Octopus CRM Overview

Octopuspro is a CRM platform designed to handle anything from billing to complaints in a seamless manner. Yield data for archived payments, customer booking history & otherwise. Offering solutions to acquire as well as retain customers, whilst dealing with maintenance of your accounting infrastructure. Embedded communication monitoring ensures that data extrapolation & stats based automated workflows for efficient transactional processing. Do away with mundane clerical tasks & perform convenient query based searches. Reduce lag & improve response times to customer concerns. Remain competitive within the market by gauging your performance metrics & tally against other rivals. Create service tickets easily, whilst generating newsletters with reminders. Gain better control over TAT & subsequently drive accurate estimates. Enable & empower customers to rate & review your products cum services, boosting your overall ranking.

Provide track & trace solutions for your customers with an innovative mobile app optimised tools. Merge contacts & deduplicate entries, while setting premiums according to demographics. Unify all records, workflows & list feature protocols. Custom field with personalisation, segmentation & reminders to update on progress made thus far. Their ingenuitive GPS tracker follows field reps to maximise efficiency with customer interaction & contact points. Save on time as well as logistic costs. Omnichannel management augments simultaneous campaign handling for effective revenue streams & consequential ROI. Be available & there for your customers 24/7, centralised staff collaborative platforms & omnipresent interface, supporting plus compatible with most OS environments/hardware configuration. Offline access with personalised granted permission pathways & operational reporting analytics. The result? Well, being able to adapt to your customer’s requirements, of course!

In spite of the wonderful features as aforementioned, there are drawbacks, including somewhat complex frilly functionality, which dampens its responsiveness. Actionable requests can be counterintuitive in their ordering & structure, whilst reporting can be skeletal with patchy results. Hence, would I recommend opting for Octopus pro? Unsure, however trying their free trial for a fortnight might assist you to make an informed decision.

Octopus CRM Features

  • AB Testing
  • Automated publishing
  • Campaign management
  • Cataloging/Categorization
  • Collaboration tools
  • Contact database
  • Conversion Tracking
  • Customer segmentation
  • Data Extraction
  • Data Import/Export
  • Drip Campaigns
  • Goal Management
  • Knowledge Management
  • Lead Capture
  • Lead Database Integration


Available on: Free Trail, Subscription
  • Starting Price: $9.99 /month

  • Trail Days: 7 days