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.
Hi, I’m CRM Manager
CRM Manager
AGENT PROFILE
FOR TEAM
FOR ROLE
USE CASES
Auto-update CRM fields
Track stakeholders
Enforce MEDDPICC
FOR TEAM
FOR ROLE
USE CASES
Auto-update CRM fields
Track stakeholders
Enforce MEDDPICC
Your CRM reflects what got logged,not what happened
This gap has consequences across your revenue process:
5.2 hrs
lost per person, per week
$12.9M
annual cost of bad data (Gartner)
85% salespeople
missed a sale due to bad CRM data
Everything your CRM should have done 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.
Maps your org from the first signal
Adheres to your revenue methodology
Always shows its work
Stage, close date, next steps, methodology fields, custom fields — pulled from what was actually said, without anyone touching the keyboard.
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.
MEDDPICC, BANT, or a custom framework. Every field reflects where the deal actually stands — not the last time someone had a spare minute.
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.
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.
The always on agent
CRM Manager works in the background — but RevOps can direct it at any time:
01
Find all duplicate accounts.
02
Rebuild broken account hierarchies.
03
Clean unassigned contacts in pipeline.
04
Backfill MEDDPICC fields for all deals.
Find all duplicate accounts.
Rebuild broken account hierarchies.
Clean unassigned contacts in pipeline.
Backfill MEDDPICC fields for all deals.
Already paying to solve this problem?
CRM Hygiene
$1400/mo*
Hierarchy Management
$1600/mo*
Data Enrichment
$1525/mo*
RevOps Admin Time
$2500/mo*
Total Cost
$7025/mo
*Per 50 users
CRM Hygiene
$1400/mo*
Hierarchy Management
$1600/mo*
Data Enrichment
$1525/mo*
RevOps Admin Time
$2500/mo*
Total Cost
$7025/mo
*Per 50 users
CRM Manager is available in 2 modes
Review each update before it's written
Suggestions surface with the exact moment that triggered them.
CRM Manager
APP8:12
👀 I found 8 CRM updates from yesterday’s calls.
I’ve pulled the exact moments behind each one — close date changes, next steps, stakeholders, and renewal notes.
👁️ Review updates nowCRM Manager works best when it’s not working alone
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. Meeting Assistant has flagged a risk. He walks in ready.
CRM Manager
Meeting Assistant
Up and runningbefore the next call
Connect your CRM
One-click integration with Salesforce, HubSpot, or Zoho. Pipeline and fields sync instantly.
Activity starts the engine
From the first meeting, call, or email — CRM Manager is already working.
Your CRM stays current
Review updates as they come in. Build confidence. Switch to auto. Done.
Works with 70+ apps
No need to start from scratch. Oliv connects to your CRM, CSP, email, call recording, and Slack, and builds on top of what’s there.
See All Integrations
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.
Book a chat with the Founder to see Oliv in action
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