Best Customer Reference Management Software

What is Customer Reference Management Software?

Customer reference management software merges sales and marketing tools to automate the tracking of customer reference data and information. Compare and read user reviews of the best Customer Reference Management software currently available using the table below. This list is updated regularly.

  • 1
    monday sales CRM
    Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.
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    Starting Price: $10 seat / month
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  • 2
    Revetize

    Revetize

    Revetize

    Manage your SMS Marketing, Customer Loyalty Program, Referral Program, & Online Reviews in one platform. Revetize consolidates more than 5 different customer marketing softwares into 1. (For the price of 1) Use our omni channel drip campaign to send sms, email, voicemail and direct mail to your customers all in the same simple process.
  • 3
    Bravo Video

    Bravo Video

    Bravo Video

    An easy way to collect, manage, and publish video testimonials and reviews. GetBravo is a cloud-enabled platform for capturing, managing and publishing video created by your customers. Perfect for capturing testimonials, reviews and more. Easy to use tools to help you request and capture video from your clients. Have a logo file ready to upload and you can be up and running in under 5 minutes. The ability to download your video means that you can upload to social media sites, video hosting services such as YouTube and Vimeo, or use our video hosting service to easily embed video on your web pages. Your videos are yours to keep. Our dashboard gives you the tools you need to watch, download, and embed your videos.
    Starting Price: $49 per month
  • 4
    Repsly

    Repsly

    Repsly

    Repsly’s retail execution platform empowers CPG field teams to improve field sales performance, merchandising execution, and promotion compliance by connecting them with the data and tools they need to work more intelligently in their accounts. Repsly’s configurable platform equips field teams with solutions for scheduling, ordering, data collection, time and mileage tracking, sales performance reporting, and more. But what makes us truly unique is our approach to data: The Repsly platform combines data on shelf-level execution, team activity, and sales velocity to help field teams make smarter decisions that maximize their impact. Informed by over a decade of experience helping CPG teams drive smarter execution in the field, today Repsly users complete more than 5 million in-store activities every month in 80 countries around the world.
  • 5
    Orca

    Orca

    Orca by Cortez Labs

    Orca is a 100% native Salesforce application built to enable your sales, marketing, and customer success teams to efficiently manage and engage your best advocates directly in Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful advocacy application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Orca helps existing champion customers, improve deal momentum & minimize sales cycle, and track analytics on reference while reducing advocate fatigue. Orca is a groundbreaking multi-feature tool that helps teams increase revenue, customer success teams retain clients, and marketing teams to track advocacy impact/influence on the company. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.
    Starting Price: $10,000 Annually
  • 6
    Vouch

    Vouch

    Vouch

    Vouch is a video communication product that helps teams create, collaborate and communicate with short-form video. From recording/requesting video to managing/editing and sharing, Vouch brings the full video creation experience into a single browser tab. Perfect for screen recordings, capturing powerful testimonials and sharing team updates, Vouch empowers you to create impactful video at scale
    Starting Price: $0.00
  • 7
    ClientTether

    ClientTether

    ClientTether

    ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data.
  • 8
    Aligned

    Aligned

    Aligned

    Aligned is a powerful customer collaboration platform designed to streamline the sales and customer success processes. By consolidating everything buyers need in one place, Aligned eliminates the chaos of email threads, file sharing, and juggling multiple tools. It simplifies the buying experience, helping sales teams build strong business cases, track mutual success plans, and accelerate deal closure. With real-time collaboration, task assignments, and transparent communication, Aligned fosters better alignment between sales teams and customers, ensuring a smooth and efficient journey from prospecting to onboarding.
    Starting Price: $29/seat/month
  • 9
    ReferenceEdge

    ReferenceEdge

    Point of Reference

    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.
    Starting Price: $14 per user per month
  • 10
    VocalReferences

    VocalReferences

    Local Hits Media

    VocalReferences which was the brain child of Local Hits Media LLC solves the very common problem faced by all business owners; how do I make the most from the positive feedback of my happy customers? Our products are currently benefitting customers on all continents and we are continually developing and rolling out new and further enhanced tools.
    Starting Price: $8.99 per month
  • 11
    Simple Sales Tracking CRM

    Simple Sales Tracking CRM

    Simple Sales Tracking

    Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts. Simple Sales Tracking was born out of a need that existed within our own sales team. Back in 2005 we tried a number of crm sales tools that were available, but each crm proved either too complex to use, difficult to learn, expensive or a combination of the three. Keep all your important files together and easily accessible by your entire team. The files can also be associated to your Sales and Contacts for quick retrieval. Keep on top of your to-do’s. A fully featured task management system that is also integrated within the Contact and Lead Management features. Forward any important email message to your personalized email address and it will automatically be stored in the system. In addition, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two will be created.
    Starting Price: $15 per user per month
  • 12
    Localistico

    Localistico

    Localistico

    Simplify the management of all your location data with one secure platform. Automatically generate SEO optimized store pages based on location data for your own website or landing pages for digital campaigns. Optimize your location information and control online consumer engagement, across all major external platforms, from Google to TripAdvisor. We work closely with our partners to keep your business information and data up to date, and to make sure your business is found in local search results. Level up your SEO and local marketing skills with our latest resources. Digital maps, powerful computers in our pockets, offline sensors - the way in which customers find, choose and interact with real-world locations is changing. One in every three mobile searches we make relates to the local area around and 50% of those result in a store visit within 24 hours. Our platform helps both in-house marketing teams and agencies improve specific store performance with great features.
  • 13
    Merchant Centric

    Merchant Centric

    Merchant Centric

    See what’s being said in your reviews that impact sales and engage with customers online where they visit most. Discover the hidden value in your customer feedback data and identify what really drives revenue at your locations. Get insights and actions to beat your national and local competitors. Learn and leverage the success of top-performing businesses across the nation. Compared to top competitors, long wait times for food after ordering has the greatest negative impact on revenue. Evaluate the current food delivery process and determine if kitchen staff and servers are properly trained. Shine a light on your customer feedback that impacts your sales. Show all levels of management their progress at a regional, district, and location level. Monitor business performance, spot operational and employee issues, plus reply to reviews for all your locations in one platform. Manage customer feedback posted on your website alongside your social reviews.
    Starting Price: $49.95 per month
  • 14
    RO Innovation

    RO Innovation

    Upland Software

    Customer reference management software to strengthen relationships and win deals faster. Whether it’s a system to help you manage and grow your references or engage your current customer advocates, RO Innovation is here to help you do it. Engage your customer advocates to close deals faster. Say goodbye to frantic emails to account managers and hello to a sustainable reference funnel. Still tracking references on spreadsheets? Left without insight on which advocates are best for webinars or events? It’s time to level-up your game. Nomination portal to encourage customer-facing teams to nominate their customer candidates. Gamification to entice customers engagement through rewards and incentives. Workflows that remove the need for manual tracking and updates while system intelligence names your best customer advocates for a given initiative.
  • 15
    Wiwitness

    Wiwitness

    Sambhrama Solutions

    Tools to collect socially verifiable endorsements and testimonials quickly, easily and systematically. Single central dashboard to control approval, prioritization and displaying of above trust factors. Display above proofs specifically targeting your campaigns or landing pages for maximum results. Endless combinations for easy A/B test variants for optimization.
    Starting Price: $15 per month
  • 16
    ReferralMagic
    Build the right referral program for your SaaS. Rebrand and resell to your clients. Customize based on your needs. Deploy on your server, rebrand and resell to your clients. Deploy on your server, rebrand and resell to your clients. Transform your customers into referral magnets and effectively track all traffic. Offer rewards when a new purchase is made through referral links. Designed for rapid integration and optimal referral program building. In just a few minutes, you can leverage your existing user base. Cost-efficiency is an important factor in maintaining profitability of an app. Instantly turn your app users into referral magnets. Do you need specific features or tailor-made solutions to match your brand? We take your needs and make them work for you with ReferralMagic's effective solutions. Our mission is to apply quicker business expansion that goes easy on the wallet. Our magic equals your satisfaction - every step of the way.
  • 17
    Mana Scheduler

    Mana Scheduler

    Mana Scheduler

    Email upon set up and confirmation text notifications, unlimited appointment set up, digital release waiver and storage, integrated move ahead and wait lists, customized calendar and feature settings.
    Starting Price: $10 per user per month
  • 18
    Instil

    Instil

    Instil

    We empower nonprofits with the tools they need to deepen relationships with their community, grow revenue and maximize their impact. We took the best of modern technology and purpose-built a solution to meet the evolving needs of today’s nonprofits. Instil holistically manages donors, members, volunteers, advocates and beneficiaries to foster nonprofit connections with their community for maximum impact. A lot of systems help organizations track transactions, but that’s not enough. Instil enables your nonprofit to foster interactions with your people. With real-time insights and intuitive data visualization, you can uncover new paths to deeper connections and build stronger relationships with your community. Our platform is built by a team with decades of experience in the nonprofit and technology sectors.
  • 19
    TechValidate

    TechValidate

    SurveyMonkey

    Social proof at scale. Our software captures and transforms customer feedback into case studies, testimonials, reviews, and more. Back up marketing claims with hard data. Capture hard-to-get ROI metrics and operational results from your customers to build trust with buyers. Fuel vertical and persona-targeted marketing. Slice and dice customer feedback by persona or vertical to generate powerful targeted content. Rise above the noise in competitive markets with customer proof points that differentiate your products from the competition. Get social proof points to use across the buyer's journey. Get dozens of new references, polished case studies, and targeted testimonials to use across sales and marketing initiatives. Capture feedback, validate response data, publish new customer stories, and use them to boost engagement with your marketing campaigns—in a fraction of the time it would take with traditional methods.
  • 20
    OuterCold

    OuterCold

    OuterCold

    The AI Cold Email Tool Built for Agencies OuterCold is the only platform you need to improve on your cold email workflow and to close more leads through improved deliverability and better follow-up systems.
    Starting Price: $127/month
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Customer Reference Management Software Guide

Customer reference management software is a type of software that enables organizations to manage customer references more effectively. It offers multiple features that help businesses manage and track customer references, as well as create targeted lists for specific product campaigns or requested recommendations.

Customer reference management tools allow users to capture contact information, data, experiences and ratings from customers who may have used their products or services in the past. This data can then be used to create profiles of those customers, so they can be contacted at any time if they are needed for further reference. Additionally, the software can provide analytics on the feedback received from customers so marketers can develop strategies based on the overall sentiment towards their company or products and services.

Moreover, customer reference management tools enable businesses to collect detailed insights about their customers’ preferences and behavior and also segment them into different categories such as region, gender, age group etc. This helps in providing more personalized marketing strategies tailored for each segment based on their needs and interests. Furthermore, the software provides detailed reports which include engagement metrics such as opens, clicks, downloads etc., allowing businesses to measure the effectiveness of their campaigns and make informed decisions regarding future marketing activities.

Finally, customer reference management software is a vital tool that helps organizations build strong relationships with their customers by providing them with timely support when needed through channels like email or chatbot conversations . It also simplifies the process of identifying potential leads by suggesting referrals from existing customers who have had positive experiences with your business or product offerings. All these features help businesses increase customer loyalty and ultimately drive higher levels of profitability over time.

Features of Customer Reference Management Software

  • Contact Management: Customer reference management software allows businesses to track and manage customer contacts in an organized manner. It stores contact information, profiles, and other customer data in a secure database, making it easier to access when needed.
  • Relationship Management: This feature helps businesses build strong relationships with customers by providing a platform for managing customer relationships over time. This includes tracking customer interactions, creating customer profiles, and monitoring customer satisfaction.
  • Automation: Customer reference management software automates many of the tasks involved in managing customers. This includes automated email campaigns, segmenting customer data for targeted marketing campaigns, and generating reports on customer preferences.
  • Lead Tracking: This feature allows businesses to track leads from initial contact to conversion, giving them valuable insight into the effectiveness of their marketing strategies.
  • Survey Tools: Customer reference management software is capable of sending out automated surveys designed to identify areas where customers are unsatisfied with products or services. This helps business owners quickly remedy issues before they become bigger problems or lead to lost customers.
  • Reporting & Analytics: Businesses can use reporting features within the software to review trends in customer behavior, including what types of products they are purchasing and how long they are staying as customers. This can help business owners make informed decisions about how best to meet their customers’ needs.

Different Types of Customer Reference Management Software

  • Lead Management Software: This type of customer reference management software is designed to collect, store and organize leads from various sources such as web forms, landing pages, phone calls, emails etc. It helps sales teams identify and convert leads more efficiently.
  • Contact Relationship Management (CRM) Software: CRM software is used to manage an organization’s relationships with both customers and prospects. It can track purchase histories, preferences and interactions while helping to create a single repository for all customer data.
  • Referral Marketing Software: This type of customer reference management software focuses on the process of obtaining referrals through word-of-mouth or incentivized referral programs. Often deployed alongside email marketing campaigns or other types of digital marketing tools, it helps automate the process of tracking, rewarding and encouraging new referrals.
  • Loyalty Programs Software: This type of software helps companies reward customers for repeat purchases or participating in promotional activities by offering them points that can be converted into rewards like discounts/vouchers or free products/services. It also helps keep track of customer loyalty over time and encourages further engagement with a brand.
  • Customer Feedback Platforms: These are web-based platforms designed specifically for collecting feedback from customers about their experiences with an organization’s products or services. They allow companies to measure customer satisfaction levels in real-time and make improvements accordingly.
  • Social Media Management Software: This type of customer reference management software helps businesses monitor and respond to conversations occurring across different social media channels. It can be used to engage customers, build relationships and encourage referrals by sharing content, engaging in conversations and improving customer service.

What are the Trends Relating to Customer Reference Management Software?

  1. Increasing Automation: Customer reference management software is becoming increasingly automated, enabling businesses to quickly and easily capture, store, and leverage customer references.
  2. Streamlined Processes: This software streamlines the process of gathering customer references, allowing businesses to quickly access the data they need.
  3. Improved Efficiency: By automating the process of gathering customer references, businesses can more efficiently manage their customer data and make better business decisions.
  4. Increased Accessibility: Customer reference management software makes it easier for businesses to store and retrieve customer references, giving them access to information in real time.
  5. Improved Analytics: With customer reference management software, businesses can gain insights into customer behaviors and preferences that can help them refine their strategies.
  6. Enhanced Security: With this software, businesses can ensure their customer data is secure by storing it in a secure cloud-based platform.
  7. Advanced Technology Integration: Customer reference management software is able to integrate with other advanced technologies such as artificial intelligence (AI) and machine learning (ML), allowing businesses to leverage these technologies for even greater insights into their customers.

Advantages of Using Customer Reference Management Software

  1. Streamlined Interactions: Customer reference management software provides an efficient way to manage customer and supplier interactions. This includes organizing sales, marketing, and customer support activities, as well as tracking the different types of customer engagements. It also provides a centralized platform for collaboration and communication across departments and with external partners.
  2. Automated Processes: The software can automate processes such as customer onboarding, surveys, feedback forms, lead routing, and more. This simplifies the entire process of managing customer interactions and helps organizations to respond quickly to customer inquiries.
  3. Improved Efficiency: With an efficient customer reference management system in place, teams are able to save time while handling multiple tasks. Automating manual tasks reduces development time and improves overall efficiency.
  4. Real-Time Analytics: Customer reference management systems provide real-time analytics that give organizations insights into their customers’ behaviors and preferences. This allows teams to understand which products or services are resonating with customers as well as what changes may need to be made in order to improve customer satisfaction.
  5. Data Security: Customer reference management software provides a secure way for teams to store data related to their customers’ interactions with the organization. The software helps protect customer data from unauthorized access or misuse by using encryption protocols or other security measures.
  6. Improved Customer Relationships: By providing a streamlined way of managing customer interactions, companies can build stronger relationships with their customers through improved communication and responsiveness. The software enables a more personalized approach when interacting with customers, which can help build trust and loyalty over time.

How to Choose the Right Customer Reference Management Software

Choosing the right customer reference management software is an important decision for businesses. Here are some tips to help you select the best one for your needs:

  1. Understand Your Needs: Before looking into different solutions, take time to think about what you need out of a customer reference system. What type of information do you want to track? How frequently will you be updating customer references? Make a list of requirements and prioritize them based on importance.
  2. Research Options: Once you have a clear idea of what features you’re looking for, research different software options to see which ones meet your criteria. Read reviews from other users and compare pricing models as well as feature sets. Compare customer reference management software according to cost, capabilities, integrations, user feedback, and more using the resources available on this page.
  3. Test Solutions: Test out any potential solutions as much as possible before making a final decision. See if the vendor provides trial periods or demos so that you can experience how user-friendly their solution is and how it integrates with any existing systems that your company is using.
  4. Get Buy-In: Involve key stakeholders in the selection process, such as executives and team members who will use the system regularly, so that they can provide input on what they need from a customer reference system and evaluate solutions accordingly.
  5. Ask Questions: Reach out to vendors with any questions or concerns to make sure their solution meets all of your requirements before investing in it further.

By following these steps, you should be able to select the right customer reference management software for your business.

What Types of Users Use Customer Reference Management Software?

  • Developers: Developers use customer reference management software to collect customer feedback and create user stories. This helps them create better software products.
  • Marketers: Marketers use customer reference management software to develop relationships with customers. They can use references from customers to advertise their brand and gain more visibility in the market.
  • Sales Professionals: Sales professionals can use customer reference management software to identify sales opportunities and target specific markets. This helps sales teams close more deals and grow their business faster.
  • Customer Support Representatives: Customer support representatives can use customer reference management software to track issues, monitor customer satisfaction levels, and provide quick solutions for customers’ needs.
  • Business Owners: Business owners can use customer reference management software to track new leads, understand the wants of potential customers, and nurture relationships with existing customers. This helps them make informed decisions on how they want to move forward in the market.
  • Analysts: Analysts are able to leverage customer references to gain valuable insights into how customers perceive a product or service. This allows them to make data driven decisions that help optimize operations and increase revenues over time.
  • Research & Development Teams: Research and development teams use customer reference management software to gain insights about customer needs, explore innovative ideas for product design, and keep track of changes in the market. This helps them stay on top of trends and create more competitive products.

How Much Does Customer Reference Management Software Cost?

The cost of customer reference management software varies greatly depending on the features and capabilities of the software. Generally, basic platforms start at a few hundred dollars per user per year and can range up to thousands of dollars for more comprehensive software packages.

At the lower end of the price spectrum, you may find online or desktop-based applications with minimal features such as customer data profiles, contact information tracking, manual reference entry forms and basic reporting tools. These types of solutions may be suitable for small businesses or teams with simple requirements for managing customer references.

In the mid-range pricing tier, you’ll find more advanced solutions that include automated request forms, template letters and emails, automated reference surveys, workflow management tools and analytics dashboards. This level of software is well suited to organizations that handle a large number of customer references regularly and need to automate more processes.

At the higher end are enterprise-level CRM systems that provide powerful automation capabilities such as integration with other business systems such as CRM and marketing automation platforms; complex workflow rules; advanced reporting options; custom branding; multi-language support; built-in compliance controls; sophisticated scoring algorithms; analytics dashboards; social media integration; as well as mobile app access. These types of solutions are typically priced around several thousand dollars per user annually (depending on feature set).

Overall, it's important to remember that when shopping for customer reference management software there will be tradeoffs between functionality and cost: more robust features usually mean higher costs associated with those particular solutions. It's important to evaluate your needs carefully before making any purchasing decisions in order to ensure that you get the most value out of your investment in this type of technology.

Customer Reference Management Software Integrations

Customer reference management software can integrate with many different types of software, including CRM systems, marketing automation software, content management systems, and analytics tools. CRM systems, such as Salesforce, help to keep track of customer data and interactions, making it easier for customer reference management software to collect and organize customer references. Marketing automation software, such as Marketo, can use customer references to create campaigns and send personalized messages. Content management systems, such as WordPress, can help to deliver customer reference content on websites and across social media channels. Lastly, analytics tools, such as Tableau, can provide useful insights into the effectiveness of customer reference management programs. By integrating with these types of software, customer reference management software can help to maximize the value of customer references.