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Refresh
A fresh new CRM, built right into Salesforce, Gmail, and Slack
refresh.ai
372 users
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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. 

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