The living truth of every deal,
and the co-worker that acts on it.
Optivian builds a structured, always-current understanding of every deal from every interaction. Ollie, your AI sales co-worker, acts on it and pushes finished work to your reps. And the AI you already use reads the same truth on demand.
Book a demoOne layer that knows. Two ways to put it to work.
Optivian holds the truth of every deal in the middle of your stack. Above it sits the work, and the work happens two ways. Ollie, the proactive co-worker, acts on the truth and pushes finished work to your reps. The AI you already use reads the same truth on demand and answers your team’s questions. Build the understanding once, and everything on top inherits it.
Slack
Teams
The living truth of every deal.
Optivian turns every email, call, and meeting into a structured, always-current understanding of every deal: where it stands, who the stakeholders are, what is moving it, what is blocking it. It reads your closed deals too, for what separates your wins from your losses. Built once, for any AI to reason over.
See the deal intelligence layerOllie acts on it, before anyone asks.
Ollie is your proactive AI sales co-worker. He watches every deal and drafts the business cases, follow-ups, and meeting recaps that move deals forward, delivered right where your reps already work. Your best reps' playbook, running on every deal.
Meet OllieYour own AI reads it, on demand.
Ask Claude, ChatGPT, or any AI that supports MCP about a deal, and the answer comes from Optivian’s structured understanding of it, not your scattered raw data. Read-only, and scoped to each person.
See Optivian in ClaudeWhat changed at Supermetrics.
Supermetrics rolled Ollie out to 50 sellers, and he landed fast.
Works with the CRM you already run.
Optivian connects natively to Salesforce and HubSpot. It reads from the deal data you already capture and writes deal health back to the record, so the intelligence shows up right where your team already works.
SalesforceNative
HubSpotNative