Octolane
Sales & CRM · www.octolane.com/
Overview
Octolane is an AI-native CRM for founders and revenue teams that want pipeline records, follow-ups, enrichment, scoring, and sales workflows handled with less manual CRM administration. Its pricing page describes Pro, Business, Team, and Enterprise tiers with AI credits, email/calendar sync, meeting transcription, automation, lead scoring, forecasting, and security controls for larger teams.
Decision context
Use these points to test whether the product fits your operation, not just whether it has a long feature list.
- Published starting price: $39 per seat / month billed yearly. Confirm user, usage, and feature limits for the plan you would actually buy.
- Deployment: cloud. Check security, data-residency, and access requirements for every team that will use it.
- Verified integrations include Gmail, Outlook, Google Calendar, Zoom, Google Meet, Microsoft Teams. Validate sync direction and plan limits for the connections that matter.
- This record was last checked on 8/24/2026; pricing and features can change.
How to evaluate Octolane
A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.
Workflow fit
The record describes it as a fit for Founders replacing spreadsheet or lightweight CRM admin, Revenue teams that want AI-managed follow-ups and CRM hygiene, Sales teams comfortable with AI credits and automation controls. Check that this context matches the volume, roles, and processes your team needs it to support.
Pilot questions
- Can Octolane complete the critical workflow without manual work outside the product?
- Do the recorded connections (Gmail, Outlook, Google Calendar, Zoom) support the sync direction, permissions, and volume we need?
- What user, usage, storage, support, or security limits appear after the headline starting price?
Evidence and freshness
This record was checked on 8/24/2026. That date tells you when the record was reviewed, not that the vendor has left its terms unchanged since then.
Best for
- Founders replacing spreadsheet or lightweight CRM admin
- Revenue teams that want AI-managed follow-ups and CRM hygiene
- Sales teams comfortable with AI credits and automation controls
Not a fit if
- Teams that require a non-AI traditional CRM workflow
- Very small teams that only need a free contact database
- Organizations that cannot approve AI access to sales emails and meetings
Pricing
Pro
$39 per seat/month billed yearlyFor founders running their own sales, with up to 3 seats and included monthly AI credits.
- AI call transcription
- AI follow-up drafts
- AI next-step suggestions
- AI field updates
- CRM migration support
Business
$79 per seat/month billed yearlyFor teams running a GTM motion, adding autonomous follow-ups, CRM updates, enrichment, web lead capture, and unlimited seats.
- AI sends follow-ups
- AI CRM updates
- AI enrichment
- AI web lead capturing
- Unlimited team seats
Team
Custom pricingCustom tier for revenue organizations that want multi-step AI workflows and dedicated onboarding.
- AI agents run end-to-end
- AI email sequences
- AI reporting and forecasting
- Custom AI agents
- Dedicated onboarding team
Enterprise
Custom pricingCustom security and compliance tier with enterprise contracts and controls.
- SOC 2 Type II
- ISO 27001
- SAML SSO
- Audit log
- Custom MSA, DPA, and BAA
Features
Integrations
Security & compliance
Pros & cons
Pros
- Public pricing page provides detailed tiers and feature limits
- Strong automation coverage across CRM updates, follow-ups, scoring, and forecasting
- Enterprise tier lists several security and compliance controls
Cons
- Lower tiers have record, activity-history, workflow, and email-send limits
- Some advanced capabilities require custom Team or Enterprise pricing
- Buyers should review AI data-use and approval policies before rollout
What the record shows
Summary and score aggregated from public review platforms. We link to original reviews rather than reproducing them — read the source before deciding.
User reviews
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