Vincere Integration

Refme can be integrated within Vincere meaning the team can have access to all of Refme's functionality without having to leave the CRM. The process is quick, and done mainly by our team - please complete the following steps to help us get the ball rolling. 

The first time each user opens the Refme integration they will presented with the following page inviting them to sign in to Vincere to grant Refme Access to your Vincere Account:

This only needs to be done once, after which Refme will store the user’s details for faster access in the future.

Step X: To disconnect 

To disconnect the app click the disconnect button

User Onboarding Guide

How to use Refme in Vincere

It's really quick and easy to work with Refme using the Vincere integration. View our step-by-step guild below or click here to view it in our help centre.

Step by Step guide

1. Contact Vincere to add Refme as an option to your account

2. Register as an admin

Register as an admin for your company https://app.ref-me.com/admin/register

Add the Billing details and Add the users you need to have access to Refme

Billing

Users

The added users will receive an email to finalise their account.

3. Login to Vincere

The first time you will need to login to Refme, use the integrations TAB as per image below, REFME will show and you will need to login.

4. Request References

Request the references from here.

5. Next steps Workflow:

1. Candidate receives an email
2. Candidate add the referee details into the form
3. Referees receive emails and/or SMS to complete the refence
4. Reminders are sent based on time based settings configured by the admin
5. The referees references are added to Refme and stored in Vincere as files