Deals, scoping, and AI-scored health in one motion.
Capture opportunities with value, probability, stage, and close date. Activity and stage changes are logged automatically, so nothing goes dark just because someone forgot to update the CRM.
Build project scope, budget, and timeline during the pre-sales motion, not after. Approvals route through the right stakeholders, and what gets approved becomes the project plan.
Octayne instantly generates a complete scope — phases, hours, budgets, and delivery structure — using your CRM data, transcripts, notes, and past work. You simply review, adjust, and approve. What gets approved becomes the project plan.
See the full pre-sales-to-project loop in one demo.
The other pieces that work alongside this one.
Capture every billable hour automatically.
Track, approve, and allocate project costs.
Staff, allocate, and forecast capacity.
Real-time team capacity and workload.
Plan, staff, and deliver with precision.
Roles, rates, and availability in one place.
Generate invoices from tracked work.
A PSA that reads your data and tells you what to do.
Revenue, costs, and margin in one place.