Log inGet started
Reevo for Slack

Ask in Slack. Move the deal.

Your team already talks about every deal in Slack. Now Reevo does, too. Tag @Reevo for the latest on any account, update a deal without opening a tab, and get recaps and alerts in the channels you already watch.

Talk to sales
Add Reevo to Slack
Slack #andersenworks-deal channel: a rep tags @Reevo asking where the deal stands, and Reevo replies that AndersenWorks · Expansion is in Proposal at $180K. Another rep then asks Reevo to move it to Negotiation and push the close date to Dec 11, and Reevo shows the change with Approve and Reject buttons.
Answers

Ask where the conversation is.

When someone asks “where are we with AndersenWorks?”, no one has to go dig through the CRM. Tag @Reevo and the answer lands in the thread.

A Slack message where Priya asks @Reevo what changed on AndersenWorks this week, and Reevo replies with a summary — stage moved to Proposal, amount up to $180K, a new contact, and a recent meeting — plus a View Opportunity link.

Ask about accounts, deals, meetings, and tasks the way you’d ask a teammate. Reevo answers from your Reevo account and links back to the record.

Reply in the thread to go deeper. Reevo reads the conversation, so “who else should be on the next call?” needs no backstory.

QBR prep, deal reviews, and account research that won’t fit in a message come back as a Slack canvas your team can read and share.
Act

Ask Reevo writes, too.

Say what changed. Reevo drafts the update, you click Approve, and the CRM is current before the thread scrolls away.

A Reevo card in Slack showing a proposed deal update — the stage and close date that will change — with an Approve button.

Change a stage or a close date in a sentence. Reevo shows exactly what will change, only the person who asked can approve it, and nothing is written until they do.

Reevo creates the task with a title, a due date, and the opportunity it belongs to, so the promise you made on the call doesn’t live only in your head.
Stay in the loop

The update finds you.

Recaps, wins, and warning signs show up in the channels your team already watches. No one has to go looking.

A Slack channel of Reevo meeting-summary recaps, including a full card with the opportunity, tasks, and View Meeting and Draft Follow-Up Email buttons.

Meeting summaries post with the opportunity, the participants, and the tasks that came out of the call, plus a button to draft the follow-up email.

Closed deals land in the channel to a round of 🎉, and stage changes post the moment a deal moves. Admins pick which channel gets which alert.

Turn on meeting prep and get the deal, the people, and what to watch for in Slack ahead of each call.

One deal. One thread. No one opens a report.

Reevo brings the CRM into the conversation, so managers get answers, reps get updates in, and the record keeps up without anyone chasing it.

8:41 AMin #andersenworks-deal

Priya asks where AndersenWorks stands. Reevo answers in the thread before Jordan has found the right tab.

Slack #andersenworks-deal channel: Priya tags @Reevo asking where AndersenWorks stands, and Reevo replies that the Expansion deal is in Proposal at $180K closing Nov 20, with next-step bullets.
11:47 AMafter the call

The meeting summary posts to #meeting-recaps with the opportunity, the people, and the next steps. Status update: skipped.

Slack #meeting-recaps channel: a Reevo “Meeting Summary Ready” card for the AndersenWorks pilot-scoping call, with View Meeting and Draft Follow-Up Email buttons and the linked opportunity.
2:15 PMthe pilot’s a go

Jordan tells Reevo the pilot is approved. One click on Approve moves the deal, and #deal-alerts hears about it a minute later.

Slack #andersenworks-deal channel: a Reevo “Update Opportunity” card moving the deal to Negotiation with a Dec 11 close date, approved by Jordan Lee, followed by an opportunity stage-change alert.

Frequently asked questions

Yes. Tag @Reevo in a channel, DM it, or open it in Slack’s assistant pane to ask about your accounts, deals, and meetings, update records with your approval, and get meeting summaries and deal alerts where your team already talks.

Asking Reevo questions and making updates from Slack is rolling out workspace by workspace. Meeting summaries and deal alerts are available to every workspace that connects Slack. Ask your Reevo contact if you’d like it turned on.

Mention @Reevo in any channel it’s been invited to, DM it, or open it from the assistant pane. Ask in plain English, like “What changed on this deal this week?”, and reply in the thread to follow up. Long answers come back as a Slack canvas.

Yes. Ask it to update an opportunity or create a task. Reevo posts the change as a card with Approve and Reject buttons, only the person who asked can approve it, and nothing changes in Reevo until they do.

Reevo answers from your Reevo account and reads the thread you ask in so follow-ups keep their context. Slack data is not used to train or fine-tune AI models.

Admins choose which channels get meeting summaries and Deal Closed, Deal Lost, and Opportunity Stage Change alerts. Each person can also get meeting prep in Slack and turn their own notifications on or off.

A Reevo admin connects Reevo Bot for Slack in Settings → Integrations, and a Slack workspace admin approves the install. Each person then links their Slack account, and you add Reevo to a channel with /invite @Reevo. The setup guide walks through every step.

Yes. Reevo for Slack is included with a Reevo account at no extra cost. Once your admin connects it, everyone on your team can link their Slack account.

Your CRM, now with a Slack handle.

Connect Slack, tag @Reevo in your next deal thread, and let the record keep up with the conversation for once.

Get started
See Reevo