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New mobile app captures in-person meetings, customer calls and conference conversations, converting them into follow-ups, deal updates and team actions
Reevo, an AI-native sales platform, has launched a mobile app designed to help sales teams capture customer conversations outside traditional meeting environments and turn them into actionable updates across the organization.
The app gives sellers mobile access to account information, customer commitments and unresolved questions before meetings. It can also record and transcribe in-person conversations and customer calls directly from a phone, without requiring a separate meeting bot.
After a conversation, Reevo generates summaries, identifies action items, updates sales opportunities and drafts follow-up messages, helping teams share information without waiting for sellers to return to their desks.
Capturing Conversations Beyond the Office
Important sales discussions often take place outside scheduled video calls, including at industry conferences, customer sites, restaurants and factory floors. Details about pricing, customer requirements and commitments can remain with individual sellers, delaying follow-ups and limiting visibility across the team.
The Reevo mobile app is designed to address this gap by making account context available before a conversation and capturing new information as it happens.
“The most important sales conversation is often the one that happens away from a scheduled video call,” said David Zhu, founder and CEO of Reevo. He said the app is intended to help sellers access account context, capture conversations and coordinate the next steps across their companies.
Turning Meeting Notes Into Sales Actions
The app connects conversation capture with follow-up workflows, reducing the need for sellers to manually transfer meeting details into sales systems.
Its capabilities include:
- Meeting preparation: Retrieve account updates, previous commitments, key contacts and unresolved questions.
- Conversation recording: Record and transcribe in-person meetings and customer calls from a mobile device.
- Automated follow-ups: Generate summaries, identify next steps, update opportunities and draft follow-up messages.
- Internal collaboration: Route pricing, security and technical questions to relevant colleagues and bring their responses back to the sales process.
- Contact creation: Photograph conference badges or business cards to create contacts and associate them with relevant accounts or opportunities.
- Mobile deal management: Add notes, update opportunities and review account activity from anywhere.
Connecting Field Insights With the Wider Sales Team
Reevo’s launch extends its AI-native sales platform beyond desktop workflows, with an emphasis on making information gathered in the field available to the wider organization more quickly.
A question raised during a customer meeting can be directed to the appropriate internal expert, while a commitment made during an informal conversation can become a tracked action item. Similarly, a contact collected at a conference can be connected to an account or opportunity and followed up while the interaction is still fresh.
By linking account intelligence, conversation capture and sales execution in a mobile workflow, Reevo aims to help sales teams maintain shared context and coordinate next steps across customer interactions.
