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.

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

Introducing a straightforward solution for gathering, organizing, and sharing video testimonials and reviews, GetBravo is a cloud-based platform designed to help you capture and manage videos created by your customers. Ideal for obtaining testimonials, feedback, and more, it offers user-friendly tools that facilitate the request and recording of videos from your clientele. Simply upload your logo file, and you can get started in less than five minutes. With the option to download your videos, you can easily share them on social media platforms, utilize video hosting services like YouTube and Vimeo, or leverage our own video hosting service to seamlessly embed videos on your website. Your videos remain under your control, and our intuitive dashboard equips you with everything you need to view, download, and embed your content for maximum impact. Additionally, this platform enhances customer engagement by providing an accessible way for businesses to showcase genuine testimonials.

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 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.

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.