# Octopus CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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: https://www.capterra.com/p/204641/Octopus-CRM/reviews --- 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 March 13th, 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 Saurabh S FreelancerMarketing and Advertising, Self-employedUsed the software for: 6-12 months. “Little bit problematic in managing contact while emailing and sending other communication“ June 16, 2021 BM Bayard M Product specialistMechanical or Industrial Engineering, 10,001+ employeesUsed the software for: Less than 6 months. “I have increased my network by more than 100% in a month (>5k connection) and can easily establish meaningful discussions with my new contacts in an automated way.“ June 17, 2020 TD Trevor D Business Development Computer Software, 51 - 200 employeesUsed the software for: Less than 6 months. “There are a few bugs. When trying to select the number of imports via chrome exentision, it typically messes up and I have to keep clicking on the number till its entered right“ June 26, 2020 ## Showing most helpful reviews Showing 1-25 of 274 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Nela S. Sales Computer Software Used the software for: 6-12 months ### "A simple mailer with limited functionality" October 23, 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 Staffing and Recruiting Used the software for: 6-12 months ### "Great Product" August 10, 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. Switched from [Jobin.cloud](https://www.capterra.com/p/239384/Jobincloud/) Jobin Cloud has a lot more features for only a few dollars more. Review Source Tatiana F. Director Management Consulting Used the software for: Less than 6 months ### "Disappointing customer service" August 21, 2024 3.0 Pros It is an easy tool to use. The interface is clear and intuitive. Cons I can't get any response from customer support and I am a paying subscriber. I wrote to them 3 times and received no answer at all. Review Source TO Toufik O. sales Information Technology and Services Used the software for: 6-12 months ### "Octopus the best afordable CRM" June 12, 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 Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Do not have the capacity to synchronize with Linkedin in for eg Review Source TC Tyler C. Owner Environmental Services Used the software for: Less than 6 months ### "Total game changer" June 22, 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. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Octopus CRM It was the right timing and the getting started videos were easy to understand. Review Source MF Michelle F. Sales Insurance Used the software for: Less than 6 months ### "A MUST HAVE tool" June 22, 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 Switched from [Hootsuite](https://www.capterra.com/p/121701/HootSuite/) The ability to message people and customize the messages directly Review Source JF Jason F. Managing Direcotr Investment Management Used the software for: Less than 6 months ### "Love the software and the customer service and attention is awesome! " June 17, 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? Reason for choosing Octopus CRM They were far too expensive. Lacked CRM. Switched from [CoPilot AI](https://www.capterra.com/p/185258/CoPilot-Prospecting-Dashboard/) CoPilot was too buggy. Lacked ability to control funnel, too. Review Source SN Samuel N. Marketing Manager Broadcast Media Used the software for: 1-2 years ### "My Outstanding and Remarkable Experience with Octopus CRM." December 16, 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 Jared C. Sales Manager Information Technology and Services Used the software for: Less than 6 months ### "No Automation" January 11, 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". Reason for choosing Octopus CRM I tested Octopus only to find that it is a subpar product with probably a single person running the company. Review Source Ryan W. Executive Director E-Learning Used the software for: Less than 6 months ### "Scaled Meaningful Connections, a Partnership Maker's Dream CRM" June 24, 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 VR Verified Reviewer Freelancer Marketing and Advertising Used the software for: 6-12 months ### "Octopus CRM Review" June 16, 2021 5.0 Overall its wonderful experience managing business with the CRM/Software. I definitely recommend it for my friends and contacts. Pros Contacts/ Customers love to get personalized messages, they love their endorsement follow up messages. Cons Little bit problematic in managing contact while emailing and sending other communication Review Source PV Pablo V. CRO Environmental Services Used the software for: Less than 6 months ### "Octopus does what they promesss" September 14, 2021 5.0 I was looking for an affordable and simple way to mass prospecting Linkedin. Octopus is a very good short-term option. It is not precisely a CRM, but it helps a lot to keep track of your prospecting efforts. Pros Octopus meets the expectations of what they offer: automatize four things when prospecting Linkedin: Connect, Message, Visit and Endorse. It really simple, no training needed, in few minutes one can start prospecting. Cons Limited flexibility to edit pipelines and prospects labeling Alternatives considered [PhantomBuster](https://www.capterra.com/p/173165/Phantombuster/) Reason for choosing Octopus CRM Price and simplicity Review Source AV Andres V. HR Consultant Human Resources Used the software for: 6-12 months ### "A great help" June 22, 2020 4.0 As a recruiter, it is very important for me to be able to send a large number of messages or add many specific contacts. It helped me a lot in achieving a higher volume of sent messages, which improved my candidate sourcing process. It is very easy to use, and that is very important Pros This tool helped me a lot in the growth of my LinkedIn network. It would be very useful to have personalization tools in message sending Cons it would be very useful to add search functions that LinkedIn free does not provide, as well as customization in the automation of sending messages Reason for choosing Octopus CRM When I did the free trial I liked it a lot, and when they offered a great discount I could take advantage of it (I'm from Argentina and the USA Dollar is a very expensive currency here) Review Source VR Verified Reviewer Manager Packaging and Containers Used the software for: 1-2 years ### "Very Good" June 17, 2020 5.0 Excellent! The best. Pros Much easier & Simpler than LinkedIn Helper. Cons Compaigns can only send message, not attachment or pictures. Compaigns management is not very idea. Review Source VR Verified Reviewer Owner Computer Software Used the software for: Less than 6 months ### "Great option, wish it were a bit more! " June 12, 2020 5.0 I'm just trying to connect with more people in my industry and it's been great with a greater than 50% connect rate Pros It is the easiest to use of all the others I tried. I like the separate tab and the status indicator. Super easy to use, set and forget. Cons It seems to decide on it's own when I've reached the limit for visits, which I don't believe LinkedIn limits. So I wish it would allow unlimited visits. It's also not always "smart" when it comes to parsing names. Some people add an emoji before their name or have a two name first name. It allows you to edit, which is nice - but I wish it were slightly smarter. It does change all caps names to case caps. Review Source JF Javier F. Financial Planner Financial Services Used the software for: Less than 6 months ### "I had used other softwares" June 26, 2020 5.0 Its been good but i am wanting the features i mentioned above as this would make it easier for us to use Pros the ability to be able to engage more with the prospects by being able to insert things like their title, company and even endorse their skills Cons I dont like how you have to mannually go to each message and select how many you want to send. It would be a massive massive improvement if you could set a delay on when the message sent and therefore have the whole funnel completely automated For example step send connection. Step 2 send 3 days later. Step 5 send 3 days later etc. That would be fantastic....you can do this automation on other software The second thing would be really good if you could group all steps under one funnel. This would make it really easy to split test and create seperate funnels . You would have a really valuable CRM and would be a fetaure i would pay extra for. Review Source CS Christoph S. Unknown Computer Software Used the software for: 6-12 months ### "Cheap alternative to better solutions" June 17, 2020 1.0 Pros \- Eays to use: The product is easy to use and you can get connections fairly easy. - Cloud based: It is secure because it is cloud-based Cons \- Import restrictions: You are not able to import more than 1.000 contacts at once. - No additional customization: There is no way for you to use custom tags in the connection request, only the predefined ones. That is a huge problem because it really restricts the personalization you can do - No inbox feature: To get back to replies you have to go into LinkedIn. An the LinkedIn inbox sucks. Review Source VR Verified Reviewer Freelancer Writing and Editing Used the software for: 6-12 months ### "Best Linkedin Automation Software " June 12, 2020 4.0 Pros It is very easy to import users and create messages in this software. It is the most intuitive out of the 3 options I've tried. Cons I wish users were automatically moved to the next step in a campaign, instead of having to forward them. I also would appreciate more personalization options for messages, particularly an industry tag. Reason for choosing Octopus CRM It is the easiest to use out of all the comparable products I've tried. Review Source VR Verified Reviewer Founder Professional Training & Coaching Used the software for: 6-12 months ### "Highly recommend for relationship building" June 5, 2020 5.0 No complaints, I've already recommended it to several people. So happy I happened to find it. Pros Very easy to set-up and get going. Love that I can reach tons of people at a time; saves TONS of time, and you have the ability to customize messages with certain keys. Cons Just wish there were more filterable/reviewable columns, such as Title and Company, so that when you're going through your imported list, you can delete or prioritize based on your targets. Review Source VR Verified Reviewer Director Construction Used the software for: Less than 6 months ### "Helps build connections " June 17, 2020 5.0 I think it is worth it. I have tripled my connections and following in less than an hour a day in the last month. Well minutes a day for the CRM and then an hour with proper followup. Pros I use this product to build my connections and presence on Linkedin. It has been easy and works great with the automation features. Cons Drip funnels still confuse me a bit but that more on me and less the software. Reason for choosing Octopus CRM Referral from a respected associate. Review Source DP Damian P. Customer Success Manager Computer Software Used the software for: Less than 6 months ### "Taking outbound sales lead gen into our own hands" June 22, 2020 5.0 really excellent! Went from outsourcing our lead gen to 3rd party companies with very underwhelming results . We now have a solid sales pipeline which we built ourselves with using octopus Pros \- Super easy to use in collaboration with linkedin sales nav. - Really easy to organise and maintain solid sales pipelines - Great way to find new target industries - Super easy to manage team performance - Great development model (new tools all the time) - Customer support team very responsive Cons Was a little clunky when i started using it but now the process is much more streamlined Would like to be able to view my dashboard/ organise other campaigns while one is working Review Source JR Jennie R. Agency Development Manager Insurance Used the software for: Less than 6 months ### "A Time Saver!!" June 12, 2020 5.0 As a recruiter, Octopus has streamlined the way I contact prospects. I used to spend all day looking at profiles and connecting and would have to maintain lists of people I wanted to talk to then wait for their connection acceptance to send a message. With Octopus I can send out connections to the filtered group of people of my choosing, Octopus adds them to a separate message list once we've connected and I can message hundreds with the click of one button. This has saved me so much time! Pros I love how easy it is to use Octopus. There are plenty of tutorial videos that make it easy to understand how to properly use the software. Very user friendly. Cons I wish there was more information about the dashboard page and the statistics shown there. I see the bar graph, but wonder what each value is and how I can improve my numbers. Review Source RB Ruth B. Self Employed Marketing and Advertising Used the software for: 6-12 months ### "I love my Octopus" June 12, 2020 5.0 Very easy to use. Uncomplicated, and it doesn't take long. Pros Octopus is so easy to use, and, it saves me so much time. And, it is very affordable so I can use month after month. Cons I am only missing one feature... to withdraw old invitations. Maybe it's coming? Reason for choosing Octopus CRM The price suited me. The ease of operation, and the time to finish each job is also very reasonable. Review Source AT Aitor T. Industry 4.0 Project Manager Information Technology and Services Used the software for: Less than 6 months ### "Best help for Linkedin Prospecting" November 24, 2020 5.0 It is helping us to prospect faster and also with higher quality and monitoring, through the automation of the process and its better control. Pros It is very easy to use and very intuitive, and helps to automate the prospecting process Cons It would be nice to be able to see the number of users of a list prior to its sending in each campaign. You can also see from the Dashboard the messages or contacts that have answered the messages, click on the number of replies and see the names and surnames from there to be able to move them to other campaigns. It would also be nice to be able to choose users who have not replied to connections or messages and to be able to move them one step back in the campaigns or in the funnel. Review Source VR Verified Reviewer Regional VP Sales Information Technology and Services Used the software for: Less than 6 months ### "Overall a good product that works for what is needed." June 15, 2020 4.0 A good solution that fulfils the main need I had: Automate the reach out to contacts and send connection requests. Pros It really automates the process of contacting and sending Linkedin connections requests. Cons The contacts management is a bit difficult if you want to move contacts from one campaign to another. Review Source Similar Products Featured ## Related categories [Lead Management](https://www.capterra.com/lead-management-software/)[Lead Capture](https://www.capterra.com/lead-capture-software/)[Lead Generation](https://www.capterra.com/lead-generation-software/) ## 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.