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Meet Ollie

The AI co-worker who helps your team close more of your existing pipeline.

Book a demoSee Ollie at work

Ollie turns emails, calls, and meetings into a live picture of every deal, then gets to work on what comes next. So you can work every deal like it’s your biggest.

Working alongside sales teams at

You’ve opened the deal. Now let’s close it.

From the morning brief to the buyer’s next question, Ollie keeps the work moving toward a signature.

Ollie prepsjoins inupdatesanswerscreatesfollows through
#your-team · 08:00

Good morning.
Here’s the play for today.

Customer check-in09:30
Discovery callPrio2:00
Pipeline review4:30

Ollie preps

Start the day ready to make your next move. Your brief arrives in Slack with what changed overnight, which deals need attention, and what to know before each meeting.

Video call · 14:00

Your buyer call · Live

Buyer asked about data security
You handed it over14:02
Ollie · AISpeakingAnswering

Ollie joins in

Ollie joins calls as an AI participant and captures the details. When a technical question comes up, hand it over. Ollie answers using the deal context and your company’s product knowledge base.

Your CRM · Opportunity
CRM · Suggested updates
StageDiscovery → Solution demo
Close dateSep 16 → Sep 25
Update CRM

Ollie updates

The call ends and the CRM update is ready. Review and approve the proposed changes, then get on with moving the deal forward.

Inbox · Re: How do you compare?
Your buyer asked:

How do you compare to the alternative?

Native SAP integration✓
Live in under two months✓
Draft reply in your voice
Hi, Happy to lay it out. The alternative is a capable platform, but it doesn’t support direct SAP integration, which is the workaround your team wants to remove. Implementations also typically run 9+ months. We integrate with SAP from day one and can have you live in under 2 months, which keeps the savings inside this financial year. Best regards

Ollie answers

A tough question lands in your inbox. Ollie prepares a reply using your playbook and the details of the deal, written in your voice and ready for review.

Shared doc · For your champion

Value summary

In the champion’s voice
Do nothingWorkarounds stay
Alternative vendor9+ months to go live
Your proposalRecommended2 months

Ollie creates

Give your champion a case worth fighting for. Ollie builds a value summary in their voice, comparing the options and making the case for change.

Value summary shared✓
SAP question answered✓
Closed€280,000

Ollie follows through

Every promise becomes a tracked next step. Ollie recognizes when the work is complete and closes the task, helping you follow through all the way to closed won.

Start the day ready to make your next move. Your brief arrives in Slack with what changed overnight, which deals need attention, and what to know before each meeting.

Ollie joins calls as an AI participant and captures the details. When a technical question comes up, hand it over. Ollie answers using the deal context and your company’s product knowledge base.

The call ends and the CRM update is ready. Review and approve the proposed changes, then get on with moving the deal forward.

A tough question lands in your inbox. Ollie prepares a reply using your playbook and the details of the deal, written in your voice and ready for review.

Give your champion a case worth fighting for. Ollie builds a value summary in their voice, comparing the options and making the case for change.

Every promise becomes a tracked next step. Ollie recognizes when the work is complete and closes the task, helping you follow through all the way to closed won.

Manager view

Know where your team can make the next move

Every Monday, you get a brief on what changed across your team, which deals need attention, and where coaching could help. Walk into the pipeline review knowing where to focus and ready to help your reps win.

Build a better business case

Every number has a source

Trace figures back to the buyer’s emails and conversations. Give your champion numbers they can stand behind.

Fill in the gaps

When a figure or assumption needs input, Ollie asks your rep. Build the case with the details your buyer needs to make a decision.

Your rep gives the go-ahead

Ollie prepares the draft. Your rep checks the numbers and sends a business case your champion can take upstairs.

“Ollie proactively built me a full business case and ROI calculation. It gave us an opening straight into a value-based discussion rather than getting stuck on features.”
Ian HillAccount Executive, M-Files

Your CRM holds the deal.
Ollie works it.

Your pipeline is there. Now comes the work of closing it. Ollie picks up where your CRM stops, preparing the next move and keeping every deal in focus.

Your CRM’s AIYour CRM connected to ClaudeOllie
Answers when someone asksAnswers one chat at a timeActs the moment a deal changes
Rebuilds the picture when askedStarts from scratch every timeKeeps every deal current
Asks you to build your own agentsEvery rep prompts it differentlyOne standard for the whole team
Reads the notes after the callReads the transcript after the callJoins the call and answers technical questions when your rep hands over
“It’s like having a world-class mentor for every rep.”
Henri VeijolaHead of Global Revenue Productivity, Supermetrics

Your number is our number

We’re here to help your team bring more deals home. Ollie works in the tools you already use, preparing the work that moves buyers closer to yes. Your team reviews, approves, and takes it forward.

Works inSlack and Microsoft Teams
SlackMicrosoft Teams
On top ofSalesforce, HubSpot, and Pipedrive
SalesforceHubSpotPipedrive
CertifiedISO/IEC 27001:2022 and GDPR
ISO/IEC 27001 certified, UKAS accredited
PermissionsSees the deals each person owns or works on

The intelligence behind every next move

Optivian is the deal intelligence layer behind Ollie. It connects your buyer conversations and CRM history into a continuously updated understanding of each opportunity, giving Ollie the context to prepare the work that moves it forward.

Explore deal intelligence
7898058c64f1e61271c76a127dc4ed993a46949f

More yeses. More signatures. More huge quarters.

Let’s close some deals

See what Ollie can put to work in your pipeline.

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