Olive

Olive is a client relationship and campaign management platform built for teams that had outgrown spreadsheets but found off-the-shelf CRMs too rigid for how they actually sell and follow up.

The problem

The team's pipeline lived across spreadsheets, inboxes and a generic CRM nobody fully adopted. Campaign performance and client history were disconnected, so follow-ups were inconsistent and reporting took days to assemble.

Our approach

We consolidated pipeline, client history and campaign activity into one data model, then built the workflows around how the team already worked — stage-based pipelines, campaign-linked follow-ups and reporting that updates live instead of at month-end.

Highlights

• Unified client, pipeline and campaign data in one platform
• Stage-based pipelines matched to the team's actual sales process
• Live reporting instead of manually assembled monthly reports
• Built to be adopted — not fought — by the sales team

Outcome

The team now runs client relationships and campaigns from a single system of record, with reporting that's current by default and a tool the sales team actually uses day to day.