Octolane AI
Octolane AI is an Artificial Intelligence (AI) powered CRM (Customer Relationship Management) tool designed to enhance sales processes. Ins...
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What is Octolane AI?
Octolane AI is the world's first self-driving AI CRM that autonomously updates itself, takes actions, and learns from every interaction so sales teams never have to manually update data again. Instead of traditional dashboards and dropdowns, users enter Action Mode where every next step is already written, prioritized, and ready to send. The CRM connects to email, calendar, and call recordings, answers pipeline questions in plain English, and then acts by drafting follow-ups, updating fields, enriching contacts, and building lists.
Key features include AI call transcription, AI follow-up drafts, AI next-step suggestions, AI field updates, AI sending of follow-ups, AI CRM updates, AI enrichment, and AI web lead capturing. The platform works as a standalone CRM or deploys agents on top of Salesforce or HubSpot. It includes a native MCP (Model Context Protocol) server with 100% CRM coverage for connecting to Claude, ChatGPT, Cursor, and other MCP-capable AI tools, plus REST API and webhooks on every plan.
Octolane is built for founders running their own sales, sales teams of 2-5 people, SDRs, recruiters, agencies, and revenue organizations wanting AI agents for multi-step workflows. It replaces four tools in one subscription: a CRM (Salesforce, HubSpot, Attio), call recorder (Gong, Fathom), data enrichment (Clay, Apollo), and outreach sequencing (Outreach, Salesloft). The company is backed by Y Combinator and trusted by 1,000+ companies from YC startups to public companies.
The platform offers enterprise-grade security with ISO 27001 certification, SOC 2 Type II audit, GDPR alignment, and HIPAA BAA availability. Every action is logged with a complete audit trail, human approval gates exist for anything touching customers, and data uses zero-retention terms so pipeline never trains models. Data is encrypted AES-256 at rest and TLS in transit with workspace isolation.
Octolane AI pricing
Pricing model: Paid
One subscription covers your whole GTM stack. Pro: $39/month billed yearly for founders running their own sales, up to 3 seats, includes AI call transcription, AI follow-up drafts, AI next-step suggestions, AI field updates, $20/mo in AI credits, and migration from HubSpot/Attio. 7-day free trial available on Pro only. Business: $79/month billed yearly (most popular) for teams running full GTM motion, includes everything in Pro plus AI sends follow-ups automatically, AI CRM updates, AI enrichment, AI web lead capturing, $40/mo in AI credits, and unlimited team seats. Business does not have self-serve trial. Team: For revenue orgs wanting AI agents running multi-step workflows end-to-end with unlimited email sequences and pipeline forecasting, custom pricing. Enterprise: For companies needing fine-tuning on data, SSO/SAML, dedicated FDE, and SOC 2/ISO 27001/HIPAA compliance, custom pricing. All plans include REST API, webhooks, and MCP server. Upgrade, downgrade, or cancel anytime from settings with prorated upgrades.
Octolane AI pros
- Self-driving CRM that updates itself without manual input
- AI agents execute complex multi-hour revenue tasks autonomously
- Plain-English prompts become agent runs on live pipeline
- Works with Salesforce and HubSpot instead of requiring replacement
- One subscription replaces CRM, call recorder, enrichment, and outreach tools
- AI call transcription included in every plan
- AI follow-up drafts learn your tone and sign-offs
- AI enrichment and web lead capturing on Business plan
- 7-day free trial on Pro plan with full feature access
- Migrates from HubSpot, Attio, and more with AI field mapping
- Merges duplicates during import automatically
- Native MCP server with 100% CRM coverage for AI tool integration
- REST API and webhooks included on every plan
- ISO 27001 certified and SOC 2 Type II audited security
- Zero-retention data policy so pipeline never trains models
- Complete audit trail of every agent action with timestamp and reason
- Human approval gates for actions touching customers
- AES-256 encryption at rest and TLS in transit
- Export all data as CSV or JSON anytime even after cancellation
- Under 10 minutes migration time for Pro and Business plans
Octolane AI cons
- 7-day free trial only available on Pro plan, not Business or higher
- Business, Team, and Enterprise require demo request instead of self-serve trial
- Pro plan limited to up to 3 seats only
- Business plan requires yearly billing for $79/month price
- Pro plan requires yearly billing for $39/month price
- AI sends follow-ups automatically only on Business and above
- Unlimited team seats only on Business plan, not Pro
- Enterprise features like SSO/SAML and dedicated FDE require custom plan
- SOC 2 reports and security reviews available only on Enterprise
- Team plan pricing not publicly listed, needs custom quote
Frequently asked questions about Octolane AI
What is Octolane AI?
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.
How is Octolane different from Salesforce, HubSpot, and Attio?
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.
What tools does Octolane replace?
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.
What are the differences between Pro, Business, Team, and Enterprise plans?
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.
Is there a free trial?
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.
How long does migration from HubSpot take?
Under 10 minutes for Pro and Business. Teams have migrated their entire HubSpot in under 30 minutes. Octolane cleans the data and merges duplicates during the import using their own AI, so you don't clean anything up afterward. For Team and Enterprise, the solutions team handles guided onboarding within a week, including custom agent setup and any data migration cleanup.
Can I cancel or change my plan?
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. They don't do that.
What happens to my data if I cancel?
You own your data. You can export everything (contacts, accounts, deals, meetings, emails, notes) as CSV or JSON anytime, even after cancellation. They 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.
Does Octolane use my data to train AI models?
No. Never. Your data is yours. They don't use your CRM data, calls, emails, or any customer information to train their models or anyone else's. The third-party models they use (Claude, OpenAI, and others) operate under zero-data-retention agreements: your data is processed and immediately discarded. Enterprise customers can request their full data processing addendum (DPA) and sub-processor list.
Is Octolane secure and compliant?
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.