--- title: "Octopus CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Octopus CRM the right Lead Generation solution for you? Explore 274 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/204641/Octopus-CRM/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-28" --- Octopus CRM 4.6 (274) [View alternatives](https://www.capterra.com/p/204641/Octopus-CRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 28th, 2026 # Reviews of Octopus CRM Ease of use 4.4 Customer Service 4.4 ## Pros and Cons in Reviews Tatiana F DirectorManagement Consulting, 2 - 10 employeesUsed the software for: Less than 6 months. “The interface is clear and intuitive.“ August 21, 2024 Artur K SalesComputer Software, 2 - 10 employeesUsed the software for: Less than 6 months. “Sequential messaging cannot be configured“ October 23, 2023 Nela S SalesComputer Software, 2 - 10 employeesUsed the software for: 6-12 months. “The support service responds within a day.“ October 23, 2023 JD Joe D IT DirectotElectrical/Electronic Manufacturing, 201 - 500 employeesUsed the software for: More than 2 years. “Resolving tickets stays for days in the pool that doesnt make any sense to keep them there.“ August 7, 2022 Geoff C PresidentMarketing and Advertising, 2 - 10 employeesUsed the software for: 1-2 years. “I like the CRM feature and my ability to pick the contacts that I want to interact with.“ July 16, 2021 Jared C Sales ManagerInformation Technology and Services, 51 - 200 employeesUsed the software for: Less than 6 months. “I explained what happened to customer service and they refused to adjust despite still being in the first month of an annual subscription!“ January 11, 2022 Pv Pablo v CROEnvironmental Services, 2 - 10 employeesUsed the software for: Less than 6 months. “I was looking for an affordable and simple way to mass prospecting Linkedin.“ September 14, 2021 Jared C Sales ManagerInformation Technology and Services, 51 - 200 employeesUsed the software for: Less than 6 months. “I'm not pleased with their customer service or the application. “ January 11, 2022 ## Showing most helpful reviews Showing 1-25 of 274 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Nela S. Sales Used the software for: Less than 1 year ### "A simple mailer with limited functionality" October 26, 2023 3.0 It is not visible how many responses to messages were received in the statistics. The support service responds within a day. Pros Suitable for automating the mailing process Cons Very limited functionality even in the paid plan Review Source VR Verified Reviewer Head Recruiter Used the software for: Less than 1 year ### "Great Product" August 17, 2022 5.0 Pros Being able to send LinkedIn connections and a follow-up message on autopilot Cons The message personalization is limited and you can only send one follow-up message. Review Source Jared C. Sales Manager Used the software for: Less than 1 year ### "No Automation" January 13, 2022 1.0 Customer service is horrible. I was forced to upgrade because the lowest version had extremely limited features. Upon upgrading to "premium" I mistakenly clicked the annual option for the upgrade. I didn't realize for a week until the annual subscription posted on my account!! I explained what happened to customer service and they refused to adjust despite still being in the first month of an annual subscription! This shows me they have little faith in their product to keep customers coming back, I think they're right. I'm not pleased with their customer service or the application. Now I'm out nearly $300 for something I used for 2 weeks and will never use again. Stay away! Pros I would not recommend this product. It puts leads in buckets. Cons 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". Review Source R Reviewer sales Used the software for: Less than 1 year ### "Octopus the best afordable CRM" June 16, 2020 4.0 Mass mailing with personalization of emails Pros integration with Sales navigator and Discovering org Cons Could be nice to have a kind of an easy transfer and duplication mode from our old CRM Review Source Tyler C. Owner Used the software for: Less than 1 year ### "Total game changer" June 23, 2020 5.0 LinkedIn is the only social platform that my company uses on a daily basis. When I found Octopus it was a total game changer. It has given me more time to grow my business and make me lots of money. Just to be candid I have about 15 clients and over half of them were because of Octopus. Pros I love that it runs in the background and it gives me time to focus on other things all while growing my business. Cons It would be great to have a like or comment section. Review Source R Reviewer Sales Used the software for: Less than 1 year ### "A MUST HAVE tool" June 23, 2020 5.0 I am super happy. I have increased my network by over 500 and have set 20+ appointments Pros I love how you can manage your messaging on several different levels to make each message you send personal and relevant Cons The set up can be somewhat confusing - the language can be Review Source R Reviewer Managing Direcotr Used the software for: Less than 1 year ### "Love the software and the customer service and attention is awesome! " June 18, 2020 5.0 Pros Ease of use, ease of implementation, customer support quickly helps when necessary. Cons The training videos could be a little better. Perhaps it would be a good idea to make shorter videos? Review Source R Reviewer Executive Director Used the software for: Less than 1 year ### "Scaled Meaningful Connections, a Partnership Maker's Dream CRM" July 4, 2020 5.0 From the trial, to support Q&A, and through to the purchase of the OctopusCRM I have had no complaints and I've have already recommended it to several friends. I highly recommend this product. Pros 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. Cons 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". Review Source R Reviewer QA Engineer Used the software for: 1-3 years ### "In overall, I\`m pretty much satisfied with the quality of services Octopus team provides me with." June 29, 2020 5.0 I really don\`t know what to say apart from that - it\`s simply a solid and reliable, not overpriced tool for my marketing needs which makes the work done. Pros Good balance between the number of functions available and ease of their usage(There just enough functions available and they are all quite accessible for understanding). Cons I\`d like to have some advanced tutorials, strategies perhaps on how to utilize the CRM in a better, more productive way. Review Source Bert V. Head of Business Development Used the software for: Less than 1 year ### "A must-have tool" June 18, 2020 4.0 Pros I love how Octopus facilitates creating outreach campaigns at a massive scale without having to worry that you'd follow-up on someone who replied. It has 10X'd our sales and I highly recommend the service. This is why we also started recommending this to our portfolio startups. You can create multiple campaigns and compare the efficiency. This enables us to test fast and iterate our approach at a pace that wasn't possible before. Cons It would be even better if I could merge campaign lists. For example, if I run 5 different campaigns on the same target audience I don't want to reach out to the same person twice. If you reach out to someone in a different campaign, the tool doesn't recognize that that person has been contacted before. Review Source Samuel N. Marketing Manager Used the software for: 1-3 years ### "My Outstanding and Remarkable Experience with Octopus CRM." December 20, 2024 5.0 Pros It is simple to send LinkedIn connection requests with Octopus CRM.It possible to view many LinkedIn profiles with Octopus CRM thus building a strong marketing and customer base. Cons I haven't encountered anything that is unpleasant with Octopus CRM. Review Source R Reviewer Financial Used the software for: Less than 1 year ### "Excellent capabilities for the price" June 25, 2020 5.0 Once I watched the training videos and played around a little I quickly mastered this system. Great experience. Highly recommend for the busy professional who wants to streamline their LinkedIn efforts. Pros 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. Cons 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 HAS INSERT . Result =. + “it’s so cool that you support , I love their mission” Many other applications for basic logic and expanded dynamic field insertion. Review Source Tom K. VP Sales Used the software for: Less than 1 year ### "Great tool to expand your network" June 16, 2020 4.0 Pros Very easy to expand your connection network. Has the potential to help improve ability to stay better engaged with your first level connections. Cons The platform claims to be able to send a campaign of messages to groups of users. However, my team has not been able to get this ongoing scheduled feature to work properly. Would love to be able to speak with a human at Octopus about this issue but they only provide chat support. Review Source VR Verified Reviewer Social Media Specialist Used the software for: I used a free trial ### "Best automation tool that I've used" April 19, 2023 5.0 Pros I like that it so easy to use, very simple interface and automates my work in sending LinkedIn connections. Cons Free trial is 7 days only, a bit pricey. But still its a great platform to use. Review Source Ovidiu C. Business Development Manager Used the software for: 1-3 years ### "Great product for LinkedIn automation" February 9, 2021 4.0 Octopus CRM is our favorite tool when it comes to lead generation on LinkedIn and the overall experience with it is really good. Pros 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. Cons 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. Review Source R Reviewer Sales Used the software for: 1-3 years ### "E-commerce Integration Solutions" June 30, 2023 4.0 For the most part has been functioning well Pros Streamlined connectivity with retail POS system and e-commerce Cons Interface can be basic and reloading times can be slow at times Review Source R Reviewer CMO Used the software for: 1-3 years ### "Totally recommend for outbound approach" June 18, 2020 5.0 Software is great. Whoever is not using it is wasting time. Pros Works best when you use it with a friendly approach versus being the annoying sales person. I send 100 requests a day and get about 30 in return. Cons I wish there was way that the data would stay saved even after I've cleared the processed contacts. I have to delete those lists so that I can forward new contacts to other lists (without duplicating). Review Source R Reviewer Recruiter Used the software for: Less than 1 year ### "Fantastic Tool for LinkedIn Outreach" June 18, 2020 5.0 5 Star Software. Lots of Value, and an user-friendly interface. Pros I have used numerous LinkedIn tools to connect with users and send personalized messages but none of them come close to Octopus. I love how the interface acts as a CRM and stores who you've sent messages to and what the message says. It helps out tremendously with my outreach and automating repetitive tasks. Cons The flow of the automation could be a little more easily defined, but nonetheless, it works great! Review Source R Reviewer Agency owner Used the software for: Less than 1 year ### "Perfect for contact" June 30, 2020 5.0 Built multiple sales funnels and have closed several agents for recruiting to my company Pros 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 Cons Cvs file download doesn’t include the contacts phone nor email Review Source R Reviewer Founder and CEO Used the software for: Less than 1 year ### "Very reasonably priced and easy to use" June 30, 2020 5.0 I have been extremely happy since day one, I think it's very reasonably+ priced and super easy to use. Pros I really like how I can create a funnel for multiple touches with potentially new clients. Cons I wish there was a bulk removal of older still pending connection invites so I wouldn't have to remove them one by one. Review Source VR Verified Reviewer Director Used the software for: 1-3 years ### "Great Tool to stay connected " June 16, 2020 4.0 It’s been a great tool Pros Great way to sort and make touches with your current network. Great tool to search and expand your network. Cons Would like to more easily grab larger searches and export as target lists. Or use as trickle campaigns. Review Source R Reviewer Director of Partner Development Used the software for: Less than 1 year ### "Good product, terrible customer service" June 16, 2020 5.0 The plug works well enough. Considered switch because there is NO customer support. Pros It is very easy to use and learn. Cons No customer service support. I have reached out over 3 times and never heard back from a single person. Does not sync with Saleforce and I have no customer service that can assist with finding solutions with connecting my CRM. Review Source R Reviewer Managing Director Used the software for: Less than 1 year ### "Great tool!" June 23, 2020 5.0 Pros I have a LinkedIn Recruiter seat and so I use that for building projects and sending InMails. However, Octopus CRM has been fantastic for increasing my candidate outreach in building my network. I set up over 20 new candidate interviews with highly qualified candidates within the first couple of weeks of using the software. Being able to send batch connection requests with personal messages has been a time saver and a great benefit. Cons Because I have a LinkedIn Recruiter seat, I only use the lowest tier of Octopus CRM. I do with that at the base level you could build have "projects" because it would be useful to me to be able to build and import multiple connection lists and then modify the emails separately. Right now, I have to import and then run all connections on a specific list, then go back and run a new search and do the same all over again if I want to change up my messaging and not mix up the contacts. I don't need all of the other features of the tier that has projects so I can't justify the cost for that move just to get projects. Review Source Abhinav P. VP - Enterprise Business Intelligence Used the software for: Less than 1 year ### "Great product at a great price" June 16, 2020 5.0 I absolutely love it and recommend to everyone Pros This brings a lot of success to me. I was having issues connecting and personalizing linkedin invitations. This does the job so good. I have built more than 5000 conmections in last 3 months and I attribute it to Octopus CRM Cons Nothing really. It is nearly perfect and very good Review Source R Reviewer Blogger Used the software for: Less than 1 year ### "Great tool for anybody who runs campaigns on LinkedIn" June 23, 2020 5.0 I use Octopus regularly as a part of marketing automation for professional blog. I never had any technical problems and customer service was always available to explain how to better use the tool. I can recommend Octopus to anybody who wants to have an impact on LinkedIn. Pros Octopus easily allows to run personalized mass-message campaign for your followers. It was of great help when I promoted my blog Logistykapoprostu.pl for the first time. Cons I would appreciate if further automation functions were developed (like auto withdraw invitation after few weeks etc.). Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.