Octopus is a personal CRM for LinkedIn users. Octopus is a powerful yet super simple autopilot for LinkedIn that automates your work and has a wide range of awesome features. Send automated (personalized) connection requests on LinkedIn. Send connection requests by email to bypass the weekly invite limit on LinkedIn. Message hundreds of 1st level connections in bulk. Visit hundreds of profiles automatically.


Building a Personal CRM with Octopus CRM: A Comprehensive Guide

Why Use Octopus CRM for a Personal CRM?

Octopus CRM is a LinkedIn automation tool that is trusted by thousands of LinkedIn users worldwide. It simplifies prospecting efforts and helps grow businesses by automating various LinkedIn tasks. Here are some reasons why you should consider using Octopus CRM for your personal CRM:

  1. Safety: Octopus CRM is a reliable automation software that is safely used by businesses of all sizes all over the globe. It has a huge number of safety measures in place, ensuring that your LinkedIn outreach is completely genuine and does not pose any risk to your LinkedIn account.
  2. Automation: Octopus CRM allows you to automate various LinkedIn tasks such as sending personalized invites, connecting with premium LinkedIn users only, sending automated messages in bulk, viewing profiles, endorsing skills, and more.
  3. Integration: Octopus CRM integrates with Zapier and Hubspot, allowing you to push actions from LinkedIn to hundreds of apps including Hubspot CRM, Zoho, Asana, Google Sheets, and others.
  4. Activity Control: This feature allows you to stay extra safe on LinkedIn and receive immediate alerts right after the system detects excessive activity on your LinkedIn account.

Steps to Building Your Personal CRM in Octopus CRM

While the specific steps to build a personal CRM in Octopus CRM are not directly provided on the website, the features listed suggest a general process:

  1. Set Up Your Account: Sign up for Octopus CRM and choose the plan that suits your needs.
  2. Connect Your LinkedIn Account: Connect your LinkedIn account to Octopus CRM.
  3. Configure Automation Settings: Set up the automation features you want to use, such as auto-inviting, sending automated messages, auto-viewing profiles, and auto-endorsing skills.
  4. Set Up Integration: If you use other apps like Hubspot CRM, Zoho, Asana, or Google Sheets, set up the integration with Zapier or Hubspot.
  5. Monitor Your Activity: Use the activity control feature to monitor your LinkedIn activity and ensure you’re not exceeding LinkedIn’s limits.

Octopus CRM Pricing

Octopus CRM offers four different pricing plans:

  1. Starter: $6.99 per month (annual plan) or $9.99 per month (monthly plan)
  2. Pro: $9.99 per month (annual plan) or $14.99 per month (monthly plan)
  3. Advanced: $14.99 per month (annual plan) or $21.99 per month (monthly plan)
  4. Unlimited: $24.99 per month (annual plan) or $39.99 per month (monthly plan)

All plans come with a 7-day obligation-free trial. No credit card is required, and you can unsubscribe anytime.

Can You Create a Free Personal CRM in Octopus CRM?

While Octopus CRM does offer a free trial, it does not appear to offer a completely free plan. After the 7-day free trial, you would need to choose one of the paid plans to continue using the service.

What Personal CRM Features Are Missing When You Use Octopus CRM

While Octopus CRM offers a robust set of features for LinkedIn automation, it may not have all the features you’d expect from a traditional CRM. For example, it may not have comprehensive contact management, deal tracking, or email marketing features that are common in many CRM platforms. Additionally, it is specifically designed for LinkedIn, so it may not integrate with other social media platforms or offer features for managing contacts or interactions on those platforms.

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