Octolane
To be verifiedOctolane AI is a chat-first, self-driving AI CRM designed to automate sales workflows, eliminate manual data entry, and streamline pipeline management. By connecting with user channels like Gmail and Google Calendar, it automatically detects deals, drafts contextual follow-up emails, records and transcribes meetings, and updates CRM fields seamlessly. It features a slash-command chat interface, an AI meeting recorder, a website visitor tracking signal, visual Kanban pipelines, and an MCP server equipped with around 60 tools, allowing teams to run end-to-end multi-step GTM workflows without traditional CRM overhead.
Self-driving AI CRM that automates pipelines, follow-ups, and data entry.
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octolane.com/
What is Octolane?
Self-driving AI CRM that automates pipelines, follow-ups, and data entry.
Octolane AI is a chat-first, self-driving AI CRM designed to automate sales workflows, eliminate manual data entry, and streamline pipeline management. By connecting with user channels like Gmail and Google Calendar, it automatically detects deals, drafts contextual follow-up emails, records and transcribes meetings, and updates CRM fields seamlessly. It features a slash-command chat interface, an AI meeting recorder, a website visitor tracking signal, visual Kanban pipelines, and an MCP server equipped with around 60 tools, allowing teams to run end-to-end multi-step GTM workflows without traditional CRM overhead.
Core Features
Chat-first self-driving CRM engine using natural language commands
Automatic email drafting and automated follow-up delivery
Automated CRM field updates, lead scoring, and data deduplication
Unlimited meeting recording and real-time transcription for Zoom, Meet, and Teams
AI-powered company and contact profile enrichment
Octolane Signal for identifying anonymous website visitors
Multi-step AI agent workflows and automated email sequences
100% covered AI MCP server with around 60 tools
Popular Use Cases
- Automatically drafting highly personalized follow-up emails instantly after a sales call finishes
- Updating pipeline stages, contact details, and meeting notes automatically from conversational context
- Migrating sales data seamlessly from older CRMs like HubSpot or Salesforce while auto-cleaning duplicates
- Tracking exactly which companies are viewing specific pages on your website using real-time visitor signals
- Running multi-touch email sequence cadences featuring AI-individualized copy tailored per prospect
Feature Comparison
A functional comparison based on maker input.
To be verified.
Comparison details are provided for informational purposes and should be verified with the official website.
How to use
- Users can connect Octolane AI to their Gmail
- calendar
- or existing CRM data from HubSpot
- Salesforce
- or Pipedrive with a single click. Once connected
- they can manage their sales operations via natural language commands in a chat interface (such as typing 'follow up with David')
- allow the AI agent to join and record remote video calls automatically
- or monitor deal progression through the visual Kanban pipeline dashboard.
Pricing
Octolane uses a paid pricing model. Pricing and features may change over time.
Pro
$39 / seat / month
For founders running their own sales. Includes up to 3 seats, $20 AI Credit, call recording/transcription, AI follow-up drafts, next step suggestions, field updates, and 20 lifetime website visitor identifications.
Business
$79 / seat / month
For teams running a full GTM motion. Includes unlimited seats, 2x more AI Credit, automated follow-up sending, auto CRM updates, weekly advanced AI enrichment, and up to 500 lifetime website visitor identifications.
Team
$200 / seat / month (Billed Annually)
For revenue orgs ready to put AI on every deal. Includes 15x more AI Credit, multi-step agent workflows, unlimited email sequences, pipeline forecasting dashboards, unlimited website visitor identification, custom objects, and guided onboarding.
Enterprise
Custom Pricing
Engineered for security and compliance teams. Features unlimited AI credits, fine-tuning on custom data/voice, behavior and policy controls, SSO/SAML, dedicated Forward Deployed Engineer, quarterly business reviews, and custom MSA/DPA/BAA contracts.
Done-for-you setup (Premium Add-on)
From $2,500 (One-time engagement)
An administrative audit where the team utilizes Octolane AI to analyze your existing CRM, spot automation gaps, deliver a custom 200-page revenue acceleration playbook, and provide a 90-day implementation roadmap.
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