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Agencies juggle dozens of client relationships, prospecting for new business while servicing existing accounts. Octolane manages it all from one workspace - automatically tracking relationships, following up, and surfacing opportunities across every account.

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What Octolane does for agencies

Tracks every relationship. Contacts and companies are created automatically from your team’s emails, meetings, and connected tools. Nothing slips through the cracks, even when you’re managing 50+ active relationships. Automates prospecting. Signal identifies potential clients visiting your website. The Outreach Agent drafts personalized messages. You focus on the conversations that matter. Keeps follow-ups running. The Follow-Up Agent monitors conversations across all your accounts and drafts follow-ups when things go quiet. Multiply that across every client and prospect - that’s dozens of follow-ups you’d otherwise miss. Customizes per workflow. Use custom fields, pipeline stages, and views to organize your CRM by client, service line, or team member.

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Agency setup

  1. Connect your team’s email accounts and calendars
  2. Set up custom pipeline stages that match your agency’s sales and client lifecycle
  3. Create views for different account types - prospects, active clients, past clients
  4. Install Signal on your website to capture inbound interest