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Octolane sets up in under 10 minutes. By the end of this guide, your agents will already be finding deals, identifying website visitors, and building your pipeline.
1

Create your account

Go to octolane.com/signup and sign up with your Google account or email.Name your workspace when prompted. This is your team’s shared CRM - you can invite others later.
2

Connect your email and calendar

After signing up, connect your Gmail and Google Calendar. This is how Octolane starts detecting deals.Octolane reads your email and calendar history to find existing deals, create contact records, and log past meetings. It performs a back-sync so your pipeline isn’t starting from zero.You can connect multiple email accounts. To add more later, go to Settings → Integrations → Add account.
Octolane never sends emails on your behalf without your explicit approval. It reads your data to find deals - it doesn’t act without your permission.
3

Install Signal on your website

Add the Signal tracking script to your website to start identifying which companies are visiting your site.You can install it by adding a small code snippet to your site’s <head> tag or through Google Tag Manager. Full instructions are in the Installing Signal guide.This step is optional but recommended - Signal is how Octolane finds prospects who haven’t reached out yet.
4

Connect additional data sources

Octolane connects to over 250 tools and data sources. Connect your web analytics, LinkedIn, WhatsApp, or any other tools your sales workflow touches.Go to Settings → Integrations to browse and connect available data sources.
5

Watch your pipeline build itself

Once your data sources are connected, Octolane’s agents get to work immediately:
  • The Deal Finder Agent starts detecting deals from your email and calendar history
  • The Signal Agent begins identifying companies visiting your website
  • Contacts and companies are automatically created and enriched
  • Your pipeline starts filling with real opportunities
Use the sidebar to explore your Pipeline, Accounts, Contacts, and Activity Feed as data flows in.
6

Invite your team

Octolane works best when your whole team is connected. Go to Settings → Team → Invite and add your teammates by email.When teammates join, Octolane merges shared contacts and companies automatically - everyone sees the same up-to-date data.Octolane supports two roles:
  • Admins can customize the data model, edit pipeline stages, manage agents, and invite members
  • Members can view and contribute but can’t change workspace-wide settings

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What to do next

Your agents are already running. Here’s how to get the most out of Octolane:

How Octolane Works

Understand how agents find deals, qualify leads, and follow up.

Your AI Sales Team

Learn what each agent does and how to manage them.

Customize Your Pipeline

Set up stages that match how you actually sell.

Set Up Signal

Start identifying companies visiting your website.

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Common questions

Under 10 minutes. You can start exploring your CRM while Octolane syncs your data in the background.
Yes. Set up your account, connect your data sources, and explore. Your data and setup carry over when teammates join.
Signal is optional. Octolane still works with email, calendar, and your other connected data sources. You can add Signal later.
No. When agents draft emails or follow-ups, they queue them for your review and approval. Nothing goes out without your say-so.