Your CRM is the backbone of how you manage relationships, forecast revenue, and drive your business forward. At Reevo, we built our CRM to match the realities of modern selling: more dynamic, more flexible, and more intelligent.

Here’s a deeper look at how Reevo’s CRM helps you stay organized, move deals faster, and maintain data integrity every step of the way.

Pipeline management: your sales process, your way

Sales is rarely a one-size-fits-all process. Reevo lets you fully configure your CRM to match how your team sells. Whether you’re running a simple or complex sales motion, you can customize your stages with flexible rules that reflect how your team actually moves deals forward.

Account tracking: clear customer journeys

Understanding where every account stands is critical to forecasting and prioritization. Reevo gives you a simple but powerful structure:

• Lifecycle states: Track accounts through Target, Sell, and Customer stages, helping your team align efforts to the right motion at the right time.

Complex associations: built for the real world

Business relationships aren’t always simple and neither are the contact and account structures behind them. Reevo’s CRM is designed for the complexity you actually encounter.

• Account linking: Connect contacts to accounts as primary or secondary relationships

• Multi-account contacts: Manage individuals who collaborate with multiple companies without duplicate records.

• Multi-email support: Model real-world scenarios where a single contact uses multiple email addresses without breaking reporting or communication history.

Data management: integrity you can trust

The strength of a CRM is only as good as its data. Reevo keeps your records clean and reliable without requiring any manual effort 

• Record integrity: Set customizable rules to prevent duplicates and maintain quality across accounts and contacts.
  Merge capabilities: Seamlessly consolidate duplicate accounts or contacts while preserving important information.

• Relationship integrity: Transfer contacts between accounts when people move companies, with configurable options for what data stays or moves.

Custom views: work your way

Every seller and manager has their own way of looking at the pipeline. Reevo makes it easy to tailor your view.

• Saved filters: Quickly jump between saved searches to find what you need fast.

• Column customization: Choose the fields you want to see. No more one-size-fits-all views.

• Sorting and filtering options: Slice and dice your data any way you need to keep your pipeline moving.

Activity capture: clean CRM data, zero manual effort

Sales teams shouldn’t have to spend hours updating their CRM. Reevo’s Activity Capture takes care of it automatically.

• Record creation: Automatically logs relevant emails and calendar events from Gmail and Google Calendar. You can control what gets captured with sensitivity settings: choose to log only external conversations, or focus on specific domains or contact types.

• Record association: Uses domain logic, contact mapping, and relationship heuristics to associate interactions with the right accounts, contacts, or opportunities, even when things change or merge.

• AI classification: Each email or meeting is tagged based on its purpose (intro, negotiation, renewal, etc.), urgency, and relevance, so you get more than just a log; you get insights.

The result? A living, breathing CRM that organizes itself and helps you spot real signals.

API key & webhook integration: connect your CRM

Reevo’s CRM doesn’t operate in a silo. It’s designed to fit seamlessly into your broader tech stack.

• API key access: Generate API keys to integrate Reevo with your own tools, applications, or data warehouses.

• Webhooks: Automatically trigger updates to your Reevo CRM  based on real-time events outside pf Reevo, keeping your workflows connected without manual effort.

▶️ See our API keys in action
Watch this quick walkthrough to see how our API keys work:

Reevo CRM is a living, breathing system built to reflect how modern sales really happens.