Pricing that grows with your pipeline
Replace HubSpot, Gong, Clay, Outreach, and the manual data entry they all create with Octolane.
Pro
For founders running their own sales. The agents draft, you approve and send. Up to 3 seats.
+$50 bonus AI credits, limited time
Includes $20/mo in AI credits
What's included
AI call transcription
AI follow-up drafts
AI next-step suggestions
AI field updates
Migrates you from HubSpot, Attio & more
Start 7-day Trial$39
/monthbilled yearlyBusiness
Most popularFor teams running a full GTM motion. The agents act on their own, you supervise.
+$120 bonus AI credits, limited time
Includes $40/mo in AI credits
Everything in Pro, plus
AI sends your follow-ups
AI CRM updates
AI enrichment
AI web lead capturing
Unlimited team seats
$79
/monthbilled yearlyTeam
For revenue orgs ready to put AI on every deal. Agents run multi-step workflows end-to-end.
+$200 bonus AI credits, limited time
Includes $300/mo in AI credits
Everything in Business, plus
AI agents run end-to-end
AI email sequences
AI reporting & forecasting
Custom AI agents, built with you
Dedicated onboarding team
Custom
AI-bespoke
Enterprise
Engineered for security and compliance teams.
SOC 2 Type II · ISO 27001 · CCPA · HIPAA · GDPR
Pen tested annually · CASA-certified for Google integrations
Compare all features
MonthlyYearly Save 20% with annual billing | AI-assisted Pro $39/seat/mo | AI-powered Business $79/seat/mo | Self-driving Team Custom | AI-bespoke Enterprise Custom |
|---|---|---|---|---|
| Workspace | ||||
| SeatsNumber of team members who can use Octolane. | Up to 3 | No limit | No limit | No limit |
| PipelinesVisual deal stages your team moves opportunities through. | 5 | Unlimited | Unlimited | Unlimited |
| AI pipeline builderTell Octolane your ICP and motion. AI builds your entire pipeline (stages, fields, scoring criteria) from your team's deal patterns. What used to take a week of admin work, done in minutes. | ||||
| RecordsTotal contacts, accounts, and opportunities you can store. | 250K | 1M | Custom | Unlimited |
| ActivitiesHow far back you can search and report on activity history (emails, meetings, calls). | 30 days | 6 months | No limit | No limit |
| Meeting recording & transcriptionAuto-records your meetings on Zoom, Meet, and Teams with searchable transcripts. | Unlimited | Unlimited | Unlimited | Unlimited |
| Custom objectsDefine your own CRM object types beyond contacts, accounts, and deals. | ||||
| AutomationTrigger-based workflows that move records, send messages, and update fields automatically. | 1 workflow | 10 workflows | No limit | No limit |
| Email sequencingMulti-step email cadences with AI-personalized copy on every send. | ||||
| AI memoryOctolane learns from every email, meeting, and deal, building memory that gets smarter about your customers over time. Business+ pools that memory across all your seats, so picking up a teammate's deal feels like you'd worked it from day one. | Personal | Shared | Shared | Shared |
| AI SkillsBuild custom AI skills that handle repeatable work: drafting emails, scoring leads, updating fields. Pro keeps your skills personal. Business+ shares them across your workspace and tracks which skills actually move deals. | Personal | Shared + analytics | Shared + analytics | Shared + analytics |
| AI reporting & forecastAI-built dashboards across your pipeline, plus forecasting and deal-risk analysis. | ||||
| AI lead scoringAI scores every lead against your ICP in real time. Your hottest deals surface first. | ||||
| AI & agent workflows | ||||
| Included AI creditsMonthly AI budget that powers actions like enrichments, drafts, summaries, and auto-updates. | $20 AI Credit | 2x more AI Credit | 15x more AI Credit | Unlimited |
| Ask AI (natural language query)Search and analyze your CRM data by asking questions in plain English. | Included | Included | Included | Included |
| AI drafts follow-upsAfter every meeting or email, AI drafts a personalized follow-up you can review and send. | ||||
| AI meeting summariesStructured summary of key points, action items, and decisions after every recorded meeting. | ||||
| AI sends follow-ups for youOnce approved, AI sends follow-ups on your behalf. No manual click required. | ||||
| AI meeting prep with 1 year worth of deal contextCompiles a full brief including deal stage, history, open risks, and recommended talking points, informed by up to a year of deal context. | ||||
| Auto CRM updatesAI listens to your emails and meetings, then updates deal stages, contact info, and notes automatically. | ||||
| Workflow automationsSet up triggers and actions to automate repetitive tasks like assigning leads or sending alerts. | ||||
| Multi-step AI agentsAgents that chain steps together (enrich, score, draft, route) and run end-to-end on every trigger. | ||||
| AI email sequences (multi-step cadences)Multi-touch email cadences with AI-personalized copy on every send. Replace Outreach, Salesloft, Smartlead. | ||||
| Pipeline forecasting & deal-risk reportsAI forecasts pipeline outcomes and surfaces deals at risk of slipping. | ||||
| Custom AI agents (built with you)Our team builds agents for your specific business: process, data, tone. Deployed in days. | ||||
| AI fine-tuned on your data & voiceAI tuned to your CRM data, writing voice, and sales process. Set up by your dedicated FDE. | ||||
| AI behavior & policy controlsDefine what AI can and can't do: approval rules, restricted data, manager review thresholds. | ||||
| Email & calendar | ||||
| Email & calendar syncTwo-way sync with Gmail, Outlook, and Google Calendar. | 1 account | 1 account | 2 accounts / user | 5 accounts / user |
| Email visibility on recordsShare emails with your team on the right contact, account, and deal records. Set workspace-wide and per-user visibility rules. | ||||
| Email limitsMaximum number of emails you can send through Octolane per month. | 200 / mo | 500 / mo | Unlimited | Unlimited |
| Email templatesSave and reuse common email templates. | ||||
| Scheduled sendSchedule emails to go out at a specific time. | ||||
| Remove 'Sent via Octolane'Remove the Octolane branding from email footers. | ||||
| Email open & click-through trackingTrack open rates and link clicks on every email sent. See who engaged with what, when. | ||||
| Relationship intelligence | ||||
| First interactionWhen your team first communicated with a contact. | ||||
| Last interactionMost recent touchpoint with a contact. | ||||
| First emailDate of the first email exchanged with a contact. | ||||
| Last emailDate of the most recent email with a contact. | ||||
| First meetingDate of the first calendar meeting with a contact. | ||||
| Last meetingDate of the last calendar meeting with a contact. | ||||
| Next meetingNext upcoming meeting from your synced calendar. | ||||
| Strongest connectionIdentifies who on your team has the deepest relationship with a contact. | ||||
| Connection strengthScore based on email frequency, meeting history, and recency. | ||||
| Company enrichment | ||||
| NameCompany's official name auto-filled from its domain. | ||||
| DescriptionShort summary of what the company does. | ||||
| LogoCompany logo fetched automatically. | ||||
| LinkedInDirect link to the company LinkedIn page. | ||||
| LocationCompany HQ or primary office location. | ||||
| Employee countApproximate number of employees. | ||||
| ARREstimated annual recurring revenue. | ||||
| Funding raisedTotal VC funding raised to date. | ||||
| Contact enrichment | ||||
| NameContact's full name auto-filled from their email address. | ||||
| Profile pictureContact's photo pulled from public sources. | ||||
| LinkedInDirect link to the contact's LinkedIn profile. | ||||
| LocationContact's city or region. | ||||
| Phone number enrichmentDirect dial and mobile numbers sourced from premium B2B data providers. | ||||
| AI Signals | ||||
| Company identificationIdentifies companies visiting your website: actual company names, sizes, pages viewed. Lifetime cap on the total number of unique companies identified. | 20 lifetime | 500 lifetime | Custom | Unlimited |
| Contact identificationGoes beyond company-level and identifies the specific person visiting your site. | ||||
| Automated ABM marketingTrigger personalized outreach when target accounts hit your site. | ||||
| Security & admin | ||||
| Roles & permissionsControl who can see and edit what. Advanced includes custom roles and field-level permissions. | Basic | Advanced | Advanced | Advanced |
| SSO / SAMLLog in with Okta, Azure AD, or any SAML identity provider. | ||||
| Audit logDetailed record of every action taken in your workspace. | ||||
| Support | ||||
| Help centerSelf-serve documentation, guides, and tutorials. | ||||
| Chat & email supportReach our support team via in-app chat or email. | ||||
| Priority supportFaster response times, your tickets handled first. | ||||
| Slack Connect channelPrivate Slack channel with our engineers and your CSM. Real-time help, no tickets. | ||||
| Dedicated account managerSingle point of contact who knows your setup. | ||||
| Custom migration & data cleaningWhite-glove migration from HubSpot, Salesforce, or Pipedrive. We de-duplicate, fix formatting, and structure your data before you ever log in using Octolane's AI for you. | ||||
| Dedicated Forward Deployed EngineerOctolane engineer embedded with your team to build custom workflows and integrations. | ||||
| OnboardingSelf-serve uses docs and in-app guides. Guided includes a kickoff session and check-ins. White-glove includes dedicated implementation by our team. | Self-serve | Self-serve | Guided | White-glove |
| Uptime SLAContractual uptime commitment with financial remedies if not met. | — | — | 99.5% | 99.9% |
| Business reviewsRegular strategic reviews with your CSM to track adoption, ROI, and roadmap. | — | — | — | Quarterly |
| ContractsStandard click-through terms for most plans. Enterprise supports custom MSA, DPA, and BAA. | Standard | Standard | Standard | Custom MSA, DPA, BAA |
Done-for-you setup
We audit your CRM and hand you a 200-page revenue playbook. From $2,500, one-time.
Frequently asked questions
Still have questions?
Book a 15-minute call and we’ll walk you through everything.