Help Center

How can we help?

Everything you need to get the most out of RefCase — from setup to your first matched reference.

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Getting Started
01

What is RefCase?

RefCase is a reference management platform built for SaaS sales reps. It lets you organise, search, and surface customer case studies so you can move faster in deals — attaching the right proof point to the right prospect at the right time.

02

How to import your reference data

Upload a CSV file containing your customer reference cases. Your file should include columns like:

  • Company name — the customer account
  • Industry / Segment — for filtering by vertical
  • Use case — what problem was solved
  • Outcome / Result — quantified results
  • Reference type — case study, logo, live call, etc.
03

Using search & filters

Use the search bar to find references by keyword — company name, industry, outcome, or use case. Combine search with category filters to narrow by segment, deal size, or reference type. Toggle between grid and list view to browse your way.

04

The Chrome Extension

RefCase floats in your browser so you never have to leave your sales tools. Use it while writing emails, during prospecting, or in a live demo to surface the right story without switching tabs.

Install the extension →

Frequently Asked Questions

What file formats does RefCase support?

RefCase currently supports CSV files (.csv). Make sure your file uses standard comma-separated formatting with a header row. Excel files can be exported as CSV from Excel or Google Sheets before uploading.

Is my customer reference data private?

Yes. Your reference data is private to you and your team. We never share, sell, or use your uploaded case data for any purpose other than powering your RefCase experience. See our Privacy Policy for full details.

How does the pitch generation feature work?

When you open a reference detail, RefCase can generate a short sales pitch or talk track based on that account's industry, use case, and outcomes. This helps you quickly personalise your outreach or prep for a call — without starting from scratch.

Can I share a reference with a prospect directly?

You can copy the pitch or case summary from the detail modal and paste it directly into your email, LinkedIn message, or CRM. Full shareable links to individual reference pages are on the roadmap.

How do I update or remove a reference?

To update references, edit your CSV file and re-upload it. To remove a specific reference, delete that row from your CSV and re-import. In-app editing is a future feature we're actively building.

Does RefCase integrate with Salesforce or other CRMs?

Native CRM integrations (Salesforce, HubSpot) are on the roadmap. For now, the pitch generation output can be manually copied into any CRM or outreach tool. We'd love to hear your specific integration needs — email us.
Contact & Feedback

Email Support

Have a question, bug report, or feature request? Reach out directly — we typically respond within 1 business day.

support@refcase.app

Privacy Questions

For questions about your data, GDPR rights, or anything related to how we handle your information, contact our privacy team.

privacy@refcase.app

Feature Requests & Roadmap

RefCase is actively being developed. If there's a feature that would make your workflow faster or a use case we haven't thought of, we want to hear it. The best features come from real AE feedback.

Share your idea