Warmerly
A canvas with email, LinkedIn and wait steps and one condition step: replied, clicked, opened or timeout.
Warmerly
Octopus CRM
One-to-one · Funnels and sequences
Funnels and sequences
One row, in depth: what each tool does, the verified numbers, and who each suits.
Octopus CRM details read from its home page, FAQ, feature pages, blog, terms, privacy policy and Chrome Web Store listing on 21 October 2026.
Warmerly
A canvas with email, LinkedIn and wait steps and one condition step: replied, clicked, opened or timeout.
Octopus CRM
Linked campaigns pass accepted users to a messaging campaign. Funnels start on the Advanced tier.
The short answer
Funnels and sequences, in one look.
Warmerly builds sequences on a drag-and-drop canvas that mixes email, LinkedIn and wait steps, with one condition step that branches on 4 outcomes: replied, clicked, opened or timeout. Octopus CRM chains actions by linking campaigns, so users who accept a connection request move on to a messaging campaign, which it calls a funnel and ticks from the Advanced tier at $21.99 a month. Its pages promise follow-ups without saying how they are set up, and neither tool branches on a LinkedIn profile detail beyond what is built in. Last checked 21 October 2026.
Octopus CRM
Linked campaigns pass accepted users to a messaging campaign. Funnels start on the Advanced tier.
The picture
Drawn side by side.
How the steps are chained
From each side's own description
WarmerlyOctopus CRM
Warmerly
Email stepWaitCondition: replied, clicked, opened or timeoutLinkedIn stepA reply stops it
Octopus CRM
Connecting campaignLink campaignsMessaging campaignFollow-ups if no response
Octopus CRM's pages do not say how long a follow-up waits or how a reply is detected. Warmerly's LinkedIn message waits for acceptance and skips a lead after 21 days.
What can branch
Conditions each side lists
WarmerlyOctopus CRM
WarmerlyOne condition step, 4 outcomes
- RepliedWins first
- ClickedNeeds click tracking
- OpenedNeeds open tracking
- TimeoutIf nothing matched
Octopus CRMNo conditions found
- AcceptedMoves to the next campaign
- ForwardCopies users by hand
Warmerly's condition outcomes read email events and cannot branch on a LinkedIn profile detail. Octopus CRM's funnels start on the Advanced tier at $21.99 a month.
How Warmerly does it
Warmerly, in detail.
A drag-and-drop canvas with a condition step that branches on replied, clicked, opened or a timeout, mixed with email, LinkedIn and wait steps. LinkedIn rules such as waiting for a connection are built in, not drawn as a branch.
01
One condition step, four outcomes
A condition step waits for a set time and races the outcomes against each other. A reply wins first, then a click, then an open, and if the time runs out with nothing matched the timeout edge fires. The opened and clicked outcomes are read from the lead's latest email.
Warmerly product, checked 21 October 2026
02
Only the canvas makes branches
Branching sequences are built in the drag-and-drop canvas. The simpler list editor handles linear sequences only: email, wait, LinkedIn connection, LinkedIn message and WhatsApp message. If a sequence has a condition, the list editor refuses to show it rather than flatten it.
Warmerly product, checked 21 October 2026
03
LinkedIn rules are built in
Before a LinkedIn message step the engine checks whether the lead is now a first-degree connection. If not, it re-checks every 6 hours and skips the lead 21 days after the invitation. You cannot draw a different path from that check, for example to switch to email when an invitation is ignored.
Warmerly product, checked 21 October 2026
04
A step's own delay is honoured
A follow-up set to wait N days after the previous step waits that long. The sequence API and the MCP tool store the delay on the next step, and the engine honours it. A ready-made LinkedIn then email template connects, waits 2 days, then sends two emails.
Warmerly product, checked 21 October 2026
05
A reply stops the sequence by default
A genuine reply stops the lead's sequence by default, and unsubscribes go on a workspace-wide suppression list that every step respects.
Warmerly product, checked 21 October 2026
06
Where Warmerly is behind
We found no condition on whether a lead is connected, has an open profile, or has seen your profile, and no step that visits or endorses. A lead who never accepts cannot be sent down a different path by a rule you draw.
Warmerly product, checked 21 October 2026
How Octopus CRM does it
Octopus CRM, in detail.
Octopus CRM chains campaigns together. A connecting campaign can pass accepted users to a messaging campaign, and the funnel builder is a tick on the Advanced tier.
01
Link campaigns
In Tools, Link campaigns ties two or more campaigns together. You activate it in a connecting campaign and pick a target campaign, for example a messaging one, and users who accept the invitation start to appear there for follow-up messages.
octopuscrm.io/blog/octopus-for-linkedin-how-it-works · read 21 October 2026
02
The funnel idea
The home page imagines you connecting, then sending a thank-you message once the requests are accepted, endorsing a few skills to warm prospects up, and then sending follow-ups. It says you can add, remove and combine features and keep prospects in a personal dashboard.
octopuscrm.io · read 21 October 2026
03
Funnels are a tier feature
Build funnels is ticked from the Advanced tier on the plan table, with a tooltip saying you can create your personal LinkedIn lead generation funnel. The Pro tier and below do not tick it.
octopuscrm.io/linkedin-mailer · read 21 October 2026
04
Follow-ups when nobody replies
The lead generation and prospecting pages say you can auto follow up leads if there is no response. They do not describe how long it waits or how a reply is detected.
octopuscrm.io/linkedin-lead-generation-software · read 21 October 2026
05
Moving people between campaigns by hand
Forward copies users to other campaigns, from the main list or from the list of processed users, so a campaign can also be fed manually. The history of processed users stops anyone being added twice.
octopuscrm.io/blog/octopus-for-linkedin-how-it-works · read 21 October 2026
06
A video on funnels
The tutorial page lists a video on building funnels: transferring profiles between lists, creating campaigns, combining and managing them. We did not watch it, so we cannot describe what it shows beyond that listing.
octopuscrm.io/tutorial · read 21 October 2026
What Octopus CRM does not say
We looked, and found no statement on these. That is about its published pages only, not about the product.
- A visual canvas or a diagram of the funnel
- Conditions or branches such as if accepted or if replied
- The delay between steps in a linked campaign
- What stops a funnel when someone replies
- Email steps in a funnel
Where the sources disagree
We report each version rather than pick one.
- The blog describes campaigns being created and linked without naming a tier, while the plan table ticks Build funnels only from Advanced.
The numbers
Only what we could verify.
| Measure | Warmerly | Octopus CRM |
|---|---|---|
| Funnels and sequences | A canvas with email, LinkedIn and wait steps and one condition step: replied, clicked, opened or timeout. | Linked campaigns pass accepted users to a messaging campaign. Funnels start on the Advanced tier. |
| Builder | Drag-and-drop canvas, and a list editor for straight lines | Linked campaigns, called a funnel |
| Condition outcomes | 4: replied, clicked, opened, timeout | None found |
| Channels in one sequence | Email, LinkedIn and wait steps | LinkedIn only |
| Acceptance check before a message | Re-checked every 6 hours, skipped after 21 days | Accepted users pass to the next campaign |
| Cheapest tier with funnels | Any plan that can run campaigns | Advanced, $21.99 a month |
| Ready-made template | LinkedIn then email, waiting 2 days | Not found |
In practice
What it means for you.
Our reading of the facts above. Not a promise, and not the only reasonable reading.
A funnel on each side means something different
Octopus CRM's funnel is a relay: when one campaign finishes with a person, another picks them up. Warmerly's sequence is one timeline for each lead, which can include email and can branch on what the lead did.
Branching helps most with email
Warmerly's conditions read email events: replied, clicked, opened. A LinkedIn-only funnel has nothing to open or click, so the branches matter less there.
Ask what happens to a silent lead
Octopus CRM says it follows up when there is no response. Ask how many days it waits and what it does after the last step. Warmerly skips a lead 21 days after an unaccepted invitation.
Price the funnel, not the tool
To chain steps in Octopus CRM you need Advanced at $21.99 a month, or $14.99 on the Annually tab. Warmerly includes chaining on any plan that runs campaigns, with the LinkedIn account on top.
Who it suits
Pick the one that fits.
Warmerly
Warmerly is the better fit if
- You want email and LinkedIn steps in one timeline
- You want to branch on whether a lead replied, clicked or opened
- You want a ready-made LinkedIn then email template
- You want the sequence to stop when someone replies
Octopus CRM
Octopus CRM is the better fit if
- You want a funnel made only of LinkedIn actions
- You want accepted users to move on to a messaging campaign by themselves
- You want visits and endorsements in the chain
- You are happy to move users between campaigns with Forward
Questions
Does Octopus CRM have a funnel builder?
It links campaigns so users who accept a connection request move on to a messaging campaign, and calls this a funnel. Its sequences are LinkedIn only.
Which Octopus CRM tier includes funnels?
Advanced, at $21.99 a month.
Can I branch on a reply in Warmerly?
Yes. A condition step branches on 4 outcomes: replied, clicked, opened or timeout.
Does Warmerly check that an invitation was accepted before it messages?
Yes. Acceptance is re-checked every 6 hours, and the message is skipped after 21 days.
Sources
- Octopus CRM: how it works (blog)
- Octopus CRM home page
- Octopus CRM lead generation page
- Octopus CRM plan table (feature page)
- Octopus CRM video tutorial
Octopus CRM pages were read on 21 October 2026. Plans and wording change, so check the vendor's own page before you decide. Warmerly details come from the product as it runs today.
More features
- All features
- Main job
- Starting price (per month)
- What each plan unlocks
- Free trial, refunds and cancelling
- LinkedIn actions
- Where it runs
- Daily limits and account safety
- Lead lists and import
- Statistics and reporting
- Several accounts and agencies
- Integrations and API
- Email outreach and connect by email
- Warmup and deliverability
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