Refrens ABC is an AI-powered Sales CRM that helps teams capture enquiries, manage contacts and opportunities, automate follow-ups, schedule meetings, track sales performance, and move qualified leads into quotations and invoices without re-entering data.
### Capture leads from every channel
Create customizable Lead Capture Forms for websites, landing pages, campaigns, social media, or direct sharing. Configure layouts, branding, mandatory, hidden, and prefilled fields, and automatically route each submission to the right pipeline, stage, and salesperson.
Import leads through CSV or bring enquiries into Refrens through Sales CRM APIs and native integrations with IndiaMART, TradeIndia, Facebook, and Instagram Lead Ads.
### Manage contacts and opportunities together
Keep multiple contacts linked to the correct organization or opportunity so every stakeholder remains connected to the deal.
Store contact details, requirements, notes, attachments, budget, expected deal value, ownership, next follow-up, and complete activity history in one lead record. Custom fields, labels, advanced filters, saved views, and Lead Quick View help teams organize and update opportunities faster.
### Build pipelines around your sales process
Create multiple Sales Pipelines for different products, services, regions, teams, or sales motions.
Define custom stages, expected stage duration, stage status, Lost or Not Serviceable reasons, and stage-wise closure probabilities. Weighted pipeline value helps estimate likely revenue and prioritize stronger opportunities.
### Automate assignment and duplicate handling
Automatically route incoming leads to the appropriate salesperson, pipeline, and stage.
Duplicate Lead Detection identifies repeat enquiries using selected contact information, while Auto-Assign Duplicate Leads keeps repeat opportunities with the existing owner and preserves previous context.
### Centralize communication and follow-ups
Email or WhatsApp leads directly from their profiles and keep communication connected to the correct opportunity.
Connect Gmail, Google Workspace, or a custom SMTP account, create reusable email templates with personalization variables, and maintain a complete activity history.
Schedule follow-ups and receive email, WhatsApp, on-site, or pop-up alerts when leads arrive, are assigned, are updated, or require attention.
### Schedule meetings from the CRM
Book calls, demos, follow-ups, site visits, and video meetings directly from lead records.
Google Calendar integration lets teams check availability, add attendees, and automatically create Google Meet links. Prospects can also book meetings while submitting lead forms using live calendar availability.
### Assess prospects with Refrens Trust Score
Refrens Trust Score helps teams review GST-related business information before extending credit or finalizing payment terms.
Users can review GST filing history, GSTIN status, registration details, and compliance behaviour to identify potential risk earlier in the sales process.
### Work with CRM data from ChatGPT and Claude
Refrens MCP connects Refrens with ChatGPT and Claude, allowing teams to work with supported CRM workflows through conversational instructions.
Create and update leads, set follow-ups, move opportunities between stages, review business information, and continue qualified opportunities into quotations and invoices without repeatedly navigating CRM screens.
### Measure sales performance
Use Lead Summary, Team Sales Report, Lead Source Report, and Client Performance Report to track conversion rates, response time, closure time, deal value, revenue, lead quality, source performance, and salesperson performance.
Advanced filters, dynamic date ranges, custom reports, and saved report views make recurring sales analysis faster.
### Move qualified leads into revenue
Because Refrens ABC is connected with the wider Refrens platform, teams can create quotations or invoices using existing lead and contact information.
Accepted quotations can then be converted into invoices, sales orders, and other documents without recreating customer data or switching between systems.
### Manage growing sales teams
Add users with customizable Roles and Permissions, maintain clear lead ownership and assignment history, and control access based on responsibilities.
Refrens ABC is available on web and mobile, helping teams manage leads, follow-ups, communication, meetings, and sales activity from wherever they work.
### Pricing
Businesses can explore selected Refrens ABC capabilities through limited Basic access.
CRM Essentials starts at $150 per year and includes higher CRM limits, lead bulk upload, sales reports, duplicate-lead assignment, communication tools, and additional customization.
CRM Pro starts at $250 per year and adds advanced Roles and Permissions, meeting scheduling, Google Calendar integration, marketplace and social lead integrations, unlimited Sales Pipelines and Lead Capture Forms, and higher CRM limits.
Sales CRM API usage may involve additional charges. Pricing may vary based on billing period, taxes, usage, optional add-ons, and additional users.
Average Rating: 4.8/5.0
Total Reviews: 3
How Do G2 Users Rate Refrens ABC?
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Workflow Capability: 10.0/10 (Category avg: 8.5/10)
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Contact & Account Management: 10.0/10 (Category avg: 8.8/10)
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Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.7/10)
Who Is the Company Behind Refrens ABC?
What Do G2 Reviewers Say About Refrens ABC?
AI-generated summary from verified user reviews
Pros
- Users commend Refrens for its accelerated and simplified automation that improves their invoicing process significantly.
- Users highlight the automated invoicing process in Refrens ABC, making their workflow faster and more efficient.
- Users love the ease of use of Refrens, which speeds up and simplifies invoicing effortlessly.
- Users praise the easy setup of Refrens ABC, making invoicing process swift and hassle-free.
- Users love the automated invoicing process of Refrens ABC, which significantly saves time and enhances efficiency.
