Eight modules.
One nervous system.
The CRM built for teams that outgrew spreadsheets and generic pipelines. Lead capture, AI scoring, meeting booking, and outreach — running as one coordinated system.
8
Coordinated modules
6
Industry playbooks
<10m
Lead to booked meeting
app.octovate.io / inbox
Views
Lead Inbox
Sarah Chen
Al Marina Properties · Web form
James Park
TechFlow Inc. · Meta Ad
Maria Garcia
Coastal Realty · Email
David Kim
Urban Logistics · Google Ad
Meeting booked
Auto-assigned to Sarah C.
Lead Score
Hot lead
What it does
One inbox. Every lead, scored the moment it arrives.
Lead Inbox
Every inbound lead — form, email, chat, ad — lands in a single real-time stream. No more checking five tools to find out who reached out.
Sarah C.
Website form
James P.
Meta Lead Ad
Maria G.
Inbound email
AI Scoring & Routing
Leads scored and assigned automatically using rules built for your industry, not a generic model.
Meeting Booking
Prospects book directly onto your team's calendar. No back-and-forth, no double-booking.
Mon
10
Tue
11
Wed
12
Thu
13
Automated Follow-Up
Personalized email cadences that pause the moment a real reply comes in — never talk over a live conversation.
How it flows
From arrival to booked meeting — automatically.
Six steps, zero manual intervention. The system handles the entire flow until a rep is actually needed.
Industry-tuned
Doesn't force every industry through the same playbook.
Each business type gets its own scoring logic, its own deal stages, its own definition of “won.” Switch between industries to see how the same lead flows differently.
Scoring weights
Deal stages
Definition of “won”
Manually confirmed by agent after contract signing
Close rate
18%
Avg cycle
45 days
Al Marina Properties — Real Estate
From inquiry to booked viewing in under 10 minutes, automatically — no rep touched the lead until it was ready.
<10m
Inquiry to booking
0
Manual steps before handoff
3x
Faster than their old flow
See it running on your data.
We'll walk through a live instance configured for your industry — not a generic slideshow.
What happens after you reach out
You tell us your industry
Day 0Real estate, e-commerce, healthcare — we tune everything to match.
We configure a demo instance
Day 1Your lead sources, your scoring rules, your deal stages.
30-minute walkthrough
Day 2Live, on your data. Not a slideshow, not a generic demo.
You decide
Your callNo pressure, no locked-in contracts. Take it or leave it.