Pillar 05
The right words, at the right moment
42 ready-to-use system templates. Contextual AI generation in your voice. WhatsApp, SMS, email, call. Plus the weekly recap that arrives every Monday to set the week.
Why it matters
The number one block for an agent is the blank page. What to write, to whom, when. Referys gives you the templates, the AI adapts them to your voice, and tells you each Monday morning where you stand.
Here's what it looks like
The email campaign editor with templates by segment, targeting and scheduled sending.
Being able to send messages via SMS, calls or WhatsApp (individual and groups) directly from the tool keeps me close to my clients.
One library, one AI, multiple channels
You no longer write from scratch. Ever.
42 system templates
Seven templates per segment (P, A, B, D, E, T, R). Pre-written and optimized for each channel. You customize or revert to the original.
Contextual AI generation
Free context like "we ran into each other at the market" and Pepito generates a message tailored to the channel, history and detected moments (birthday, season).
Match your voice
Pepito analyzes your profile and rephrases templates in your style. You review, adjust, send. Available in Pro.
Four channels
WhatsApp (direct link to the conversation), SMS, email (subject + body), call (prepared notes). You choose based on the contact.
Email campaigns
Group send to a segment or all contacts. Automatic first-name personalization. 1 trial in Starter, 6/month in Pro, unlimited in Unlimited.
Notifications and recaps
Email recap every Monday: interactions of the week, overdue items, upcoming events. Quarterly and annual reviews. Push (Pro) for alerts.
The Monday routine
The ritual that frames your week
The weekly recap lands in your inbox every Monday morning. Here's how to use it in 4 steps, in under 10 minutes.
Read the recap
Interactions done in the week, overdue to catch up, upcoming events, network health by segment. It's all there, no need to open the app.
Pick 3 priorities
Identify the 3 priority contacts or files for the week. No more. That's the rule of scarce attention.
Schedule Tuesday/Thursday 9-11am
The best windows to send (validated by data). You schedule the campaign or individual messages for those times.
Let it run
Pepito follows up on overdue items and suggests the day's actions for the rest of the week. You no longer have to organize it in your head.
Everything included
- ✓42 preconfigured system templates (7 per segment, 4 channels)
- ✓Customization and restore-to-original at any time
- ✓Contextual AI generation with history and detected events
- ✓Match your voice (Pro): rephrasing in your personal style
- ✓AI credits: 50/month on Starter, 1,500/month on Pro, unlimited on Unlimited
- ✓Email campaigns: 1 trial on Starter, 6/month on Pro, unlimited on Unlimited
- ✓Automatic unsubscribe link, CAN-SPAM and GDPR compliance
- ✓Weekly email recap (Monday), quarterly and annual review, push notifications (Pro)
Optional
200 premium templates
To go further than the 42 system templates, we offer a pack of 200 ultra-specialized premium templates (birthdays, prospecting, post-transaction). Add-on, not included in Pro.
Discover the €29 packFrequently asked questions
- Are the templates in French and Portuguese?
- Yes. The 42 system templates exist in both languages, as does AI generation.
- What are the best windows to send a campaign?
- Tuesday and Thursday between 9am and 11am, based on the stats observed in the sector. The app reminds you when you schedule.
- Can I add my own templates?
- Yes. You can customize each of the 42 system templates and keep your version. And create your email campaigns from scratch.
- And the 200 premium templates I see mentioned?
- That's an add-on, €29 one-time, not included in Pro. The 42 system templates are free in every plan.
Never blank-page again
14 days to test templates, AI and campaigns in real conditions.