Octopus CRM Features

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

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.

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.

- 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.

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.

Best thing about this software is the KPIs and the categorization that has for stats performance

The worst thing about it cant do specific templates and the worst when to close a ticket, many things system force to go through before closing or resolving. Resolving tickets stays for days in the pool that doesnt make any sense to keep them there.

integration with Sales navigator and Discovering org

Could be nice to have a kind of an easy transfer and duplication mode from our old CRM

The ease of use and the ability to create campaign flows.

It's not really a con. But it would be nice to pre-populate campaigns and set times for them to launch. However, you are required to be logged into LinkedIn and when Octopus runs, it opens a new tab. So I understand why it can't be set up for a future run date. But it sure would be nice!

It is easy to build a target list and then just chip away at it each day automatically. It also automatically stops me from doing too much and raising flags with LinkedIn. I am sending 100 connecrtions a day and having a success rate of >30%

The ability to easily manage and export to a mass mailing system. It would also be really handy if all of the contacts data fields available from LinkedIn were grabbed - Phone number etc where available.

I would not recommend this product. It puts leads in buckets.

Every single actions needs to be connected to another action. You have to manually move leads from one section to another to get the application to work. This is not automation but more of manual lead sequence management. The tool requires you to have the linkedin up and running and often times takes over multiple chrome tabs. There are no features worth having at any of the levels but premium. Even with premium you spend quite a bit of time setting up the "automation".

Great tool allows you to quickly and efficiently connect to LinkedIn users in a mass scale. Also allows you to create a targeted sales funnel with in seconds

Cvs file download doesn’t include the contacts phone nor email

This tool helped me a lot in the growth of my LinkedIn network. It would be very useful to have personalization tools in message sending

it would be very useful to add search functions that LinkedIn free does not provide, as well as customization in the automation of sending messages

What I like about Octopus that it's very simple to learn, understand and use. Also, they have a great customer support team, always ready to give a hand. Very nice people always over-delivering, they are great and this makes Octopus CRM even better.

I use Octopus CRM daily for more than a year and what I have noticed is that they don't really update their products, which is a great product but there is always room for improvement.

Simplicity and automation is key is what makes this software work great.

Maximum 1000 searches not a fan about that. It should be unlimited because I have over 10k followers.

The past 3 months of using Octopus has quadrupled my connections. I've paid "expert LinkedIn" consultants far more to achieve far less. Octopus automated messaging once connected went a long way to warming up leads prior to the first initial call. From what I've discovered there is no better, less expensive, way to automate connections and communications on LinkedIn.

One feature I would like to see added is the ability to further filter a list once the list is imported to Octopus. In order to reach out to the most appropriate contacts it is important to filter out unnecessary outreach and get more "shots on goal".