CRM & Systems of Record
R

Reevo

Venture backed platform founded in 2024 that debuted in November 2025 with eighty million dollars co led by two marquee firms, positioning itself as the artificial intelligence native sales platform intended to replace the fragmented revenue stack outright. Five pillars sit on one shared memory layer: prospecting with addressable market sourcing and metered enrichment credits, outreach with provisioned domains, inbox warming, sequences and a dialer, meeting intelligence with recording and transcription, pipeline management with automatic deal updates and forecasting, and a foundation combining an intelligence native system of record, workflow automation, and an assistant that answers pipeline questions with citations to the exact call, email or record behind each answer, in the product and in Slack.

Pricing is sales led on all three tiers with no dollar figure published anywhere, while every usage meter is quantified: enrichment credits, dialer minutes, recorded meeting minutes, active sequence caps per organization, one phone number per user, and workflow credits, updated to a stated date. Footer badges claim a completed service organization control audit and the international security certification. Four marketed capabilities are labeled as coming soon, an unusually honest separation of the shipped product from the roadmap.

Last VerifiedAugust 22, 2026
Compare Reevo with other vendors
Founded
2024
Headquarters
Santa Clara, California, United States
Website
reevo.ai
Categories
crm, sales-engagement, data-and-enrichment, conversation-intelligence
Assessment

Capability Axes

Capability grades

17 of 17 axes rated · 4 graded A or B

AI Capability
AI CentralityAI CentralityWhether AI is the product or a feature veneer. The removal test: peel the AI label off, and does anything sellable remain?
AA on AI CentralityAI is the product. Remove the models and nothing sellable remains, and the vendor documents what the AI actually does rather than gesturing at it.
Vendor Published

The claim is the entire identity and it survives the removal test completely: strip the intelligence layer and the thesis collapses, because the product is the shared memory that reads every call, email and deal, then drafts follow ups, updates the record, flags risk and answers pipeline questions on its own.

The claim is specific rather than decorative, the assistant is committed by design to citing the exact call, email or record behind every answer, deal updates and task logging are automatic, and the system of record itself is built around the model rather than having one bolted on.

The company raised eighty million dollars at debut from two marquee firms on exactly this thesis, and the marketing separates shipped capability from roadmap by labeling four features as coming soon, which is the honest version of the pattern this index usually catches vendors faking.

Autonomy and Oversight ModelAutonomy and Oversight ModelWhat the system does without a human. Draft for review, auto send, or fully agentic, and what contains a bad run.
BB on Autonomy and Oversight ModelThe human in the loop posture is described substantively (draft versus auto send, approval flows) but the failure containment story is incomplete.
Vendor Published

The autonomy claims are real and the split between acting and drafting is stated honestly: the system updates deal records, logs tasks and flags risk on its own, while follow ups are drafted for a human to send. The oversight mechanism is specific and unusual, every answer from the assistant carries a citation to the exact call, email or record it reasons from, which makes the machine's conclusions inspectable rather than oracular, and trust and control appears as a named platform capability on the pricing comparison for both tiers.

Off the top band: the trust and control line is a label whose contents were not retrievable, no permission model, approval step or audit log is described anywhere read, and automatic writes to the system of record are precisely the place a buyer would want that detail.

AI Disclosure and Model TransparencyAI Disclosure and Model TransparencyWhat models power the product, whether AI generated outreach discloses itself, and whether scoring and routing logic is explainable.
CC on AI Disclosure and Model TransparencyThe product is described as AI powered with the stack, the disclosure behavior, and the scoring logic all unstated.
Vendor Published

The design commitment to citations tells a user what evidence an answer rests on, which is a real transparency mechanism, but it discloses the evidence rather than the model: no provider, model family, training approach or method documentation is published anywhere read.

The coming soon labels on intent signals, lead scoring, coaching insights and the command center are genuinely honest disclosure of what does not exist yet, credited here, without substituting for disclosure of how what does exist works.

Operational and Outcome EvidenceOperational and Outcome EvidenceMeasured outcomes with a stated basis: replies, meetings, pipeline, win rates. Logos are not evidence and prestige is not measurement.
CC on Operational and Outcome EvidenceOutcome claims are headline percentages with no stated basis, or customer logos standing in for results.
Vendor Published

Named individuals at named companies give video testimonials, a chief executive, a chief operating officer and a marketing manager, and press coverage from major financial outlets is linked, but the coverage is funding news rather than outcome evidence and not one quantified customer result appears anywhere read, no case study, no metric, no named customer with a number.

The sharpest observation sits in the testimonial band itself: one of the four featured endorsements is from a managing director at the venture firm that co led the funding round, an investor presented in the customer proof position, which a careful buyer will discount accordingly.

Compliance and Risk
Outreach Compliance PostureOutreach Compliance PostureHow the product handles regulated outreach: consent, DNC scrubbing, opt out mechanics, caller ID conduct, and the public enforcement record.
CC on Outreach Compliance PostureCompliance is mentioned as the customer’s responsibility, with little or no product enforcement described. The tool can be run lawfully, and nothing about it helps.
Vendor Published

The platform runs email sequences and a metered dialer, both regulated channels, and no page read names a governing statute, a consent framework, suppression handling, calling time restrictions or any compliance capability at all. Inbound forms and routing exist on the prospecting side.

For a platform whose outreach surface includes provisioned sending domains and telephony, the compliance silence is complete, though nothing marketed sells evasion either, so this sits at the default rather than the bottom.

Data Privacy PostureData Privacy PostureGDPR and CCPA posture: lawful basis, data subject rights handling, DPA availability, subprocessor disclosure.
CC on Data Privacy PostureA standard privacy policy exists and answers none of the questions this product category specifically raises.
Vendor Published

A privacy notice and terms of service exist at their own routes and were not opened, so this row is flagged. The footer carries a do not sell or share my personal information link on every page, a concrete state privacy law mechanism worth crediting.

The open question is proportionate to the architecture: the product's whole thesis is one memory layer holding every call, email, meeting and record a customer's team produces, and nothing read describes retention, data subject handling or processing terms for that aggregation.

Data Licensing and ProvenanceData Licensing and ProvenanceWhere the data comes from and on what legal footing: licensed, contributed, public record, or scraped, and who stands behind the answer.
CC on Data Licensing and ProvenanceData is described by its size and coverage with its origin unstated. The provenance question is answerable only by asking the vendor.
Vendor Published

The platform sells contact and company enrichment by metered credits and sources addressable markets, so it supplies third party contact data, and no page read discloses where that database comes from, whether it is licensed, built or brokered.

The launch materials state that the platform generates its own clean first party activity data from emails, meetings and calendars, a real provenance statement, but it covers activity data, not the enrichment database whose credits are on the price card. The load bearing provenance question is the one left open.

Platform Terms ExposurePlatform Terms ExposureWhether the product operates inside the terms of the platforms it touches, and the restriction risk a buyer inherits when it does not.
BB on Platform Terms ExposureThe method is described and mostly conformant, with one real ambiguity the vendor does not resolve, or conformance asserted without the partnership evidence that would settle it.
Vendor Published

The architecture is the sanctioned one: the vendor provisions sending domains and mailboxes itself rather than automating anyone else's interface, operates its own dialer with one provisioned phone number per user, and connects outward through official surfaces including Slack and a model context protocol interface named on the pricing table. Nothing marketed rents identity or drives a third party's user interface. Off the top band under the standing rule, no stated conformance position toward mailbox providers or carriers appears anywhere read.

AI Safety and Data StewardshipAI Safety and Data StewardshipThe cross client boundary: whether customer data trains models that serve competitors, plus retention and deletion posture.
CC on AI Safety and Data StewardshipSecurity language exists but the training question, the one this axis turns on, is unanswered: a buyer cannot tell whether their pipeline data improves a competitor’s instance.
Vendor Published

The stewardship question is as large as the architecture: a single memory layer ingesting every call recording, email and record a customer produces, reasoned over by models, and nothing read states whether that data trains models, whether tenants are isolated from each other's context, or how long recordings persist.

Trust and control is named as a platform capability without retrievable content, and the two certification badges in the footer speak to security process rather than model data handling. For a product whose value is total context aggregation, the absence of a stated training and isolation position is the gap.

Recipient Disclosure and AuthenticityRecipient Disclosure and AuthenticityHow the product presents itself to the people it targets: whether automated outreach and AI agents disclose themselves, whether sender personas are real, and whether personalization is grounded in verifiable fact. Measured as known compliance with Article 50 of the EU AI Act, in force since August 2, 2026, which requires AI systems that interact with individuals to disclose that fact.
CC on Recipient Disclosure and AuthenticityNothing published on whether recipients are told they are dealing with software. For a product whose AI talks to prospects, silence here is now a regulatory posture, not a style choice.
Vendor Published

Every touch is personalized with full context on each buyer and follow ups are drafted by the model for the rep to send, and nothing read takes any position on what the recipient is told about machine involvement in the messages they receive. The one phone number per user policy means called parties see a stable identity rather than rotated numbers, a structural point in the recipient's favor that the vendor does not itself frame as such. No impersonation tactics are marketed.

Integration and Deployment
Ecosystem and Integration DepthEcosystem and Integration DepthDocumented depth of CRM and stack integration: objects, sync direction, API surface, marketplace presence that matches the claims.
CC on Ecosystem and Integration DepthIntegrations are listed as logos. Depth, direction, and limits are not documented anywhere a buyer can read.
Vendor Published

The connective surface is thin by design, because the thesis is replacing the stack rather than joining it, and the launch materials say so plainly, powering every workflow directly without relying on integrations or third party data feeds.

What exists is real but sparse: the Slack integration has a described function, the assistant answers with citations in any channel, a model context protocol interface is named on the pricing table without documentation, one click migration moves data in, and release notes are published. No integration directory, no developer documentation and no programmatic interface reference were located. The model context protocol mention is the modern signal here and would move this grade with documentation behind it.

Deployment Model and Data ResidencyDeployment Model and Data ResidencyWhere the product runs and where customer data lives, including residency options for EU buyers.
CC on Deployment Model and Data ResidencyCloud hosted is the whole public answer. Region and residency questions require a sales conversation.
Vendor Published

Cloud software with a web application and a Slack surface. No hosting provider, region, data residency option or architecture statement appears anywhere read, at a platform whose memory layer concentrates a customer's entire communications record in one place.

Security Certifications and Trust CenterSecurity Certifications and Trust CenterVerifiable security posture: enumerated current certifications and a trust center an outsider can actually read.
BB on Security Certifications and Trust CenterCertifications named and plausible with a gap: no trust center, stale dates, or asserted without enumeration.
Vendor Published

Two named certifications are claimed in the sitewide footer, a completed service organization control type two audit and the international information security standard, alongside the audit body's trust mark. Named, specific and checkable claims put this above the asserted controls tier.

Off the top band: no trust centre page was located, no report access, subprocessor list, penetration test summary or vulnerability disclosure route appears anywhere read, so the badges assert the audits without giving a buyer the artifacts.

Commercial and Operational
Commercial TransparencyCommercial TransparencyWhether a buyer can budget without a sales call. Published pricing graded on completeness, not on the price itself.
CC on Commercial TransparencyA pricing page exists and communicates structure without numbers, or numbers so qualified they do not budget anything.
Vendor Published

The disclosure pattern is inverted and worth recording precisely: every usage meter is quantified while no dollar figure appears anywhere. The comparison table publishes enrichment credits per user, dialer minutes, recorded meeting minutes, active sequence caps per organization, scheduling links, report and dashboard and dataset counts, custom object and field limits, workflow credits and support response hours, dated to the first of the month, and all three tiers still resolve to talk to a human.

A buyer can compute exactly what they would get and nothing about what it costs. A startup program promises special pricing for qualifying companies, also unquantified. The meters are the best in class for a sales led vendor; the missing prices hold this at the middle band.

Exit and Data PortabilityExit and Data PortabilityWhat happens when a customer leaves: completeness of data export, rights to enriched or licensed data after termination, deletion commitments, and auto renewal mechanics, graded from published terms and documentation.
CC on Exit and Data PortabilityExport exists as a feature claim while the terms that govern exit, data rights after termination, deletion, and auto renewal mechanics, are not published anywhere a buyer can read.
Vendor Published

One click migration is marketed for moving into the platform, and no equivalent is described for moving out. Custom objects, custom fields and the full communications memory would all need an exit path, and no export function, format, retention period, deletion commitment or post termination right appears on any page read. The terms of service were not opened. For a product asking a customer to consolidate their entire revenue stack into it, the one way door is the observation.

Deliverability and Sending DisciplineDeliverability and Sending DisciplineThe operational craft of sending: warmup, rotation, volume governance, spam rate monitoring, and what happens when reputation degrades.
CC on Deliverability and Sending DisciplineDeliverability is invoked as a benefit with no documented mechanism. For senders this is the axis where marketing most outruns evidence.
Vendor Published

Both forces are present and they roughly cancel. On one side, domain purchase and inbox warming are first party product features, the secondary domain architecture this index tracks, and warming is simulated engagement by definition, though the framing here is mild, landing in the inbox rather than beating filters.

On the other side, the published discipline is real and specific: active sequences are capped per organization at fifty or one hundred, dialer minutes are metered, and each user gets exactly one phone number, a notably restrained number policy in a category where a competitor graded this session includes thirty to seventy five numbers per license. No sending volume policy, authentication documentation or deliverability guidance was located.

Segment and Market CoverageSegment and Market CoverageWho the product actually serves, evidenced: segments, geographies, languages, and customers that match the claim.
CC on Segment and Market CoveragePositioning language covers everyone from startup to enterprise, which specifies no one.
Vendor Published

Fit is stated at tier level, early teams launching their go to market motion, scaling teams running advanced motions, and mature teams needing tailored plans, plus a startup program with a qualification gate, and the positioning is explicitly business to business.

Past those sentences the coverage disclosure is thin: no vertical pages, no geography, no language coverage, no customer counts, and the named testimonial customers are the only visible install base for a platform three quarters of a year past launch.

Tracked Since Listing

What Changed

Material product, compliance, evidence and commercial changes at Reevo, each verified against a live source and tagged to the capability axis it bears on. Funding rounds and awards are not product changes and are not logged.

Sep 14, 2026Product / capabilityPartially verified

Reevo updated its macOS desktop app with local meeting transcription in more than 90 languages and Ask Reevo chat before, during and after meetings. The release also adds meeting start detection, menu bar controls and a floating widget. Reevo's documentation says supported languages can vary by workspace.

Bears on: Segment and Market CoverageSource
Our read on this change →Tracked since Sep 2026
Commercial

Pricing

What this vendor charges, what it commits to in writing, and where the bill can move. Figures the vendor publishes itself are labeled Vendor Published. Figures labeled Estimated come from other sources and the vendor has not confirmed them.

What it costs
Vendor Published
Not retrievable
three tiers with per user allowances of 1,000 credits, 1,000 dialler and 2,500 meeting minutes
In short
  • ›None of the prices load. What does load are the allowances, and they are published per person across three separate things: 1,000 or 2,000 enrichment credits, 1,000 or 2,000 dialler minutes, and 2,500 or 4,000 meeting minutes a month.
  • ›Publishing three meters separately is the right way, because they run out for different reasons. Heavy dialling exhausts minutes, heavy prospecting exhausts credits, and long discovery calls exhaust meeting minutes.
  • ›Notice they do not scale together. Moving up doubles your credits and dialler minutes but only raises meeting minutes by 60 percent. So if meeting capacity is what binds you, upgrading helps less than it looks.
  • ›Allowances are per person rather than shared, so five people get five separate pots that cannot be pooled.
  • ›You can take a standard plan or a custom quote built around your existing sales tools, which suggests your current stack affects the price.

How the price works

What you are charged for, and what makes the bill go up.

Three tiers published with per user allowances across three metered dimensions, and no rates served.

The pricing page names three tiers and publishes allowances per user per month: enrichment credits at 1,000 and 2,000, dialler minutes at 1,000 and 2,000, and meeting minutes at 2,500 and 4,000. No currency figure appears anywhere in the served content and no structured data offer object is present.

Allowances are stated per user rather than pooled across the team.

The three dimensions do not scale proportionately between tiers: enrichment credits and dialler minutes double while meeting minutes rise by 60 percent.

The vendor offers a choice of commercial route, publishing a custom quote built around the buyer's current sales tools and needs alongside standard plans, which indicates integration scope influences pricing.

A full plan comparison is published behind an expansion control which did not render.

No seat rate, band, seat minimum, contract length or annual discount is established.

What the contract says about your data

What the vendor commits to in writing once your data is in the product.

Not established from the pricing page, which served no legal or security links in the retrieved markup. No processing agreement, sub processor listing, certification claim, retention period or residency statement was located, and only the pricing page was followed on this vendor.

The custody question spans three data types the published allowances confirm, and the third is the heaviest.

Enrichment credits mean contact records about people who never approached the buyer. Dialler minutes mean call detail records and, where enabled, recordings and transcripts of conversations with the buyer's own customers.

Meeting minutes are the third and they are metered at 2,500 to 4,000 per user monthly, which is a substantial volume. A record system that records and processes meetings holds the spoken content of the buyer's customer conversations rather than metadata about them, and recording consent obligations vary by jurisdiction and by whether one or all parties must agree.

At 4,000 minutes per user monthly the platform is capturing roughly sixty six hours of conversation per seat, so a ten person team generates an archive of hundreds of hours monthly with no published retention period.

A buyer should establish retention and deletion for the meeting archive specifically.

Getting started

What it costs and what is included before the product is running.

None published and none located. No setup fee, onboarding charge, migration rate, professional services rate or seat minimum was found in the served content.

The cost structure that did render is the allowance set, and it is published per user across three independent dimensions: enrichment credits at 1,000 and 2,000 monthly, dialler minutes at 1,000 and 2,000 monthly, and meeting minutes at 2,500 and 4,000 monthly.

Per user allocation rather than pooling is the term a buyer should model. A five person team on the entry tier holds five separate allowances of 1,000 credits each, none of which can be consumed by another user, which suits a team where everyone prospects equally and penalizes one where two people do the work. That is the same shape as Crono and Overloop and the opposite of ReachRobin, which pools across the team.

The three dimensions do not scale proportionately between tiers. Credits and dialler minutes double while meeting minutes rise by sixty percent, so a buyer whose constraint is meeting capacity gets a weaker upgrade than one constrained by the other two.

What cannot be modeled is the rate. No figure rendered at any tier, and the full plan comparison that would carry them sits behind an expansion control.

The vendor offers a custom quote built around the buyer's current sales tools and needs as an alternative to a standard plan, which indicates integration scope influences the price. A buyer should establish whether their existing stack raises or lowers the quote before choosing that route.

What to watch for

Where this pricing can surprise a buyer who has not read it closely.

Three metered dimensions published per user with the rates absent, and the allowances are the most specific part of the disclosure.

The page names three tiers and publishes per user monthly allowances across three dimensions: 1,000 and 2,000 enrichment credits, 1,000 and 2,000 dialler minutes, and 2,500 and 4,000 meeting minutes. No currency figure appears anywhere in the served content.

Publishing three separate meters rather than a pooled allowance is the right treatment, because they exhaust at different rates and for different reasons. A team that dials heavily is constrained by minutes; one that prospects heavily is constrained by credits; one that runs long discovery calls is constrained by meeting minutes. Pooling them would obscure which constraint binds.

The upper tier doubles enrichment credits and dialler minutes but increases meeting minutes by only sixty percent, from 2,500 to 4,000. So the dimensions do not scale together, and a buyer whose binding constraint is meeting minutes gains proportionately less from upgrading than one constrained by credits or dialling.

That asymmetry is only visible because the vendor publishes all three, and it is the kind of detail a buyer would otherwise discover after purchase.

The commercial route is published as a choice rather than a single path: a custom quote built around the buyer's current sales tools and needs, or a standard plan. Offering both is unusual in this index, where vendors ordinarily publish a ladder or route everyone to sales. Naming current sales tools as a quote input suggests the price reflects integration scope as well as volume.

A full plan comparison is published behind an expansion control, which is where the rates most likely sit and which did not render.

No dollar figure is recorded in the numeric field because none was served in any currency.

Contact us

Found a vendor we missed? Have feedback on the index? We’d love to hear from you.