TrustRadius: an HG Insights company

Octopus CRM

Score8.3 out of 10

2 Reviews and Ratings

Top Performing Features

+45%

Form templates

Pre-built or customizable form and landing page templates.

Cat avg: 6.9

-7%

Lead nurturing automation

Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.

Cat avg: 8.6

-7%

Data quality management

The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.

Cat avg: 8.6

-4%

Lead segmentation and distribution

Facilitates the distribution and assignment of leads to sales representatives or teams, ensuring a fair and efficient allocation of leads for follow-up and conversion.

Cat avg: 8.3

Octopus CRM Features from Reviews

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

8+7%
  • Lead nurturing automation

    Users can set up targeted drip email campaigns based on time intervals or prospect behavior, to automate the lead nurturing process and move them further down the sales funnel.

    Category average: 8.6

  • Data quality management

    The software helps store, manage, and organize data around each lead, and avoid data problems such as duplicate contacts or non-standard formats.

    Category average: 8.6

  • Lead segmentation and distribution

    Facilitates the distribution and assignment of leads to sales representatives or teams, ensuring a fair and efficient allocation of leads for follow-up and conversion.

    Category average: 8.3

Form Building

Enables users to build and customize forms for lead capture or research.

10+28%
  • Form templates

    Pre-built or customizable form and landing page templates.

    Category average: 6.9

Octopus CRM Features from the Vendor

Additional Features

Vendor-contributed
  • Contact Database

  • Data Import/Export

  • Lead Capture

  • Lead Database Integration

  • Lead Nurturing

  • Lead Qualification

  • Lead Verification/Validation

  • Pipeline Management

  • Prospecting Tools

  • Data Extraction

  • Lead Distribution

  • Lead Notifications

  • Campaign Management

  • Reporting/Analytics

  • Task Management

  • AB Testing

  • Drip Campaigns

  • Performance Metrics

  • Personalization

  • Collaboration Tools

  • Goal Management

  • Performance Management

  • Proposal Management

  • Marketing Automation

  • Social Media Integration

  • Automated Publishing

  • Conversion Tracking

  • Customer Segmentation

  • Multi-Account Management