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Agile CRM vs Octopus CRM: Which is a better fit?

Updated on December 22nd, 2024
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Summary
Key features rated by users
Features selected based on 14,663 reviews from CRM users.
% Fit
Missing features
Not enough reviews
Feature ratings
Contact Management
3.9
Lead Management
3.7
Sales Pipeline Management
3.7
Reminders
NA
Customizable Fields
3.8
% Fit
Missing features
Not enough reviews
Feature ratings
Contact Management
5.0
Lead Management
5.0
Sales Pipeline Management
--
Reminders
NA
Customizable Fields
NA
User satisfaction
4.1
User reviews522
Ease of use
4.0
Functionality
4.1
Value for money
4.1
Customer support
4.0
4.6
User reviews273
Ease of use
4.4
Functionality
4.2
Value for money
4.5
Customer support
4.5
Price starts from
Not provided by vendor
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

Small to medium size businesses that require sales, marketing and service automation

Octopus CRM is used by business owners, marketers, and recruiters to automate repetitive tasks on LinkedIn, improve prospecting and save time.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
video-6d898c92-feca-47b4-d8ad-08d9776ed041
Mike P
President
4.0

Mike P.: My name is Mike. I'm the president of my company and I would use Agile CRM. I would give them a rating of a four. There's more reviews available down below. Before switching to Agile CRM, I've used a number of different CRM and marketing automation programs. I used a program called SendPepper. I used one called GreenRope, but switched to Agile CRM about two years ago. We chose Agile CRM because it offered a lot of different functions for the money. The program includes a CRM, a marketing automation system, and a help desk system. They're all integrated. It was a lot of things that you could do there in that one package rather than trying to integrate a whole bunch of different pieces of software together. Onboarding and implementing Agile CRM was a little tricky, I will admit, but their support is really good. It comes out of India a lot, but their technicians are top-notch and you can get to them through a chat, or through email or on the phone. They're very helpful. They walked me through everything that we needed to do. I'd say the only thing that really hung us up was getting our email service provider hooked up with Agile CRM so we could send emails under our own domain. Yes, I've actually had the opportunity to recommend Agile CRM to two of my clients. One of them has been using it for over a year now. They're very happy with it. I actually helped them to set it up because I'd already had experience in setting up the system for my own company, but they're very happy with it. I have another client who is just getting ready to implement their Agile CRM system for their company as well. I have lots of good things to say about them. Like I said, they offer a lot of capabilities for a relatively reasonable amount of money.

How Capterra sources reviews
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video-55bb5e08-a535-4105-f46e-08d9c0270764
James R
Director of Demand Generation
2.0

James R.: My name is James. I'm a digital marketing manager. I grade Octopus CRM two out of five stars. For more reviews like this, click the link below. Before I used Octopus CRM, I was just using primarily LinkedIn organically without any tools or any automation tools or things like that. I was interested in expanding my reach and doing it with less work, so looking for some automation tools. That's what led me to looking into tools like Octopus CRM. I chose Octopus CRM because I had a buddy who was using it and he spoke highly of it. He said it would be something that I could use as well if I was interested. I think I actually got a referral code from him or something like that to sign up, and it was very cheap as well when I looked at the other options, so that's why I chose Octopus CRM. Getting started on Octopus CRM was not too tricky. You connect your account obviously to LinkedIn and then begin importing things. You have to learn how the tool works, so I'll say that there's a bit of a learning curve to learning how it works. Getting started is easy, but figuring out how it actually works once you're in and set up, takes a bit of time. If you're considering Octopus CRM or a similar software, I'd say really just understand what your needs are for a software like that. Do you really need to automate certain parts of LinkedIn? One of the things that I would consider really is you have to kind of weigh the risk that you take when you automate. When you attach your LinkedIn profile to these automation tools, certain things that LinkedIn doesn't like. You have to be really careful about the tool that you pick, what level of risk you're willing to take, and how aggressive those automated actions are from that tool. That really is the main thing that you need to consider when you're looking into a tool like this.

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User interface
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1 Video
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1 Video
135148
5 screenshots
204641
4 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Agile CRM

Top Features
34/37
  • Data Security
  • Lead Scoring
  • Reminders
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Calendar Management
  • Campaign Management
  • Contact Management
  • Customer Journey Mapping
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Communication
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Task Management
  • Territory Management
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

Octopus CRM

11/37
Show CRM Software Features +
Agile CRM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Octopus CRM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Agile CRM
  • By Agile CRM
  • Located in India
  • Founded in 2012
Octopus CRM
  • By Octopus CRM
  • Located in United States
  • Founded in 2018
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