The Agentic CRM for AWS Partners

Ask the deal.
Move it forward.

Octora keeps the customer deal, ACE, funding, pricing, meetings and email in one intelligent record—then shows your reps what to do next and why.

Request a 20-minute demo Try the live sample chat

Interactive fictional opportunity · Nothing is sent or changed

Northstar Cloud Migration€48,000Scope changed2 stage gates openFictional sample

Solution validation · 5/10

STAGESolution validationACEAccepted · In sync

NEXTApprove revised pricing and send the recap

iDEAL INFO

Modernize twelve logistics workloads on AWS, including a newly requested non-production environment. The customer targets Q4 and needs a security review before approving the revised proposal.

Owner: Alex Morgan · Delivery model: Professional services · Updated yesterday

NEXT STEPConfirm revised scope and prepare the security workshopDue Friday

♙COMPANY & CONTACTS

1 company · 3 contacts

Northstar Logistics

Technical owner still missing

✉EMAIL

6 linked threads

Re: Revised migration scope

Procurement · yesterday

◎AWS & ACE

1 linked opportunity

Accepted · In sync

Retrieved today at 09:42

●MEETINGS

3 meetings · 2 recordings

Discovery meeting

Transcript and summary ready

AI SUGGESTIONS2

SCOPE & PRICINGHIGH93% confidence

Revise pricing and send the customer recap

The requested non-production environment changed the scope, and procurement expects an updated estimate by Friday.

EVIDENCE

TO PROGRESS ·

Interactive fictional sample. No live CRM, AWS, email or calendar data is accessed. Nothing is sent or changed.

cloudhero

Built first for CloudHero. CloudHero uses Octora as its CRM for customer opportunities, ACE coordination, funding, pricing and next actions.

Why we built it

WHY OCTORA

Generic CRMs stop where the AWS partner work begins.

HubSpot and Pipedrive can track a customer deal. ACE updates, funding requests, AWS status and partner follow-up still become a separate process. Spreadsheets make the gap larger. Octora replaces that split workflow with one CRM built around how AWS partners actually sell.

CUSTOMER PIPELINECustomer, commercial and activity record

ACEOpportunity fields and AWS-returned status

€

FUNDING + PRICINGRequest, amount and approval state

→Unified in
Octora

ONE CRM RECORD

Northstar modernization

Sales stageSolution validation

ACE statusIn sync · status retrieved

FundingRequest ready for review

Next actionConfirm support request

WHAT CHANGES

One CRM for the customer deal and the AWS motion.

Octora gives a lean partner team the pipeline discipline, AWS visibility and automation normally spread across several tools and people.

Run the whole partner motion in one CRM

Manage companies, contacts, deals, emails, meetings, tasks and next steps beside the AWS context that moves the opportunity forward.

Sales pipeline · communication · tasks

Keep ACE aligned as the deal changes

Create and update ACE opportunities, retrieve AWS status and surface mismatches without asking reps to enter the same opportunity twice.

Opportunity creation · status retrieval · sync

Move funding and pricing forward

Prepare and track funding requests, calculate pricing, assign owners and keep deadlines attached to the deal instead of scattered across tabs and messages.

Funding workflow · pricing · ownership

BUILT INTO THE CRM

Every conversation, partner and next step stays with the deal.

A lean AWS partner should not need separate tools for call notes, scheduling, inbox triage and partner coordination. Octora keeps the work—and the context—in one CRM.

01CONNECTED COMMUNICATION

Keep email and calendar activity attached to the opportunity.

Connect Gmail through OAuth or a standard IMAP/SMTP mailbox, keep threads, drafts and replies beside the deal, and bring Google Calendar activity into the CRM timeline.

Gmail · IMAP/SMTP · Google Calendar

02MEETING INTELLIGENCE

Turn every meeting into usable CRM context.

Record audio in the browser or upload a file. Octora creates a transcript and AI summary, links it to the deal, company and contacts, and proposes next steps.

Recording · transcript · summary · CRM links

03PARTNER ECOSYSTEM

Manage every partner around the deal.

Keep AWS, cloud providers, distributors, resellers and referral partners as first-class CRM records, with dedicated contacts by role, region and segment.

Partners · dedicated contacts · opportunity links

04MEETING SCHEDULING

Book meetings without another tool.

Create shareable one-to-one or group booking pages. Octora checks connected Google Calendars and creates bookings with Google Meet invitations.

Booking pages · availability · Google Meet

05SPECIALIZED AI AGENTS

Give every rep a team of focused agents.

Configure agents to qualify leads, classify and draft email, detect stalled deals, coordinate AWS updates, create onboarding checklists, turn voice notes into reviewable updates and send daily priorities.

Deal intelligence · AWS coordination · daily digest

HOW IT WORKS

Work the deal once.
Octora carries the AWS motion with it.

Start in Octora as your main CRM. Bring over the live opportunities you need from HubSpot, Pipedrive or a spreadsheet, then manage customer and AWS work from one deal record.

See Octora on one live opportunity

1
Run the deal in Octora
Manage the company, contacts, stage, value, communication, tasks and next step in your main CRM.
2
Every conversation updates the deal
Connected email and Google Calendar activity, plus meeting recordings, transcripts and summaries, keep the CRM current and surface suggested next steps.
3
Octora moves the AWS workflow forward
Create or update the ACE opportunity, retrieve AWS status, prepare a funding request and calculate pricing from the same deal.
4
Your team stays in control
Review consequential updates and outbound messages while Octora keeps the record, owners and deadlines aligned.

cloudhero

CLOUDHERO ON OCTORA

With Octora, our customer opportunities and the AWS work around them finally live in one place. The team can see what needs attention and move the next action forward without rebuilding the story across tools.

Ana UrsuCOO, CloudHero

Customer pipelineACE coordinationFunding & pricing

BUILT FOR A SMALL TEAM

One CRM for the CEO, the reps and the AWS motion.

A team of one to five reps does not need a stack that must be reconciled before every review. It needs one current deal record, one owner and one next action.

FOR THE CEO

See the whole business pipeline.

Customer stage, ACE status, funding, pricing, deal risk, owner and next action stay visible in one place.

FOR YOUR REPS

Work one deal record.

Turn inbox, calendar and meeting recordings into CRM updates, ACE actions, reminders and drafts without a second administrative shift.

FOR YOUR AWS ACCOUNT TEAM

Receive complete context and a clear ask.

Timely ACE data, relevant AWS services, requested support and a defined next step make the partner motion easier to understand and support.

A PRACTICAL 20-MINUTE PRODUCT WALKTHROUGH

Bring one active AWS opportunity. See the entire workflow run in Octora.

We’ll show how Octora turns email, calendar activity and recorded meetings into one current deal; connects the relevant partner contacts; creates and aligns the ACE opportunity; and moves funding, pricing and agent-driven next actions forward.

01 Customer pipeline, email, calendar and meeting intelligence
02 Partner records, ACE alignment and AWS status
03 Funding, pricing and AI-driven next actions

BEFORE YOU BOOK

Straight answers
for a lean team.

Is Octora a CRM?+

Yes. Octora is an agentic CRM purpose-built for AWS partners. It manages your customer pipeline, contacts, communication, tasks and next steps together with ACE opportunities, funding workflows, pricing and AWS status.

Does Octora replace HubSpot or Pipedrive?+

Octora is designed to become your main CRM, not sit beside another one. For a pilot, we can start with a small set of live opportunities imported from HubSpot, Pipedrive or a spreadsheet before moving the wider pipeline.

Does Octora replace AWS Partner Central or ACE?+

No. AWS Partner Central and ACE remain the authoritative AWS systems. Octora is your CRM: it keeps the customer deal connected to the corresponding AWS opportunity and brings AWS status back into the record.

What does Octora automate?+

Octora can automate opportunity creation and updates, retrieve AWS status, prepare and track funding requests, calculate pricing, create reminders and draft follow-ups. Permissions and review rules determine which actions require approval.

How does Octora connect communication and meetings?+

Octora connects Gmail or a standard IMAP/SMTP mailbox, brings Google Calendar activity into the CRM, provides shareable meeting-scheduling pages, and links recordings, transcripts and AI summaries to the relevant deal, company and contacts.

What do Octora’s AI agents handle?+

Configurable agents help qualify leads, classify email, draft replies and AWS updates, detect stalled deals, monitor customer health, create onboarding checklists, turn voice notes into reviewable CRM updates and deliver role-specific daily priorities.

Does Octora decide whether AWS funding is approved?+

No. Eligibility and approval remain with AWS. Octora organizes the supporting opportunity context, prepares the request workflow and keeps its AWS-returned status and next action visible.

Will AI send messages or change external records without approval?+

Consequential actions can require human review. Octora shows the supporting evidence and the proposed change before it is written or sent.

How is this different from AWS Partner Central agents?+

AWS capabilities provide authoritative AWS-side program intelligence and workflows. Octora is the partner’s CRM: it runs the customer relationship, commercial pipeline, communication, pricing, team accountability and the connection to ACE in one operating record.

How should we evaluate a 30-day pilot?+

Start with a handful of live opportunities. Measure time spent on duplicate entry, the share with a current stage and next step, stale deals found early, and the time from a customer meeting to an approved follow-up.

Ask the deal.Move it forward.