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Warmerly Octopus CRM
One-to-one · LinkedIn actions

LinkedIn actions

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 connection request and a message in a sequence, plus warmup posts, reactions, comments and profile views.

Octopus CRM

Connection requests, bulk messages to 1st-level connections, profile visits and endorsing up to 7 skills.

The short answer

LinkedIn actions, in one look.

Warmerly's campaign steps are a connection request and a message, with warmup activity (posts, reactions, comments and profile views) running separately on a ramp, and it adds AI-written messages and a rule that waits for a connection before it messages. Octopus CRM lists four actions you can run on a list: personalised connection requests, bulk messages to 1st-level connections, profile visits and skill endorsements, plus a Premium-only filter and a history that stops duplicates. On the number of actions you can aim at a list, Octopus CRM goes further. Last checked 21 October 2026.

Warmerly

A connection request and a message in a sequence, plus warmup posts, reactions, comments and profile views.

Octopus CRMOctopus CRM ahead on this row

Connection requests, bulk messages to 1st-level connections, profile visits and endorsing up to 7 skills.

The picture

Drawn side by side.

Actions you can run on a list

Campaign actions each product lists

WarmerlyOctopus CRM
Warmerly
Connection request1
Message1
Octopus CRM
Connect1
Message1
Visit1
Endorse1

Warmerly also runs warmup posts, reactions, comments and profile views on a ramp, but not as campaign steps. Octopus CRM lists no warmup.

Before a message

What each does so the person has seen your name

WarmerlyOctopus CRM
Warmerly
Connection requestWait for acceptanceMessage
Octopus CRM
Visit the profileConnection requestEndorse skillsMessage

Warmerly checks acceptance every 6 hours and skips a lead 21 days after the invitation. Octopus CRM moves accepted users on through linked campaigns.

How Warmerly does it

Warmerly, in detail.

Two LinkedIn campaign steps, a connection request and a message, sit in the same sequence as email, and a separate warmup runs five kinds of activity. Each message can optionally be written for one prospect by AI.

01

Two steps in a campaign

A campaign sequence can hold a LinkedIn connection step, a LinkedIn message step, wait steps and email steps. A ready-made LinkedIn then email template connects first, waits 2 days, then sends two emails.

Warmerly product, checked 21 October 2026

02

Messages wait for the connection

LinkedIn only lets you message first-degree connections. Before a message step the engine looks at the lead's profile. If the invitation is still pending it re-checks every 6 hours without spending send budget, and it skips the lead if they are still not connected 21 days after the invitation.

Warmerly product, checked 21 October 2026

03

Merge tags, and no note on the invitation by default

A step's text is rendered with merge tags such as the first name and the sender's first name. The guidance in the code is to leave a free account's invitation note empty, because LinkedIn gives free accounts only a handful of personalised notes a month, and to let the first message after acceptance carry the pitch.

Warmerly product, checked 21 October 2026

04

Optional AI-written messages

Each LinkedIn message can be written for one prospect from their profile and recent posts, at 1 AI credit each, off by default. The text that was previewed is the text that is sent.

Warmerly product, checked 21 October 2026

05

Warmup runs five kinds of activity

A separate warmup posts, reacts, comments, views profiles and sends invitations from the account's own topics, spread across 08:00 to 20:00 local time. A new connection starts with warmup paused until you switch it on. Warmerly's own doc recorded on 12 October 2026 that no warmup job had yet run in production.

Warmerly product, checked 21 October 2026

06

Where Warmerly is behind

We found no campaign step that visits a profile, endorses skills, follows someone, likes a post or sends an InMail, and no Premium-only filter or connect-by-email option. Lists come from a company database, the email finder, a LinkedIn people search that needs a connected account, or a CSV that must have an Email column.

Warmerly product, checked 21 October 2026

How Octopus CRM does it

Octopus CRM, in detail.

Four action types, each with its own list and campaign, plus tools to clean the list. Everything is run from a CRM page after you send profiles to it from LinkedIn.

01

Connect

The Connect tab sends personalised connection requests to 2nd and 3rd level contacts. A message template sets the note, with First Name, Last Name, Company and Position buttons to personalise it. You enter how many users to process and press Launch.

octopuscrm.io/blog/octopus-for-linkedin-how-it-works · read 21 October 2026

02

Message

The Message tab works like Connect. It sends bulk messages to your 1st-level connections, uses the same four personalisation buttons, and can run follow-ups. The FAQ says you can send up to 100 to 150 messages on LinkedIn, depending on the type of account.

octopuscrm.io/linkedin-mailer · read 21 October 2026

03

Visit

The Visit tab opens profiles automatically. The blog says the target gets a notification that you viewed their profile and that 15 to 20 per cent of users open your profile in return. The tutorial page says you can visit hundreds of profiles a day.

octopuscrm.io/blog/octopus-for-linkedin-how-it-works · read 21 October 2026

04

Endorse

The Endorse tab endorses skills on the profiles you chose. The home page says up to 7 skills, the blog says 3 to 7. The FAQ says it endorses the skills at the very top of the profile and you cannot pick specific ones.

octopuscrm.io/faq · read 21 October 2026

06

Getting people into a list

You use the pop-up on a LinkedIn search (basic or Sales Navigator) or the My Network page and send up to 1,000 profiles at a time to the CRM. You can also import profile URLs, and export first name, last name, email, website, LinkedIn URL, company and position to CSV.

octopuscrm.io/blog/octopus-for-linkedin-how-it-works · 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.

  • Whether a note on a connection request is limited for free LinkedIn accounts
  • A daily number for visits or endorsements
  • InMail, following, liking posts or commenting as actions
  • AI-written messages
  • What the Connect tab does when LinkedIn refuses a request

Where the sources disagree

We report each version rather than pick one.

  • The home page says it endorses up to 7 skills on each profile, while its blog says from 3 to 7.
The numbers

Only what we could verify.

LinkedIn actions: Warmerly and Octopus CRM side by side. Warmerly is in the first column.
MeasureWarmerlyOctopus CRM
LinkedIn actionsA connection request and a message in a sequence, plus warmup posts, reactions, comments and profile views.Connection requests, bulk messages to 1st-level connections, profile visits and endorsing up to 7 skills.
Actions you can run on a list2: connection request and message4: connect, message, visit, endorse
Personalisation fieldsMerge tags, optional AI per message4 buttons: first name, last name, company, position
Skills endorsed per profileNot offeredUp to 7 (the blog says 3 to 7)
Profiles sent to a list at onceNot stated; CSV import needs an Email columnUp to 1,000
Wait for acceptance before messagingBuilt in, re-checked every 6 hours, skipped at 21 daysLink campaigns, as described in its blog
Messages, as each states them50 a day at full rampUp to 100 to 150, no period stated
In practice

What it means for you.

Our reading of the facts above. Not a promise, and not the only reasonable reading.

1

Octopus CRM has more verbs

Visiting and endorsing are the warm-up moves its pages recommend before a message. Warmerly has no such step in a campaign, so a sequence there is a request, a wait and a message.

2

Warmerly protects against messaging too early

Its engine checks that the person has actually accepted before a message step, and gives up after 21 days. Octopus CRM handles the same problem through linked campaigns, which move accepted users onward.

3

Free accounts shape the choice

Free LinkedIn accounts have a small allowance of personalised notes. Warmerly's code advises leaving the note empty. Octopus CRM sends a note by default and offers a Premium filter to focus on paid profiles.

4

Check what your target list needs

If you build lists from Sales Navigator searches, Octopus CRM's pop-up works from them directly. Warmerly's LinkedIn search runs from a connected account, and its CSV import needs an email for every row.

Who it suits

Pick the one that fits.

Warmerly

Warmerly is the better fit if

  • You want a LinkedIn message to wait for the connection and then follow an email step
  • You want each LinkedIn message optionally written for one prospect
  • You want warmup activity (posts, reactions, comments) running on a ramp
  • Two LinkedIn steps are enough because email does most of the work
Octopus CRM

Octopus CRM is the better fit if

  • You want visits and endorsements as steps before a message
  • You build lists from LinkedIn or Sales Navigator searches
  • You want a Premium-only filter and Cut, Forward and history tools on a list
  • You want to send hundreds of visits a day from one list
Questions
What can Octopus CRM do on LinkedIn?

Four actions on a list: connection requests, bulk messages, profile visits and skill endorsements. Up to 1,000 profiles go to a list at once.

Can Warmerly endorse skills or visit profiles?

Not in campaigns, which have 2 actions: a connection request and a message. Profile views run only as separate warmup activity.

How does Octopus CRM personalise messages?

With 4 buttons: first name, last name, company and position. Warmerly offers merge tags with optional AI per message.

How many skills does Octopus CRM endorse per profile?

Up to 7, though its blog says 3 to 7.

Sources

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.

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