Octopus CRM Review: The Summary Box

Octopus CRM is a complete LinkedIn automation software solution that you can do to grow your presence on the platform. You can use it to build connections, generate leads, and nurture those leads.

Product Ratings
Value For Money:
  • Ease of Use
  • Option to Link Campaigns
  • Excellent Training Resources
  • Provide Great Value for the Money
  • Ability to Build Funnel Campaigns
  • Good Customer Support
  • Data Download Options Could Improve
Pricing Details
Pricing PlanCost (Per Month)
Starter$6.99 per month
Pro$9.99 per month
Advanced$14.99 per month
Unlimited$24.99 per month
Quick Review

Octopus CRM is a brilliant automation tool for prospecting and lead generation on LinkedIn. It can automate almost all the routine lead generation tasks that you need to do to find and nurture leads via LinkedIn. Overall, it is a useful solution, especially for B2B marketers.

Disclosure: This content may contain a few affiliate links, which means if you click on them, I will get a commission (without any extra cost to you).

Octopus CRM Review: Key Features

  • Automated Personalized Messages
  • Automated Connection Requests
  • Automated Skill Endorsements
  • Automated Profile Prospecting
  • Customized LinkedIn Sales Funnels
  • Advanced Analytics
  • Direct Contact Transfer From LinkedIn
  • Intuitive User Interface
  • Option to Link Campaigns
  • Easy to Download Contact Data
  • Zapier and HubSpot Integration
  • Free Trial

Who is it Designed For?

  • B2B Marketers
  • B2C Marketers
  • Small Businesses
  • Enterprises
  • Agencies

Why Did I Write This Octopus CRM Review?

As a digital marketer, I am always on the lookout for good and useful software that can make my job easier. When I first came across Octopus CRM, I didn't know that it was going to change how I manage LinkedIn marketing, forever.

Octopus CRM is by far the most simple and efficient LinkedIn automation software solution that I have ever come across. The beauty of it is that it is a mere Chrome extension that can improve your LinkedIn marketing and lead generation significantly.

B2B marketers extensively utilize LinkedIn for lead generation. The most common lead generation activities that any marketer does on LinkedIn include browsing profiles, sending connection requests, and messaging contacts. Octopus CRM can automate all of these repetitive tasks for you and save you tons of time, effort, and money.

Want to know the best part about Octopus CRM?

Octopus CRM is available as a Chrome extension that you can link to your LinkedIn account, taking its ease of use a notch higher. Given that you can directly send LinkedIn contacts to Octopus CRM using the extension, makes it really easy to use for lead generation.

That is why I decided to write this Octopus CRM review, to introduce you to this brilliant piece of software and all its features. This Octopus CRM review is aimed at informing you about the software solution but letting you make the final call on whether or not it is right for your business and lead generation efforts.

So, use this Octopus CRM review as a reference guide about all of its features and then try it yourself before you invest in it.

Ready for the detailed review?

Keep reading.

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Detailed Octopus CRM Review: What Can You Use It For?

Octopus CRM claims to be one of the best LinkedIn tools for automation and lead generation: and the claims are true.

The ease of use that Octopus CRM provides, along with the level of efficiency with which you can automate tasks is impressive. You no longer need to spend hours browsing LinkedIn profiles and trying to make connections when software can do it for you.

Moreover, Octopus CRM's customer support team is always happy to help and provide all the guidance you need to start using Octopus CRM effectively. They also provide tons of useful resources that you can use to learn more about Octopus CRM and how to use it.

In this section of this review, I will tell you exactly what you can do using Octopus CRM.

Ready to get started?

Here you go…

1. Automate Tasks on LinkedIn

The true value of Octopus CRM can be realized by automating routine tasks on LinkedIn. You can use this software solution to send automated, bulk messages to your LinkedIn contacts. This is very useful for your LinkedIn marketing strategy as you can send marketing messages to all your connections at once

It also allows you to send connection requests to your second and third-level connections for lead generation. In fact, Octopus CRM can automatically visit hundreds of profiles and send connection requests to relevant professionals in your target audience.

automate tasks on linkedin

Image Source

This is one feature that allows you to automate your lead generation via LinkedIn, without having to spend hours on it. Octopus CRM can save you a lot of time and money by generating leads automatically.

But, that's not all!

This Octopus CRM review would not be complete without the mention of one unique feature that this software solution offers. This tool can automatically endorse up to 7 skills for your connections.

Why is that useful?

It's useful because when you endorse someone's skills, chances are that they will repay by endorsing yours. If nothing else, it will at least draw their attention to you and give you an opening in case you want to message them for marketing or business purposes.

Pro Tip: Just because you can send bulk messages and connection requests does not mean you spam people's inboxes. Keep cleaning your lists and do not send repeat messages to unresponsive prospects.

2. Build Sales Funnels

Till now, we discussed the different automation features that Octopus CRM provides. In this section of the Octopus CRM review, we will discuss how to bring them all together to create winning sales funnels.

Let's look at a small sales funnel that you could create for LinkedIn using this software solution.

  • First, you browse through hundreds of profiles to find your target audience.
  • You then send invites to all relevant profiles in your second or third-level connections who match your target audience.
  • Once they accept, you can send automated bulk messages saying thank you.
  • Then, you can endorse their skills to warm these prospects or nurture the leads.
  • When you have the attention of your target audience, you then send automated, bulk marketing messages.
  • Chances are, that at least a few of them will convert and take the desired action.

This is just one example of the kind of LinkedIn sales funnel that you can create using this brilliant software solution. With Octopus CRM, you can build customized sales funnels and run winning LinkedIn campaigns from a single dashboard.

Isn't that brilliant?

Well, that is why I wrote this Octopus CRM review, to tell you all about this brilliant tool and why you should get Octopus CRM right now.

Pro Tip: Experiment with your funnels and test different options to see which works best for your audience.

3. Analyze Performance

Octopus CRM is not just one of the best LinkedIn automation software but is also a brilliant LinkedIn analytics software solution. Octopus CRM's analytics dashboard can provide you with all important metrics on your LinkedIn campaigns' performance.

You can see how many connection requests were sent, how many got accepted, and more from a single dashboard. Basically, you will find all the numbers on the tasks performed and their success rates.

analyze performance

Image Source

Pro Tip: Use this feature to identify areas for improvement and improve your LinkedIn marketing performance.

4. Integrate with Other Software

Octopus CRM allows you to integrate with over 1000 different software solutions through Zapier. So, you can send your contacts to HubSpot or keep detailed records of connections sent and accepted in Google Sheets.

Zapier integration helps you connect with numerous applications and design smooth business workflows to keep things organized and well-functioning. The best part is that you can do all this with just a few clicks.

Other than that, this tool also provides you with the option to directly import data in the form of CSV files. However, there is no option to download it in the form of PDF files.

Pro Tip: If you use HubSpot for your business, integrate the two software solutions to add contacts from LinkedIn to your HubSpot account.

Select a Plan for Your Business

What Are Others Saying About Octopus CRM?

“Really good software that works amazingly well. The videos are helpful. I think it takes a little getting used to but works really well and I'm growing my connections on LinkedIn in a very targeted way day by day. Thanks for this!”
Andy Storch
“I’m sooo happy with Octopus. The arsenal of features is simply incredible. Undoubtedly, it’s much better than a full-time assistant.”
Audrey Bryant
“Fantastic tool for LinkedIn! Makes messaging and new connections so much faster and easier, plus it's simple to use. Still getting my head around setting up the funnels but the videos are very helpful. Highly recommended.”
Kali Gray

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Q1. What is Octopus CRM?

A. Octopus CRM is a LinkedIn automation tool that can help you send automated messages and connection requests on LinkedIn. Octopus CRM is a brilliant LinkedIn lead generation and nurturing tool for any business and that is why I wrote this Octopus CRM review to inform you about it.

Q2. How do you use Octopus CRM?

A. Octopus CRM is basically a Chrome extension that you need to download and integrate with your LinkedIn account. Check out this demo video to learn, in detail, how to use Octopus CRM the right way to grow your business.

Q3. Can I use Octopus CRM with a free LinkedIn account?

A. While it is recommended to use it with a Premium account, you can use Octopus CRM with a free LinkedIn account as well. Octopus CRM works perfectly well with all types of LinkedIn accounts including LinkedIn Premium, Sales Navigator, and Recruiter Lite. So, no matter which type of account you use for your business, you can use Octopus CRM.

Q4. Is there a limit on how many bulk messages or requests I can send with Octopus CRM?

A. There is a limit, but only to ensure your safety and make sure that your account does not get flagged as spammy. Here are the details of how many messages and connection requests you can send with Octopus CRM, depending on your account type:

  • Premium Account: 100 invitations and 200 messages per day
  • Free Account: 50 connection requests and 100 messages per day

However, you can modify these limits as per your needs and still ensure account safety. LinkedIn flags accounts that perform more than 250 actions per day. So, if you want to send 250 messages and no connection requests, you can do that.

Q5. How can I end my subscription?

A. You can cancel your subscription anytime, simply from the billing page in your dashboard, or email the customer support team at [email protected].

Q6. Do I need to provide credit card information for using the free trial option?

A. No, you can try any of the plans for free for 7 days, without giving any payment details. You can unsubscribe anytime to end the subscription if you don't like it.

Q7. Can I use one license to manage multiple accounts?

A. No, you can only manage one account using one license because each license is tied to a single LinkedIn account. So, if your business uses multiple accounts, you need to buy separate licenses for each.

Q8. Do they offer any custom plans for enterprises?

A. Yes, you can contact their sales team to discuss your requirements and, based on that, they can create a customized plan for your business. They also have offers for agencies if you want to purchase more than one license. Contact their sales team for more information.

Q9. How can I manage multiple licenses and LinkedIn accounts using a single device?

A. You can simply log out from one LinkedIn account and log into another account and your Octopus CRM account will be automatically updated. It's as simple as just switching accounts, as you normally would.

Q10. Have any more questions?

A. Feel free to get in touch with their team.

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What's the Final Verdict?

Choosing a marketing automation platform is tough, but this review will make your decision easier.

Octopus CRM is a powerful LinkedIn automation software solution that won us over with its ease of use and effectiveness. It is available in the form of a Chrome extension and integrates easily with your LinkedIn account to automate your repetitive tasks.

This is one software solution that every B2B business and marketer should invest in. To conclude my review, I would recommend this brilliant tool to any marketer or business that is active on LinkedIn. This is a great tool to boost the performance of your LinkedIn lead generation efforts and to help you reach your target audience successfully.

Ready to find out more about this tool?

Check out their website, read customer reviews, and watch their demo video to learn more and then make your decision. You can always try the product before investing in it.

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