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April 3, 2023
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 min read

Octopus CRM Review: Is It a Game-Changer or a Waste of Money in 2023?

Are you struggling to make a mark in B2B marketing on LinkedIn? Want to generate leads and stand out from the competition? Meet Octopus CRM! Can it really automate all your LinkedIn tasks? Is it safe?

Octopus CRM Review: Is It a Game-Changer or a Waste of Money in 2023?

Are you tired of struggling to make your mark in the crowded world of B2B marketing? Look no further than LinkedIn – the ultimate platform to generate leads! However, with so much competition, it can be tough to stand out. 

That's where the need for automation tools comes in.

One such tool is Octopus CRM - which can automate practically all your LinkedIn-related tasks with ease.

We've tried and tested Octopus CRM, and in this article, we'll give you an in-depth review of this automation platform. 

You'll learn everything you need to know, from its features and pros and cons to what real users say about the tool. 

We'll cover whether Octopus CRM is a safe automation tool, how user-friendly and cost-effective it is, and how it can help your business.

Plus, we've got you covered if you want to switch from Octopus CRM to another sales engagement tool. We've included two of the best Octopus CRM alternatives. So stay tuned for a comprehensive review of Octopus CRM!

What is Octopus CRM?

What is Octopus CRM?
Source: Octopus CRM

Octopus CRM is a powerful and easy-to-use tool that can help automate many aspects of your business and improve your outreach on LinkedIn. 

With its customizable sales funnel, you can quickly convert leads into customers. 

It's compatible with all LinkedIn accounts, and you can automatically send customized connection requests, sales messages, and follow-ups with potential customers. 

This complete LinkedIn automation system can save you time and effort while delivering results and boosting your business growth.

What features does Octopus CRM offer? 

The following are the top features of Octopus CRM:

  • Automated communications that can be personalized for your LinkedIn outreach
  • Automatic recognition of skills to help you find the right potential connections
  • You can convert LinkedIn leads into paying customers with custom sales funnels
  • Direct transfer of data from LinkedIn to Octopus CRM
  • Option to create and run campaigns automatically
  • Integration with HubSpot and Zapier to streamline your sales and marketing processes
  • LinkedIn connection requests that are automated to help you grow your network
  • Advanced analytics for automatic profile prospecting to help you target the right audience
  • Easy-to-use and user-friendly interface
  • Simple download of your contact information to help you keep track of your outreach efforts
  • Free trial period to give you a chance to try out the software before committing to a subscription.

How Does Octopus CRM Work?

Octopus CRM is a software tool that has two main parts: a pop-up window and a CRM page.

The pop-up window is designed to help you transfer LinkedIn profiles that you want to connect, message, visit, or endorse to the corresponding campaigns in the CRM. 

This means that you can easily organize your LinkedIn connections and interactions in Octopus CRM, rather than manually keeping track of them.

How does octopus crm works?
Source: Octopus CRM
Octopus CRM Dashboard
Source: Octopus CRM

The CRM page is where you can view and manage the list of LinkedIn users that you have transferred from the pop-up window. 

You can use this page to perform automated bulk actions on these users, such as sending messages or endorsing their skills. 

This can save you time and effort compared to manually performing these actions one by one.

Octopus CRM page
Source: Octopus CRM

Here are the three simple steps to using Octopus CRM:

1. Decide who your market is: Start by conducting a LinkedIn search and selecting your preferred user filters. Then, use the pop-up window to copy profiles to your CRM.

2. Boost your campaign with leads: Add these leads into your CRM for "connecting," "messaging," "visiting," or "endorsing," depending on the action you wish to take with them.

3. Start a campaign: Select "Launch" to begin sending messages, connecting requests, seeing profiles, or endorsing skills with these leads.

By importing members from LinkedIn, Octopus CRM first produces and populates the user lists for each activity, and then users interact with these lists on the CRM page.

How Much Does Octopus CRM Cost?

Octopus CRM offers four pricing plans to choose from, depending on the needs of the user. 

Here's a breakdown of each plan and what they offer:

  • Starter Plan: $9.99 per month
  • Pro Plan: $14.99 per month 
  • Advanced Plan: $21.99 per month
  • Unlimited Plan: 39.99 per month

It is worth noting that all these 4 pricing plans come with a 7-day free trial

Users receive a discount on the annual payment when they commit to an annual subscription.

Octopus CRM pricing
Source: Octopus CRM

Octopus CRM Review: Insights from its Users that You Can Trust

Octopus CRM has a rating of 4.5 out of 5 on G2

With the Octopus CRM Chrome extension, you can easily connect your LinkedIn account with Octopus CRM.

You can access hundreds of profiles to find and connect with relevant people in your target market. 

Octopus CRM G2 review
Source: G2

It also has a multi-purpose CRM page where leads may be managed and stored, and you can automate operations and create a sales funnel.

However, one downside is that Octopus CRM is not a proper CRM, despite its name. It does not have the ability to manage leads, but it can export them to your CRM. 

As Octopus CRM is a Chrome-based tool, it may not be as safe as cloud-based programs.

Despite its downsides, Octopus CRM has received good reviews from users. 

It is user-friendly and reasonably priced, making it a good choice for those looking for a low-cost automation platform. 

However, as with any tool, some users find it clunky or prefer to perform tasks manually.

With the Unlimited subscription, you receive automatic safety limits and warnings.

A more affordable subscription won't entail Octopus CRM being liable if you use it and get banned from LinkedIn.

Overall, it's a useful tool for automating simple operations on LinkedIn, but it's important to be aware of its limitations and security issues.

Octopus CRM vs. Competitors: Weighing the Pros and Cons of Different Sales Outreach Tools

  • Salesrobot
  • Linked Helper


Salesrobot is a powerful automated sales engagement platform that helps businesses improve their LinkedIn outreach and automate their email campaigns. 

Salesrobot differs from Octopus CRM by having email automation as well as LinkedIn automation, whereas Octopus CRM only offers LinkedIn automation.

Salesrobot has the ability to automate emails with personalized sequences. 

Salesrobot campaign sequence
Source: Salesrobot

This feature allows users to create customized email campaigns that can be sent to prospects at specific times and intervals, ensuring that they receive relevant and engaging messages.

Salesrobot also offers a secure foolproof feature that allows customers to send up to 200 messages and connection requests without worrying about jeopardizing their LinkedIn accounts. 

This feature ensures that users can engage with prospects without triggering LinkedIn's spam filters or risking account suspension.

Another important feature of Salesrobot is its ability to personalize messages using AI technology. 

Salesrobot sequence
Source: Salesrobot

This feature allows users to interact with prospects in a warm, human-like way, making it easier to nurture leads and build strong relationships.

Salesrobot also prioritizes user security by imitating human behavior, avoiding holidays and weekends, delaying actions, and sticking to LinkedIn restrictions. 

This makes it entirely cloud-based and undetectable by LinkedIn, ensuring that users can engage with prospects safely and effectively.

In addition to these features, Salesrobot offers smart campaigns, a better user experience, the best customer support, teams, and diverse integration choices. 

Salesrobot campaigns
Source: Salesrobot

Smart campaigns allow users to build campaigns and message series from scratch or use customizable ready-made templates to meet their objectives. 

The better user experience ensures that inexperienced LinkedIn automation users can use the tool with ease.

Salesrobot configurations
Source: Salesrobot

Salesrobot's best customer support provides outstanding services to users 24/7 and responds to any questions and resolves any issues in minutes. 

Finally, Salesrobot provides a variety of integration options, allowing users to integrate the service with prominent applications including Zapier, HubSpot, Salesforce, and Hyperise. 

Users can export relevant data to their favorite CRM or database using this feature.

Salesrobot presently has one plan available for all users, which costs $99 per month, with a 20% discount if paid yearly.

Salesrobot pricing
Source: Salesrobot

How Is Salesrobot a better Octopus CRM alternative?

In terms of features, both Salesrobot and Octopus CRM offer automated communications and personalized messaging for LinkedIn outreach, as well as integration with popular tools like HubSpot and Zapier.

However, Salesrobot seems to have a stronger focus on email automation and personalization using AI technology, as well as offering more advanced security features to avoid spam filters and protect user accounts.

On the other hand, Octopus CRM provides extensive analytics, a configurable sales funnel, and the option to conduct campaigns automatically to assist users in turning leads into paying clients.

Salesrobot presently only has one plan accessible at a set price of $99 per month, whereas Octopus CRM has four distinct pricing options with different features and capabilities.

In terms of security, Salesrobot is a lot safer tool as it is a cloud-based automation tool as compared to Octopus CRM which is a chrome-based automation tool. 

Ultimately, the choice between the two tools may depend on the specific needs and preferences of the user, as well as their budget and priorities in terms of features and capabilities.


Linked Helper is a powerful tool that can automate various tasks on LinkedIn. 

This includes sending connection requests to individuals who might be interested in your business, initiating conversations with them automatically, and setting up automatic replies to your new contacts. 

Essentially, Linked Helper can save you time and effort by taking care of these tasks for you!

The latest version, Linked Helper 2, is a lot more safer and reliable than the previous version.

Additionally, there is a steep learning curve and a demanding program to master.

If you're ready to take your LinkedIn outreach to the next level, Linked Helper 2 is the tool for you. 

With two pricing editions - Standard for $15 per month and Pro for $45 per month - and monthly discounts available, Linked Helper 2 is an affordable solution that will pay off in no time.

Source: Linked Helper

How Is Linked Helper a Better Octopus CRM alternative? 

Octopus CRM and Linked Helper 2 are both powerful automation tools designed to streamline LinkedIn outreach and lead generation efforts.

Octopus CRM offers features like personalized communications, automatic recognition of skills, customized sales funnels, direct transfer of data from LinkedIn, automated campaigns, integration with HubSpot and Zapier, advanced analytics, a user-friendly interface, and a free trial period.

It offers four pricing plans starting at $9.99 per month.

On the other hand, Linked Helper 2 automates almost all LinkedIn functions and has features like personalized invitation sending, chain messaging drip campaigns, integrated CRM functionality, and compatibility with all LinkedIn accounts, considered a cost-effective tool, and a 14-day free trial available. 

It has two pricing editions, Standard for $15 per month and Pro for $45 per month.

While both tools have their advantages, Octopus CRM seems to have a more diverse set of features and pricing plans suitable for various needs, while Linked Helper 2 is more focused on automating LinkedIn functions and has a lower risk of detection. 

Ultimately, the choice between the two depends on the specific needs and preferences of the user.

Octopus CRM Review Summary: Is Octopus CRM worth choosing for lead generation?

It's worth noting that all three tools, Octopus CRM, Salesrobot, and Linked Helper 2, offer similar capabilities for LinkedIn automation and lead generation. 

However, there are some key differences in terms of features, pricing, and security that may influence a user's decision when choosing between them.

Octopus CRM stands out for its advanced analytics and customizable sales funnel, making it a strong option for users looking to optimize their LinkedIn outreach and conversion rates. 

Its integration with HubSpot and Zapier also allows for seamless data transfer and automation across different platforms.

However, its chrome-based automation tool may be less secure compared to Salesrobot's cloud-based tool.

Salesrobot offers more advanced AI technology for email automation and personalization, as well as enhanced security features to avoid spam filters and protect user accounts. 

It is cloud based automation tool, so is the most secured tool in the list here. 

However, it currently only has one pricing plan.

Linked Helper 2 is considered a cost-effective tool, making it an attractive option for users who want to automate most LinkedIn functions. 

Its integrated CRM functionality and personalized invitation-sending capabilities are also noteworthy features. However, its limited pricing options and lack of advanced analytics may make it less appealing for users with more specific needs.

Ultimately, the choice between these tools will depend on the individual user's priorities and requirements. 

It's recommended to explore each option thoroughly and consider factors such as pricing, features, and security before making a decision.

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