Included in every plan
Save 40% with annual billing
Free
For founders getting started.
Plus
For teams closing deals every day.
Business
For teams scaling pipeline.
Enterprise
For teams needing control.
MonthlyYearly Save 40% with annual billing | ||||
|---|---|---|---|---|
| Workspace | ||||
| AI AgentsAutonomous agents that handle tasks like lead research, data entry, and follow-ups on your behalf. | ||||
| Accounts, contacts & opportunitiesCore CRM objects to track companies, people, and deals through your pipeline. | ||||
| Custom fields & viewsAdd your own fields to any record and create saved views with filters and sorting. | ||||
| PipelinesVisual deal stages your team moves opportunities through. Each pipeline can have its own stages. | 1 | 5 | Unlimited | Unlimited |
| RecordsTotal number of contacts, accounts, and opportunities you can store. | 50K | 250K | 1M | Unlimited |
| Meeting recording & transcriptionAutomatically records your meetings and generates a searchable transcript. | Unlimited | Unlimited | Unlimited | Unlimited |
| IntegrationsConnect Octolane with Gmail, Slack, Calendar, and other tools your team uses. | ||||
| API & webhook accessBuild custom integrations using our REST API and receive real-time event notifications via webhooks. | ||||
| MCP serverConnect Octolane to AI coding tools like Cursor and Claude via the Model Context Protocol. | ||||
| Import / export CSVBulk import records from spreadsheets or export your data at any time. | ||||
| AI & agent workflows | ||||
| AI Actions / monthEach AI-powered task counts as one action: enrichments, auto-updates, follow-up drafts, and summaries. | 20 | 50 | 200 | Unlimited |
| Ask AI (natural language query)Search and analyze your CRM data by asking questions in plain English. | Unlimited | Unlimited | Unlimited | Unlimited |
| Auto CRM updatesAI listens to your emails and meetings, then updates deal stages, contact info, and notes automatically. | ||||
| AI follow-up draftsAfter every meeting or email, AI drafts a follow-up you can review and send in one click. | ||||
| AI meeting summariesGet a structured summary of key points, action items, and decisions after every recorded meeting. | ||||
| Meeting prepBefore each meeting, AI compiles a brief with attendee info, recent interactions, and open deals. | ||||
| Workflow automationsSet up triggers and actions to automate repetitive tasks like assigning leads or sending alerts. | ||||
| Email & calendar | ||||
| Email & calendar syncTwo-way sync with your email and calendar so all conversations and events appear in the CRM. | 1 account | 1 account | 1 account | Unlimited |
| Email sharingControls what parts of emails your team can see. Ranges from subject lines only to full message content. | Subject line & metadata | Full email content | Workspace & per-user | Workspace & per-user |
| Email templatesSave and reuse email templates your team writes frequently. | ||||
| Emails on recordsEmails are automatically linked to the right contact and deal records. | ||||
| Email limitsMaximum number of emails you can send through Octolane per month. | 100/month | 200/month | Unlimited | Unlimited |
| Remove 'Sent via Octolane'Remove the Octolane branding from the footer of emails you send. | ||||
| Relationship signals | ||||
| First interactionShows when your team first communicated with a contact, across any channel. | ||||
| Last interactionShows the most recent touchpoint with a contact so you know who needs attention. | ||||
| First emailThe date your team sent or received the first email with a contact. | ||||
| Last emailWhen the most recent email was exchanged with a contact. | ||||
| First meetingThe date of the first calendar meeting with a contact. | ||||
| Last meetingWhen you last had a scheduled meeting with a contact. | ||||
| Next meetingThe next upcoming meeting with a contact, pulled from your synced calendar. | ||||
| Strongest connectionIdentifies which person on your team has the deepest relationship with a contact. | ||||
| Connection strengthA score based on email frequency, meeting history, and recency that shows how strong a relationship is. | ||||
| Company enrichment | ||||
| NameAutomatically fills in the company's official name from its domain. | ||||
| DescriptionA short summary of what the company does, pulled from public sources. | ||||
| LogoThe company's logo, fetched automatically so your records look clean. | ||||
| LinkedInDirect link to the company's LinkedIn page. | ||||
| LocationThe company's headquarters or primary office location. | ||||
| Employee countApproximate number of employees at the company. | ||||
| ARREstimated annual recurring revenue of the company. | ||||
| Funding raisedTotal venture capital or funding the company has raised to date. | ||||
| Contact enrichment | ||||
| NameAutomatically fills in the contact's full name from their email address. | ||||
| Profile picturePulls the contact's photo so you can put a face to the name. | ||||
| LinkedInDirect link to the contact's LinkedIn profile. | ||||
| LocationThe contact's city or region, enriched from public data. | ||||
| Signals | ||||
| Company identificationIdentifies which companies are visiting your website, even if they don't fill out a form. | 20 | 20 | 500 | Unlimited |
| Contact identificationGoes beyond company-level and identifies the specific person visiting your site. | ||||
| Security & Admin | ||||
| SeatsNumber of team members who can use Octolane. Every plan has no seat limits. | No limit | No limit | No limit | No limit |
| Roles & permissionsControl who can see and edit what. Advanced includes custom roles and field-level permissions. | Basic | Basic | Advanced | Advanced |
| SSO / SAMLLet your team log in with your company's identity provider like Okta or Azure AD. | ||||
| Audit logA detailed record of every action taken in your workspace for compliance and security reviews. | ||||
| SLA & uptime guaranteeA contractual commitment to a minimum uptime percentage with financial remedies if not met. | ||||
| Support | ||||
| Help centerSelf-serve documentation, guides, and tutorials. | ||||
| Chat & email supportReach our support team directly through in-app chat or email. | ||||
| Priority supportYour tickets are handled first, with faster response times. | ||||
| Dedicated account managerA single point of contact who knows your setup and helps you get the most out of Octolane. | ||||
| Dedicated Forward Deployed EngineerAn Octolane engineer embedded with your team to build custom workflows and integrations. | ||||
| Migration serviceWe help move your data from your current CRM into Octolane. | Talk to sales | |||