The living truth of every deal,
and why you win them.
Optivian turns every interaction into a structured, always-current view of every live deal, and reads your closed deals for what actually separates your wins from your losses. One comprehensive picture of your pipeline and what drives it, built for AI to reason over.
Book a demoOne layer that knows. Two ways to put it to work.
Optivian holds the truth of every deal in the middle of your stack. Above it sits the work, and the work happens two ways. Ollie, the proactive co-worker, acts on the truth and pushes finished work to your reps. The AI you already use, Claude, ChatGPT, or Gemini, reads the same truth on demand and answers your team’s questions. Both run on one layer. That separation is the whole design: build the understanding once, and everything on top inherits it.
Slack
Teams
You have AI everywhere. It still does not know your deals.
Point any of it at a real deal and you feel the gap fast:
The problem is not the model. It is the raw material. Your deal data is unstructured, scattered, and built for people to read, not for AI to reason over. So every question makes the model start over: find the deal, pull everything, rebuild its understanding from scratch. It works. It is also far more expensive and far less reliable than people realize.
Ready before you ask, not rebuilt every time.
Optivian keeps the understanding current, so the AI reasons over what is already there instead of rebuilding it from raw transcripts on every question. That is deal intelligence.
The model you use will keep changing. What lasts is the understanding you build underneath it.
Every open deal, always current.
As each email, meeting, or note lands, Optivian reads it and captures what mattered: what moved, what changed, what is now at risk. Each one updates the picture of the whole deal: where it stands, who the stakeholders are, what is moving it, what is blocking it.
Straight to the answer, not the whole archive.
Ask a question and the answer is usually already in the picture. When it is not, the picture points straight to the one email or call that holds it, and the AI pulls just that in full, instead of re-reading every transcript or pulling in the whole deal and guessing.
Acme deal is healthy. The gate is the security review, and the CFO wants the ROI case before the board. Risk: the board is close and the ROI case isn’t done yet.
The drivers behind your wins and losses.
Every closed deal adds to the picture of what separates your wins from your losses. Not a reason someone picked from a CRM dropdown, but the factors Optivian reads from how the deal actually unfolded, across emails, calls, and meetings: which qualification moves lift your win rate, what your won deals had in common, where the lost ones broke down. The more you close, the sharper and more reliable your win patterns become. The live picture tells you where each deal stands today. This tells you why it is likely to land.
Works with the CRM you already run.
Optivian connects natively to Salesforce and HubSpot. It reads from the deal data you already capture, and writes deal health back to the record, so the intelligence shows up right where your team already works.
SalesforceNative
HubSpotNativeTwo ways to put the layer to work.
Ollie, the co-worker on top.
The proactive AI sales co-worker built natively on Optivian. Same understanding, with the work pushed to your reps where they already are. This is how most teams use Optivian.
Meet Ollie
Your own AI, on demand.
Claude, ChatGPT, Gemini, and any AI client that supports MCP read the same truth directly and answer your team’s questions.
See Optivian in ClaudeBuilt for complex B2B deals already in your pipeline.
New business and expansion deals with long sales cycles and multiple stakeholders, driven by what happens between people.
Questions, answered.
A structured, always-current understanding of every deal, built from every interaction and made for AI to reason over. It sits between your raw data and the AI that acts on it.
Your CRM stores what reps enter. Optivian builds understanding from every interaction, whether or not anyone logged it, and keeps it current.
Those capture calls or score pipeline. Optivian turns every interaction into structured, AI-ready understanding that any AI can act on.
Yes. They read from Optivian over MCP, with your own permissions. See the Optivian in Claude page.
No. Ollie is the proactive path that pushes work to your reps. Any AI can read from Optivian over MCP, so you can use your own.
Yes. Optivian works with Salesforce or HubSpot today.