The AI Agent to keepcustomers healthy
Portfolio Manager watches every account, keeps your book current, and prepares your team with what changed, where to act, and what to do next.
Hi, I’m Portfolio Manager
Portfolio Manager
AGENT PROFILE
FOR TEAM
FOR ROLE
USE CASES
Spot risk before escalation
Prep every CS review
Keeps renewal book current
FOR TEAM
FOR ROLE
USE CASES
Spot risk before escalation
Prep every CS review
Keeps renewal book current
Why do CSPs continue to miss risk?
Somebody still has to ask
The AI can explain an account — after a CSM opens the tool and asks, one account at a time.
Nobody’s watching the book, all day
Nothing rolls every CSM’s coverage into one view for a manager, automatically.
The 1:1 still starts from a blank page
The insight exists in the tool. Nobody’s packaging it into a brief before the meeting starts.
Escalation is too late
A copilot only helps the accounts someone thinks to ask about. The rest wait for the QBR, the renewal, or the churn.
Accounts slip in plain sight
Usage changes in one tool. Support issues show up in another. While QBR notes tell a third story.
But the risk never came together early enough for the team to act.
This is where dashboards stop helping. And agents start.
It does not wait for someone to check the dashboard.
Catch renewal risk before leadership hears about it
Usage drops, stakeholders disengage and rollouts stall. Portfolio Manager connects the signal, explains what changed, and tells the team what to do next.
Managers coach instead of collecting updates
Stop rebuilding renewal coverage every week
Catch account management gaps before the customer feels it
Portfolio Manager
APP07:00
Helios Health is moving toward churn. Usage is down 40%, only 2 of 8 teams are logging, and the executive sponsor hasn’t been on a call in three weeks.
Next Steps
Schedule an EBR with their VP Sales before June 15th. Bring the usage data — it’ll open the conversation.
Usage drops, stakeholders disengage and rollouts stall. Portfolio Manager connects the signal, explains what changed, and tells the team what to do next.
Portfolio Manager
APP07:00
Helios Health is moving toward churn. Usage is down 40%, only 2 of 8 teams are logging, and the executive sponsor hasn’t been on a call in three weeks.
Next Steps
Schedule an EBR with their VP Sales before June 15th. Bring the usage data — it’ll open the conversation.
Before every 1:1, the full customer book is already summarized — renewal progress, accounts at risk, expansion momentum, and coaching gaps.
Portfolio Manager maintains the rolling view CS leaders need. What is secured. What is likely. What is at risk. What can expand. What changed since the last review.
Portfolio Manager scores account management quality and shows managers where each CSM needs coaching before the account tells you through churn.
Portfolio Manager
APP07:00
Mike Ross has a coaching gap on Sterling Inc. Renewal Planning scored 55 — no multi-year conversation initiated, exec sponsor off the last prep call, no ROI summary since Q1. Renewal is 90 days out.
Next Steps
This is a CSM execution gap, not a customer problem. Bring it into your next 1:1 with Mike.
The book updates itself. Your team gets the brief.
Something shifts. Your team knows in minutes.
When an account goes quiet, usage drops, a stakeholder changes, or a renewal date gets closer without action, Portfolio Manager catches it. The signal comes with the reason and the recommended next move — not just a flag that something changed.
One alert. One account. One next action — before it becomes an escalation.
One agent. Different answers for every CS role.
Know which renewals need leadership attention.
Portfolio Manager gives you the weekly view across risk, renewal ARR, expansion, team workload, and account health. You walk into leadership reviews with the number, the risks behind it, and the accounts that need intervention.
Before
Renewal risk assembled from dashboards, CSM updates, and spreadsheets.
After
The portfolio brief is already waiting.
More dashboards does not fix risk
Every other tool gives CS teams more to look at. Portfolio Manager gives them less to manage.
How CS teams manage the book
With Portfolio Manager
Managers check dashboards to find risk
Risk is flagged automatically with context
Health scores show an account is red
Teams see why an account changed
1:1s start with status updates
1:1s focus on actions, not status updates
Renewal reviews require spreadsheet prep
Renewal coverage stays current automatically
Workload issues show up after accounts slip
Team workload issues surface earlier
Expansion signals depend on CSM memory
Expansion signals come from customer activity
How CS teams manage the book
Managers check dashboards to find risk
Health scores show an account is red
1:1s start with status updates
Renewal reviews require spreadsheet prep
Workload issues show up after accounts slip
Expansion signals depend on CSM memory
With Portfolio Manager
Risk is flagged automatically with context
Teams see why an account changed
1:1s focus on actions, not status updates
Renewal coverage stays current automatically
Team workload issues surface earlier
Expansion signals come from customer activity
Works with 70+ apps
No need to start from scratch. Oliv connects to your CRM, CSP, email, call recording, and Slack, and builds on top of what’s there.
See All Integrations
Up and runningbefore the week ends
Connect your tools
Salesforce, HubSpot, Gong, email, and Slack. Olivia reads what’s already there — messy data included.
Olivia inherits the playbook
Oliver sets the rules — stages, ownership, and handoffs. Olivia operates inside them from day one.
Brief lands before your call
Olivia delivers deal context, risk, and next steps 30 minutes before the next meeting on the calendar. No waiting period.
Frequently Asked Questions
For many teams, yes. Those platforms help CS teams organize customer success through dashboards, health scores, playbooks, and workflows. Portfolio Manager is built around a different operating model. It reads customer signals, keeps account health current, flags risk, prepares 1:1s, and sends the next move before someone has to check a dashboard.
It reads customer-facing interactions across QBRs, check-ins, onboarding calls, support conversations, email threads, CRM activity, and renewal timelines. CSMs do not need to manually log every update for the account to stay current.
That is one of the main problems Portfolio Manager solves. Instead of depending on manual field updates, it pulls signals from the work already happening: calls, meetings, emails, CRM activity, and customer engagement.
Before a scheduled 1:1, Portfolio Manager builds a structured view of that CSM's book. It includes portfolio value, renewal progress, accounts needing attention, AI reasoning, expansion momentum, and open next steps. The manager walks in ready to coach, not collect status.
Every flag comes with the evidence behind it. You can see the signal, the account context, and the recommended next action. If the flag does not match your read, you can dismiss it and the agent learns from that feedback.
No. Managers get the clearest day-to-day benefit through 1:1 prep, account risk, and coaching visibility. CSMs benefit because the account stays current without manual updates. Leaders benefit because renewal risk and portfolio health are always ready for review. RevOps benefits because reporting is based on live customer signals.
Portfolio Manager connects to your CRM, meeting recordings, email, calendar, and engagement data. It works with systems like Salesforce, HubSpot, Gong, and Oliv Notetaker.
Portfolio Manager is most valuable for CS teams with at least one manager overseeing multiple CSMs. Smaller teams benefit from risk alerts and 1:1 prep. Larger teams benefit from workload visibility, renewal coverage, and portfolio-level reporting.
Yes. Oliv is built for enterprise revenue teams and follows the same security standards across the platform.
Unblock your sellers today
Find the accounts your team should have acted on sooner.
Portfolio Manager shows which accounts need attention, which renewals are at risk, and where expansion signals are already emerging.
Book a chat with the Founder to see Oliv in action
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