CRM Manager
I keep every account, contact, and field in your CRM current.
Your CRM can now run itself
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.
Meet CRM Manager — the always-on agent that lives in your revenue org and keeps every record current.
True revenue intelligence, unlocked.
Trusted by 100+ revenue teams
The Problem
Your CRM reflects what got logged, not what happened
Your CRM reflects what got logged,
not what happened
This gap has consequences across your revenue process:
This gap has consequences across your revenue process:
Time
5.2 hrs
lost per person, per week
Impact
85% salespeople
missed a sale due to bad CRM data
Cost
$12.9M
lost due to bad CRM Data
What CRM Manager can do for you
Stop maintaining your CRM, start trusting it
Stage, close date, next steps, methodology fields, custom fields — pulled from what was actually said, without anyone touching the keyboard.
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.
MEDDPICC, BANT, or a custom framework. Every field reflects where the deal actually stands — not the last time someone had a spare minute.
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.
The always on agent
CRM Manager works in the background — but RevOps can direct it at any time:
Find all duplicate accounts.
Rebuild broken account hierarchies.
Clean unassigned contacts in pipeline.
Backfill MEDDPICC fields for all deals.
In Practice
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.
A deal shifts, you hear about it before anyone reports it.
New buyer on a call — CRM Manager creates the contact, maps the stakeholder, updates the fields. Before anyone logs it.
Your governance digest lands at 8AM.
The agent flags suggestions, acceptance rate by rep and cleaned up records at the end of the week. One email, full picture.
The pipeline closes out without you.
Enrichment done. Duplicates resolved. Reps review, RevOps gets the summary. Monday starts clean.
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.
A deal shifts, you hear about it before anyone reports it.
New buyer on a call — CRM Manager creates the contact, maps the stakeholder, updates the fields. Before anyone logs it.
Your governance digest lands at 8AM.
The agent flags suggestions, acceptance rate by rep and cleaned up records at the end of the week. One email, full picture.
The pipeline closes out without you.
Enrichment done. Duplicates resolved. Reps review, RevOps gets the summary. Monday starts clean.
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.
A deal shifts, you hear about it before anyone reports it.
New buyer on a call — CRM Manager creates the contact, maps the stakeholder, updates the fields. Before anyone logs it.
Your governance digest lands at 8AM.
The agent flags suggestions, acceptance rate by rep and cleaned up records at the end of the week. One email, full picture.
The pipeline closes out without you.
Enrichment done. Duplicates resolved. Reps review, RevOps gets the summary. Monday starts clean.
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.
A deal shifts, you hear about it before anyone reports it.
New buyer on a call — CRM Manager creates the contact, maps the stakeholder, updates the fields. Before anyone logs it.
Your governance digest lands at 8AM.
The agent flags suggestions, acceptance rate by rep and cleaned up records at the end of the week. One email, full picture.
The pipeline closes out without you.
Enrichment done. Duplicates resolved. Reps review, RevOps gets the summary. Monday starts clean.
Control
CRM Manager is available in 2 modes
Review each update before it’s written
Suggestions surface with the exact moment that triggered them.
Review each update before it’s written
Suggestions surface with the exact moment that triggered them.
Setup
Up and running before the day ends
01
Connect your CRM
One-click integration with Salesforce, HubSpot, or Zoho. Pipeline and fields sync instantly.
02
Activity starts the engine
From the first meeting, call, or email — CRM Manager is already working.
03
Your CRM stays current
Review updates as they come in. Build confidence. Switch to auto. Done.
Integrations
Works with the tools your team already uses
Agent Collaboration
CRM Manager works best when it's not working alone
Pair it with Oliv's agents for your entire revenue team to leverage accurate data.
Agent Collaboration
CRM Manager works best when it's not working alone
Pair it with Oliv's agents for your entire revenue team to leverage accurate data.
Don't chase the record,
close that deal!
Marcus, an AE at a 200-person SaaS company, just finished a demo. New economic buyer has been brought in last minute. Next call in 20 minutes.
By the time he opens his laptop: stakeholder added, MEDDIC revised, next step logged. Deal Assistant has flagged a risk. He walks in ready.
Catch risk before it becomes churn.
David's last QBR — the champion mentioned a reorg. Almost in passing.
CRM Manager caught it. Stakeholder map updated. Champion flagged at-risk. Alert sent to the AE.
Nobody had to ask. The renewal conversation started three weeks earlier than it would have.
Don’t chase the record, close that deal!
Marcus, an AE at a 200-person SaaS company, just finished a demo. New economic buyer has been brought in last minute. By the time he opens his laptop: stakeholder added, MEDDIC revised, next step logged.
ROI
Already paying to solve this problem?
Most orgs running a CRM at scale spend $2,000–$6,000 a month just to keep it clean. None of those tools run continuously. All of them break when the CRM changes.
CRM Hygiene
$1400/mo*
Hierarchy Management
$1600/mo*
Data Enrichment
$1525/mo*
RevOps Admin Time
$2500/mo*
Total Cost
$7025/mo
*Per 50 users
One agent can make a difference
Save upto 85% with CRM Manager
Talk to us about pricingFrequently Asked Questions
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.
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.
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.
Salesforce, HubSpot, and Zoho out of the box. Additional CRMs available on request.
Full revenue lifecycle — pre-sale, active sales, CS onboarding, QBRs, and renewals. Every team. Every activity.
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.