AI Agent Index
ByHeather MacAvelia·Last verified Jun 12, 2026
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Oliv AI

4.0/ 5

by Oliv AI

✓ Verified Review
Visit oliv.ai

AI-native revenue intelligence platform with modular agents for customer success, sales, and RevOps. Starts at $19/user/mo with autonomous health scoring, churn detection, and CRM automation.

From

$19

subscription

GitHub

Stars

G2

View on G2 ↗

MCP

No

Compatible

Oliv AI is an AI-native revenue intelligence platform built for customer success, sales, and RevOps teams that want autonomous agents handling the operational work CSMs and AEs spend hours on manually. Unlike legacy CS platforms that surface dashboards for humans to interpret, Oliv deploys purpose-built agents that act: Portfolio Manager writes weekly account summaries, Retention Forecaster produces AI-built quarter forecasts, Health Monitor scores accounts using multi-signal data from CRM, support tickets, and call transcripts, and Olivia operates as a customer-facing agent that onboards users, answers questions, and opens tickets when she cannot resolve an issue. The platform captures context from every meeting, email, call, and CRM record and maps it to the correct account, contact, and opportunity automatically. Oliv integrates natively with 30+ tools across eight categories. CRM connections include Salesforce, HubSpot, Zoho, Pipedrive, Close, Copper, Freshworks CRM, and Microsoft Dynamics 365, all with bidirectional sync. Conversation intelligence platforms like Gong, Clari, Avoma, Chorus, and Grain feed recorded meetings into the context layer. Meeting recorders (Fireflies.ai, Fathom, tl;dv, Otter.ai), prospecting tools (Apollo.io, Outreach, ZoomInfo, Salesloft), and communication channels (Slack, Microsoft Teams, Google Chat, Gmail, Microsoft Outlook, Zoom, Google Meet, Webex) round out the stack. Missing from the integration list: Intercom, Zendesk, and Freshdesk for support ticket ingestion, which limits health scoring depth for teams running separate support systems. Pricing is modular and public. The Oliv Notetaker starts at $19/user/mo billed annually, or teams can bring their own recorder at no cost and add only the agents they need. A full agent suite runs approximately $2,280/year per user. Viewers and collaborators are always free. Annual commitment required. For teams evaluating Gainsight (custom pricing, 6 to 9 month implementation) or ChurnZero (custom pricing), Oliv's transparent per-user model and instant deployment are a significant differentiator, but the tradeoff is a much thinner independent review base and a platform that spans sales and CS rather than being purpose-built exclusively for customer success. Oliv AI is not the right fit for enterprise CS organizations that need deep playbook configuration, renewal workflow automation at the Gainsight or Totango level, or teams that require a platform with hundreds of G2 reviews validating the product at scale. Teams already invested in Vitally or Planhat for mid-market CS will find significant overlap in health scoring but should evaluate whether Oliv's sales-side agents add enough incremental value to justify a platform switch. As of Q2 2026, Oliv AI has raised $5.2M in seed funding from Foundation Capital and Spider Capital. The platform is SOC 2 Type II, GDPR, HIPAA, CCPA, and ISO 27001 certified. Named customers with published case studies include Shopify (17% sales cycle reduction), Turing (10 hours/week saved on admin tasks), and MissionCloud (15% close rate improvement). The company has earned Product Hunt's #2 Product of the Day with 884 upvotes across its launch. G2 profile is live but has zero reviews as of June 2026, making independent validation limited to Product Hunt traction and vendor-published case studies.

Pricing

subscription · $19

View pricing ↗

Segment

b2b

Setup

easy

Verified

Jun 12, 2026

Transparency

Public

Contract

Annual Only

Data training

Not Disclosed

Autonomy

Human Optional

Capabilities

churn-preventionhealth-scoringexpansion-trackingcrm-syncreportingforecastingautonomousconversation-intelligence

Pros & Limitations

Editorial assessment

Pros

  • Modular pricing starting at $19/user/mo undercuts legacy CS platforms by an order of magnitude, and the bring-your-own-recorder option means teams pay only for the agents they actually use.
  • Autonomous CS agents (Portfolio Manager, Retention Forecaster, Health Monitor, Olivia) operate without per-action CSM approval, handling weekly summaries, churn flagging, expansion detection, and customer-facing onboarding in parallel.
  • Integration depth across 30+ tools with bidirectional CRM sync means Oliv captures context from meetings, emails, calls, and CRM records automatically without manual data entry or duplicate systems.

Limitations

  • Zero G2 reviews as of June 2026 means independent validation is limited to Product Hunt traction (884 upvotes, #2 of the day) and vendor-published case studies with Shopify and Turing.
  • The platform spans sales and customer success rather than being purpose-built for CS, which means teams evaluating pure CS platforms like Gainsight, ChurnZero, or Vitally may find the sales-side agents unnecessary overhead.
  • Missing native integrations with major support platforms (Intercom, Zendesk, Freshdesk) limits health scoring depth for teams that run separate support ticket systems alongside their CRM.

Technical Details

Deployment
webapi
Model architectureProprietary AI-native architecture with 100+ fine-tuned models for revenue-specific tasks, built on Intent Graph, Object Graph, and Process Graph layers that map every signal to the correct account, contact, and opportunity
Avg setup timeUnder 1 hour
Autonomous rateAutonomous agents handle weekly account summaries, churn risk flagging, expansion opportunity detection, customer-facing onboarding, and CRM updates without per-action CSM approval. Human oversight available through configurable agent guardrails.
Integrations
SalesforceHubSpotZohoFreshworks CRMCopperClosePipedriveMicrosoft Dynamics 365GongClariAvomaChorusGrainHighspotSeismicGuruMindtickleFireflies.aiFathomtl;dvOtter.aiReadApollo.ioOutreachZoomInfoSalesIntelSalesloftGmailMicrosoft OutlookSlackMicrosoft TeamsGoogle ChatWorkplaceZoomGoogle MeetWebex
Security
SOC 2 Type IIGDPRHIPAACCPAISO 27001

Similar agents

Rating

4.0/ 5

Editorial score

How we score this →

Score breakdown

AutCap 4 · IntDepth 5 · PriceTrans 5 · IndEvid 3 · SetupAcc 4 = 4.00

Industries

SaaSB2BEnterpriseSMBStartups

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