PRE-SALES

From pipeline to project — without a handoff seam

Deals, scoping, and AI-scored health in one motion.

Octayne connects your sales motion to delivery without a handoff seam. The pipeline tracks every deal with value, probability, and stage; AI-scored deal health flags the ones sliding sideways; and scoping sessions let sales and delivery agree on budget and timeline before the contract lands. Once a deal is approved, it becomes a project — already staffed, already scoped.

PIPELINE

Every deal, tracked

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.

SCOPING

Budgets and phases before kickoff

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.

AI‑GENERATED SCOPES

Your project plan builds itself

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.