Release Notes

• Filter by recent sequence activity: Every contact now includes three read-only fields—Sequence Touched in Window, Sequence Opened in Window, and Sequence Replied in Window—so you can quickly find contacts who have engaged recently.
• Define what “recent” means for your team: Admins can set the engagement window in Sequence settings, with a 30-day default. Change it to 7, 14, 60 days, or whatever best fits your sales cycle.
• Keep engagement data automatically up to date: Reevo recalculates engagement immediately when the window changes and automatically updates contacts as activity ages out, so your filters always reflect the current period.

Instead of relying on lifetime engagement or digging through individual sequence performance, teams can now monitor and act on fresh buying signals directly from the contact record.

• Let AI triage the inbox: Every sequence reply is automatically classified by intent (such as Interested, Referral, Out of Office, or Not Interested) with a confidence score. The redesigned Replies tab separates messages that need action, adds filters and live counts, and keeps long reply threads cleaner.
• Get the next move ready: Reevo prepares the right follow-up based on each reply. Interested prospects can get an AI-drafted response ready to review and send, while high-confidence interest can automatically create an opportunity and medium-confidence replies can tee one up for approval.
• Handle every reply type intelligently: Out-of-office replies can snooze contacts automatically, referrals can generate introductions, and left-company replies can surface alternate contacts to enroll. Reps can also correct classifications with built-in feedback to help improve the AI over time.

Instead of sorting through every reply manually, reps can work a prioritized queue with the next action already prepared. That means less inbox triage and more time spent on the prospects most likely to move forward.

• Make custom fields unique: Admins can mark any custom text or numeric field on Contacts, Accounts, or Custom Objects as unique, so values like external IDs, contract numbers, and license keys can’t be reused across records of the same type.
• Catch duplicates before they create problems: Reevo validates unique fields at write time across manual edits, imports, workflows, the public API, and two-way syncs. If a duplicate is attempted, Reevo rejects the write with a clear error pointing to the conflicting record.
• Clean up existing conflicts before enforcement: When uniqueness is enabled on an existing field, Reevo scans for duplicates and surfaces them for review before activating the constraint.

Custom unique fields give teams a more reliable way to use business-critical fields as identifiers. Set the rule once, and Reevo helps preserve data integrity everywhere those records are created or updated.

• Search the live web for hard-to-find prospects: Ask Reevo can now discover companies and decision-makers for local, specialized, or underrepresented markets (either when you request web search, when standard results are limited, or when your ICP is clearly niche).
• Turn web research into a ready-to-use prospect list: Ask Reevo combines live web results with your CRM data, identifies relevant buying signals, verifies discovered email addresses, and saves companies and contacts directly to a prospect list.
• Keep the entire workflow in one conversation: Move from discovery to enrichment, sequence creation, and enrollment without leaving Ask Reevo.

Live web search prioritizes focused, high-quality results and is used as a fallback when standard prospecting coverage falls short. That means even highly specific ICPs can become actionable, verified prospect lists.

• Message the right teammate instantly: Add a Send Teams DM node to notify any Reevo user with a matching Microsoft Teams account, such as alerting a deal owner when an opportunity slips.
• Post updates to Teams channels: Use the Send Teams Channel Message node to share workflow updates in standard channels, from flagging deals for review to celebrating a major closed opportunity.
• Connect once for the entire organization: After Microsoft Teams and Reevo admins complete the one-time setup and authorization process, everyone can use Teams messaging nodes without connecting their own account.

Bring workflow notifications directly into Microsoft Teams without building or maintaining a separate integration. Add a messaging node to any flow and keep the right people informed automatically.

• Connect in just a few steps: Generate a personal or workspace API key in Granola, then add it under Reevo’s Integrations settings. Meetings remain private by default and are only visible to invited participants.
• Find every conversation in Reevo: Newly connected meetings sync within minutes and appear on the Past Conversations page, where you can search for the right discussion.
• Keep meeting context up to date: View Granola transcripts and summaries directly in Reevo, regenerate summaries when needed, and rely on automatic hourly syncs for new or updated meetings.

Turn the conversations captured in Granola into searchable context your team can revisit and use throughout Reevo.

• Connect more of your workspace: MCP connectors are now generally available for Notion, Linear, Pylon, PostHog, and Google Drive. The Slack connector is also available to beta customers ahead of its broader rollout.
• Get stronger, more informed answers: Ask Reevo can retrieve relevant information from connected tools, such as reading a signed document in Google Drive to refresh the details of a deal.
• Turn context into action: Ask Reevo can also take supported actions in external applications, like creating a Pylon ticket from a follow-up discussed in a meeting or email.

Admins can enable approved connectors for the organization, and individual users can connect or disconnect their own accounts from their settings. With more of your company’s context available, Ask Reevo can answer questions and complete work with a fuller picture.

• Model relationships your way: Create one-to-one, one-to-many, many-to-one, or many-to-many relationships between any CRM objects (including accounts connected to other accounts).
• Link and manage records at scale: View every connection in a record’s Related Records tab, link or unlink records directly, connect up to 100 records through a bulk action, or import thousands of relationships by CSV.
• Ask Reevo about every connection: Use Ask Reevo to explore custom relationships, from specific questions like who reports to a contact to open-ended requests for everything associated with an account.

Whether you are connecting corporate accounts to franchises, contacts to referred opportunities, or entirely custom objects to one another, Reevo can now represent the relationships that make your business unique.

• Group related workflows: Create folders for specific teams, processes, or use cases, then nest folders inside one another to match your organization's structure.
• Build and move workflows where they belong: Create a workflow directly inside a folder, move existing workflows from the row menu, or return them to the main All Workflows view.
• Find automations faster: Navigate with breadcrumbs, filter the list by folder, and search across every workflow while seeing its complete folder path.

Replace one long, crowded workflow list with a structure that scales alongside your automation strategy. Spend less time searching and more time building.

• Choose your font and size: Customize emails to match your brand, personal style, or the familiar look of your everyday inbox.
• Add text colors and highlights: Emphasize important details with inbox-ready colors that appear as intended when your message is delivered.
• Fine-tune line and paragraph spacing: Create cleaner, tighter messages and remove the oversized gaps that can make emails feel padded or overly promotional.

The same formatting controls are now available across one-off emails, sequences, templates, and signatures. What you see in the editor is what your recipient sees in their inbox.

• Forecast sequence completion: See an estimated finish date before enrollment and throughout a live sequence, so you know whether a large send will take days or weeks.
• Find the real bottleneck: Reevo shows whether delays come from sequence timing, limited mailbox capacity, or other sequences competing for the same sending pool. When capacity is the issue, it recommends how many mailboxes to add to meet your target.
• Monitor mailbox health at a glance: The new mailbox overview shows weekly send utilization, active and warming mailboxes, and any accounts that need attention due to DNS, warmup, or other issues.

Forecast the timeline, identify what's holding it back, and fix your mailbox pool before sequence performance takes a hit.

• Confirm every discovered work email: Reevo now verifies that an enriched email address belongs to the prospect’s company before adding it to the contact record.
• Block bad matches without losing good ones: Personal addresses and emails tied to unrelated companies are filtered out, while legitimate variations (such as parent-company, acquired-brand, regional, and rebranded domains) are recognized and retained.
• Improve data quality without extra work: Verification runs automatically for every organization, quietly making each enriched contact cleaner and more trustworthy.

No setup or manual review required. Reevo handles verification in the background so your team can prospect and engage with greater confidence.

• See exactly how your workflow would run: Simulate any draft workflow against a real CRM record and follow its path step by step, including whether the trigger fires, which branches it takes, and which actions run or get skipped.
• Preview every input and potential outcome: Inspect resolved templates and variables, projected field changes, affected record counts, and every email, Slack or Teams message, webhook, and calendar invitation the workflow would have generated.
• Test without the side effects: Dry run blocks every production write at the database level, so no records change, messages send, or contacts enter sequences. AI and research steps still produce real results, with any simulation limitations clearly listed upfront.

Catch broken conditions, incorrect routing, and unintended recipients before they affect a customer or your CRM. Build, test, and ship every workflow with confidence.

• Create tasks automatically: Add a new task with its status, priority, due date, type, owner, notes, and relationships to the right accounts, contacts, and opportunities all in a single step.
• Find the right task: Search tasks using filters such as status, due date, or owner, reference variables from earlier steps, and pass the top matching result into the rest of your workflow.
• Keep tasks up to date: Change task fields, add or remove linked records, and use the updated task in downstream nodes for further automation.

Turn moments like deal-stage changes into immediate, assigned follow-up actions without relying on someone to create, find, or update the task manually.

Reps can now merge duplicate records via specific fields in Reevo, maintaining CRM hygiene.

• Merge preview - Preview opportunities before taking action, see how this will look, before making a final decision.
• Conflict resolution - Choose which value wins for conflicting fields and linked roles (e.g. title / department on a Contact Account role)
• Carry what you need over - Accounts, opportunities, pipelines, emails, phone numbers, activities, and custom relationships/associations

Merge without fear. Custom relationships now survive a merge and deals keep moving forward.