One plan to retire your whole stack.
Replace HubSpot, Gong, Clay, Outreach, and the manual data entry they all create with Octolane.
Plus everything Salesforce charges extra for. We include them with every plan.
AI MCP server
Use your CRM from any AI tool. 100% MCP coverage.
Unlimited call recording
Records, transcribes, updates your CRM. Drafts the follow-up.
Real-time bi-directional sync
Battle-tested with Gmail, Calendar, Stripe. AI cleans duplicates and conflicts.
2,000+ integrations · Full API · Webhook access
MonthlyYearly
Save 20% with annual billing
AI-assisted
Pro
For founders running their own sales. Up to 3 seats.
$39/seat/mo
Included AI usageEvery month, Octolane’s hundreds of AI agents draft your follow-ups, enrich your leads, summarize your meetings, and keep your CRM current.
$20 is what that work actually costs us. Claude tokens, OpenAI tokens, and our custom model + infra. It’s included in your plan at no extra charge.$20 AI Credit
$20 is what that work actually costs us. Claude tokens, OpenAI tokens, and our custom model + infra. It’s included in your plan at no extra charge.$20 AI Credit
- AI joins and transcribes every callOctolane auto-joins your Zoom, Google Meet, and Microsoft Teams calls. Transcribes in real time and stores searchable transcripts.
- AI drafts your follow-upsAfter every meeting, AI drafts a personalized follow-up email referencing what was discussed, next steps, and your previous emails with that contact. Review and send in one click.
- AI suggests next steps on every dealAfter every interaction, Octolane suggests what to do next: schedule a follow-up, send a proposal, escalate to a decision-maker. Suggestions appear on the deal card.
- AI suggests CRM field updatesAI surfaces field changes from your calls and emails: new contact details, deal stage moves, next steps. You review and accept with one click.
- Meeting prep before every callBefore each meeting, AI compiles a brief with attendee info, recent interactions, and open deals.
- AI imports from HubSpot, Salesforce, PipedriveOur AI maps fields and merges duplicate contacts, accounts, and deals during the import. You don’t clean anything up afterward.
AI-powered
Business
For teams running a full GTM motion.
$79/seat/mo
Included AI usageEvery month, Octolane’s hundreds of AI agents draft your follow-ups, enrich your leads, summarize your meetings, and keep your CRM current.
$20 is what that work actually costs us. Claude tokens, OpenAI tokens, and our custom model + infra. It’s included in your plan at no extra charge.2× more
$20 is what that work actually costs us. Claude tokens, OpenAI tokens, and our custom model + infra. It’s included in your plan at no extra charge.2× more
Everything in Pro, plus:
- AI sends your follow-ups automaticallyOnce approved, AI sends follow-ups on your behalf after every meeting. No manual click required. Review and edit before send if you want.
- AI auto-updates your CRM after every callAI listens to your meetings and emails, then updates deal stages, contact info, and notes automatically. No manual data entry.
- Advanced AI enrichmentPulls company size, funding, tech stack, role, and recent news for every contact and company in your CRM. Refreshes weekly. No credits or per-lookup fees.
- AI meeting prep with full contextFull brief including deal stage, history, open risks, and recommended talking points, informed by up to a year of deal context.
- Identifies up to 500 website visitors (lifetime)Octolane Signal identifies the companies visiting your website (not just IP addresses, but actual company names, sizes, and pages viewed). 500 unique companies, lifetime cap. Need more? Upgrade to Team for unlimited.
- Unlimited seats · team roles & permissions
Self-driving
Team
For revenue orgs ready to put AI on every deal.
$200/seat
billed annually
Included AI usageEvery month, Octolane’s hundreds of AI agents draft your follow-ups, enrich your leads, summarize your meetings, and keep your CRM current.
$20 is what that work actually costs us. Claude tokens, OpenAI tokens, and our custom model + infra. It’s included in your plan at no extra charge.15× more
$20 is what that work actually costs us. Claude tokens, OpenAI tokens, and our custom model + infra. It’s included in your plan at no extra charge.15× more
Everything in Business, plus:
- AI agents run multi-step workflows end-to-endTell Octolane once: "When a new lead signs up from our pricing page, enrich them, score against ICP, draft a personalized intro, and notify their AE in Slack." The agent runs the entire flow every time the trigger fires. Forever.
- AI personalizes and runs unlimited email sequencesMulti-step email cadences with AI-personalized copy on every send. Each email references the prospect's company, role, and prior interactions. No two are the same. Replace Outreach, Salesloft, and Smartlead entirely.
- Sales reporting, dashboards & pipeline forecastingAI-built dashboards across your pipeline and activities, plus forecasting and deal-risk analysis.
- Identifies every website visitor (unlimited)
- Custom objects & relationship intelligenceDefine your own CRM object types beyond contacts, accounts, and deals. Plus relationship intelligence: strongest connection, connection strength, and next meeting.
- Custom AI agents + dedicated onboarding teamDuring onboarding, our team builds agents specifically for your business: your sales process, your data, your tone. Examples: lead qualifier, deal risk scorer, renewal predictor. Built with you, deployed in days.
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 $200/seat | 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 |
Premium add-on
Done-for-you setup
One-time engagement · from $2,500
Our team uses Octolane AI to audit your existing CRM, find every automation opportunity hiding in your data, and hand you a custom 200-page revenue acceleration playbook built specifically for your business.
What’s included
- Full audit of your current CRM (HubSpot, Salesforce, Pipedrive, or Attio) using Octolane AI
- Pipeline, data quality, and workflow gap analysis
- Comprehensive automation opportunity map
- Custom 200-page revenue acceleration playbook (PDF + video walkthrough)
- 90-day implementation roadmap with your team
Available as an add-on to any plan.
Frequently asked questions
Still have questions?
Book a 15-minute call and we’ll walk you through everything.