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WATCH: Learn More About Our Product Vision


Here’s a look at everything that’s new and live for you:

Meeting Intelligence

Make every customer interaction count with meeting-related updates to help you prepare, stay focused, and on task.

Meeting Prep

  • Pre-meeting research and intelligence: Get a comprehensive, in-depth overview for upcoming meetings, including background on meeting participants and their companies, suggested discovery questions, key talking points, potential objections, and clear steps to accomplish during the meeting. Prodrelease Nov25 Meeting Prep Pn

Notes

  • User-friendly experience: Upgrade to a richer note-taking experience with slash commands and content blocks.
  • Real-time collaboration: Multiple team members can now work on the same note simultaneously, ensuring everyone stays aligned during and after meetings.
  • Auto-summary generation: With summaries generated on meeting transcripts and user notes, Notes instantly converts long conversations into concise, shareable recaps.

Pipeline Management

Our new features equip you with the intelligence and control needed to standardize your sales process and drive deals forward.

Ask Reevo

Be ready for every customer interaction and focused on the day’s highest-impact tasks with a personalized view of today’s meetings and priorities. Prodrelease Nov25 Askreevohomepage Pn
  • Integrated email composition: With Ask Reevo embedded in your email composer, Ask Reevo gathers context, drafts emails, and populates messages automatically, plus it offers quick replies to common questions.
  • Rich citations: Every claim made by Ask Reevo is now backed by a source. You’ll see a hoverable UI element that links directly to the cited video timestamp or other context, ensuring trust and verifiability.
  • Reasoning: You’ll see Ask Reevo’s thought process and get better answers to your questions.

Slack Integration

  • Work where you are: Connect your Slack account to Reevo to receive personal notifications and use Ask Reevo for record create and update operations directly within Slack.
  • Configurable notifications: Set up powerful alerts for your team, including deal notifications (Won/Lost/Stage changes) and meeting summaries.
Prodrelease Nov25 Slack Integrations Pn

Smart Pipeline with MEDDPIC

  • Auto-extracted insights: We now automatically extract key MEDDPIC insights from your emails and meetings at the opportunity level.
  • Stage gates: Enforce sales process quality by using MEDDPIC requirements as stage gates. AI recommendations ensure reps capture critical information with minimal manual entry.
  • Multi-pipeline support: Model complex business structures with support for multiple pipelines, complete with new color configurations for stages.

Data Access and Export

  • Opportunity views: Kanban views are now live.
  • Exports: You now have the ability to export your list view into a csv.

Prospecting and Outreach

We’ve enhanced the tools your team relies on to find and engage new leads, ensuring speed and data quality from first touch.

Chrome extension

  • Integrated LinkedIn workflow: you can now extract and enrich profiles, make calls instantly, enroll contacts in sequences, and manage records, all without leaving LinkedIn. Prodrelease Nov25 Chrome Extention Jp

Prospecting Tools

  • Richer filtering: Find the perfect leads with new, granular filters including company founded date, last funding date, years in current role, previous company, and school.
  • Faster enrichment and verification: Prospecting is now backed by async email enrichment and verification via multiple providers for higher data accuracy.

Sequence and Mailbox Management

  • Sequence streamlining: Easily cycle through your call tasks using the Reevo dialer and manage follow-ups efficiently with the new Replies view, so you can see all sequence responses in one spot.
  • Sequence performance: Track your sequence performance across your entire organization and by sequence, total sends, clicks, opens, replies, and more.
  • Improved email verification: Contact email verification and visualization is now integrated, with checks running automatically during sequence enrollment and sends to protect domain health.

CRM Management

These foundational updates improve data quality, reporting depth, and system administration.

CRM Data

  • Advanced data modeling: We now support Computed and Rollup custom fields alongside existing custom fields, and Contacts can now store multiple phone numbers.

Administrative Controls

  • Admin control: Admins gain granular control over data capture with individual record creation and a “Do Not Capture” mode to override organization-level activity settings.

Platform Updates

  • Settings page: We’ve polished the streamlined look and feel of our fully rolled out new settings page design across My Account, Organization, and CRM sections.
  • Imports: We’ve added more comprehensive validation errors for imports.
  • Sign up: We’ve also improved the signup flow with email verification and auto-linking to your organization for users with a matching domain.
  • Meeting scheduling: Share your availability easily with simplified, human-readable calendar links that honor your personal availability settings.
Know someone who could use Reevo? Invite them to sign up here.