The most frequently asked questions from people evaluating and onboarding to Octolane.Documentation Index
Fetch the complete documentation index at: https://docs.octolane.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
What is Octolane?
What is Octolane?
A self-driving CRM that updates itself from Gmail and Calendar. Built for founder-led B2B teams.
How is it different from HubSpot or Salesforce?
How is it different from HubSpot or Salesforce?
Traditional CRMs are databases that need manual entry. Octolane fills itself in from your real conversations.
Does Octolane send emails on my behalf?
Does Octolane send emails on my behalf?
Only when you approve. Drafts queue up for review; nothing leaves your outbox without you.
How long does setup take?
How long does setup take?
Ten minutes. Connect Gmail and Calendar. Your first auto-detected deals appear shortly after.
Is my data safe?
Is my data safe?
Encrypted in transit and at rest. SOC 2 Type II. Your data is never used to train models. See Security.
Can I use it solo?
Can I use it solo?
Yes. Pro plan is built for individual founders. Invite teammates anytime.
Can I import from another CRM?
Can I import from another CRM?
Yes. HubSpot, Salesforce, Pipedrive, Attio, or CSV. See Migrating from HubSpot.
What does it cost?
What does it cost?
Pro is $49/seat/month. Business is $99/seat/month. Team is custom. See Plans and pricing.
Do you have an API?
Do you have an API?
Yes. REST API, webhooks, MCP server for Claude/Cursor, and Zapier. See Build with Octolane.
How do I get help?
How do I get help?
Email help@octolane.com or see Support.