PRE-SALES

From pipeline to project — without a handoff seam

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

Book a demo

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.

Screenshot placeholder
Pipeline kanban
Screenshot placeholder
Scoping session
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.

DEAL HEALTH SCORING

Catch deals before they stall

Octayne scores every opportunity 0 to 100 based on activity recency, time in stage, probability, and completeness. Deals sliding sideways surface with a clear recommendation — schedule a follow-up, set a close date, update the probability.

Screenshot placeholder
Deal health panel

Close deals already ready to deliver

See the full pre-sales-to-project loop in one demo.

Book a demo
Support Terms of ServicePrivacy Policy Onboarding Toolkit
© Octayne Technologies, Inc. 2026