Account executives
Prepare for calls, capture notes and qualification signals, draft follow-up, and keep CRM fields current with less manual administration.
Independent tool overview
Oliv at a glance
Oliv AI is a modular revenue platform that turns meetings, emails, CRM records, and other go-to-market signals into sales prep, coaching, deal intelligence, forecasts, follow-ups, and automated CRM work.
Visit the official Oliv site ↗
- Best for
- B2B sales teams, managers, enablement, and RevOps
- Starting price
- $19/user/month for Oliv Notetaker, billed annually
- Trial
- 14 days for teams
- CRM support
- Salesforce and HubSpot, with additional integrations available
- Meeting options
- Oliv Notetaker or a supported existing recorder
- Security signals
- SOC 2 Type II; GDPR and CCPA compliance stated by Oliv
Overview
What Oliv is
Oliv AI is built for sales representatives, managers, enablement teams, and revenue operations groups that want more than meeting transcription. It captures activity from calls, email, CRM records, documents, and connected apps, then maps those signals to the right accounts, contacts, opportunities, and sales processes.
Teams can use Oliv's own notetaker or keep an existing recorder such as Gong, Fireflies, Avoma, Otter, or Fathom. Optional insight packs add call scorecards, coaching, methodology tracking, deal health, win-loss analysis, forecasting, and real-time assistance. Purpose-built agents can also research accounts, draft follow-ups, maintain CRM data, flag deal risk, and brief managers.
The platform is most useful when a company has a defined CRM structure and sales methodology. Because it records conversations and can write to customer systems, deployment should include participant-consent rules, role-based permissions, evidence review, and human approval for external messages or consequential CRM changes.
Use cases
Who Oliv is best for
The strongest fit depends on the job you need the product to complete, not the size of its feature list.
Sales managers
Review deal health, methodology coverage, call quality, risks, forecasts, and coaching opportunities across a team.
Revenue operations
Map captured signals into structured CRM data, enforce playbooks, reduce missing fields, and create an auditable operating process.
Teams keeping an existing recorder
Add Oliv's meeting or deal intelligence to recordings from supported platforms instead of replacing the current capture tool immediately.
Capabilities
Core Oliv features
Meeting recording and transcription
Records calls through Oliv Notetaker, native recording, or a supported third-party recorder, with searchable transcripts, video, summaries, and multilingual support.
Pre-meeting research
Builds account and attendee dossiers with deal context, buyer pain points, suggested questions, and relevant updates before a conversation.
Custom scorecards and coaching
Scores meetings against a team's methodology, tracks talk patterns and topics, builds playlists, and surfaces personalized coaching insights.
Deal intelligence
Tracks methodology fields, stakeholders, risks, lifecycle events, next steps, deal health, and win-loss patterns across opportunities.
CRM automation
Creates or enriches contacts and accounts, updates fields, creates deals based on qualification criteria, and maintains two-way CRM context.
Follow-up automation
Drafts post-call emails, assigns action items, and delivers meeting summaries or next steps through email, Slack, or Microsoft Teams.
Pipeline and forecasting agents
Flags deal risks, gathers rep updates, rolls up pipeline information, and gives managers recurring summaries and forecast context.
Real-time assistance
Provides live answer support, scorecard progress, talk tracks, highlights, and prompts while a sales conversation is underway.
Process
How the Oliv workflow works
Step 1
Define the pilot
Choose a small rep group, one pipeline segment, the meetings to capture, and measurable goals such as CRM completeness, follow-up speed, or coaching coverage.
Step 2
Connect the revenue stack
Connect the required calendar, CRM, email, collaboration tools, and either Oliv Notetaker or a supported existing recorder.
Step 3
Configure playbooks and fields
Map the company's sales methodology, qualification fields, scorecards, topics, CRM objects, and approval rules before automation begins.
Step 4
Start with reviewable outputs
Run prep, summaries, scorecards, and CRM suggestions in a controlled workflow; confirm recording consent and require human review for messages and important data changes.
Step 5
Measure and expand
Compare CRM accuracy, time saved, coaching consistency, deal progression, and rep adoption, then add insight packs or agents only where the pilot demonstrates value.
Cost
Oliv pricing and free plan
Oliv publishes modular per-user pricing based on an annual commitment and annual payment. Teams can use Oliv Notetaker or retain a supported recorder, then add Meeting Insights and Deal Insights separately. Training, support, implementation, and integrations are listed as included; viewers and collaborators are free.
Team trial
Free for 14 days
Short evaluation period for teams.
- No-cost migration from an existing tool
- Use the trial to validate capture, insights, and CRM mapping
- Not a permanent free plan
Oliv Notetaker
$19/user/month
Oliv's meeting capture layer, billed annually.
- Unlimited meeting transcription
- Automated video recording
- Unlimited AI summary notes
- Ask AI for each meeting and multilingual support
Meeting Insights
$29/user/month
Optional intelligence and coaching pack, billed annually.
- Custom scorecards and automatic call scoring
- Coaching insights and smart playlists
- Real-time Answer Assistant
- Topic, keyword, interaction, and talk-pattern tracking
Deal Insights
$29/user/month
Optional pipeline and revenue intelligence pack, billed annually.
- Sales methodology tracking
- Deal health and lifecycle tracking
- Win-loss analysis and deal views
- Forecast rollups and two-way CRM integration
Existing recorder
$0 recorder add-on
Keep a supported recorder and buy only the Oliv insight packs needed.
- Supports sources including Gong, Fireflies, Avoma, Otter, and Fathom
- Recorder vendor fees remain separate
- Confirm migration and compatibility for the team's exact setup
Pricing checked . Check current pricing at the source ↗
Assessment
Oliv strengths and limitations
Where it stands out
- Modular pricing lets teams add meeting or deal intelligence without purchasing the entire suite
- Can work with existing meeting recorders, reducing migration friction
- Connects meeting context to CRM fields, deal health, coaching, and manager workflows rather than stopping at notes
- Supports the full call cycle from prep through live guidance, follow-up, and pipeline review
- Publishes a trust center and states SOC 2 Type II, GDPR, and CCPA coverage
What to consider
- Public prices require an annual commitment and annual payment
- Per-seat add-ons are cumulative, and any third-party recorder cost remains separate
- Calendar, CRM, email, meeting, and collaboration integrations create a meaningful setup and governance burden
- Transcripts, scorecards, deal-health signals, and forecasts can be wrong and require evidence-based review
- Automated CRM writes or follow-up messages can create customer-facing mistakes if approvals are too permissive
- Recording and analyzing calls requires a consent policy that complies with applicable laws and company rules
- The platform's value depends on clean CRM mappings, a defined sales process, and consistent rep adoption
Compare
Oliv alternatives
The right alternative depends on the specific output, workflow, controls and budget your project requires.
Business Operations
Fireflies AI
Choose Fireflies AI for a meeting-first transcription, summary, and searchable conversation workflow.
Explore Fireflies AI →Project Management
Fathom
Choose Fathom for a lighter meeting-recording and summary experience with straightforward personal productivity value.
Explore Fathom →Project Management
Otter.ai
Choose Otter AI for collaborative live transcription and meeting notes across a broader set of meeting use cases.
Explore Otter.ai →Questions
Oliv FAQs
What is Oliv AI?
Oliv is an AI revenue platform that captures sales activity and automates meeting prep, recording, summaries, scorecards, coaching, deal intelligence, follow-up, forecasting, and CRM updates.
How much does Oliv cost?
Oliv Notetaker starts at $19 per user per month. Meeting Insights and Deal Insights each cost an additional $29 per user per month. Published prices require annual commitment and annual payment.
Does Oliv offer a free plan?
Oliv advertises a free 14-day team trial, not a permanent free plan. Viewers and collaborators are listed as free.
Can Oliv use recordings from another tool?
Yes. The pricing page lists support for existing recorders including Gong, Fireflies, Avoma, Otter, and Fathom, so teams can add Oliv insight packs without buying Oliv Notetaker.
Which CRMs and apps does Oliv support?
Official sources list Salesforce, HubSpot, Gmail, Outlook, Zoom, Microsoft Teams, Slack, LinkedIn, Gong, Chorus, Fireflies, and several dialers, with additional integrations available. Confirm exact object and permission support before buying.
Does Oliv automatically update the CRM?
It can create and enrich records, update fields, and sync deal information. Teams should begin with reviewable suggestions and preserve approval and audit controls for important fields.
Does Oliv record every meeting?
Recording behavior depends on the connected system and organizer. Oliv documents botless recording for company-organized meetings and a visible notetaker for externally organized meetings when native recording is enabled.
Is Oliv secure?
Oliv states that it is SOC 2 Type II certified and GDPR and CCPA compliant, with AES-256 encryption at rest and TLS 1.2 or later in transit. Buyers should still review the current trust-center documents, subprocessors, retention settings, and access controls for their deployment.
Bottom line
Our Oliv verdict
Oliv is a compelling fit for B2B revenue teams that want meeting intelligence to feed coaching, pipeline management, forecasting, and CRM automation. Its modular pricing and support for existing recorders make piloting easier, but the product only pays off when process mapping, recording consent, data quality, and approval controls receive the same attention as the AI features.
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