ReferenceEdge vs. monday CRM Comparison


ReferenceEdge Point of Reference	monday CRM monday.com	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products FirstPromoter Launch your own affiliate and referral program in minutes. Quick integration with Stripe, Paddle, Recurly, Braintree, Chargebee, or with our API. FirstPromoter is an all-in-one platform that allows SaaS companies to track, manage, and optimize any type of referral-based marketing program. Everything you need to run your own affiliate, referral, and influencer program. Affiliates can see their stats and share the referral link from their own private dashboard. Pay hundreds of affiliates at once, directly from FirstPromoter dashboard. Reward both your promoters for referring sales and their friends for signing up with cash, discounts, credits, etc. Personalized referral link and coupon code tracking. You can track sales by discount coupon codes alone, email or personalized referral links. Automatically track recurring and one-time charges, upgrades, cancellations, and refunds. FirstPromoter knows how to automatically adjust commissions for any billing event, saving you a lot of time. 60 Ratings Visit Website Global Shop Solutions We simplify your manufacturing.™ Global Shop Solutions AI-integrated ERP software provides the applications needed to deliver a quality part on time, every time from quote to cash and everything in between, including shop management, scheduling, inventory, accounting, quality control, CRM and 25 more. Built with AI in mind, our software helps manufacturers make smarter, data-driven decisions that improve efficiency and visibility. Available in the cloud or on premise, our manufacturing customers benefit from real-time inventory accuracy, improved on-time delivery, lower administrative costs, increased sales and improved customer service. Headquarters in The Woodlands, Texas includes a state-of-the-art R&D facility and Global Shop Solutions training center. Through its offices in the U.S., Mexico, Indonesia, Singapore, Australia, New Zealand and the United Kingdom, the company supports thousands of manufacturing facilities in over 25 countries and more than 30 industries. 77 Ratings Visit Website ChatD&B ChatD&B by Dun & Bradstreet is an AI-powered conversational platform that helps you quickly access, analyze, and act on company data through a simple chat interface. Users can obtain firmographics, financial details, risk indicators, and other insights by typing natural language queries, saving time and improving decision-making accuracy. The platform leverages Dun & Bradstreet’s Data Cloud to provide real-time, up-to-date company information. It also tracks data sources and allows users to reference previous queries for compliance and verification. ChatD&B supports customer service by answering questions about Dun & Bradstreet’s products and services. Overall, it streamlines business research and boosts productivity through an intuitive, conversational experience. Visit Website Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 10,300 Ratings Visit Website Budgyt Budgyt replaces Excel without the learning curve. No broken formulas. No circular references. No #REF error panic before board meetings. It's built on a true database, so your formulas never break and every number traces back to source. Import your chart of accounts and actuals directly from your accounting system. Click any variance to drill down to vendor-level detail instantly. Run rolling reforecasts every month without rebuilding everything from scratch. The interface feels familiar because it works like Excel. Except it actually works. API connections mean you're up and running in hours, not the months other platforms require. Built for multi-department organizations that need real collaboration without emailing spreadsheets around. 282 Ratings Visit Website LeaseAccounting.app LeaseAccounting.app is the self-serve IFRS 16 and FRS 102 lease accounting platform for finance teams that want audit-ready compliance without spreadsheets, consultants, or six-figure implementations. Built by ZenTreasury Oy in Helsinki (EU data hosting), it generates lease schedules, journal entries, modifications, remeasurements, and one-click audit evidence packs from any lease contract. AI-assisted contract extraction reads PDFs and proposes lease terms with confidence scoring; you approve, and the deterministic engine handles the math. Same inputs, same outputs, every time. Includes a Discount Rate Advisor that pulls reference rates from central bank sources, plus continuous compliance monitoring for indexations and reassessments. Journal export to SAP, Oracle, Dynamics, and NetSuite. Free tier covers 2 leases, no card required; paid plans from €149 per month with no per-seat pricing. Visit Website Secure Eraser What is deleted from the hard drive is far from gone. As long as the data is not overwritten, anyone can make it visible again at any time. This is particularly problematic when a computer is resold or given away. Secure Eraser utilizes recognized methods for data deletion and overwrites confidential information so securely that it cannot be restored even with specialized software. But that's not all: Our award-winning solution for secure data destruction also removes cross-references that could allow conclusions about the former existence of the deleted files in the allocation tables of your hard drives. The very easy-to-use Windows software overwrites sensitive data up to 35 times - whether it's files, folders, drives, the recycle bin, or browsing traces. Even already deleted files can be securely erased afterwards. In addition to overwriting with random values, Secure Eraser adheres to the guidelines of the NIST SP 800-88 standard and supports all common proven standards. 14 Ratings Visit Website Moovs Moovs is the the operator tool that does It all. The all-in-one software simplifies operations, automates daily tasks, and delivers an exceptional experience for your customers. Moovs is the highest rated transportation software on the market. It is trusted by 1000+ Chauffeur Operators, Party Bus & Limo Operators, Bus & Coach Operators and Taxi and Ride Hailing Operators and more! An experience your customers will love and you'll love even more. Automated sales, follow-up on quotes and deals and a lot more to help you grow your business. Manage more rides in less time! Transportation software for your business, no matter your size or budget. Running a transportation business is hard. Moovs is an all-in-one software built for your unique business. 36 Ratings Visit Website Docket Autonomous AI that engages website visitors with real-time, human-like conversations, converting 15% more traffic into qualified pipeline, while empowering revenue teams with instant, accurate answers to technical, competitive, and product questions at every stage of the deal cycle. Docket is the leading Agentic Marketing platform that turns inbound traffic into qualified pipeline for B2B revenue teams. Docket unifies, governs, and continuously learns from your organization's GTM knowledge with its proprietary Sales Knowledge Lake™, and activates it through powerful, always-on AI agents. Docket's AI Marketing Agent engages website visitors through real, human-like conversations, responding to nuanced evaluation questions with expert-grade answers from your approved knowledge, running live discovery to qualify intent, and converting high-intent buyers into qualified leads, booked meetings, and pipeline. Without a human in the loop at each step. 59 Ratings Visit Website Knak Knak is the no-code platform that empowers self-sufficient marketing teams to create beautiful, on-brand emails and landing pages — without relying on developers or agencies. Built for speed and collaboration, Knak streamlines campaign production with modular templates, real-time editing, simple collaboration, and seamless integrations with leading MAPs like Adobe Marketo Engage, Salesforce Marketing Cloud, Oracle Eloqua, and more. Whether you're supporting global teams or launching fast-turn campaigns, Knak helps you go from brief to build in minutes—not weeks. Say goodbye to bottlenecks and hello to marketing agility. 158 Ratings Visit Website
About Manage your customer reference program more effectively with ReferenceEdge, the only 100% Salesforce-native application on the market. Designed for sales and marketing teams, ReferenceEdge empowers businesses to easily keep track of who is considered a reference, for what use cases, and how often they may be used;. ReferenceEdge lets users search references by filters and keywords; automate reference requests; analyze real-time program metrics; manage and share customer content; and more. ReferenceEdge helps improve sales and marketing efficiency and speed up the "quote to cash" cycle, in order to win more deals.	About monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience B2B companies with 50 or more salespeople	Audience monday CRM is ideal for sales teams, businesses, and organizations looking for an AI-driven, customizable platform to manage customer relationships and accelerate their sales growth
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $14 per user per month Free Version Free Trial	Pricing $10/seat/month Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.9 / 5 ease 5.0 / 5 features 4.9 / 5 design 5.0 / 5 support 4.7 / 5 Read all reviews
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Point of Reference Founded: 2003 United States www.point-of-reference.com	Company Information monday.com Founded: 2012 Israel monday.com/crm
Alternatives Orca Orca by Cortez Labs	Alternatives Pipedrive
TechValidate SurveyMonkey	HubSpot CRM HubSpot
RO Innovation Upland Software	LionO360 LionOBytes
VocalReferences Local Hits Media	Close
Ekoma View All	Creatio View All
Categories Account Based Marketing Customer Reference Management Quote-to-Cash	Categories Automotive CRM Construction CRM Contact Management CRM Customer Reference Management Email Tracking Financial CRM Healthcare CRM Hotel CRM Inside Sales Lead Management Legal CRM Real Estate CRM Real Estate Lead Generation Sales Sales Acceleration Sales Content Management Sales Enablement Sales Force Automation Sales Forecasting Sales Tracking Social CRM
Customer Reference Management Features Nomination Tracking Program Notices Reference Usage Tracking Reward Distribution Search Show More Features Account Based Marketing Features Analytics Campaign Personalization Customer Segmentation Engagement Monitoring Lead Nurturing Lead Scoring Progress Tracking Prospecting Tools Target Account Identification	Customer Reference Management Features Nomination Tracking Program Notices Reference Usage Tracking Reward Distribution Search Show More Features Automotive CRM Features Call Logging Contact Management Customer Support Inventory Management Lease Management List Management Marketing Automation Product Catalog Quotes / Proposals Service Department Management Showroom Management Territory Management CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Contact Management Features Activity Management Appointment Management Contact Database Contact History Contact Import/Export Customer Pipeline Email Marketing Group Management Interaction Tracking Lead Management Prospecting Tools Sales Pipeline Management Search / Filter Segmentation Shared Contacts Social Media Integration Email Tracking Features A/B Testing Audience Segmentation Campaign Management Event-Based Notifications Location Tracking Team Management Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Healthcare CRM Features Audience Targeting Campaign Management Marketing Automation Medical History Records Patient Communications Patient Management Physician Management Predictive Analytics Inside Sales Features Auto-Dialing Call List Management Call Recording Campaign Management Dashboard Data Management Lead Capture Lead Distribution Lead Scoring Performance Management Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management Sales Content Management Features Audio / Video Recording Audio File Management Branded Sales Content Centralized Sales Content Repository Collaboration Tools Content Recommendations Email Management Engagement Analytics Interaction Tracking Personalization Sales Partner Management Sales Training / Onboarding Video File Management Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management Sales Forecasting Features Competitor Analysis Correlation Analysis Dashboard Dynamic Modeling Exception Reporting Graphical Data Presentation Modeling & Simulation Performance Metrics Sales Trend Analysis Statistical Analysis Sales Tracking Features Activity Dashboard Alerts / Notifications Appointment Scheduling Call Logging Comments / Notes Custom Reports Document Management Email Templates Interaction Tracking Lead Management Lead Scoring Pipeline Management Reporting / Analytics Task Management Social CRM Features Calendar/Reminder System Customer Support Email Marketing Lead Capture Lead Nurturing Live Chat Marketing Automation Integration Multi-Channel Social Integration Social Media Monitoring Task Management
Integrations Salesforce Slack 1stContact.ai Aircall Clearbit EasySend Gainsight Gigopost GitLab Google Calendar Haber Chat Kixie PowerCall & SMS Made For Law Mailchimp Meta Ads Microsoft Excel Nango SlideFill ThinkOwl monday dev Show More Integrations View All 6 Integrations	Integrations Salesforce Slack 1stContact.ai Aircall Clearbit EasySend Gainsight Gigopost GitLab Google Calendar Haber Chat Kixie PowerCall & SMS Made For Law Mailchimp Meta Ads Microsoft Excel Nango SlideFill ThinkOwl monday dev Show More Integrations View All 52 Integrations
Claim ReferenceEdge and update features and information Claim ReferenceEdge and update features and information	Claim monday CRM and update features and information Claim monday CRM and update features and information