“We migrated from Attio to Octolane in 5 minutes, using Octolane. Plus it cleaned the data in the process.”
Chandrika Maheshwari
CEO of Quivly AI
“Salesforce if it were built for the AI era.”
“Octolane taught itself how Respan sells and created self-improving playbooks.”
Andy Li
CEO of Respan
Frequently asked questions
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.