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.

A simple way to collect, manage and publish video reviews and testimonials. GetBravo is a cloud-enabled platform that allows customers to capture, manage and publish video. Ideal for reviewing testimonials and other information. These tools are easy to use and allow you to request and capture video from clients. You can upload a logo file and be up and running in less than 5 minutes. You can download your video and upload it to social media sites, YouTube, Vimeo, or use our video hosting to embed video on your website. You can keep your videos. Our dashboard provides all the tools you need for watching, downloading, and embedding your videos.

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.

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

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 is a franchise CRM for sales automation that was built by franchisors to facilitate franchising. Our automated tools for contacting, texting, emailing, quoting and online review requests ensure that your FranDev teams and franchisees never miss a lead or nurture prospects from the beginning to the end of their customer journey. Our sales engagement platform features powerful and simple-to-use communication, digital signing, estimation tools, multilocation top-down reporting (for royalties calculations etc. Chat bots, reputation management and online scheduling are just a few of the many features available. Your FranDev or franchisees can visualize their pipelines, potential at risk, and to do lists in 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.

Software to manage customer references and help you win more deals. RO Innovation can help you engage and manage your customer advocates or grow your references. Engage your customer advocates to close more deals. Forget the frantic emails to account mangers and embrace a sustainable reference channel. Are you still tracking references using spreadsheets? Are you unsure of the best advocates for webinars and events? It's time for you to up your game. Nomination portal to allow customer-facing teams and customers to nominate candidates. Gamification is a way to encourage customers to engage through rewards and incentives. Workflows eliminate the need to track and update manually, while system intelligence identifies your top customer advocates for a particular initiative.

Create the right referral program to your SaaS. Rebrand your SaaS and resell to clients. You can customize it to suit your needs. You can deploy on your server and rebrand your client. Deploy on your server, then rebrand and sell to your clients. Transform your customers to referral magnets and track all traffic. Referral links can earn you rewards for every new customer. This system is designed for quick integration and efficient referral program building. You can quickly leverage your existing user base in just a few seconds. Maintaining profitability is important when an app is cost-efficient. Your app users can be instantly converted into referral magnets. Are you looking for specific features or custom-made solutions that match your brand? ReferralMagic's efficient solutions will help you meet your needs. Our mission is to help businesses expand faster and with a lower cost of operation. Our magic equals your satisfaction every step of the journey.

All your location data can be managed from one secure platform. You can automatically generate SEO-optimized store pages based upon your location data. Optimize your location data and control online consumer engagement across all major platforms, including Google, TripAdvisor, and other external platforms. We work closely together with our partners to ensure that your business information is up-to-date and that your business is visible in local search results. Our latest resources will help you improve your SEO and local marketing skills. The way customers interact with real-world locations is changing. With powerful computers in our pockets and offline sensors, digital maps are becoming more popular. One third of our mobile searches are related to the local area. Half of these results result in a store visit within 24hrs. Our platform is great for agencies and in-house marketing teams.