Lead capture
Capture every enquiry before it goes cold.
CRM & sales operations
AI CRM and sales operations assistant
Olano captures leads, qualifies them, updates CRM records, drafts follow-ups for approval, and prepares pipeline reports on schedule. Start with one workflow, keep approvals where they matter, and go live in days, not months.
How the workflow runs
Lead arrives from WhatsApp, email, or a form → agent qualifies against your criteria → updates CRM → drafts follow-up → reports pipeline status.
Olano uses private, isolated workspaces, persistent memory, uploaded knowledge, human-in-the-loop trust levels, audit history, BYOK support, and hard spend caps.
MessageOlano agentKnowledge + toolsApproval gateReply or report
What is included
Each workflow can use 450+ connector tools, 75+ integrations, 15+ channels, 200+ MCP servers, 180+ specialist agents, and 12 languages.
Qualification
Apply your criteria consistently and route the next action.
CRM updates
Keep HubSpot, Salesforce, Google Sheets, or connected systems current.
Pipeline reports
Weekly summaries of response time, leads captured, and next actions.
Approval-first by design
Agents can draft, research, summarize, and prepare actions. External sends, public posts, financial actions, sensitive commitments, and system changes can require explicit human approval before they happen.
Best first step
Book the free 30-minute AI assessment. We map one recurring workflow, quote the build before work starts, and recommend whether the Founding Partner Pilot from S$499/month is a fit.
FAQ
Can it update our CRM?
Yes, through connected CRM tools such as HubSpot and approved integrations.
Will it send follow-ups without us?
Outbound follow-ups can be approval-gated by default.
Can it report KPIs?
Yes, pilots can include weekly reports on the metrics that matter.
Ready to map your first workflow?
Bring one bottleneck: missed enquiries, inbox backlog, recurring research, content approvals, or CRM follow-up.