A fresh new CRM, built right into Salesforce, Gmail, and Slack
By:refresh.ai
33
Overview
Refresh is a new kind of CRM that lives right inside of Salesforce, Gmail, and Slack. Rather than requiring sales reps to fill out forms after important emails or meetings, Refresh does most of the work automatically. We do this by applying intelligence to the communications that occur between any member of your team and a prospect. 

For example, when someone at your company begins communicating with larry@bigco.com using Gmail, we'll check to see if that's the first communication with someone at bigco.com. If it is, we can create an Lead or Contact within Salesforce automatically. If that conversation leads to a Google Calendar meeting, we can create a Salesforce Opportunity and move it to Stage 1.

If time passes with no communication and this Opportunity becomes "stale", we can message the right person on your team via Slack and allow them to update the Opportunity. They may want to close the Opportunity within Salesforce, or update the "Close Date" field.

Refresh is a smarter way to manage your CRM, and works with all the tools you're using already today. 

Additional information
PricingNot available
Developer
refresh.aiTrader status unspecified
SupportNot available
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Refresh will ask for the permissions shown below. Learn more
Refresh will need access to your Google account
This will allow Refresh to :
View your email messages and settings
See and download any calendar you can access using your Google Calendar
See info about users on your domain
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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