Oliv is an AI agent platform for revenue teams that helps manage pipeline, meetings, CRM updates, research, forecasting, and coaching. It supports modular pricing, a 14-day free trial, and integrations with common sales and communication tools.

Oliv preview

What Oliv does

Oliv is an AI agent platform for revenue teams. It combines a context graph, specialized small language models, and workflow agents to help sales organizations manage pipeline, meetings, CRM updates, research, forecasting, and coaching.

The product is designed to work across the revenue lifecycle rather than as a single-purpose assistant. The site emphasizes that Oliv analyzes deal and account context in depth, then uses agents to carry out recurring work such as tracking opportunities, preparing meetings, updating records, and generating follow-up actions.

Oliv also positions its architecture around revenue-specific context. Its Object Graph attaches activity to the right account, contact, deal, renewal, or expansion, while its Intent Graph uses fine-tuned models for common revenue questions so outputs stay tied to the actual customer record and workflow.

Pricing is modular and annual, with separate packs for meeting insights and deal insights, plus the option to use Oliv Notetaker or continue with an existing recorder. The site also says training, support, implementation, and integrations are included, and that teams can start with a 14-day free trial.

Core capabilities

Object Graph for revenue context

Oliv organizes revenue data into an Object Graph so activities are attached to the right account, contact, deal, renewal, or expansion. This creates the context the agents use to work across the customer lifecycle.

Intent Graph for specialized reasoning

The Intent Graph uses 100+ specialized small language models trained for recurring revenue questions such as pains, budget, decision criteria, and competitive landscape. Oliv positions this as a way to keep outputs tied to the customer record instead of generic retrieval.

Purpose-built revenue agents

AI agents take on recurring work such as pipeline tracking, deal management, CRM updates, meeting prep, follow-up, research, and coaching. The site describes these agents as handling responsibilities end to end rather than only generating suggestions.

Deal and forecast insights

The pricing page says Oliv analyzes over 100 data points to surface pipeline truth and support deal and forecast work. It also offers deal insights such as deal health scoring, lifecycle tracking, and roll-up forecasting.

Broad system integrations

The site lists integrations with Salesforce, HubSpot, Gmail, Outlook, Zoom, Microsoft Teams, Gong, Chorus, Fireflies, dialers like Aircall, Dialpad, and Orum, plus LinkedIn. This supports syncing across CRM, email, calling, and meeting systems.

Trial and implementation options

The pricing page includes a free 14-day trial and says teams can start using Oliv instantly, with full customization typically completed in 2–4 weeks.

Practical use cases

  • Pipeline hygiene and CRM upkeep

    Use Oliv to keep opportunities current when reps are busy or notes are scattered across calls and emails. The Pipeline Tracker and CRM Manager are designed to sync stages, notes, and field updates back to the CRM automatically.

  • Meeting preparation and follow-up

    Use the Meeting Assistant and deal-focused agents to prepare for calls, capture notes, assign action items, and send follow-ups. The site also says Oliv can surface changes before a meeting so reps can adjust their prep.

  • Account and buyer research

    Use Researcher and Intent Graph outputs to build account dossiers, identify buyer pain points, and map decision makers before outreach or a customer conversation. This is aimed at helping teams work from account context rather than isolated snippets.

  • Deal review and forecasting

    Use Deal Driver and Forecaster to flag risks, track deal movement, and create pipeline or forecast updates for managers. The pricing page also points to deal health scoring, lifecycle tracking, and roll-up forecasting.

  • Post-sale lifecycle support

    Use the onboarding, customer success, and enablement agents to track handoffs, spot renewal or expansion signals, coach behaviors, and keep playbooks current. These scenarios are supported by the site’s lifecycle coverage, though page-level detail is limited.

Pros and Cons

Pros

  • Covers the revenue lifecycle with agents for pipeline, meetings, CRM, research, forecasting, onboarding, customer success, and enablement.
  • Uses specialized models and context graphs rather than generic retrieval alone, which the site says helps keep outputs tied to the full revenue record.
  • Supports modular purchasing, so teams can buy only the insight packs they need and add more later.
  • Includes migration, implementation, support, and integrations in the license price according to the pricing page.
  • Offers a 14-day free trial and says teams can start using the product immediately, with fuller customization typically taking 2–4 weeks.

Cons

  • The public site gives only partial detail on some integrations and workflows, so buyers may need a demo to confirm fit for specific processes.
  • Pricing is shown on an annual-commitment basis, which may not suit teams looking for monthly billing.
  • The strongest evidence on the site is for sales and revenue operations use cases; broader non-revenue use cases are not clearly documented.

FAQ

Can teams buy Oliv modularly?

Yes. The pricing page says Oliv is fully modular, so teams can buy only the packs they need, such as meeting insights, deal insights, or customer insights, and add more later.

Are there extra fees beyond the license price?

No. The pricing page says training, support, implementation, and integrations are included in the license price.

Does Oliv offer volume or term discounts?

Yes. Oliv says it offers flexible pricing, including discounts for larger teams and long-term commitments.

Can existing call data be migrated into Oliv?

Yes. Oliv says it handles full data migration from tools such as Gong, Avoma, Fireflies, and Clari, including recordings, transcripts, notes, and metadata.

How quickly can a team get started and connect existing tools?

Oliv says it integrates with major tools including Salesforce, HubSpot, Gmail, Outlook, Zoom, Microsoft Teams, Gong, Chorus, Fireflies, dialers, and LinkedIn. The site also says setup can start instantly, with fuller customization typically taking 2–4 weeks.

Quick Facts

Category
AI agents for revenue teams
Platform shape
Modular SaaS with AI agents and insight packs
Primary users
Sales, revenue operations, customer success, enablement, and related go-to-market teams
Pricing
Annual pricing with a 14-day free trial
Integrations
Salesforce, HubSpot, Gmail, Outlook, Zoom, Microsoft Teams, Gong, Chorus, Fireflies, dialers, and LinkedIn
Website
oliv.ai