You can now send leads from any of your third-party systems directly into Refrens with the Sales CRM APIs.

The API helps you:

• Automatically create leads in Refrens Sales CRM
• Attach clients and contacts
• Map leads to the right pipeline and stage
• Assign leads to team members
• Add lead sources, tags, budgets, notes, and custom fields

This makes it easier to bring every incoming enquiry into Refrens without manual entry or missed leads.

Read API Docs>

Keyboard shortcuts in Refrens are now customizable.

You can now edit shortcuts and set key combinations that match how you work.

Open the shortcut list with Tab + /, click Edit Shortcuts, select any shortcut, and press your preferred key combination to rebind it:

Create invoices faster. Open reports quicker. Move across Refrens with shortcuts that feel natural to you!

Try it now: Press Tab + / and click Edit Shortcuts.

You can now bring vendor bills and expense documents into Refrens without the usual manual collection work.

With email-based document collection, bills sent by vendors or employees can flow directly into your Refrens business account for scanning.

This makes expense document collection faster, reduces back-and-forth, and helps your team move from received bill to recorded purchase or expense with less effort.

Key Updates:

• Share your dedicated Refrens expense email with vendors and employees.
• Receive vendor invoices and expense documents directly in Refrens.
• Refrens automatically picks up supported attachments from the email.
• Attachments are scanned by Refrens AI and added to your business for further review.
• Review the scanned data, confirm vendor details, and save the purchase or expense record.

Set this up to save time by skipping the download-and-upload process for every bill!

Contact your account manager today for a free trial!

Invoices created on Refrens through Shopify will now automatically include HSN codes for matched inventory items.

When a Shopify order is synced to Refrens, the system matches each Shopify line item with the corresponding item in your Refrens inventory. If an HSN code is added to the matched inventory item, Refrens will apply it to the invoice line item.

This helps you generate GST-ready invoices for Shopify orders without manually adding HSN codes after every sync.

Learn more about Refrens Shopify App>

Businesses creating invoices through Refrens APIs can now control which payment details appear on each invoice.

With the new paymentAccount object, you can show or hide bank account details, UPI details, and external payment links for invoices created via API.

You can also pass a specific bank account number or UPI ID, as long as it is already added to your Refrens business account.

Example

"paymentAccount": {
  "bankAccountNumber": "1234567890",
  "upi": "business@upi",
  "showBankAccountInInvoice": true,
  "showUpiInInvoice": true,
  "paymentLink": "https://example.com/pay/invoice-123"
}

Important Note

The older paymentOptions object is no longer supported in invoice API requests.

Use the new paymentAccount object to manage payment details more clearly.

Learn More About Invoice APIs & Integrations>

View API Documentation>

The new Pipeline Editor gives you more control over how your sales stages are created, managed, and tracked on Refrens.

What's New?

1) Set Stage Durations

Define how long a lead is expected to stay in each stage. For example, you can set a duration of 2 days for “Contacted” or 5 days for “Proposal Sent.”

This helps your team follow a clear sales timeline and identify leads that may need timely follow-up.

2) Manage Stage-Specific Reasons at the Pipeline Level

You can now manage reasons directly from the Pipeline Editor drawer - making it easier for admins to standardize reasons for each stage, so sales teams can select the right options while updating leads.

3) Set Status for New Stages

When adding a new stage, you can now set its status as Open, Lost, or Not Serviceable.

Learn More>

With Strict Inventory Control, you can now restrict stock transactions when an inventory item does not have enough available stock.

For example, if an item has only 5 units available, you will not be able to make sales transactions for more than 5 units.

This helps your team avoid overselling, reduce inventory mistakes, and maintain cleaner stock records across items, warehouses, batches, and package items.

What you can do now:

✅ Prevent negative stock

✅ Block sales when stock is unavailable

✅ Enable control at business level and item level

✅ Validate stock across warehouses and batches

✅ Maintain more accurate inventory records for smarter decisions

How to enable it and more info >

You can now add Digital Signatures to your invoices, quotations, purchase orders, and other documents directly from Refrens!

Refrens now supports two digital signing options:

1. Certified eSign: Use this when you want to get a document signed online without any hardware or setup. The signer simply opens the signing link, verifies their email with an OTP, and signs the document online.
2. DSC Signing: Use this if you already have a Class 3 DSC USB token, commonly used for GST filing, MCA filing, income tax filing, and other statutory work in India. The signer connects the DSC token to their system and signs the document using the token.

Key Functionalities:

• Get documents signed digitally
• Maintain a proper signing history and audit trail
• Share digitally signed PDFs with clients, vendors, and teams
• Verify that the document has not been altered after signing

This makes your business documents more secure, professional, and easier to verify.

Contact your Account Manager for a free trial!

Learn more about Certified eSign>

Learn more about DSC signing>

You can now generate GSTR-1 reports based on your actual GST filing preference - Monthly or Quarterly/QRMP.

What’s new:

✅ Generate Quarterly GSTR-1 reports for QRMP filers

✅ Create IFF-aware reports for the first two months of a quarter

✅ Select a simple filing month instead of entering custom date ranges

✅ Switch between Monthly and Quarterly report views when needed

✅ Avoid double-counting B2B invoices already filed through IFF

✅ Download Excel/JSON files with the correct filing period automatically applied

This update makes GSTR-1 reporting more accurate, QRMP-friendly, and easier to manage directly from Refrens.

View Your GSTR-1 Report>

Learn More>

Similar to the Custom Reports in Documents, you can now save frequently used filtered views across Sales CRM and Inventory modules as well!

Whether it’s lead tracking, inventory reviews, or warehouse-level stock views, Custom Reports let you save your filtered view once and access it anytime with one click:

Learn More>