Oliv AI — Sales automation and deal tracking

Oliv AI is an automated sales assistant for tracking deals and managing CRM data for sales teams.

Oliv AI is an automated sales intelligence assistant that manages deal tracking, meeting notes, and follow-up tasks. It is built specifically for account executives and sales managers who need to maintain CRM hygiene without manual data entry. By capturing meeting details automatically, Oliv AI ensures that every stakeholder has visibility into the sales pipeline without chasing representatives for updates. The platform utilizes specialized AI agents including a Deal Driver, Forecaster, and Coach to provide actionable insights throughout the sales cycle. These agents analyze conversations based on proven frameworks like MEDDIC and BANT to identify risks and next steps. Business owners can find more details about such sales intelligence tools on surfai.app to optimize their revenue operations. Beyond note-taking, Oliv AI performs pre-meeting research to prepare teams for high-stakes calls with prospect background and history. It syncs all collected data directly into Salesforce, keeping the CRM accurate and up to date in real-time. This helps revenue operations teams improve pipeline accuracy and forecasting reliability across the organization. The tool operates on a freemium model allowing teams to start for free. Higher tiers provide advanced coaching features and custom AI agents for enterprise requirements.

Specifications

Pricingfreemium
IntegrationsSalesforce Phoenix, Slack, Google Calendar, Microsoft Outlook Office 365, Zoom, Microsoft Teams
Best foraccount-executives, sales-managers, revenue-operations, founders
Website status checked2026-10-23T06:01:16.327+00:00

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