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Octolane

Vendor: Octolane

Octolane is a self-driving AI CRM that captures sales activity, updates pipelines, drafts follow-ups, enriches data, and automates revenue workflows.

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Overview

Octolane is an AI CRM for founders and revenue teams that uses agents to capture calls, meetings, and email activity, update CRM records, draft follow-ups, enrich contacts, and help manage pipeline execution. It auto-builds CRM data from Gmail and Calendar connections, supports meeting recording (Zoom, Google Meet, Teams), provides AI-generated summaries and action items, and includes a hosted MCP server with 29 tools across 6 categories for AI-client integration (Claude, Cursor, etc.). Features include Signal intelligence for website visitor tracking, custom objects, AI fields, views/filters, task management, and 5,000+ integrations via Zapier. Security certifications include SOC 2 Type II, HIPAA, GDPR, ISO 27001, and CASA-audited for Google.

Key Features

AI-driven pipeline updates

Automatically capture activity and update deal stages, notes, contact data, and CRM records.

Meeting intelligence

Record Zoom, Google Meet, and Microsoft Teams meetings with searchable transcripts and AI summaries.

AI outreach and workflows

Draft follow-ups, run email sequences, score leads, and automate multi-step revenue workflows on higher plans.

CRM migration and enrichment

Import CRM data, enrich contacts, deduplicate records, and resolve conflicts during migration.

Auto-build CRM from inbox and calendar

Connect Gmail and Google Calendar to automatically create accounts, contacts, and opportunities from email threads and meeting patterns over the last 90 days.

Hosted MCP server with 29 tools

Connect AI clients (Claude, Cursor, ChatGPT, Windsurf) to search deals, manage pipeline, access emails/meetings, and run sales processes via natural language across 6 categories: Search & Query, Create & Update, Signal, Pipeline Management, Email & Meetings, Workspace.

Signal intelligence

Real-time identification of companies visiting your website with intent scores and page-level tracking via a single script tag.

Custom objects and AI fields

Define custom record types beyond Accounts, Contacts, and Opportunities (Team plan). AI fields auto-populate by reading conversations.

Views, filters, and task management

Save personal or shared views with filters, columns, sorting, and grouping. First-class tasks with owners, due dates, completion states, and AI-generated tasks from meetings.

Pros & Strengths

  • ✓
    Automation-first CRM: Octolane is built to capture sales activity and maintain CRM data with AI agents.
  • ✓
    Strong AI and integration surface: Official sources describe API, webhooks, MCP support with 29 tools, CRM migration, Signal intelligence, and 5,000+ integrations via Zapier.
  • ✓
    Zero-setup CRM initialization: Builds CRM automatically from existing Gmail/Calendar data in minutes without imports or manual configuration.

Cons & Tradeoffs

  • ⚠
    Advanced capabilities require higher plans: Autonomous agents, unlimited sequences, forecasting, and custom agents are not included in Pro or Business.
  • ⚠
    Usage limits on entry plan: Pro limits seats, pipelines, activity-history search, workflows, email sends, and included AI credits.

Known Limitations

  • • Pro is limited to three seats, five pipelines, 250,000 records, 30 days of activity history, one workflow, and 200 emails/month.
  • • End-to-end AI agents, unlimited sequences, forecasting, and custom AI agents require Team or Enterprise.
  • • Custom objects only available on Team plan and above.

Pricing & Plans

Model: subscription
USD39 /month

Pro is $39 per month billed yearly for up to three seats and includes a 7-day trial. Business is $79 per month billed yearly with unlimited seats. Team and Enterprise are custom-priced.

✓ Free Plan ✓ Free Trial

Pricing verified: 2026-08-27

Editorial Info

Last Reviewed: 2026-08-27

Verified Sources & Research

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