Cleverly vs. Octopus CRM

We focused our market approach on mid-market technology decision-makers, targeting CTOs and IT Directors at high-growth companies (50-1000 employees) showing clear digital transformation signals. We refined our targeting by identifying companies using legacy systems and those with recent funding, then addressed common vendor skepticism by leading with specific value metrics from similar customers (e.g., "reduced processing time by 40%") and offering brief product demonstrations. This approach proved highly effective, resulting in a 15% outreach-to-demo conversion rate and 30% trial-to-paid conversion rate.

Great work on the last 2 months of campaigns! We have definitely seen an uptick in leads and closed clients. We should be closing another deal tomorrow!

Targeted mid-market and enterprise executives in Procurement using advanced boolean combinations and company size filters. Messaging simplified complex product into one-line value proposition, backed by enterprise logos. Initial connection highlighted specific procurement challenges, followed by ROI metrics. Third touch featured enterprise case studies. Procurement-specific messaging achieved 58% higher acceptance rates, while ROI-focused content increased engagement by 53%, closing 37 deals with 49% reply rate.

Cleverly is our best performing marketing channel, performing extremely well for our 4 AE’s. We want the entire sales team on Cleverly. 11 total seats.

There are thousands of Google Ad agencies on LinkedIn. So to separate Yael from the pack we crafted a free Google Ads Audit offer with a powerful and frictionless guarantee that no other competitor was doing.

Cleverly was very helpful in scaling my team's outbounding efforts. They helped find new companies and people to connect with that resulted in new business opportunities. Their staff was friendly, flexible, and intelligent.

Adaptable specailizes in Webflow development, but you can't target by technology used in LinkedIn. So, we took a creative partnerships angle by reaching out to B2B agencies, web designers and IT consultants who have client bases using Webflow, and led with a win-win referral offer to entice meetings.

Cleverly uses the most new tech marketing process. I really love the Cleverly process. They do most of the work for you by utilizing the most up-to-date marketing messages. I give them an A+.

Cleverly organically built and grew Blox's brand recognition by connecting with thousands of multifamily decision makers and influencers on LinkedIn from both cold traffic and by pre-booking meetings before huge events. Once Blox's LinkedIn foundation was built, Cleverly started posting strategic content while executing direct LinkedIn outreach campaigns. The perfect blend of targeted marketing and advanced prospecting helped Blox's sign up millions of apartment homes nationwide.

There are a lot of LinkedIn automation tools and service providers out there… I talked to many of them and selected Cleverly and have been very happy with their product + service. Highly recommend

Midori only works with high-earning women executives, which is a niche persona there are no filters for in LinkedIn, so we used advanced boolean tactics to get the list 95% qualified. We helped Midori create a offer that works on cold traffic by positioning the ask for a sales call as an exclusive invitation for a mutually beneficial chat.

Cleverly is my #1 source of new clients.

Orchestrated multi-profile campaign managing 14 employee profiles across different states and industries, using advanced boolean combinations to target businesses with 10-50 employees showing growth signals but lacking insurance infrastructure. Messaging strategy customized per industry with specific compliance requirements and cost-saving metrics. Initial outreach highlighted state-specific compliance risks, followed by insurance cost comparisons. Third touch offered free insurance savings audit. Industry-specific pain points achieved 54% higher acceptance rates, while local regulation references increased response rates by 49%, generating 307 meetings in three months.

Cleverly is our top acquisition channel, delivering a lower CPA than Google and more booked meetings than email. There are two things I love in the morning: 1. Coffee 2. Warm leads in my inbox.

Implemented sophisticated targeting combining Title and Seniority Level filters with Company keywords for commercial real estate decision-makers. Led with $5.2B funding history to establish immediate credibility, offering premium consultation (valued at $2-5K) for free. Second touch shared relevant case studies, while third highlighted competitive terms. Social proof in connection requests achieved 61% higher acceptance rates, while specific funding examples increased engagement by 53%, generating $422,000 revenue with 40% reply rate.

We love the service and have recommended it to many people already.

Implemented Account-Based Marketing approach assigning one Fortune 100 banking target per rep, using advanced Sales Navigator filters to identify key technology decision-makers. Boolean search combined banking technology terms with digital transformation indicators. Messaging strategy maintained a conversational, non-salesy tone while leveraging social proof from similar implementations. Initial connection request highlighted relevant case studies, followed by industry-specific insights. Third touch focused on implementation methodology and ROI metrics. A/B testing revealed that name-dropping relevant clients increased acceptance rates by 57%, while technical terminology in follow-ups drove 45% higher engagement, achieving 157 average monthly replies.

Knowing that we have messages being sent for us, and all we have to do is login into LinkedIn and say yes, book a meeting. It’s really taken out a lot of the stress levels as far as getting out touch-points to prospects.

Targeted companies with large engineering staffs using employee count filters and tech stack indicators, focusing on medium-to-large businesses showing growth signals. Messaging led with Fortune 500 credibility and specific engineer placement successes. Initial connection highlighted relevant projects, followed by scalability metrics. Third touch featured implementation timelines. Industry-specific case studies achieved 53% higher acceptance rates, while technical expertise messaging drove 47% higher engagement, generating $400,000 revenue and $1.5M pipeline in six months.

Good morning, Alexa! Cleverly has been good for Bluefin. This week we are proposing a $1 million contract which looks pretty likely. It came from Cleverly. We have won a $400k contract and we are pursuing numerous other projects Cleverly has generated. So thanks!