
  • Training videos are not the best
  • Users have requested more tutorials on how the CRM can be used optimally 
  • The overall flow of the automation should be a little simpler to define



Octopus CRM Integrations

  • eWay
  • Google Docs
  • Google Analytics
  • Square
  • Amazon Payments
  • Xero
  • Google Calendar
  • Payoneer
  • Outlook 365
  • Google Wallet
  • Quickbooks
  • TransferWise
  • WePay
  • MailChimp
  • Stripe
  • Google Drive
  • Twilio

Octopus CRM Specifications

Free Trial – Yes

Free Version – No

Deployment

  • Cloud, SaaS, Web

Devices supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Training

  • Webinars
  • Documentation

Typical customers

  • Small businesses
  • Medium businesses
  • Large businesses

Octopus CRM pricing plans

  • Starter: $9.99 per month
  • Pro: $14.99 per month
  • Advanced: $21.99 per month
  • Unlimited: $39.99 per month

Languages supported

  • English

Octopus CRM support

  • Email
  • Phone
  • Live chat

Octopus CRM Alternatives

Did you like reading this Octopus CRM review? Drop your comments below and tell us why you like working with Octopus CRM. 


Free Trial
Supported Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Deployment
Cloud Hosted
Cloud, SaaS, Web
Mobile – Android Native
Mobile – iOS Native
On Premise
Open API
Language Support
English
Hindi
Spanish
French
Russian
Italian
Dutch
Danish
Polish
Turkish
Swedish
Pricing Model
Monthly payment
Annual Subscription
Quote-based
Training
Documentation
Webinars
In Person
Live Online
Customer Types
Small Business
Large Corporations
Freelancers
Medium Business
Support
24/7 (Live Rep)
Email
FAQs
Knowledge Base
Phone support
Chat support
Features
Email Marketing
Landing Pages
Marketing Automation
Webinars
CRM
Autoresponders
Automation
Workflow builder
Customizations
Integration
Integration
8.5 Total Score

Design
8.5
Usability
9
Support
8
Price
8.5
Add your review

Karandeep V

Karandeep was born in Pune, Maharashtra, an upcoming metropolitan city in the Western region of India. While most members of his family are engineers, he had different ideas. He was more inclined toward exploring the non-technical aspects of a business, which is why he studied Bachelors of Business Administration at Symbiosis International University, Pune.  Having said that, his love for new and upcoming technologies remained intact, which is why he has written extensively about technology throughout his career. After a brief stint with a gaming company at the beginning of his career, he discovered that his love for writing was not temporary.  Being a tech geek, he always liked installing and playing around with new applications on his mobile devices and the home desktop. He was fascinated by how technology can simplify even the most mundane and complex tasks with just a few commands. He keeps a close eye on how businesses use different tools to streamline their operations to boost productivity and efficiency.  At ToolsMetric, he writes product reviews that cover the main features and specifications of different enterprise applications. The sheer amount of innovation and hard work that goes into building these tech solutions is one of the reasons why Karandeep loves reviewing these tools. Besides product reviews, he also writes interesting news articles and blogs that track the latest developments in the tech industry.  When he is not writing, you can find him rooted to his seat playing video games, watching movies, or supporting his favorite football team. Since his childhood, he has always loved to travel and explore new places. Traveling is a major part of his life due to a myriad of reasons such as experiencing new cultures, food, and traditions. His other hobbies include playing football, cooking, and running.  You can find him on LinkedIn here.

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