• Name: Chris P.
    Job Title: Chief Executive Officer
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Exceptional CRM with Incredible usability

    Date: Mar 25 2025

    Summary: The arrangement of client data was among the most obvious advantages we observed. All of our client data was centralized in the CRM, which made it simple to access and handle. To locate contact information or communication history, we no longer had to search through disorganized spreadsheets and emails. We saved a great deal of time and effort since we had easy access to everything we needed.
    There has also been a noticeable improvement in customer service. We can now offer each customer individualized service because the CRM contains a comprehensive history of encounters. This has increased customer satisfaction and made problem solutions more effective. Our staff can rapidly ascertain the requirements and preferences of a client, resulting in more individualized and responsive service.

    Positive: However, this CRM's features are what really make it unique. It provides a full range of capabilities that meet all of my business needs, even though it is less expensive than many premium systems. Our workflow has been greatly streamlined by the automation technologies, saving us time and effort.
    Additionally, the integration features are excellent, integrating with various platforms and products that we use on a daily basis with ease.
    OctopusPro offers outstanding value for the money. Even when compared to more expensive systems, its greater features and ease of use make it an exceptional option. Any company searching for a dependable, productive, and affordable CRM solution should definitely give it a try.

    Negative: Despite having a good collection of fundamental functions and an easy-to-use interface, OctopusPro lacks customization options.
    Hence, when business processes are distinct and include numerous systems, can be a major disadvantage.

    Read More...
  • Name: Nick L.
    Job Title: Vice President of Sales
    Length of product use: 6-12 Months
    Used How Often?: Monthly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Easy to use software

    Date: Mar 25 2025

    Summary: It is helping us track our leads and maintain all the data in one place, and It's a nice platform to use.

    Positive: The best part of using OctopusPro is it's easy to navigate User Interface.
    It also does not involve a complicated set up which makes the onboarding and implementation very comfortable.

    Negative: Some more automatic integrations and updates would have been really helpful

    Read More...
  • Name: Mike C.
    Job Title: User
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Beyond Impressed with OctopusPro Features

    Date: Mar 23 2025

    Summary: Using OctopusPro to send out basic email campaigns to my clients abroad has been one of my primary use cases thus far. In my state, it's really hard to obtain working numbers for marketing purposes; OctopusPro fills that void. Due to the fact that I can now reach audiences without running around, this alone has increased my MRR.

    Positive: As for the headline, OctopusPro CRM's features and capabilities have me completely blown away. Close offers the majority of what I need to keep my pipeline running and my team informed, therefore I recently migrated from GoHighLevel to manage both my team and my side projects. With the integrations, I truly can't go wrong; moving from GHL was simple, and lengthy YouTube videos weren't necessary to understand what to do or how to do it.

    Negative: I don't despise this for a certain reason. However, the lack of a dark mode choice bothers me. I haven't discovered it, if there is. I enjoy OctopusPro just the way it is, apart from that. Since I haven't strayed from what I need it for, I am staying true to that. Thus, I don't have many dislikes.

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  • Name: Blake R.
    Job Title: Owner
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The Perfect fit for my business

    Date: Mar 22 2025

    Summary: I'm never rushing to get information again thanks to OctopusPro, which keeps everything structured by centralizing leads, contacts, and communication in one location. It syncs with my email to display which prospects are engaged, automates follow-ups, and monitors deals visually—a feature I adore. Additionally, the team collaboration tools keep everyone in sync, and the reporting helps me stay on track with revenue and performance goals. It's easy, effective, and frees me up to concentrate on what really counts—creating connections and completing transactions!

    Positive: I like how OctopusPro makes a complex sales process easier for both novice and seasoned salespeople. It is simple to shift jobs around with OctopusPro's drag-and-drop interface, which sets it apart from other huge, unwieldy CRMs available on the market. It was really easy to integrate with our phone system!


    I've found that utilizing Octopuspro to send emails or templated emails has saved me a ton of time compared to using a third-party email application and then having to mark the activity. Time has also been saved by automated lead assignments, reminders, and follow-ups. These functionalities might be included in other CRMs, but they approach the task more laboriously—too many clicks, etc.

    Negative: It has fewer native connectors than larger CRMs, which may require third-party software for some workflows, even though it links with important technologies that improve its functionality. You shouldn't have that problem, though, if you keep it light. Reporting is helpful for my use case, but it lacks the depth of commercial CRMs.

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  • Name: Robert H.
    Job Title: Personal Trainer
    Length of product use: Less than 6 months
    Used How Often?: Monthly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Helps my business scale up

    Date: Mar 21 2025

    Summary: It supports the expansion of my firm in a number of ways, including increased revenue, client retention, lead creation and conversion, a more efficient sales process, enhanced customer insights, and better decision-making.

    Positive: OctopusPro helps my business in multiple things are like: Improved lead management, enhanced sales forecasting, various kind of automation, mobile access analytics & reports, scalability & altogether it helps in my business develop

    Negative: Nothing really. Great scalability and sales management skills they possess.

    Read More...
  • Name: Jeffery M.
    Job Title: CEO
    Length of product use: 6-12 Months
    Used How Often?: Monthly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Easy to use FSM tool with solid analytics

    Date: Mar 20 2025

    Summary: OctopusPro streamlines our procedures from beginning to end. OctopusPro contains our complete workflow, from the first visit to the estimates and task completion. Keeping all of our chores, schedules, and information in one location is simple.

    Positive: Every day, we utilize it for all of our scheduling. Additionally, it seamlessly links with our Quickbooks. OctopusPro is where we submit all of our quotations and handle all of our payment processing. The procedure was rather easy when we switched to OctopusPro a while back, and the support staff was available to help us with any stages we required assistance with.

    Negative: We don't think utilizing OctopusPro has any major disadvantages. We would prefer to stick with OctopusPro despite being frequently contacted about other FSMs available on the market.

    Read More...
  • Name: Amanda F.
    Job Title: Real Estate Agent
    Length of product use: 6-12 Months
    Used How Often?: Monthly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Best Appointment Scheduling Software

    Date: Mar 19 2025

    Summary: Impressive team and support. The schedule is fast as possible and I will recommend the product to everyone.

    Positive: I must say that I am Impressed by the way it is so smooth to use the service of OctopusPro to schedule appointments accurately.

    Negative: There is absolutely nothing In dislike about them.

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  • Name: Kristen M.
    Job Title: Real Estate Broker
    Length of product use: Less than 6 months
    Used How Often?: Monthly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great support and use

    Date: Mar 13 2025

    Summary: Great support and team, great product, and we definitely continue using them, as well as recommend them.

    Positive: OctopusPro's support team are one of the most Impressive product teams that I have encountered with. They make sure you have a seamless experience while using their products.

    Negative: Nothing that they need to Improve on, and we do not have anything against them. The support made sure of that.

    Read More...
  • Name: Brendan S.
    Job Title: Co-Founder
    Length of product use: Less than 6 months
    Used How Often?: Monthly
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Staff and Sales Management

    Date: Mar 08 2025

    Summary: They are helping with easily tracking our invoice, sales, staff and lots more. Therefore, we recommend their software and app.

    Positive: Our entire team are very Impressed with the use of OctopusPro software. From the management of our staff, customers, invoicing and lots more.

    Negative: Since joining last year, there has not been any issue to discuss about.

    Read More...
  • Name: Jim W.
    Job Title: President
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great software for IT service management

    Date: Mar 02 2025

    Summary: Great experience using OctopusPro all these time and we have never encountered any Issues or problems to talk about.

    Positive: Easy to create new fields, custom fields and also visualize how to use them in the ticker details.

    Negative: Nothing to specify as we have been using them for quite some months now and it has been a great experience so far.

    Read More...
  • Name: Gary A.
    Job Title: Owner
    Length of product use: Less than 6 months
    Used How Often?: Monthly
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Easy to navigate through familiar functions

    Date: Feb 28 2025

    Summary: Purchase and requisition. The service has also helped with ease of getting approvals without going through different hassles

    Positive: The capability of establishing certain criteria to prevent changes. And the flexibility of the mobile app.

    Negative: It is not possible to set certain fields to remain unchanged so that the same input does not need to be entered repeatedly. You should be able to access a different screen from the one you're using right now.

    Read More...
  • Name: Eric F.
    Job Title: Team Leader
    Length of product use: Less than 6 months
    Used How Often?: Monthly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    OctopusPro is a dream CRM

    Date: Feb 24 2025

    Summary: Ease of use and seamless integration. Will continue to use this Incredible CRM platform, and I recommend them.

    Positive: I adore OctopusPro's true efficiency. In a sense, everything is integrated. Emails link and synchronize with current leads. It's easy to convert leads into sales. It is possible to carry out contracts within the workflow. It doesn't take long to finish the lead activity. Comparing Pipedrive to other CRMs I've used in the past has been refreshing.

    Negative: Nothing to complain on since using the service at OctopusPro.

    Read More...
  • Name: Rosa J.
    Job Title: Operations Management
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Enhanced Operational Efficiency

    Date: Jul 23 2024

    Summary: OctopusPro has been instrumental in enhancing our efficiency and client satisfaction at Zenin Massage. Its user-friendly interface, automation features, and responsive support have made it an indispensable tool for managing our business operations effectively. We highly recommend OctopusPro to any service-oriented business looking to streamline their processes and improve customer experience.

    Positive: OctopusPro has significantly simplified our scheduling and booking operations. The intuitive interface allows our clients to book appointments seamlessly through our website, enhancing convenience and satisfaction. The mobile app has been instrumental in managing our staff schedules efficiently, reducing administrative workload.

    Negative: OctopusPro offers extensive features, navigating through all of them can initially be overwhelming for new users. However, with time and guidance, mastering the system becomes easier.

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  • Name: Reegan O.
    Job Title: Buisness Operations Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great software, very easy to use

    Date: Jul 18 2024

    Summary: We've been using the software for about 10 years now, it has only gotten better and easier to use. Would highly recommend and don't imagine we would ever change.

    Positive: Ease of use, calendar function and payment function. It is pretty much our only software we use now as we have integrated Xero and Twilio.

    Negative: The updates slowing system down but I imagine this is the case with most software.

    Read More...