Overview

Basic concepts & terminology

Where to find it

How it works

FAQs

Ask Reevo is your built-in AI assistant within the Reevo platform.

Ask Reevo

Reevo Knowledge Base

Account set-up

Understand how user roles and permissions work

User roles & permissions

Connect your email & calendar

How to migrate your existing CRM data from Hubspot

Migrate data from Hubspot

You can send contacts directly from Clay into Reevo using a webhook. This allows you to streamline your workflow and automatically move qualified leads into Reevo for outreach and tracking.

Migrate contacts from Clay

How to import data into Reevo using a CSV file

Import via CSV

Pipeline management in Reevo CRM allows you to create, customize, and manage sales pipelines.

Pipeline management

Pipeline stage criteria

The Multi Email and Multi Account Models allow contacts to have multiple email addresses and be associated with multiple accounts simultaneously.

Multi-email and multi-account settings

How to build lists of Contacts and Accounts so users can easily group them together.

List views and building

This guide will help you set-up the dialer at a user and an organizational level. Watch the below video for a quick tutorial. 

Set up dialer

Manage the Reevo Meeting Bot directly from your meeting interface. Whether you’re planning ahead or starting a meeting on the fly, you now have more flexibility in deciding when and how the bot joins your meetings.

Meeting recording settings

Reevo's Calendar Link Management allows you to create, manage, and personalize booking links for meetings. 

Calendar link settings and management

This feature makes it easy to add the Reevo Bot to any meeting, even when your meeting is scheduled on Google Calendar but not synced with Reevo due to meeting settings.

Invite bot via email

A step-by-step guide on how to personalize your meeting titles. 

Meeting Personalization Guide

Meeting personalization

How to connect Zoom meetings with Reevo and enable recordings.

Zoom Integration

Reevo supports Microsoft Teams meetings. That means your Reevo Meeting Bot can automatically join, record, and analyze Microsoft Teams calls—without any extra setup. If your meeting is on the calendar and includes a Teams link, you’re covered.

Microsoft teams support

Tasks in Reevo are your personal to-do list for sales follow-through. They can be manually added or automatically created by Reevo AI whenever next steps or objections are mentioned in meetings, emails, or calls. Every task is surfaced in one place so you never lose track of what needs to happen to keep deals moving.

Tasks 101 & settings

The Reevo Research Agent is an AI-powered tool that automates the process of gathering and structuring sales intelligence.

Research

Reevo’s call recording tool automatically captures and stores your sales conversations, providing you with  a complete record of every customer interaction.

Call recordings

Mailboxes allows you to run outbound sequences at scale without jeaopardizing your actual company domain health. Reevo automatically warms both your domain and connected mailboxes by sending low-volume, high-engagement emails daily within our backend system. It scales volume slowly and stops if spam signals are detected. You don’t need to configure anything manually.

Mailbox management

Allowing you to create easily accessible email templates that can be applied in both sequencing or the email composer on the account, contact or opportunity level. 

Email templates

Allowing you to create easily create sequences from scratch, Reevo blueprints or clone existing sequences.

Set up sequences

If you’ve purchased a domain from a third-party provider and want to use it to send emails from Reevo Sequences, you’re in the right place.

Set up your own domain

TAM and prospect search

Enrichment in Reevo is the step that converts your identified prospects into usable CRM contacts by appending valid contact details like email and phone numbers. Only enriched people become CRM records.

Enrichment

The Reevo Dialer has received several powerful updates to help you manage calls more efficiently and ensure strong follow-up. This guide covers organization-level settings, voicemail customization, missed call workflows, and more.

Dialer 101

Reevo's Data Integrity Tools ensure CRM data consistency across core entities (like Contacts and Accounts) and their subdomain data (such as meetings, emails, and sequences).

Data integrity

Reevo’s Activity Capture feature automates the creation of contacts and accounts based on your calendar and email interactions. 

Activity capture

You can automatically create accounts and contacts in Reevo by connecting external forms (like Typeform, Google Forms, or HubSpot Forms) via Zapier. This integration reduces manual data entry and streamlines your lead capture process.

Onboarding

CRM Import

CRM Configuration

Conversations

Tasks

Intelligence

Email & Templates

Prospecting

Operations & Reporting

Integrations

Support

Ask Reevo

Overview

Basic concepts & terminology

Where to find it

How it works

FAQs

Onboarding

CRM Import

CRM Configuration

Conversations

Tasks

Intelligence

Email & Templates

Prospecting

Operations & Reporting

Integrations

Support

​Overview

​Basic concepts & terminology

​Where to find it

​How it works

​FAQs

Overview

Basic concepts & terminology

Where to find it

How it works

FAQs