Oliv AI

Oliv AI is revenue intelligence and sales forecasting software that runs AI agents over Salesforce or HubSpot data, priced per user by app plus usage credits.

Oliv AI keeps a sales team's CRM and forecast current by having software agents do the note taking, data entry and deal review that reps usually skip. The agents read calls, emails and meetings, then build the forecast, flag deals at risk and update the records. Oliv AI is the trading name of Instaworks Inc, which is headquartered in San Francisco. Converse is the capture layer. It records meetings with or without a bot, logs email, and can pick up Slack threads and in-person meetings through a mobile app. The Forecast app adds opportunity grids, sales methodology tracking, deal health and revenue forecast boards. Its Forecaster agent prepares each rep's call from the pipeline, and reps adjust it and submit it up the manager chain. Deal Driver flags close dates without activity and stalled next steps, while CRM Manager writes stage changes and field updates back to the CRM. Each app is aimed at a set of roles. Converse fits SDRs, BDRs, product marketing and support staff who only need conversations captured. Sell is meant for account executives, sales engineers and partnership managers, and Grow, with its Retain app of customer health scorecards and churn risks, for customer success and account management. Amplify gives executives, product and engineering two Super Agents, Oliver and Olivia. Seats are bought per user for the app each person needs, and the work the agents do is billed on top as usage credits. A sales manager opens deal boards grouped by forecast category to run the pipeline review, with stage movement tracked across weeks. Reps keep working in Salesforce or HubSpot while their Zoom calls and Gmail or Outlook threads are matched to the right opportunity. The Engage add-on runs email and LinkedIn outreach from the same workspace, with an optional dialer and messaging channels. Customer success managers then see renewal risk on the accounts that sales closed, so new business and retention are forecast from one record of every customer conversation.