Oliv for Customer Success Teams

You learn about churn 30 days before renewal.

That's 90 days too late.

Oliv watches every customer the way your best CSM would, then puts agents on what it sees. Usage slips, the save gets drafted. The champion exits, the alert goes out. A competitor gets mentioned, the flag lands that hour, not after the damage is done.

Trusted by 100+ revenue teams

AffirmMission CloudInsurifyAdentro
HCKTuringHypervergeWarmy

What's actually happening today

Retention isn't a renewal conversation.

It's a daily one.

Your CSMs are flying half-blind.

They catch the calls. They miss the support tickets, the product drop-off, the new exec who quietly replaced your champion.

Half the book goes untouched.

Top 20 accounts get attention. The other 200 wait for a renewal ping. By the time anyone reaches out, the decision’s already made.

Your scorecard tells you what’s already happened.

Health scores built on lagging fields tell you a customer is unhealthy after they’ve already left. Good for reporting. Useless for saving anyone.

A live picture of every customer, every day.

Oliv pulls in every conversation, product event, ticket, and stakeholder move into a live, always-updated account view. Agents work that view, handling the tasks your CSMs never get to.

The opportunity was already in the call.
A health score that reads the room.
Every stakeholder matched.

Built for every motion in your book.

A 5K customer and a 500K customer don't need the same playbook. Oliv runs both, side by side.

The agent unlock

Give your team back their week.

Most CS platforms hand you a dashboard and walk away. Oliv ships agents that do the work between the dashboard refreshes.

Portfolio Manager

Portfolio Manager

  • Reviews every CSM's book on a weekly cadence.

  • Surfaces the three to five customers each one needs to spend time on this week.

  • Sends an end-of-week summary to the CSM and copies the manager.

  • Your 1:1s walk in already prepared.

Retention Forecaster

Retention Forecaster

  • Forecasts NRR for the entire portfolio every week.

  • Tells you which renewals are coming, which are at risk, and what's been done about each one.

  • No more guessing what the quarter looks like until two weeks before it ends.

Gold Digger

Gold Digger

  • Listens to every CSM call for expansion signals.

  • Pings the AE the moment one lands

  • Drafts the handoff email from your CSM, ready to send.

many more

Need an agent we don't have? Describe it in plain English.

See the agent marketplace
Oliver — describe a custom agent in plain English

Connect, don't replace

Your team keeps every tool they like. Oliv gives them the one they're missing.

HubSpot
Salesforce
Zoho
Freshworks
Copper
Close
Gong
Clari
Chorus
Grain
HubSpot
Salesforce
Zoho
Freshworks
Copper
Close
Gong
Clari
Chorus
Grain

Forward-Deployed Engineers Do The Heavy Lifting

We will do it for you.

Oliv ships with a forward-deployed RevOps engineer who sits with your team, learns your motion, and configures Oliver, the agent that runs the platform's playbook. By week two you have a working setup. By week six it's tuned to how your team actually operates.

Week 1-3

Your data is live in Oliv. Health scoring, lifecycle stages, and stakeholder tracking are configured to your motion.

Week 1-3

Week 4-6

The first agents are running. Portfolio Manager is writing weekly summaries. Retention Forecaster is producing your first AI-built quarter forecast.

Week 4-6

Beyond

Every new agent is a working session. We bring the playbook, you bring the context, the engineer wires it up

Beyond

The next generation of customer success software

Gainsight told you what happened. Oliv does what's next.

Old CS platforms

A scorecard and a dashboard

6-9 months

None, or feature-level "AI assist"

Five-figure floor before anyone talks to you

Oliv

A working CSM team plus agents

2-3 weeks for V1, 6 weeks tuned

Role-based agents that complete a play end to end

$20-30K starting, agents added as you validate ROI

Stop running customer success on memory and spreadsheets

A 7-minute chat is enough to know if your retention numbers should be better than they are.