Pillar 01
Your network, organized on its own
Your contacts sorted into 7 segments. A follow-up cadence per segment. Pepito tells you each morning who to contact. You send in 1 tap via WhatsApp.
Why it matters
You have 200, 500, 1,000 contacts. Nobody can nurture that by hand. Referys segments, schedules, and brings you back to the right person at the right moment, without you having to think about it.
Here's what it looks like
The screen that keeps your network organized: color-coded segments, visible overdue items, 2-second search.
Everything needed to manage a living network
From adding a contact to the 12-month cycle review.
7 segments with cadences
Close ones (4 touchpoints/year, 90d), clients (8/year, 45d), partners (6/year, 60d), prospects (10/year, 36d), extended circle, team, recruitment. Each segment has its own pace.
Multi-source import
Business card scanned via OCR, vCard from phone, CSV or Excel with deduplication. You start from scratch or import your history in 5 minutes.
Tribes for group outreach
Create groups (WhatsApp, Telegram, email) for collective outreach. Add members directly from a contact card.
Duplicate merging
Referys detects duplicates and suggests merging while keeping the best data. No more triple Jean Dupont entries.
Tolerant search
Accent-insensitive (joao finds João). Search by full phrase. Sort by alphabetical, next contact, last interaction or potential.
12-month cycle review
At cycle's end, Referys suggests renewing, changing segment or archiving. With full history and key moments.
The 12-month cycle
A contact nurtured over 12 months, not forgotten
Here are the 4 phases each contact goes through in Referys, without you steering them.
Add and classify
You add the contact, you choose their segment. Referys calculates their first touchpoint based on the segment's cadence.
Regular touchpoints
Each scheduled touchpoint lands in your Actions of the day. Pre-written message, channel of choice, 1 tap to send.
One-off occasions
Personal birthdays, purchase anniversaries, move-ins: Pepito alerts you and suggests an off-cycle message.
Cycle review
After 12 months, the app suggests renewing, changing segment or archiving. You decide in 5 seconds.
Everything included
- ✓Manual creation, business card OCR, vCard, CSV/Excel import with deduplication
- ✓Fields: first name, last name, phone, email, city, birthday, real estate roles, pro profile
- ✓Owned property (purchase date, price) and rental (date, rent) for anniversaries
- ✓Tribes with WhatsApp or Telegram group link for broadcast
- ✓Duplicate merging while preserving the best data
- ✓Filter by segment, multi-criteria sort, accent-insensitive fuzzy search
- ✓Auto anniversaries: birthday, purchase, sale, move-in, work anniversary
- ✓CSV export of contacts and interaction history, GDPR-compliant, hosted in Europe
Frequently asked questions
- How many contacts can I have?
- 75 on Starter plan (free), unlimited on Pro and Unlimited.
- Can I import my existing Excel file?
- Yes. CSV or Excel, with automatic deduplication. Pepito can walk you through it step by step if you ask.
- Can I create my own segments?
- Yes, beyond the 7 preconfigured ones you can define your own segments with your own cadence.
- Where is my data hosted?
- In Europe (Supabase, GDPR-compliant). You can export or delete everything, at any time.
Activate your network, not your to-do list
14 days to try it. No credit card. You leave with your data if you change your mind.