As more and more people use LinkedIn automation, Octopus CRM has started to gain momentum as a go-to tool for professionals wanting to improve their networking and outreach.
But is Octopus CRM the best choice in 2024, or are there better tools available now?
In this full review, we are going to take a closer look at all that Octopus CRM has to offer, including the features, pricing, pros, cons, and any comparison to other tools.
Whether you are a seasoned marketer or a newbie on LinkedIn, this post is surely going to help you make up your mind on whether Octopus CRM is the right tool for your business. Let’s get started!
Table of Contents
What is Octopus CRM?
Octopus CRM is an all-in-one LinkedIn automation tool designed to make it easy for professionals, marketers, and businesses to manage their LinkedIn activities with ease and grow their network more efficiently.
It lets users automate key tasks like sending connection requests, personalized messages, profile visits, and endorsements that enable them to scale their reach on LinkedIn without actually putting in any effort.
This platform is designed for anyone who uses LinkedIn to drive leads, recruitment, or sales by automating outreach yet keeping it personal.
Octopus CRM Features
Automation
Octopus CRM serves as an efficient LinkedIn automation tool, putting your networking on autopilot.
It automatically operates on main tasks and frees your time for something more worthwhile.
Having an intuitive interface with strong features, Octopus allows sending personalized connection requests to targeted prospects, extending your network without much hustle.
In addition, it extends the option of sending connection requests via email, which actually makes bypassing LinkedIn’s weekly invite limit possible.
Besides, Octopus does provide bulk messaging capability for hundreds of your 1st level connections, saving you from much hassle in nurturing relationships or promoting services at scale.
Furthermore, Octopus does allow auto-endorsement of up to seven skills on your connections’ profiles for better relationship building and visibility.
This tool can further improve your visibility by automatically viewing hundreds of LinkedIn profiles and bringing more engagement from potential leads or partners.
Marketing funnel
Octopus CRM helps you in building such a LinkedIn marketing strategy that works on an autopilot basis. It helps you in guiding potential customers from being new connections to becoming actual clients.
One can connect with the people he or she wants by sending personalized requests to the prospects. Once they agree to connect Octopus CRM sends them a message saying thank you for connecting.
You can also show your appreciation of their skills to build a good rapport with them.
As you stay in touch with them, Octopus CRM will automatically send more messages to convert these relations into customers. You can modify the plan according to your needs by removing or adding steps.
On your dashboard, you can track all of your leads in one place. That way, it’s easy to see how you are connecting with them.
Keep an eye on how things are going and handle the new leads effectively. This automation will take the load off of generating leads on LinkedIn so that you can create relationships and turn leads into customers in a steady, reliable manner.
Campaign Analytics
Campaign Analytics on Octopus CRM gives you detailed insights into what works fine and what might need changes in your LinkedIn outreach campaigns.
The feature tracks key metrics, including connection requests sent, messages delivered, responses received, and profile views.
By looking at this data, you can see which portions of your campaigns are going well and which may need an adjustment.
The analytics dashboard shows you all the key information in a comprehensible manner about your campaign performance.
In such a way, you will be able to enhance your LinkedIn outreach and make wiser data-driven decisions.
This is how you’ll be in a position to increase your chances of converting a potential customer into a lead or client and be sure that you are closer to achieving your business goals.
Integration with Other Tools
Octopus CRM supports the integration with tools like Saleflare or Zapier to help you enhance your outreach on LinkedIn and work more effectively.
By integrating it with any of the popular systems, you will be able to sync leads, track contacts, and automate tasks outside of LinkedIn.
The integrations simplify managing all your data in one place, allowing you to handle leads from LinkedIn alongside your other sales or marketing activities.
Be it moving prospects to your CRM, or setting up automated tasks from your actions within LinkedIn, Octopus CRM saves time with its integration features, boosts your productivity, and keeps you organized while managing leads.
This helps track the potential customers’ path from first contact to making a purchase across varied websites.
Import / Export Contacts
Octopus CRM‘s Import/Export tool saves you from the hassle of data management to enhance your LinkedIn marketing strategy.
You can export your list of linked profiles directly into Octopus CRM campaigns for personalization to reach the right target audience using the Import/Export tool.
This may be beneficial, particularly in cases where one has a marketing team or skilled salespersons who have prospect lists and want to establish seamless connections with these prospects.
Moreover, with Octopus CRM, you can export data from LinkedIn to a CSV which will be easier for you to analyze and manage your outreach outside the platform.
Be it monitoring your connections, performance tracking of your campaigns, or the import/export of this data for analysis in other tools, the import/export functionality lets you do so at will.
This keeps your lead generation process neat and smooth to effectively follow up and further engage your leads.
Activity Control & Safety
Activity Control & Safety is a feature in Octopus CRM that ensures protection for your account on LinkedIn while you automate all kinds of outreach activities.
For example, LinkedIn has strict rules regarding automated actions, but Octopus CRM has instruments that will help you keep within the frames and avoid any problems with your account.
You can decide on the number of activities you would perform day-to-day, such as the number of connection requests you want to send, messages will send, and the view of profiles.
That gives you the freedom to set up a different outreach speed so that it’s natural-looking and hence less risky to land into trouble due to being overly active.
Moreover, Octopus CRM has a safety feature for automatic adjustment of your actions based on how you use LinkedIn, keeping you within the limits recommended.
Octopus CRM can keep you secure and in control of your LinkedIn. It helps you manage your networking campaigns effectively.
Not only does this keep the account secure, but it also improves the overall outreach strategy.
With Octopus CRM, you can make worthy connections on LinkedIn, which will not harm your profile.
Octopus CRM extension
The Octopus CRM extension is really powerful to add to any web browser for an enhanced LinkedIn experience.
It has features that could power automating on LinkedIn. This can be used together with browsers like Chrome to send connection requests, messages in bulk, and endorsements of skills without leaving LinkedIn.
This extension is quite user-friendly; with its help, it will be pretty easy to keep outreach campaigns at your fingertips, monitor the progress, and notify in real time how well they are going.
You can change and start campaigns right from the extension so you can quickly adjust your strategies based on feedback.
It also helps you manage your profiles easily, keeping your connections and leads organized.
Working within LinkedIn itself, the Octopus CRM extension makes networking easier by allowing you to connect with potential customers and build important relationships.
Compatible LinkedIn
Octopus CRM works with all types of LinkedIn plans: Free LinkedIn, LinkedIn Premium, Sales Navigator, and Recruiter-including Recruiter Lite.
This basically means that whatever type of account you may be using on LinkedIn, you will be able to add the powerful automation features of Octopus CRM into the way you interact with others on LinkedIn.
Be it that you’re using LinkedIn only from time to time with a free account, or you are a serious professional using Sales Navigator to find leads with specific parameters, Octopus CRM will know how to help.
It’s a tool able to tune in to what you need and thus be very helpful for making your networking easier.
It allows flexibility in the way people from different backgrounds, salespeople, or recruiters get the most out of LinkedIn and reach their goals with a greater degree of efficiency.
Bulk Messaging
The Octopus CRM Bulk Messaging allows sending heaps of messages to your LinkedIn contacts all at once, thus making the outreach process more easy when targeting a big group of people.
It is perfect for times when you want to share something with a big audience and do not feel like messaging each person individually.
With Bulk Messaging, the user can connect to a network in a much more efficient manner, without giving up on the personal touch.
Making messages tailored to needs effectively helps one target different groups of your network for larger engagement and to connect in a more personal manner.
It’s helpful because it will lighten the burden of having to talk to more than one person at a time on LinkedIn.
Very important for marketers, salespeople, and everyone concerned about keeping good, quality relationships with their connections on LinkedIn.
Customer support
Customer care for Octopus CRM has been crafted to help users have a great experience on the platform.
The support team can be reached via email, Live Chat, and even a knowledge base.
A knowledge base full of so much helpful information like FAQs, tutorials, and guides on how to use the software from basic to advanced techniques.
In case of problems or questions, a whole support team is ready to get you out of such as fast and efficiently as possible.
They will be able to assist you in how to fix the problems or enhance your campaigns.
Moreover, Octopus CRM has a forum where other users, including yourself, can help other users by posting tips, best practices, and solutions.
It helps you get the most out of Octopus CRM and ensures that you surely achieve your LinkedIn networking goals.
Octopus CRM Pricing
1. Starter Plan – $6.99 per month
The Starter Plan is for LinkedIn automation beginners, including only the core features, and is correspondingly much cheaper. It has a free trial and compatibility with Sales Navigator, making it perfect for a new user to decide whether Octopus CRM is what they are looking for.
2. Pro Plan, $9.99 per month
Pro Plan: The Pro Plan is ideal for people who want to make their outreach more effective. This plan, besides including all of the features of the Starter Plan, adds some other functionalities that boost automation capabilities. In this plan, a free trial is provided, and since this plan is integrated with Sales Navigator, it works out perfectly for professionals who want to optimize their LinkedIn networking.
3. Advanced Plan – $14.99 per month
Advanced Plan: This is a more complete set of features and is fit for users who need more advanced tools for outreach campaigns. It includes everything from the Pro Plan, adding additional advanced features, plus a free trial. It is also compatible with Sales Navigator, so you will be sure you are living your full LinkedIn potential.
4. Unlimited Plan (Recommended) – $24.99 per month
The Unlimited plan is the fullest offer of features without limitations. Recommended for serious marketers and businesses, this plan allows a free trial and is compatible with Sales Navigator. It will let them use unlimited capability, so this means full power for the user to drive the best results from their LinkedIn Automation.
Octopus CRM Cons and Pros
Pros
- User-Friendly Interface:
It comes with an intuitive interface that enables users to set up campaigns easily without an extensive technical background. - Comprehensive Automation Features:
Automation in Octopus CRM will range from custom connection requests and mass messaging to automated follow-up messages for efficient outreach. - Flexible Pricing Plans:
Having various pricing tiers, including a free trial version, Octopus CRM fits different budgets and needs, thus becoming more affordable for both people and businesses. - Customization Options:
It could be outreach campaign customization, such as being able to personalize messaging and segment the connections, all of which add up in each instance of communication to maintain that personal touch. - Bulk Messaging Capability:
The bulk messaging facility provides a good avenue for effective communication with large networks when one needs to make announcements and updates. - Activity Control & Safety:
The built-in safety features help in maintaining user compliance with LinkedIn policies, as it controls the number of daily actions by reducing the risk of account restriction. - Strong Customer Support: The Octopus CRM provides full customer support, a knowledge base, tutorials, and live chat options to ensure users can get support at any moment they need it.
- Works on Most LinkedIn Plans:
It is fully compatible with Free LinkedIn, LinkedIn Premium, Sales Navigator, and Recruiter; hence, it is flexible for all users to use it, never mind their subscription level.
Disadvantages
- Risk of Being Blocked or Restricted from the Account:
Although the application provides safety features, there is still a chance that the user gets blocked or restricted access due to mismanagement of automation or exceeding the limits of LinkedIn. - Some advanced features are not available in lower plans:
While some advanced features are reserved for more premium plans, which might be out of budget for some users who actually need those extensive tools. - Dependence on LinkedIn:
Since the Octopus CRM works totally inside the LinkedIn network, the functionality and user database that it will allow are strictly limited to the coverage area of LinkedIn, which may not fit all marketing strategies. - Learning Curve for New Users:
This interface is still not really user-friendly, in that it may take time for a beginner to learn all the features and use this tool fully. - Over-Automation
The tendency of over-automation may make users accidentally over-automate outreach, leading them to become impersonal due to that, and thus damaging the relationships instead of improving them.
Octopus CRM Alternative
- LinkedIn Sales Navigator: An advanced tool by LinkedIn that offers premium search, lead recommendations, and personalized insights to help you identify and get in front of potential clients with ease.
- Dux-Soup: Automates some of the users’ mundane activities on LinkedIn, like profile visits, sending connection requests, and messaging contacts. It also supports customizable outreach options and integrations with various CRMs.
- PhantomBuster: This is a cloud-based automation platform that is developed to scrape data from LinkedIn and automate other tasks like sending messages and connection requests. It supports a wide range of other social media platforms.
- Zopto: It is a cloud-based automation tool designed for LinkedIn to assist in lead generation and outreach. It provides features of automated messaging, profile visits, and in-depth analytics to optimize campaigns.
- Alfred: A LinkedIn automation that helps users manage outreach efforts on more varied platforms. Fully featured, it integrates automation with personalized messaging so that users can communicate effectively within their network.
Final Thought
Octopus CRM is helpful in addition to LinkedIn to make networking and outreach easier. It boasts a large number of features and is user-friendly.
Its pricing plans are flexible and suitable for different needs from individual to enterprise but one has to take into consideration the associated risks with automation, like account restrictions.
Just by weighing the pros and cons and going through alternatives, you would be well on your way to making an intelligent decision based on your objectives regarding networking.
Finally, Octopus CRM offers great tools to enhance your LinkedIn profile and build essential professional connections.
Frequently Asked Questions (FAQ) section for Octopus CRM:
What are the main features of Octopus CRM?
Some of the features include automated connection requests, bulk messages, analytics on campaigns, import and export functions, control of activities for safety, and integration with other tools. It also provides personalized outreach and profile management.
Can I customize my outreach campaigns?
Octopus CRM provides the ability for customers to personalize messages, segment relationships, and customize outreach to suit their specific needs.
What kind of customer support is available?
Octopus CRM provides full support for customer queries, from knowledge bases to tutorials and even live chats to solve every query and problem faced by the customer.
Can I send bulk messages to my connections?
Octopus CRM gives you an easy way to send mass messages to your existing LinkedIn connections with better efficiency and a little more personalization, whatever needs to be announced or promoted.
