Best Customer Reference Management Software with a Free Trial of 2025

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data 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. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Effortlessly gather, organize, and share video testimonials and reviews with GetBravo, a cloud-based platform specifically designed for capturing and managing video content produced by your customers. Ideal for obtaining testimonials, reviews, and much more, it offers user-friendly tools that facilitate the process of requesting and securing videos from your clients. Simply have your logo file ready to upload, and you can get started in less than five minutes. The platform also allows you to download your videos, enabling you to share them on social media platforms, video hosting sites like YouTube and Vimeo, or utilize our own video hosting service for seamless embedding on your website. You maintain ownership of your videos, and our intuitive dashboard equips you with everything you need to view, download, and integrate your videos wherever you wish. With features that streamline the entire process, GetBravo ensures that you can effectively showcase customer feedback in a visually engaging manner.

Repsly's retail execution platform enables CPG field teams improve field sales performance, promotion compliance, and merchandising execution by connecting them to the data and tools that they need to work smarter in their accounts. Repsly's configurable platform provides field teams with solutions for ordering, scheduling, data collection, time tracking, mileage tracking, sales performance reporting, as well as data collection. Our unique approach to data is what makes us stand out. The Repsly platform aggregates data on shelf-level execution and team activity to help field teams make better decisions that maximize their impact. Repsly's over a decade-long experience in helping CPG teams execute in the field has resulted in more than 5,000,000 in-store activities each month in 80 countries.

Founded in Austin, Texas, Orca was built under the premise to create a simple solution to effectively manage a customer advocacy program within Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful sales application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. 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.

Vouch is a video communication product that helps teams create, collaborate and communicate with short-form video.

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. Our Franchise CRM boasts leading proposal system technology that can be molded to your unique bidding system, payment processing, Quickbooks integration, online review automation, nurturing, referral request automation, and so much more. Your FranDev or franchisees can visualize their pipelines, potential at risk, and engage candidates seamlessly from one screen. You can build your entire franchise development process, send FDDs and get digital signatures, as well as manage franchisee communications, onboarding, and onboarding all from one place. Our dashboards make it easy to manage Zee performance. We also offer unparalleled support and onboarding!

VocalReferences, which was created by Local Hits Media LLC, solves a very common problem for all business owners: how can I get the most out of the positive feedback from my customers? We have customers across the globe and are constantly developing and releasing new tools.

Simple Sales Tracking, a web-based CRM software that tracks, analyzes and forecasts individual and team sales pipelines and contacts, is web-based. Simple Sales Tracking was developed out of a need in our sales team. We tried many crm sales tools back in 2005, but each one proved too complicated, difficult to learn or expensive. All your important files should be kept together so that they are easily accessible to your entire team. You can also link the files to your Sales and Contacts so that you can quickly retrieve them. Keep track of all your to-dos. Fully featured task management system, which is also integrated into the Contact and Lead Management features. Any important email message you send to your personal email address will be automatically stored in the system. A link will also be created between two email addresses that are identified as matching any of your Sales or Contacts emails.

Streamline the handling of all your location data through a single, secure platform. Effortlessly create SEO-friendly store pages tailored to your location data for your website or for landing pages used in digital marketing campaigns. Enhance your location details and manage consumer interactions online across major external platforms, including Google and TripAdvisor. We collaborate closely with our partners to ensure that your business information remains current and that you appear prominently in local search results. Boost your SEO and local marketing expertise by utilizing our latest resources. With the proliferation of digital maps and advanced mobile technology, the manner in which customers discover, select, and engage with physical locations is evolving rapidly. Notably, one-third of mobile searches are linked to local information, and of those, half lead to a store visit within a mere 24 hours. Our platform is designed to assist both internal marketing teams and agencies in enhancing individual store performance through a range of valuable features, making it easier to adapt to these industry changes. By leveraging our tools, you can stay ahead in a competitive landscape and maximize your outreach.

Leverage customer reference management software to enhance relationships and accelerate deal closures. Whether you need a tool to cultivate and manage your references or to actively engage existing customer champions, RO Innovation is dedicated to supporting your efforts. By involving your customer advocates, you can expedite the sales process and eliminate the chaos of numerous emails to account managers, transitioning to a streamlined and efficient reference system. Are you still relying on spreadsheets to track references and lacking visibility into which advocates are ideal for webinars or events? It's time to elevate your approach. Our platform includes a nomination portal that empowers customer-facing teams to propose their best customer candidates. With gamification features designed to motivate customer participation through rewards and incentives, our workflows eliminate manual tracking and updates, while the system intelligently identifies your top customer advocates for every initiative, ensuring you always have the best resources at your fingertips. By integrating these innovative tools, you not only enhance productivity but also foster stronger connections with your customers.

Create an effective referral program tailored to your SaaS needs. Rebrand and resell seamlessly to your clients while customizing features to suit your specific requirements. Deploy the solution on your own server, allowing you to rebrand and offer it to your customers. Turn your users into referral champions and efficiently monitor all traffic generated. Provide incentives when new purchases occur through referral links. This system is designed for quick integration, making it easy to build a successful referral program. In mere moments, you can tap into your existing user base to maximize growth. Ensuring cost-effectiveness is crucial for maintaining your app's profitability. Transform your app users into powerful referral magnets instantly. If you require unique features or personalized solutions to align with your brand, ReferralMagic is here to turn your vision into reality. Our goal is to facilitate swift business growth while being budget-friendly. We're committed to your satisfaction at every step, ensuring that our solutions not only meet but exceed your expectations. Together, we can elevate your business to new heights.