Refine

Sales tools you can build with Refine

13 ready-to-build workflows for Sales.
Pick a use case, connect your data, and ship.

Sales

13 internal apps for sales teams — pipeline boards, deal trackers, forecasting dashboards, and commission tools without another CRM seat.

Account Health Dashboard: Build a Custom Retention ViewBuild a custom account health dashboard to track churn risk, engagement scores, and renewal timelines. Connect your data and stop losing accounts you could have saved.

Commission Tracker: Build a Custom Sales Commission ToolBuild a transparent commission tracker for your sales team. Automate calculations, track attainment and remove spreadsheet chaos.

Deal Risk Scoring: Build a Custom Sales Risk Assessment ToolBuild a deal risk scoring tool that flags at-risk opportunities before they slip. Score deals on activity, timing, and engagement signals without spreadsheet gymnastics.

Forecast Accuracy Dashboard: Build a Custom Sales Forecasting ToolBuild a custom forecast accuracy dashboard. Compare rep predictions against actual outcomes and fix the gaps before they cost you the quarter.

Lead Management Dashboard: Free Custom Lead TrackerBuild a custom lead management tool to capture, score and track leads from source to close, connected to any backend.

Outbound Sequence Tracker: Build a Custom Sales Cadence ToolBuild a custom outbound sequence tracker to manage multi-step sales cadences. Track touches, measure reply rates, and stop leads from falling through the cracks.

Partner Channel Dashboard: Build a Custom Sales ToolBuild a partner channel dashboard to track deal registration, partner performance, and co-sell pipeline without juggling spreadsheets across channel managers.

Sales Pipeline Dashboard: Build a Free Custom CRM ViewBuild a fully customizable sales pipeline dashboard. Track deals, stages and revenue without paying for another CRM seat.

Quote Generator: Build a Custom Sales Quote ToolBuild a custom quote generator that pulls live pricing, applies discounts and sends professional proposals, connected to your own data.

Renewal Pipeline Tracker: Build a Custom Sales ToolBuild a custom renewal pipeline tracker to catch at-risk renewals before they churn. Track contract dates, health scores, and owner follow-ups without spreadsheet chaos.

Sales Activity Scoreboard: Build a Custom Sales ToolBuild a custom sales activity scoreboard with Refine. Track rep performance, call volume, and meeting cadence without per-seat CRM fees.

Territory Performance Dashboard: Build a Custom Sales ToolBuild a territory performance dashboard that maps rep activity to geographic results. Track quota attainment, deal distribution, and coverage gaps across every territory.

Win Loss Analysis: Build a Custom Sales Intelligence ToolBuild a custom win loss analysis dashboard. Capture deal outcomes, surface loss patterns, and turn closed-deal data into actionable sales strategy.