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@halim__rafi

co-founder @octolane (YC W24) – Self-Driving AI CRM

San Francisco, CA Se unió Temmuz 2023
476 Siguiendo456 Seguidores
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Rafi
Rafi@halim__rafi·
1,000+ companies onboarded. Migrated customers from legacy CRMs. Built a database from scratch where each AI agent talks to each other. You just ask for what you need. like talking to a co-founder, and @octolane figures it out and does the work end to end. Proud to be building it with @coffeewithone and the fabulous team! Give it a shot today. Text me directly if you need a walkthrough and if you hit any issues, we're right here. Built in San Francisco 🌉 thanks to Y Combinator
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Coffee with One 🇺🇸@coffeewithone

Octolane started by watching my mom. Single mom. Four sons. Seven days a week. No CRM. But she remembered every customer and every promise. I was Mintlify's first intern working in SF. One day I looked at the Salesforce tower and thought: my mom didn't need a CRM. What if no one did? Dropped out of Duke. Started Octolane with my best friend @halim__rafi and a team of 5, engineers twice our age who left real jobs to bet on us. Working from coffee shop to coffee shop, 7 days a week, spending as little as possible. Today, after onboarding 1,000+ companies manually, @octolane - The Self-driving AI CRM is generally available. You talk to Octolane like a co-founder. It figures things out and does the work end to end. Because the best CRM is no CRM. → 10,000+ action types - the largest action library in any CRM → 200+ integrations + MCP server (works inside Claude, Cursor, ChatGPT) → Multi-agent system: agents talk to each other to run your pipeline → Self-improving sales playbook that compounds with every deal Give it a shot today. Break the product. Let us know. My number: 628-285-1600. Text me for a launch-day coupon. First 20 calls, I'll onboard you myself. 🌉 Built in San Francisco | Thanks to @ycombinator

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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
started coding at 4pm Thursday. it is now 5:14am. my body is asking questions my roadmap refuses to answer. being young and single is great because at no point tonight did anyone text me "are you still at the office??" One underrated perk of it is that you can pull a random Thursday all nighter and the only one who's disappointed in you is your Oura ring anyway here's what's shipping at @octolane 🏎️
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
Let me tell you what that actually means. It means you ship again and again and nothing works. Endless iteration cycle. and people keep tell you it’s not going to work, and you say: just one more day. It means you have 100x less funding than your closest competitors. You cut your own salary to onboard new engineers. You work from coffee shops instead of an office. And you keep onboarding customers anyway. It means your competitors are everywhere, billboards in your city, ads on the Muni, even in the sky, while you quietly migrate their customers off their platforms. They’re too proud to notice. It means it takes years, not months. There were a hundred moments we could’ve died. We didn’t. Because we didn’t stop. Then one day, it clicks. The product is flawless. Conversion rate jumps. Sales get easier. Users hit bugs, and keep using you anyway. That’s the signal. You fix it the same day, they stay, and they bring more users. People keep texting me about our ARR. But that was never the point. Your startup won’t die because you ran out of money or because it was a bad idea. It’ll die because you didn’t have the patience to learn, fall, and run again. Execution doesn’t come easy. You have to learn from every failure, and you need a singular force of will to identify where to focus and ignore everything else. Keep showing up. It works out. It’s working out for us.
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Paul Graham@paulg

You are far more dangerous to your startup than competitors are. A hundred times more startups die from poor execution by their founders than are killed by competitors.

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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
This morning I was on two calls at the same time, one a sales call, the other a customer onboarding session for @octolane. 30+ Slack messages waiting. Emails piling up. Texts saying 'can you onboard us?' (the product is self-serve, but everyone wants this or that). Investors reaching out for data points and coffee chats. I woke up and was putting out fires before I'd even brushed my teeth. If you know great software engineers working with AI, someone who really understands context engineering for long-running, multi-step complex tasks, please dm me. We need more people right now. Thank you @pranavbedi for coming by our place, learned a lot from you 🙏
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Chandrika Maheshwari
Chandrika Maheshwari@Chandrika633·
i’m being told it’s officially summer… …but we’re still rollin with our spring 𝖼̶𝗅̶𝖾̶𝖺̶𝗇̶𝗂̶𝗇̶𝗀̶ shipping at Quivly 🌸 week 8 - Ask Quivly get answers to your customer questions in seconds.
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Vlad Shapovalov
Vlad Shapovalov@shapovalim·
@halim__rafi reconstructing context is the important part. drafting the follow up is easy after the system actually knows what happened.
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Rafi@halim__rafi·
"Connect Salesforce, Octolane does the rest" is four steps that used to be four contractors. Read the existing pipeline. Detect which deals are real and which went quiet. Reconstruct context from the thread history. Draft the follow-up in the rep's voice. We built it as one pipeline so the customer sees output the morning they connect, not the quarter they connect.
Coffee with One 🇺🇸@coffeewithone

A Salesforce customer just signed to switch to @octolane this morning. They just connected their Salesforce to Octolane, and Octolane did the rest: 1. Found where revenue was leaking 2. Identified 300+ missed follow-ups and drafted every single one 3. Built all the automations they needed 4. Enriched their entire dataset 5. Created a sales brain inside Octolane Now I have 5 more sales call to go today, and the research is already done by Octolane. Attached photo: new customer case study dropping soon!

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Rafi@halim__rafi·
@vitorviesi @coffeewithone @octolane @nucleoicons the hard part of meeting prep isn't the button. it's that the CRM already read every thread and past meeting with that account before you clicked. vitor made the hard part look obvious ✨
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
📈 zero outbound and zero ads. Just a product people can't go back from. The best CRM is no CRM. The market just caught up
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
fastest way to use @octolane is just talking to it. it's incredible seeing unbelievable uses cases customers use Octolane for: A customer asked Octolane to audit their existing CRM and clean up the pipeline. It flagged stale deals, duplicate contacts, opportunities sitting in the wrong stage and then fixed them. Then he generated a full pipeline report by pulling from 4 different data sources at once: deals, email activity, meeting notes, and enrichment data stitched into one narrative. zero csv back and forth. Then he started generating meeting prep in bulk with every call on the calendar that month. Dream scenario that we keep perfecting day after day is that I'll just describe the outcome and it will take care of the rest, and it's working. The best CRM is no CRM
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Rafi@halim__rafi·
@coffeewithone @octolane The switch is the part everyone underestimates. Most CRM migrations are a quarter of CSV exports and field mapping before anyone sees value. Connecting Salesforce and surfacing 300 missed follow-ups the same morning is a different category of onboarding entirely 💪
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
A Salesforce customer just signed to switch to @octolane this morning. They just connected their Salesforce to Octolane, and Octolane did the rest: 1. Found where revenue was leaking 2. Identified 300+ missed follow-ups and drafted every single one 3. Built all the automations they needed 4. Enriched their entire dataset 5. Created a sales brain inside Octolane Now I have 5 more sales call to go today, and the research is already done by Octolane. Attached photo: new customer case study dropping soon!
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Coffee with One 🇺🇸@coffeewithone

That’s more than my co-founder’s salary and mine combined. Great campaign but can’t afford the plane. Here’s what we did instead to get our first 100 customers, and 1,300 more since, on $0 of outbound: 1. I knocked on every door at StartupHQ at 156 2nd st. during YC. Then Wework, then 20+ different coffee shops in SF. Annoyed half of them. Then bought the other half coffee and pastries. Cleaned their CRMs by hand. My co-founder couldn’t be in the US (visa compelexity), so I ran the city office to office by day and coded with him at night. 2. We became the #1 CRM in our YC batch. Then those companies scaled, hired a sales lead, and told us “I’m just gonna use HubSpot.” Painful but we kept shipping. 3. I won’t pretend it was a clean line up. Finding PMF was brutal. We knew people liked the idea but the hard part was getting them to the moment the product actually clicked. Activation took us months to crack. Retention took longer. We rewrote the sidebar more times than I can count, changed the onboarding, the copy, the animations: anything to get someone to that “oh, it just does this for me” moment one day sooner. It compounds. The friction we saw on Monday didn’t exist by Friday. 4. Then it turned. The day we pushed on revenue, it started doubling. We’re on track to double again in June, while migrating companies off HubSpot, Pipedrive, Salesforce, and Attio at the same time. People show up already paying for a CRM, walk us through everything they hate about it, and switch. They were promised a lot with other AI CRMs. They didn’t get it. We ship the same day, whether you pay $20/mo or $3,000/mo. Numbers nobody asked for: → 1,400 customers → $0 spent on ads, ever → Revenue doubling, again, this month → Companies that raised hundreds of millions called me. I told them the product wasn’t ready, come back later. They did and now they are switching. 3 core promises: 1. Never miss a follow up. 2. Never update a field by hand again. 3. Talk to your CRM like a co-founder We didn’t do any stunts or banner. Just grit and a line I’ve said a thousand times: “Don’t buy anything. Just tell me what’s broken and what you’d pay to fix it.” Someone once told me it’s easier to change a person’s religion than migrate them off Salesforce. We do four denominations now: HubSpot, Pipedrive, Salesforce, Attio. Hundreds of people said this would never work. And if you’re reading this doubting yourself: I promise you, just keep showing up. Companies with hundreds of millions in funding or 10x employees are no match for a couple of delusional folks with a chip on their shoulder who refuse to stop showing up, day after day. Like Steve Jobs said, take care of the top and the bottom takes care of itself. Build a great product, worthy of the AI era. The rest compounds. You don’t need the plane. You just need to keep showing up while everyone else watches it fly. @octolane - Self-driving AI CRM

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Rafi@halim__rafi·
a banner is rented attention. it lands, the sky empties, you're back to zero. the product compounds the other way. every correction from every brutal month is still in there, still running while we sleep. one knocked on the doors. i shipped at night. you don't outspend the plane. you out-last it.
Coffee with One 🇺🇸@coffeewithone

That’s more than my co-founder’s salary and mine combined. Great campaign but can’t afford the plane. Here’s what we did instead to get our first 100 customers, and 1,300 more since, on $0 of outbound: 1. I knocked on every door at StartupHQ at 156 2nd st. during YC. Then Wework, then 20+ different coffee shops in SF. Annoyed half of them. Then bought the other half coffee and pastries. Cleaned their CRMs by hand. My co-founder couldn’t be in the US (visa compelexity), so I ran the city office to office by day and coded with him at night. 2. We became the #1 CRM in our YC batch. Then those companies scaled, hired a sales lead, and told us “I’m just gonna use HubSpot.” Painful but we kept shipping. 3. I won’t pretend it was a clean line up. Finding PMF was brutal. We knew people liked the idea but the hard part was getting them to the moment the product actually clicked. Activation took us months to crack. Retention took longer. We rewrote the sidebar more times than I can count, changed the onboarding, the copy, the animations: anything to get someone to that “oh, it just does this for me” moment one day sooner. It compounds. The friction we saw on Monday didn’t exist by Friday. 4. Then it turned. The day we pushed on revenue, it started doubling. We’re on track to double again in June, while migrating companies off HubSpot, Pipedrive, Salesforce, and Attio at the same time. People show up already paying for a CRM, walk us through everything they hate about it, and switch. They were promised a lot with other AI CRMs. They didn’t get it. We ship the same day, whether you pay $20/mo or $3,000/mo. Numbers nobody asked for: → 1,400 customers → $0 spent on ads, ever → Revenue doubling, again, this month → Companies that raised hundreds of millions called me. I told them the product wasn’t ready, come back later. They did and now they are switching. 3 core promises: 1. Never miss a follow up. 2. Never update a field by hand again. 3. Talk to your CRM like a co-founder We didn’t do any stunts or banner. Just grit and a line I’ve said a thousand times: “Don’t buy anything. Just tell me what’s broken and what you’d pay to fix it.” Someone once told me it’s easier to change a person’s religion than migrate them off Salesforce. We do four denominations now: HubSpot, Pipedrive, Salesforce, Attio. Hundreds of people said this would never work. And if you’re reading this doubting yourself: I promise you, just keep showing up. Companies with hundreds of millions in funding or 10x employees are no match for a couple of delusional folks with a chip on their shoulder who refuse to stop showing up, day after day. Like Steve Jobs said, take care of the top and the bottom takes care of itself. Build a great product, worthy of the AI era. The rest compounds. You don’t need the plane. You just need to keep showing up while everyone else watches it fly. @octolane - Self-driving AI CRM

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Rafi@halim__rafi·
@coffeewithone buried in here is the one line that's actually true: "coded with him at night." visa kept me out of the country for the first 100 customers. you ran sf door to door by day, i shipped from the other side of the world at night. nothing about that has changed
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
That’s more than my co-founder’s salary and mine combined. Great campaign but can’t afford the plane. Here’s what we did instead to get our first 100 customers, and 1,300 more since, on $0 of outbound: 1. I knocked on every door at StartupHQ at 156 2nd st. during YC. Then Wework, then 20+ different coffee shops in SF. Annoyed half of them. Then bought the other half coffee and pastries. Cleaned their CRMs by hand. My co-founder couldn’t be in the US (visa compelexity), so I ran the city office to office by day and coded with him at night. 2. We became the #1 CRM in our YC batch. Then those companies scaled, hired a sales lead, and told us “I’m just gonna use HubSpot.” Painful but we kept shipping. 3. I won’t pretend it was a clean line up. Finding PMF was brutal. We knew people liked the idea but the hard part was getting them to the moment the product actually clicked. Activation took us months to crack. Retention took longer. We rewrote the sidebar more times than I can count, changed the onboarding, the copy, the animations: anything to get someone to that “oh, it just does this for me” moment one day sooner. It compounds. The friction we saw on Monday didn’t exist by Friday. 4. Then it turned. The day we pushed on revenue, it started doubling. We’re on track to double again in June, while migrating companies off HubSpot, Pipedrive, Salesforce, and Attio at the same time. People show up already paying for a CRM, walk us through everything they hate about it, and switch. They were promised a lot with other AI CRMs. They didn’t get it. We ship the same day, whether you pay $20/mo or $3,000/mo. Numbers nobody asked for: → 1,400 customers → $0 spent on ads, ever → Revenue doubling, again, this month → Companies that raised hundreds of millions called me. I told them the product wasn’t ready, come back later. They did and now they are switching. 3 core promises: 1. Never miss a follow up. 2. Never update a field by hand again. 3. Talk to your CRM like a co-founder We didn’t do any stunts or banner. Just grit and a line I’ve said a thousand times: “Don’t buy anything. Just tell me what’s broken and what you’d pay to fix it.” Someone once told me it’s easier to change a person’s religion than migrate them off Salesforce. We do four denominations now: HubSpot, Pipedrive, Salesforce, Attio. Hundreds of people said this would never work. And if you’re reading this doubting yourself: I promise you, just keep showing up. Companies with hundreds of millions in funding or 10x employees are no match for a couple of delusional folks with a chip on their shoulder who refuse to stop showing up, day after day. Like Steve Jobs said, take care of the top and the bottom takes care of itself. Build a great product, worthy of the AI era. The rest compounds. You don’t need the plane. You just need to keep showing up while everyone else watches it fly. @octolane - Self-driving AI CRM
Sam Blond@samdblond

The Monaco Plane: Economics and Impact. If you've been in SF over the last 10 days, you've likely seen the Monaco Plane flying around. I'm receiving countless messages asking about how expensive it is and if it's working. So here are those answers:

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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
Here' me talking to our ai crm @octolane to generate report, find icp and then draft emails in your voice at scale. Hours of work, done in 5m!
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
6 demo calls today. Here's what worked and what didn't. Plus what we're shipping because of it. 6am call. Login was breaking on a specific browser. Engineer jumped in and fixed shipped while I was still talking. Found a few more edge cases, and we were patched before noon. Then @octolane migrated 100K+ records from their legacy CRM in one shot. Octolane's agent needed more context than the prospect gave upfront. Grateful to have customers who push us. This how the product gets better every single day. Next call already scheduled in a whatsapp group before we hung up. Second call. No show. Follow-up was drafted by Octolane so all handled. Third call was person. Specific use case I hadn't seen before. Onboarding works, but we need to do better at teaching users how to actually get value out of AI chat. Which prompts to use, what to ask, when. We need a prompt library specifically for ai crm. Shipping this tomorrow. Then right after the call Octolane generated the faq from the meeting itself. Fourth call. It could be 6 figures. Bigger deals need a different posture. Sophisticated AI can overwhelm a buyer who's trying to evaluate. The move here is FDE to do the work for them. Plus need to walk them through the meaning. Shared meeting minutes with the Octolane recording included. Team is taking it back internally. Follow up draft already in Octolane if we don't hear back. Fifth call. Founder evaluating four AI CRMs at once where already happy with his current setup. But the conversation taught me something specific: there's an ICP that wants 10x the result from an AI CRM vs. what the market offers today and they need a different flow to get there. The agentic pipeline builder + agent manager is hidden in Octolane. Shipping V2 in 2 weeks. Then I looked up and it's 7:30pm. Missed breakfast and dinner. Now I'm ordering ramen on Doordash. Mission bay balcony and spotify playlist my friend from college gave me. We're consistently booking sales calls from inbound without chasing anything. Goal is to double it next week, still inbound only. I know which levers to pull so now working with the team to figure out the fun details. One day at a time... (Also, thank you @finta for the frame. Love the gift!!!)
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
the pace at @octolane right now is unreal thanks to @vitorviesi who gave Octolane a soul and the engineering working non stop to make this reality. Sign up to your first real deal in under 1 min. AI native onboarding built for both agents and human. This is already live! what we ship in the next 30 days is going to make every other CRM look like a database. clarity, focus, a team locked in. What more do you need?
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Vitor@vitorviesi

A better way to start ⚒️ Onboarding improvements for @octolane From setup to first value. With @coffeewithone @halim__rafi

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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
Meeting prep by @octolane Self-driving AI CRM. Not only Octolane identified that I should create a deal on top of coaching me on what to say in a call, but also it correctly identified the Stage and what Pipeline the deal should go proactively. Then it went ahead asking me if I wanna draft an email as well.
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Coffee with One 🇺🇸
Coffee with One 🇺🇸@coffeewithone·
A lot of folks texted me asking about the team behind this @octolane launch. The video was directed and recorded by @osmo_studio - incredibly professional and collaborative! We wanted a launch video and they created a film that we can look back to even after 10 years later. Thank you @willyhopps and the amazing video crews!!! ❤️ Silicon Valley needs more storytellers
Coffee with One 🇺🇸@coffeewithone

Octolane started by watching my mom. Single mom. Four sons. Seven days a week. No CRM. But she remembered every customer and every promise. I was Mintlify's first intern working in SF. One day I looked at the Salesforce tower and thought: my mom didn't need a CRM. What if no one did? Dropped out of Duke. Started Octolane with my best friend @halim__rafi and a team of 5, engineers twice our age who left real jobs to bet on us. Working from coffee shop to coffee shop, 7 days a week, spending as little as possible. Today, after onboarding 1,000+ companies manually, @octolane - The Self-driving AI CRM is generally available. You talk to Octolane like a co-founder. It figures things out and does the work end to end. Because the best CRM is no CRM. → 10,000+ action types - the largest action library in any CRM → 200+ integrations + MCP server (works inside Claude, Cursor, ChatGPT) → Multi-agent system: agents talk to each other to run your pipeline → Self-improving sales playbook that compounds with every deal Give it a shot today. Break the product. Let us know. My number: 628-285-1600. Text me for a launch-day coupon. First 20 calls, I'll onboard you myself. 🌉 Built in San Francisco | Thanks to @ycombinator

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