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Documentation Index

Fetch the complete documentation index at: https://docs.octolane.com/docs/llms.txt

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Octolane is a self-driving CRM. It connects to Gmail and Calendar, then runs your sales pipeline automatically. Auto-detected deals, auto-filled fields, auto-drafted follow-ups, auto-recorded meetings. You stay in control through a human-in-the-loop approval queue.

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Who it’s for

  • Founder-led B2B teams running their first sales motion.
  • Seed–Series A startups that don’t want to spend their first year configuring Salesforce.
  • Solo founders doing 50–500 conversations a quarter who refuse to lose deals to bad data entry.

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What to expect

  • 10 minutes to first value. Connect Gmail and Calendar, see auto-detected deals appear.
  • Plain English everywhere. AI Chat is the front door. Ask for any report, command any change.
  • Human in the loop by default. Nothing consequential happens without your approval. Tune thresholds when you trust it.

Quickstart

Start running your CRM in plain English in 5 minutes.

Learn the platform

Data model, objects, AI fields, pipelines, and views.

Build with Octolane

MCP server for Claude and Cursor, REST API, webhooks, and Zapier.

Run your AI sales motion

Playbooks for founder-led B2B teams.

What's new

See the latest product updates, new features, and improvements.