Optivian
ClaimedKeep deal records current with AI briefs, follow-ups, alerts, and CRM updates
Paid plans only Visit WebsiteTracked since 2026
The Bottom Line
- Best for
- B2B sales teams with multi-stakeholder deals on Salesforce, HubSpot or Pipedrive.
- Price
- Paid plans only. Compare plans
Key facts
- Ollie preps deal meetings, drafts follow-ups and flags at-risk deals from a record of every deal.
- Jobilla: with Ollie creating deals in the CRM as they qualify, 60% more are logged each month and visible pipeline is up
- ISO 27001 certified and GDPR compliant
Pros
- Works without a prompt: meeting prep, follow-up drafts and deal alerts arrive on their own in Slack or Microsoft Teams.
- Output is specific to each deal, built from a record of every deal plus the company’s own offering, case studies and sales rules.
- The rep stays in control: follow-ups are drafts for review, and CRM updates are approved with one tap.
- Runs alongside existing tools: keeps call recorders like Gong, and gives Claude and ChatGPT the same deal record over MCP.
- ISO 27001 certified, GDPR compliant, EU-based.
- Business cases, mutual action plans and value summaries drafted from the deal, the work that usually takes a rep hours.
- Promises from customer meetings and email tracked until there is evidence they were kept.
- Win and loss drivers drawn from how closed deals actually unfolded, not from a CRM dropdown.
- Ollie learns each rep’s preferences and replies in the rep’s own language.
- Native meeting recorder for Google Meet, Microsoft Teams and Zoom, with transcription in 99 languages.
Cons
- Requires Salesforce, HubSpot or Pipedrive. Not for teams without a CRM.
- Built for complex B2B deals. Less value for small teams, transactional sales or outbound-only SDR teams.
- Focused on deals already in the pipeline. Not a prospecting or lead-generation tool.
- Value builds with history: prep and deal health get richer as email and meeting activity accumulates on a deal.
- Best results need email and meetings connected, which means a security review at most companies.
- No standalone mobile app; mobile use goes through the Slack or Microsoft Teams apps.
- Win and loss patterns sharpen with volume, so teams with few closed deals see them later.
- Cloud only, with no on-premise deployment.
- The meeting recorder joins calls as a visible participant, which buyers will notice.
- Microsoft Dynamics and Zoho CRM are not supported.
What is Optivian?
Optivian keeps a record of every deal from emails, calls, meetings and CRM data. Its AI sales co-worker, Ollie, uses that record and the company’s own offering and sales rules to prepare meeting briefs, draft follow-ups for the rep to review, send deal-health alerts in Slack or Microsoft Teams, and propose CRM updates. Works with Salesforce, HubSpot and Pipedrive; deal data is also available to Claude and ChatGPT over MCP. ISO 27001 certified.
Available on: Web, API
Preview
Key Features
- Meeting prep and follow-up drafts for every deal meeting, ready without a prompt
- Business cases, mutual action plans and value summaries drafted from the deal
- Deal-health alerts when a deal goes quiet or health drops, with the reason and a way back in
- Works in Slack and Microsoft Teams; proposed CRM updates approved with one tap
- To-dos from customer meetings and email tracked until they are done
- Every open deal kept current from email, calls, meetings and CRM, with MEDDPICC/SPICED and deal health
- Win and loss drivers drawn from how closed deals actually unfolded
- Native meeting recorder for Google Meet, Microsoft Teams and Zoom
Pricing Plans
| Plan | Price | Details |
|---|---|---|
| Contact for pricing | $850/month |
|
Optivian by the numbers
| Metric | Optivian | Peer median | Position (1 is best) |
|---|---|---|---|
| Free plan | No | 8 of 44 have one | n/a |
| Integrations listed | 5 | 1 | #4 of 13 tools with at least one integration recorded |
Each position is counted among the tools that have data for that row, as noted under it. All Revenue Intelligence data · How we compute this. Advertising and placement fees are not inputs to any position.
Cite this: Toolradar, “Optivian by the numbers”, Oct 2026.
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Optivian FAQ
What is an AI sales co-worker, and how is it different from an AI sales assistant?
An AI sales assistant waits to be asked: a rep prompts it for a summary or a draft. An AI sales co-worker is already working before anyone asks. Ollie, Optivian’s AI sales co-worker, prepares for every deal meeting, drafts the follow-up, and alerts the rep when a deal needs attention in Slack or Microsoft Teams, without a prompt.
How is Optivian different from connecting Claude or ChatGPT to our CRM?
Connecting an AI to your CRM, inbox and call recorder gives one person an answer to one question, assembled by searching each tool. Optivian keeps a structured record of every deal current from every email, call and meeting, in the same shape for every deal, plus your offering, case studies and sales rules. Ollie works from that record without being asked, and Claude and ChatGPT can use the same record over MCP, so teams keep their existing AI setup.
Can Optivian track what sales reps promised buyers?
Yes. Promises made in customer meetings and emails become to-dos that Ollie tracks until there is evidence they were kept, so nothing falls through the cracks between meetings.
Does Optivian work with Claude, ChatGPT or other AI tools?
Yes. Optivian runs an MCP server, so Claude, ChatGPT, and other MCP-compatible AI tools can read the same deal record that Ollie works from, within each person’s permissions.
Is Optivian GDPR compliant and secure for European companies?
Yes. Optivian is ISO 27001 certified and GDPR compliant, and is headquartered in Helsinki, Finland. Security documentation, certificates and subprocessors are at trust.optivian.ai.
How do I run win/loss analysis without hiring a consultant?
Optivian analyses every closed deal from how it actually unfolded across emails, calls, and meetings, not on a reason picked in a CRM dropdown. Over time, it shows which qualification moves lift your win rate and where lost deals broke down.
Source: optivian.ai