Octolane

Octolane is an AI-native CRM that runs your sales pipeline for you. It connects to your email, calendar, and call recordings, answers questions about your pipeline in plain English, and then acts: drafting follow-ups, updating fields, enriching contacts, and building lists. You can use it as your CRM or deploy its agents on top of Salesforce or HubSpot. Octolane is backed by Y Combinator and used by 1,000+ companies, from YC startups to public companies.

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.