17 years helping Australian businesses choose better software
Customer Reference Management Software
Customer Reference Management software encompasses sales and marketing solutions that automate the processes of capturing success stories, keeping track of reference usage and calculating ROI.
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
"I really like it, I was able to connect my Gmail account without problems and manage all my emails..."
Read the full review
Eudys Rafael
Sales clerk in US
This information was sourced from monday CRM
Rewards Management
Nomination Tracking
Customer Segmentation
Lead Capture
Program Notices
Customer Database
Contact Management
CRM
Lead Management
Activity Dashboard
Reference Request Automation
Reference Usage Tracking
Campaign Management
Search/Filter
This information was sourced from verified user reviews of monday CRM
Pros:
Monday.com has been one of the easiest project management tools I have ever used, it has great UX and UI.
Read more
Cons:
Hard to prioritise jobs. Hard to get a sense of everything not done for one contact.
Read more
This information was sourced from monday CRM
Who Uses monday CRM?
Best for mid and small businesses, monday CRM is a fully-customizable and AI-powered CRM that enables revenue to sell faster and streamline communicat...
Argentina, Australia, Austria, Belgium, Brazil, Canada, Chile, China, Colombia, Denmark
, Ecuador, Finland, France, Germany, Greece, Hong Kong SAR China, India, Ireland, Israel, Italy, Japan, Luxembourg, Mexico, Netherlands, New Zealand, Norway, Peru, Philippines, Portugal, Russia, Singapore, South Africa, South Korea, Spain, Sweden, Switzerland, United Arab Emirates, United Kingdom, United States
and 29 others
Languages
Brazilian Portuguese, Dutch, English, European Portuguese, French, German, Italian, Japanese, Korean, Portuguese
, Russian, Spanish, Swedish, Turkish
and 4 others
Antigua & Barbuda, Argentina, Australia, Bahamas, Bahrain, Barbados, Belgium, Brazil, Canada, Chile
, China, Colombia, Costa Rica, Croatia, Cyprus, Denmark, Dominican Republic, Ecuador, Egypt, Finland, France, Germany, Greece, Hong Kong SAR China, India, Ireland, Italy, Jamaica, Jordan, Kuwait, Lebanon, Mexico, Monaco, Morocco, Netherlands, New Zealand, Norway, Panama, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Saudi Arabia, Singapore, South Africa, Spain, St. Martin, Switzerland, Tunisia, Turks & Caicos Islands, Türkiye, United Arab Emirates, United Kingdom, United States
and 47 others
Languages
Arabic, Chinese, Dutch, English, French, German, Italian, Portuguese, Spanish, Traditional Chinese
"Review management is easy and time to time updates of the ratings on all the review platforms (G2,..."
Read the full review
Raja
Growth Marketing Analyst in France
This information was sourced from ReviewFlowz
Rewards Management
Nomination Tracking
Customer Segmentation
Lead Capture
Program Notices
Customer Database
Contact Management
CRM
Lead Management
Activity Dashboard
Reference Request Automation
Reference Usage Tracking
Campaign Management
Search/Filter
This information was sourced from verified user reviews of ReviewFlowz
Pros:
All of the reviews on different review platforms can be monitored and managed at on place with a user-friendly interface the best part is all reviews are sent to slack.
Read more
Cons:
Unfortunately, I am not a large enough company to need many platforms.
Read more
"I have used ReferenceEdge at two separate companies since 2005. I'm an extremely experienced..."
Read the full review
Jeanne
Director of Customer Marketing in US
This information was sourced from ReferenceEdge
Rewards Management
Nomination Tracking
Customer Segmentation
Lead Capture
Program Notices
Customer Database
Contact Management
CRM
Lead Management
Activity Dashboard
Reference Request Automation
Reference Usage Tracking
Campaign Management
Search/Filter
This information was sourced from verified user reviews of ReferenceEdge
Pros:
The Salesforce integration is key and the dashboards are guiding scales to improve.
Read more
Cons:
Overall it's features and functionality seem limited in comparison to some of the competitors (of which there are very few). Lacks some of the sales enablement capabilities of the competition.
Read more
This information was sourced from ReferenceEdge
Who Uses ReferenceEdge?
B2B companies with 50 or more salespeople selling fairly complex products with sales cycles of 60 or more days; where customer insights and advocates...
"I'm able to organize information about or advocates that allows me to match them to requests,..."
Read the full review
Sherry
Customer Advocacy Manager in US
This information was sourced from RO Innovation
Rewards Management
Nomination Tracking
Customer Segmentation
Lead Capture
Program Notices
Customer Database
Contact Management
CRM
Lead Management
Activity Dashboard
Reference Request Automation
Reference Usage Tracking
Campaign Management
Search/Filter
This information was sourced from verified user reviews of RO Innovation
Pros:
It was wonderful to have one place that held all our reference information, and it was easy to access and find the information that we needed within a few minutes, rather than hours.
Read more
Cons:
Lots of options within the system can lead to a little bit of difficulty in getting the most out of the integrations.
Read more
This information was sourced from RO Innovation
Who Uses RO Innovation?
Ideal for sales, marketing, and customer success teams who want to easily search and find references, boot engagement with existing advocates, and...
"Lovely and reactive team. Very strong on the partner engagement side."
Read the full review
Johnny
Chief Product Officer in Portugal
This information was sourced from Talon.One
Rewards Management
Nomination Tracking
Customer Segmentation
Lead Capture
Program Notices
Customer Database
Contact Management
CRM
Lead Management
Activity Dashboard
Reference Request Automation
Reference Usage Tracking
Campaign Management
Search/Filter
This information was sourced from verified user reviews of Talon.One
Pros:
One helps us to not give out discounts where not needed but to incentivize the behavior we where it is needed. In short: Our metrics have improved.
Read more
Cons:
I wasn't in the team when the integration was donde, so getting to know the logics behind all attribute names and how they work is hard.
Read more
This information was sourced from Talon.One
Who Uses Talon.One?
B2C high-growth companies & enterprises who are looking to scale their business with efficient, flexible and targeted promotions to increase revenue...
Argentina, Australia, Austria, Belgium, Brazil, Bulgaria, Canada, Chile, Croatia, Cyprus
, Czechia, Denmark, Estonia, Finland, France, Germany, Greece, Guernsey, Hong Kong SAR China, Hungary, Iceland, Indonesia, Ireland, Isle of Man, Israel, Italy, Japan, Jersey, Latvia, Liechtenstein, Lithuania, Luxembourg, Malaysia, Malta, Mexico, Netherlands, New Zealand, Norway, Peru, Philippines, Poland, Portugal, Qatar, Romania, Saudi Arabia, Serbia, Singapore, Slovakia, Slovenia, South Africa, South Korea, Spain, Sweden, Switzerland, Thailand, Ukraine, United Arab Emirates, United Kingdom, United States, Vietnam
and 50 others
"MerchantCentric allows us to monitor, manage and measure brand sentiment across our national..."
Read the full review
Anonymous reviewer
This information was sourced from Merchant Centric
Rewards Management
Nomination Tracking
Customer Segmentation
Lead Capture
Program Notices
Customer Database
Contact Management
CRM
Lead Management
Activity Dashboard
Reference Request Automation
Reference Usage Tracking
Campaign Management
Search/Filter
This information was sourced from verified user reviews of Merchant Centric
Pros:
It’s very user friendly and makes my job a whole lot easier.
Read more
Cons:
I don't like the charts comparing ourselves to others in our competitive area. It feels more counterintuitive and puts a negative pressure on our hospital employees.
Read more
This information was sourced from Merchant Centric
Who Uses Merchant Centric?
All levels in Marketing, Operations and Finance at multi-location brands in Restaurant, Automotive, Retail, Healthcare, Agencies and Investment...
"We have a relatively small marketing team and with TechValidate we're able to generate sales..."
Read the full review
David
Marketing Manager in US
This information was sourced from TechValidate
Rewards Management
Nomination Tracking
Customer Segmentation
Lead Capture
Program Notices
Customer Database
Contact Management
CRM
Lead Management
Activity Dashboard
Reference Request Automation
Reference Usage Tracking
Campaign Management
Search/Filter
This information was sourced from TechValidate
Who Uses TechValidate?
Marketers across product marketing, demand generation, customer advocacy, and marketing communications. Customers of TechValidate range from HPE, New...
Sponsored
Vendors bid for placement within our listings. This option sorts the directory by those bids, highest to lowest.
Vendors who bid for placement can be identified by the orange “Visit Website” button on their listing.
Highest Rated
Sorts products as a function of their overall star rating, normalized for recency and volume of reviews, from highest to lowest.
Capterra is free for users because vendors pay us when they receive web traffic and sales opportunities. Capterra directories list all vendors—not just those that pay us—so that you can make the best-informed purchase decision possible.