Frequently Asked Questions

Optivian helps you close more deals with zero guesswork. We provide AI-crafted emails, meeting agendas, and strategic guidance for every deal—so you know exactly what to do next and can arm your champion with collateral that sells internally.

Strategy is your game plan—positioning, messaging, and risk mitigation tailored to each deal. Next Best Actions tells you what to do right now, prioritizing steps based on real engagement signals and your overall strategy.

Everything you need in one place: CRM fields, emails, call transcripts, notes, stakeholder relationships, opportunity signals, and potential blockers—all kept in sync automatically.

We analyze every won and lost deal to uncover what actually drove the outcome. These insights feed back into your active deals, so your team gets smarter with every close.

Native connectors for Salesforce and HubSpot; additional CRMs are evaluated with customers.

Yes, we currently integrate with Slack for deal updates and in‑thread Q&A directly in channels/DMs. Other tools are evaluated with customers.

Yes. Optivian supports GDPR and data subject rights requests.

Data is stored within the EU.

Customer data is never used to train generalized models; it’s only used to deliver your account’s features under your contract.

Every recommendation is grounded in your actual deal data. We show you the source and our confidence level, so you can trust what you're seeing and make informed decisions.

Absolutely. Optivian suggests, you decide. Every action requires your approval—we're here to help you execute faster, not to take over.

Teams using Optivian close deals faster, forecast with more confidence, and stop repeating the same loss patterns. You'll see the difference in your pipeline velocity and win rates.

Email/Slack support, onboarding, and success reviews.