Start here
Connect your workspace
Gmail, Calendar, and the first sync.
Understand your CRM
Accounts, contacts, opportunities, and activities.
Build a pipeline
Stages, criteria, probability, and a test opportunity.
Meetings and follow-ups
Record and review a meeting
Configure Octo and verify the recap workflow.
Never miss a follow-up
Turn stale conversations into a daily review habit.
Work through approvals
Review AI-prepared changes quickly and safely.
Draft outreach
Use context and enrichment to prepare a message.
Data and migration
Import CRM data
Map, preview, and safely run an import.
Merge duplicates
Review matches and preserve the right history.
Migrate from HubSpot
Move companies, contacts, deals, and engagement history.
Migrate from a spreadsheet
Turn rows and columns into connected CRM records.
Build and extend
Connect an AI client with MCP
Use Octolane from Claude, ChatGPT, or Cursor.
Start with the API
Authenticate, make a request, and explore the reference.