Octopus CRM
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
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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.
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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.
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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.
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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
- 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
- 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
- Phone
- Live chat
Octopus CRM Alternatives
- HubSpot Marketing Hub
- Sprinklr
- Salesforce Marketing Cloud
- Sprout Social
- Marketing 360
- AgoraPulse
- SOCi
- Facelift Cloud
- Rallio
- Sociamonials
- Madgicx
- Falcon.io
- Constant Contact
- Thryv
- Chatfuel
- Freshdesk
- monday.com
- QuickBooks Enterprise
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