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Octolane is built around a small set of core objects. Everything you do. Every email, meeting, AI field, custom field. Extends them.

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Core objects

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Activities

Activities are the events that happen on a record’s timeline. They attach to Accounts, Contacts, Opportunities, and Tasks. Every record has a unified timeline showing every activity in order.

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Custom fields

Add any field to any standard object: text, number, date, select, multi-select, URL, currency, formula, lookup. See Custom fields.

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AI fields

Fields that fill themselves in by reading conversations. Describe what to track in plain English. Octolane keeps the value current. See AI fields.

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Custom objects

Available on the Team plan.
Model anything beyond Accounts, Contacts, and Opportunities. Partners, Investors, Projects, Properties, Loans, Locations. Custom objects get the same treatment as standard ones: AI fields, views, automation, API access. See Custom objects.

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How everything connects

  • A Contact belongs to one or more Accounts.
  • An Opportunity belongs to one Account and has one or more Contacts.
  • A Task can attach to an Account, Contact, or Opportunity.
  • Every Email, Meeting, Note, and AI action attaches to the relevant Account, Contact, and Opportunity automatically.
  • Custom objects can relate to standard objects through lookup fields.