How records are created
Octolane creates accounts and contacts from:- Email - anyone you email or who emails you gets a contact record; their company gets an account
- Calendar - meeting attendees are added as contacts
- Website traffic - Signal identifies visiting companies and creates account records
- Form submissions - leads who fill out forms become contacts
- Enrichment - when a new contact is created, Octolane searches the web for their company and creates an account if one doesn’t exist
Automatic enrichment
Every record is enriched with data pulled from the web in real-time: Contacts: full name, job title, email, phone, LinkedIn profile, social accounts, location Accounts: company name, domain, industry, employee count, revenue estimate, funding data, tech stack, headquarters location, social profiles Enrichment happens automatically and stays current - Octolane periodically refreshes data so records don’t go stale.Merging duplicates
When the same person or company enters your CRM from multiple sources (email + website visit + form submission), Octolane detects the overlap and merges records automatically. You can also merge records manually if needed.Account and contact pages
Click any account or contact to see their full page:- Activity timeline - every email, meeting, note, website visit, and agent action
- Associated deals - all opportunities tied to this account or contact
- Enrichment data - firmographic and demographic details
- Custom fields - any additional data you’ve configured