Octolane pricing

Every plan includes the AI CRM, meeting recording, enrichment, MCP, the API and webhooks. Starter comes with a 7-day free trial.

	Starter For founders getting started $99 per user/month Billed monthly	Pro For small sales teams $750 per month Billed annually	Team For teams of 8+ $1,200 per month Billed annually	Enterprise For larger organizations Custom Priced for your team
Usage
Editor seats	Up to 3	5 included+$150 per extra seat	10 included+$100 per extra seat	Custom
Viewer seats	Not included	Unlimited	Unlimited	Unlimited
Records	250,000	1,000,000	Unlimited	Unlimited
AI pipeline management
AI CRM	Included	Included	Included	Included
Meeting recording	Included	Included	Included	Included
Enrichment	Included	Included	Included	Included
Pipelines	Included	Included	Included	Included
Visitor tracking	Included	Included	Included	Included
Custom objects	Not included	Not included	Unlimited	Unlimited
Slack sync	Not included	Not included	Included	Included
LinkedIn sync	Not included	Not included	Included	Included
Prospecting and outreach
Agentic prospecting	Not included	Included	Included	Included
Intent signals	Not included	Included	Included	Included
Sequences	Not included	Email	Email + LinkedIn	Email + LinkedIn
Voice dialer	Not included	Not included	Early access	Early access
Automations and workflows
Automations	Not included	Up to 10 active	Unlimited	Unlimited
Routines	Included	Included	Included	Included
Stale deal reminders	Included	Included	Included	Included
Slack agent	Included	Included	Included	Included
Reporting
Reports	Not included	Up to 10	Unlimited	Unlimited
Dashboards	Not included	Up to 10	Unlimited	Unlimited
Integrations and API
MCP	Included	Included	Included	Included
API access	Included	Included	Included	Included
Webhooks	Included	Included	Included	Included
Integrations	Included	Included	Included	Included
Security and compliance
SOC 2 Type I and II	Included	Included	Included	Included
ISO 27001	Included	Included	Included	Included
HIPAA compliant	Included	Included	Included	Included
BAA available	Not included	Not included	Not included	Included
Roles and permissions	Admin and member	Basic	Advanced	Advanced
SSO and SCIM	Not included	Not included	Not included	Included
CRM sync	Not included	Not included	Not included	Included
Custom integrations	Not included	Not included	Not included	Included
Security review	Not included	Not included	Not included	Included
Sandbox	Not included	Not included	Not included	Included
Support
Email support	Included	Included	Included	Included
Slack support	Not included	Included	Included	Included
Onboarding call	Not included	Included	Included	Included
Done-for-you migration	Not included	Included	Included	Included
Forward-deployed engineer	Not included	Not included	Not included	Included
Priority support with SLA	Not included	Not included	Not included	Included

FAQ

Pricing questions

Plans, seats, billing and what happens if you leave.

No. Starter comes with a 7-day free trial, so you can connect your email and calendar and watch Octolane build your pipeline before you pay.

Starter is $99 per user per month billed monthly, or $79 per user per month billed annually, for up to 3 users. Pro and Team are billed annually. Enterprise is priced for your team.

Editors can edit records and run agents. Viewers can read everything and change nothing. Pro includes 5 editors and Team includes 10, with extra editors at $150 and $100 a month. Viewer seats are unlimited from Pro up.

Yes. On Starter most teams switch in under 20 minutes. Pro and Team include a done-for-you migration, and Enterprise gets a white-glove migration from any CRM.

Yes. Every plan includes the MCP server for Claude, ChatGPT and other AI tools, the REST API, webhooks and integrations.

Every plan is covered by SOC 2 Type I and II, ISO 27001 and HIPAA. Enterprise adds a signed BAA, SSO and SCIM, a custom DPA and a security review.

Your workspace keeps full access until the end of the billing period. Unused credit does not carry over. You can export your data as CSV or JSON at any time.