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[Connect] Accelerate Outreach and Improve Deliverability

These updated features make your outreach more efficient, safer, and better integrated with your prospecting workflow.

Sequence Performance

  • Get faster visibility into your outreach’s success by viewing outbound performance across your organization and at the sequence level. With our Replies tab, you can close prospects quicker by managing sequence replies in one place and create opportunities directly from interested contacts.
  • We’re also taking steps to reduce bounces and protect your deliverability by improving sequence enrollment flows with automatic blocking of high-risk emails. Admins can also set how unverified or risky emails should be handled.

Chrome Extension

Directly prospect and manage contacts directly from LinkedIn by creating and enhancing contact records in Reevo. Plus, you can call LinkedIn contacts in one click and see all engagement history in one place. Add extension →

[Sell] Close Deals Faster and Smarter

These updates give you clear insights into deal health, automated product and revenue calculations and powerful filtering.

Opportunity Summary

Quickly assess deal health and identify next steps to prevent stalled deals with a structured snapshot of deal context that automatically updates as new information (emails, notes, meetings) is added. Explore more →

Product Object

Create and manage your product catalog to keep opportunities consistent, standardized, and ensure accurate reporting.

CRM Filters

Find the data you need instantly with clear, easy-to-use filtering logic. Quick Filters are visual “chips,” making active filters easy to see, edit, or remove using clear AND logic. Advanced Filters let you build complex, multi-layered filters using powerful AND/OR logic for deep analysis.

[Manage] Enhanced Operational Excellence and Data Management

These new features equip you with more automation capabilities and enhanced data management and reporting.

Workflows

Automate your manual work with workflows that automatically trigger actions based on key events. Get started with templates to ingest data into your CRM and upsert accounts, contacts, and opportunities based on triggers. Learn about workflows →

Reporting

Get started with out-of-the-box datasets for core CRM objects, use common sales reports and dashboards, or build your own with our custom report and dashboard builder. Learn about reporting →

Computed and roll-up fields

Build formulas, aggregate related records, and power real-time calculations across objects.

Exports

Easily download data from list views into CSV files for quick analyses and external workflows .