Self‑driving AI CRM
you can talk to

Salesforce, HubSpot, and Attio are databases you operate: you fill in the fields, build the reports, and remember the follow-ups. Octolane operates itself. It listens to your calls, reads your emails, keeps every record current, and drafts the next step without being asked. The difference shows up two weeks in: a traditional CRM is already stale, while Octolane is more accurate than the day you started because it never stopped updating itself.

One Octolane subscription typically replaces four tools: a CRM (Salesforce, HubSpot, Attio, Pipedrive), a call recorder (Gong, Fathom, Fireflies), data enrichment (Clay, Apollo), and outreach sequencing (Outreach, Salesloft, Smartlead). Call recording, transcription, enrichment, and AI follow-ups are included in every plan rather than sold as add-ons, which is usually a 60–80% saving over running that stack separately.

Pro is built for founders running their own sales: up to 3 seats with AI that joins calls, drafts follow-ups, and suggests next steps. Business is for teams running a full GTM motion: AI auto-updates your CRM, sends follow-ups automatically, enriches every contact, and identifies website visitors. Team is for revenue orgs that want AI agents running multi-step workflows end-to-end, unlimited email sequences, and pipeline forecasting. Enterprise is for companies that need fine-tuning on their data, SSO/SAML, dedicated FDE, and SOC 2 / ISO 27001 / HIPAA compliance.

The 7-day free trial is available on Pro only. You get full access to every Pro feature including your monthly AI Credit, and you can cancel anytime from settings before the trial ends. Business, Team, and Enterprise don’t have a self-serve trial; request a demo and our team will walk you through the right setup.

Under 10 minutes for Pro and Business. We’ve seen teams migrate their entire HubSpot in under 30 minutes. Octolane cleans the data and merges duplicates during the import using our own AI, so you don’t clean anything up afterward. For Team and Enterprise, our solutions team handles guided onboarding within a week, including custom agent setup and any data migration cleanup.

Yes. Upgrade, downgrade, or cancel anytime from your settings. Upgrades prorate for the rest of the billing cycle. Downgrades take effect at the end of your current period. No phone calls, no “retention” emails. We don’t do that.

You own your data. You can export everything (contacts, accounts, deals, meetings, emails, notes) as CSV or JSON anytime, even after cancellation. We hold your data for 30 days post-cancellation in case you change your mind, then permanently delete it. No retention games, no ransom pricing to get your data back.

Yes. Included on every plan. Octolane imports your contacts, accounts, deals, and history with one click. Our AI maps fields and merges duplicates during the import, so you don’t clean anything up afterward. Team and Enterprise customers also get hands-on migration support from our solutions team.

No. Never. Your data is yours. We don’t use your CRM data, calls, emails, or any customer information to train our models or anyone else’s. The third-party models we use (Claude, OpenAI, and others) operate under zero-data-retention agreements: your data is processed and immediately discarded. Enterprise customers can request our full data processing addendum (DPA) and sub-processor list.

Yes. Octolane is SOC 2 Type I & II, ISO 27001, HIPAA, and GDPR compliant, pen tested annually, and CASA-certified for Google integrations. Data is encrypted with AES-256 at rest and TLS in transit, every action is captured in a full audit trail, and you decide which AI actions need human approval before they ship. Audit reports and DPAs are available on request.

Yes. Octolane ships a native MCP (Model Context Protocol) server with 100% coverage of the CRM, so you can connect it to Claude, ChatGPT, Cursor, Codex, or any MCP-capable AI tool. Ask about your pipeline, create deals, update contacts, and draft follow-ups directly from the AI tools you already work in. A REST API and webhooks are also included on every plan.

Yes, a native MCP (Model Context Protocol) server with full workspace coverage. Every record type (contacts, accounts, deals, meetings, notes) can be created, updated, edited, and searched over MCP, and you can query your company brain: the shared memory Octolane builds from your calls, emails, and deals. Connect it to Claude, ChatGPT, Cursor, Codex, or any MCP-capable agent and run your entire CRM without ever opening the app.

Yes. Octolane ships a full REST API plus webhooks for every event, included on every plan. Anything you can do in the app you can do over the API: create, update, and edit records, search your pipeline, query the company brain, trigger enrichment, and manage pipelines and workflows. Full documentation lives at docs.octolane.com.

Yes. Octolane drafts from your own meeting transcripts and email history, referencing specific things from the conversation rather than filling in templates. It learns your tone, sign-offs, and phrasing, and when you edit a draft it learns from the correction. On Pro you review and send each one; on Business and above, approved follow-ups can go out automatically.

It’s built for exactly you. Most Octolane customers are founders running sales themselves or teams of 2–5. There’s no configuration or sales ops required: connect your email and calendar, and the CRM builds and maintains itself from your conversations. You get the leverage of a sales ops team without hiring one.

CRMs die because they depend on you to update them: you get busy, the data goes stale, you stop trusting it, you stop opening it. Octolane breaks that cycle because it updates itself from your calls and emails whether you open it or not. Our average customer creates 50+ deals in their first 30 days and is still active 6 months later, because the system does the work either way.