Octopus CRM Reviews

User Rating

4.5/5 (Based on 113 Ratings)

Rating Distribution

Excellent
69.9%
Very Good
22.1%
Average
2.7%
Poor
1.8%
Terrible
3.5%

User Sentiments

Ease of Use, Time Saving Automation, Effective Lead Generation, Excellent Customer Support

Limited Campaign Functionality, Occasional Software Bugs, Confusing Funnel Setup, Lack of Advanced Features

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Review Summary

Octopus CRM users praise its user-friendly interface, ease of customization, and effective sales pipeline management capabilities. They appreciate the ability to track customer interactions, manage leads, and automate workflows, resulting in improved sales performance. Users also highlight the helpful customer support and onboarding process, as well as the ongoing updates and improvements made to the platform. However, some users mention occasional technical glitches and the need for more reporting options. Overall, Octopus CRM is well-received for its user-friendly design, customization options, and positive impact on sales productivity.

Pros

Userfriendly interface and intuitive design for easy navigation and quick setup.
Streamlined sales pipeline management with customizable stages and draganddrop functionality.
Robust reporting and analytics capabilities for datadriven insights and decisionmaking.
Seamless integration with popular email marketing and productivity tools for enhanced workflow efficiency.

Cons

Limited customization options for certain aspects of the software, reducing flexibility for specific business needs.
Occasional technical glitches and bugs reported by users, impacting the smoothness of the user experience.
Absence of advanced features like AIpowered lead scoring and predictive analytics, limiting the platform's capabilities for sophisticated sales automation.
Steep learning curve for some users, requiring a substantial investment in training and onboarding to fully leverage the software's functionalities.

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Reviews

Scott M

May 20, 2025 Source: G2.com

So I can focus on the tasks that require a more human touch Doing the boring Business Development tasks, so I don't have to!

What do you like best about Octopus CRM?

Very easy and intuitive to use. It's interface is basic, and not in a bad way.

What do you dislike about Octopus CRM?

Recommendations to others considering Octopus CRM?

This makes it easy to navigate, and know where you are.

What problems is Octopus CRM solving and how is that benefiting you?

Aishwarya Ramesh

July 8, 2024 Source: Trustpilot.com

Orgasmic.

People, this is the only review you need.
I'm not being paid for this review - I'm just someone that uses the unlimited plan.
This tool has fixed my whole life - I've got ADHD and the UI is super minimal and not chaotic at all.
It saves me at least 4 to 5 hours a day, and i can sit behind and relax while this tool does the job.
It is a miracle for people working towards lead generation and recruitment.
Fricking orgasmic. Just get it.

Nick Leonardson

May 14, 2024 Source: Trustpilot.com

Straightforward platform with great customer support

Straightforward to use paired with LinkedIn Sales Navigator. Great customer support that are quick to respond.

Kingsley Madu

April 8, 2024 Source: Trustpilot.com

Initially I struggled with…

Initially I struggled with understanding how it works. Then I realized they had an extensive practical guides on youtube which was super helpful.

Só Cálculos Moçambique

April 7, 2024 Source: Trustpilot.com

Is the BEST software

Is the BEST software, you need to have care on using the software but it brings huge results, thanks team for your great job !! for real !! Ronaldo

Anderson

March 30, 2024 Source: Trustpilot.com

Astonish tool

Date of experience: March 31, 2024

Naga Ravi Kiran Anne

March 21, 2024 Source: Trustpilot.com

LInkedIn connections request automation…

LInkedIn connections request automation process was so simplified, it saves tons of time.

John

February 7, 2024 Source: Trustpilot.com

Excellent features to make the most out…

Excellent features to make the most out of LinkedIn for leads generation.
Onboarding was very straightforward. The support is first class.
Overall a very useful tool and a practical team who understand their customers goals and deliver.

Cássio Lima

February 3, 2024 Source: Trustpilot.com

This app is perfect!!!

Great app, a lot of cool features!!!

Jorma Manninen

January 31, 2024 Source: Trustpilot.com

Onboarding & Implementing Octopus CRM Advanced

I started using Octopus CRM Advanced plan a few weeks ago. Ordering, making payment, and installing the Google Chrome extension was easy.

After watching the video tutorials I was able to start searching for ideal LinkedIn profiles for my business with Sales Navigator and send them to Octopus CRM where I started using Octopus CRM for visiting the profiles first. I've been using LinkedIn Sales Navigator before so that helped me understand the integration between Sales Navigator and Octopus CRM more quickly.

I noticed that many people paid a visit to my profile soon after I had visited their profiles. Most of them are active LinkedIn users so it made sense to send an invitation to connect to them manually as soon as possible so that they still remember visiting my profile.

I recommend visiting 2nd level profiles first since the likelihood of them visiting your profile is higher than 3rd level profiles. And when you connect with new people the number of your 2nd level profiles will increase fast.

Next I started sending invitations to connect to 2nd level profiles and many people accepted my invitation. As soon as I reached my weekly maximum number of invitations Octopus CRM stopped sending invitations automatically and showed a notification. After a few days I was able to continue sending more invitations. Connecting with other people is easy as long as you follow the guidelines of Octopus CRM and LinkedIn Sales Navigator.

I haven't used Octopus CRM for sending automated messages or endorsing people so no comments for now.

I have a plan to upgrade to Unlimited plan later and integrate Octopus CRM with HubSpot CRM so that I can send my new LinkedIn contacts to my company's contact register and start email conversations with my contacts. The integration seems to be quite simple, but I haven't tried it yet so no more comments for now.

Five stars, because everything works as promised and I've been able to connect with my ideal LinkedIn profiles and generate already a few leads.