Your CRM can now run itself
Your CRM can now run itself
Meet CRM Manager — the always-on agent that lives in your revenue org and keeps every record current. True revenue intelligence, unlocked.
Meet CRM Manager — the always-on agent that lives in your revenue org and keeps every record current.
True revenue intelligence, unlocked.
Trusted by 100+ revenue teams
The Problem
Your CRM reflects what got logged, not what happened
Your CRM reflects what got logged,
not what happened
This gap has consequences across your revenue process:
This gap has consequences across your revenue process:
5.2 hrs
lost per person, per week
85% salespeople
missed a sale due to bad CRM data
$12.9M
lost due to bad CRM Data
What CRM Manager Can Do For You
Everything your CRM should have been doing all along
Everything your CRM should have been
doing all along
Writes to your CRM after every activity
Stage, close date, next steps, methodology fields, custom fields — pulled from what was actually said, without anyone touching the keyboard.
Standard fields: close date, amount, stage, next steps, last activity date
Methodology fields: MEDDPICC, BANT, or your custom framework
Custom fields configured by Oliv - not a RevOps task anymore.
Applies across sales, CS, renewals, and QBRs
Maps your org from the first signal
CRM Manager builds and maintains your entire account structure — enriching new records, resolving duplicates, mapping acquisitions and reorgs, and tracking every stakeholder role across every deal.
Creates and enriches contacts and accounts the moment they appear in any activity.
Maps each contact to the right account and opportunity.
Handles multi-threaded deals, calls, acquisitions, and reorgs
Tracks stakeholder roles continuously
Adheres to your revenue methodology
MEDDPICC, BANT, or a custom framework. Every field reflects where the deal actually stands — not the last time someone had a spare minute.
Methodology fields stay updated from conversation signals
Works with any framework configured during onboarding
Updates in real time as criteria shifts and stakeholders change
Always shows its work
Every proposed update surfaces with the exact moment in the conversation that triggered it. Accept, edit, or reject per field. Nothing changes without a reason you can trace.
Every suggestion includes its source: the specific call moment
Users can accept, edit, or reject before anything is written
Manager view: view pending updates with tailored dashboards
RevOps weekly digest: suggestions made, acceptance rate, records cleaned, time saved
The always on agent
CRM Manager works in the background — but RevOps can direct it at any time:
The always on agent
CRM Manager works in the background — but RevOps can direct it at any time:
In Practice
A week in the life of RevOps, ft. CRM Manager
The pipeline review is ready. You didn't need to ask.
Every field updated. Every stage current. No cleanup job before or after the meeting.
A deal shifts, you hear about it before anyone reports it.
New buyer on a call — CRM Manager creates the contact, maps the stakeholder, updates the fields. Before anyone logs it.
Your governance digest lands at 8AM.
The agent flags suggestions, acceptance rate by rep and cleaned up records at the end of the week. One email, full picture.
The pipeline closes out without you.
Enrichment done. Duplicates resolved. Reps review, RevOps gets the summary. Monday starts clean.
The pipeline review is ready. You didn't need to ask.
Every field updated. Every stage current. No cleanup job before or after the meeting.
A deal shifts, you hear about it before anyone reports it.
New buyer on a call — CRM Manager creates the contact, maps the stakeholder, updates the fields. Before anyone logs it.
Your governance digest lands at 8AM.
The agent flags suggestions, acceptance rate by rep and cleaned up records at the end of the week. One email, full picture.
The pipeline closes out without you.
Enrichment done. Duplicates resolved. Reps review, RevOps gets the summary. Monday starts clean.
The pipeline review is ready. You didn't need to ask.
Every field updated. Every stage current. No cleanup job before or after the meeting.
A deal shifts, you hear about it before anyone reports it.
New buyer on a call — CRM Manager creates the contact, maps the stakeholder, updates the fields. Before anyone logs it.
Your governance digest lands at 8AM.
The agent flags suggestions, acceptance rate by rep and cleaned up records at the end of the week. One email, full picture.
The pipeline closes out without you.
Enrichment done. Duplicates resolved. Reps review, RevOps gets the summary. Monday starts clean.
The pipeline review is ready. You didn't need to ask.
Every field updated. Every stage current. No cleanup job before or after the meeting.
A deal shifts, you hear about it before anyone reports it.
New buyer on a call — CRM Manager creates the contact, maps the stakeholder, updates the fields. Before anyone logs it.
Your governance digest lands at 8AM.
The agent flags suggestions, acceptance rate by rep and cleaned up records at the end of the week. One email, full picture.
The pipeline closes out without you.
Enrichment done. Duplicates resolved. Reps review, RevOps gets the summary. Monday starts clean.
Control
CRM Manager is available in 2 modes
CRM stays current. No one gets chased.
From pipeline to lifeline, your CRM always reflects reality, autonomously and automatically.
Good fit: If you've validated accuracy and want the pipeline to run without someone behind it.
Every update made visible before it's written
Suggestions surface with the exact moment that triggered them.
Good fit: If your team is building confidence in the data, or where accuracy needs a human call before committing.
CRM stays current. No one gets chased.
From pipeline to lifeline, your CRM always reflects reality, autonomously and automatically.
Good fit: If you've validated accuracy and want the pipeline to run without someone behind it.
Setup
Up and running before the day ends
01
Connect your CRM
One-click integration with Salesforce, HubSpot, or Zoho. Pipeline and fields sync instantly.
02
Activity starts the engine
From the first meeting, call, or email — CRM Manager is already working.
03
Your CRM stays current
Review updates as they come in. Build confidence. Switch to auto. Done.
Integrations
Works with the tools your team already uses
Better Together
CRM Manager works best when it's not working alone
Pair it with Oliv's agents for your entire revenue team to leverage accurate data.
Better Together
CRM Manager works best when it's not working alone
Pair it with Oliv's agents for your entire revenue team to leverage accurate data.
Don't chase the record,
close that deal!
Marcus, an AE at a 200-person SaaS company, just finished a demo. New economic buyer has been brought in last minute. Next call in 20 minutes.
By the time he opens his laptop: stakeholder added, MEDDIC revised, next step logged. Deal Assistant has flagged a risk. He walks in ready.
Catch risk before it becomes churn.
David's last QBR — the champion mentioned a reorg. Almost in passing.
CRM Manager caught it. Stakeholder map updated. Champion flagged at-risk. Alert sent to the AE.
Nobody had to ask. The renewal conversation started three weeks earlier than it would have.
Don’t chase the record, close that deal!
Marcus, an AE at a 200-person SaaS company, just finished a demo. New economic buyer has been brought in last minute. By the time he opens his laptop: stakeholder added, MEDDIC revised, next step logged.
ROI
Already paying to solve this problem?
*Per 50 users
CRM Manager
Starts at $29 per user/mo
Frequently Asked Questions
Both. By default, every suggested update surfaces for review before anything hits your CRM. Once your team has built confidence, switch to auto mode for fully hands-free updates.
Every update includes its source — the exact moment in the conversation that triggered it. Review, edit, or reject any suggestion before it's written. Nothing is irreversible.
That's exactly what it was built for. CRM Manager works with unclean data and normalises it as it goes — resolving duplicates, filling gaps, and enforcing structure in real time and in batch.
Salesforce, HubSpot, and Zoho out of the box. Additional CRMs available on request.
Full revenue lifecycle — pre-sale, active sales, CS onboarding, QBRs, and renewals. Every team. Every activity.
Yes. Oliv is SOC 2 compliant and enterprise-ready.
Your CRM. Running itself.
Stop paying for tools that maintain rules. Start running on data that maintains itself.