Build sales workflows that help your team close more deals
Build success workflows that help your team improve adoption
Build operations workflows that set your team up for success
Reflective is the fastest way for business teams to take action on customer data. Connect your CRM, build a workflow, and level up your team.
Stale Opportunities
Every Thursday before the Pipeline review, ask reps to update any stale opportunities directly in Slack
Customer Success Handoffs
Whenever a deal is updated to “Closed Won”, initiate a handoff between the AE & CSM in Slack
Product-Led Growth Motion
Whenever a large customer signs up reach out to schedule a demo or enroll them in your best sequence
Death by a thousand paper cuts
All those extra tabs, clicks and keystrokes are soul-sucking, error-prone, and holding your business back
How many deals are you losing because of the complexity of your tool stack? How much is employee productivity suffering from all the unnecessary work?
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58
SaaS apps
Average number of SaaS apps used per Sales team
Source: Productiv -
57%
of employees report
Customer interactions suffer because of poorly integrated CRM systems
Source: Salesforce -
89%
of US employees
Experienced burnout at least once this year from chronic workplace stress
Source: Asana
Get more out of your GTM stack with Reflective
Off-the-shelf tools never fit together the way you need them. Take
control with Reflective and get the most out of your stack with
workflows that let you work the way your business runs best.
No technical help required — you can do this.
Trusted by
Build your no-code workflow in minutes
As simple as drag and drop
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Endlessly Adaptable
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Conditional Branching
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Human Touch
Simply drag and drop the actions you want to perform. Quickly rearrange your workflow as your business evolves. Duplicate entire sections with one click.
Use logic to split your workflow by complex conditions on your fields. Escalate on large deals, require manual reviews in certain cases. The possibilities are endless.
Actions can be fully automated or configured to wait for human input. Use Slack forms to get input where your team already lives.
Instant Adoption: No new tool to learn
Use Slack Forms to get input where your team already lives.
Take
action in any app right within Slack.
How it works
Connect to a source
Trigger directly off of your source of truth be it a CRM, warehouse,
CDP, or database.
Connecting is as simple as logging in.
Trigger on virtually anything
Use our visual condition builder to drill down a source to exactly
the data you want to trigger on.
No SQL or coding required.
Schedule the action
Triggers can be virtually real-time or tune them to fit the rhythm
of your business.
For example, use a CRON expression to sync every Thursday at 9am.
Drag and drop
Now the fun begins.
Simply drag and drop the actions you want to perform. Branch the
workflow and handle complexity in a breeze.
