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.

AGENT PROFILE

FOR TEAM

• Sales Development
• Sales
• Sales Engineering
• Onboarding
• Customer Success
• Account Expansion
• Enablement
• Revenue Operations

FOR ROLE

• IC
• Manager
• Leadership

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:

TIME

5.2 hrs lost per person, per week

COST

$12.9M annual cost of bad data (Gartner)

IMPACT

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

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.

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.

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.

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:

1. Find all duplicate accounts.
2. Rebuild broken account hierarchies.
3. Clean unassigned contacts in pipeline.
4. 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 Manager is available in 2 modes

Ask First

Review each update before it's written

Suggestions surface with the exact moment that triggered them.

Auto-Pilot

CRM stays current, always

From pipeline to customer renewals, your CRM reflects reality, autonomously and automatically.

Frequently Asked Questions

Does CRM Manager write directly to my CRM, or do I approve updates first?

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.

What if it makes a wrong update?

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.

Our CRM data is already a mess. Will it still work?

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.

Which CRMs does it support?

Salesforce, HubSpot, and Zoho out of the box. Additional CRMs available on request.

Does it only handle sales, or does it cover CS and renewals too?

Full revenue lifecycle — pre-sale, active sales, CS onboarding, QBRs, and renewals. Every team. Every activity.

Is our data secure?

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.