Product / Follow-through

Follow through on every promise

Every promise you make a buyer, in a meeting or an email, becomes a to-do that Ollie closes when the work shows up. After each meeting, your follow-up is drafted and your CRM updates are ready to approve.

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Every promise, in view until it’s done

A full pipeline means dozens of promises a week, across calls and email threads: the security document, the intro to their IT lead, the pricing for a second region. Your buyer remembers each one. Ollie keeps them in view across every deal, so nothing your buyer expects goes missing.

Your meeting notes, put to work

Optivian records and transcribes your deal meetings on Google Meet, Microsoft Teams, and Zoom, and in person from a laptop in the room. It also picks up Gong or Fireflies transcripts through your CRM.

You get what you’d expect from an AI note taker: the transcript, a summary on the deal, and notes in your CRM. Ollie then takes what was said and prepares what comes next.

What Ollie prepares after the call

Every promise, tracked to doneEach commitment you make in a meeting or email becomes a to-do on the deal, with the due date when one was given. When the email or meeting that delivers it shows up, Ollie closes the to-do and notes what showed it. When it only looks done, Ollie asks you first.

The follow-up email, draftedOllie drafts your follow-up from the whole deal: the recap your buyer needs, the agreed next steps, and the answers you still owe. You edit and send.

Your CRM, brought up to dateWhen the meeting moved the deal, you get the changes to stage, amount, or close date, each with the reason from the conversation. One tap applies them. New attendees are added as contacts on the deal.

Read the use case: Sales follow-up tracking, every promise kept.

After the call

You review the draft, send it, and apply the new close date.

On Tuesday, your email sends the questionnaire, and Ollie closes the first to-do.

At Jobilla

All 25sellers work with Ollie every day

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Know what you owe on every deal

When a promise comes due and is still open, Ollie reminds you in Slack or Teams. Your morning brief shows what’s still open across your deals, and you can ask Ollie at any time: “What do I owe on this deal?”

“No one likes creating deals, updating the CRM, and setting follow-ups and reminders to come back to things later. That Ollie does all of that makes life so much easier.”

Tommi SiroCo-Founder and CGO, Jobilla

Questions about follow-through

Do I still need an AI note taker?

No. Optivian records your deal meetings, online or in person, and the transcript and summary land on the deal and in your CRM. From there, Ollie gets to work: tracking every promise until it’s done, bringing the deal record up to date, and drafting your follow-up for review. If your team already uses Gong or Fireflies, you can keep it. Optivian reads those transcripts too.

How does Ollie know a promise is done?

From what happens on the deal. When an email sends the document you promised, or the meeting you promised gets booked, Ollie closes the to-do and notes what showed it. When it only looks done, Ollie asks you first. A passed due date never counts as done.

Are promises made over email tracked too?

Yes. Optivian reads the email on each deal, so a promise made in a reply is tracked alongside the ones made on calls.

Does it work for in-person meetings?

Yes. With a laptop in the room, Optivian records the meeting the same way as an online call and tells the speakers apart, so your promises stay separate from your buyer’s questions.

Does Ollie send the follow-up or change my CRM for me?

Ollie drafts the follow-up email in your writing style and proposes the CRM changes. You decide whether the email goes and which changes get applied. Your admin chooses what Ollie can update in the CRM.

Keep every promise moving

See how Ollie tracks the promises from your meetings and email, drafts the follow-up, and keeps your CRM current, on your own deals.

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