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Customer Reference Management Software

Last updated: March 2026

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15 software options

monday CRM logo

Customer relationship management solution

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monday CRM is the best customer reference management software to help you manage all your customers' information and needs. Easily share your clients' customer data with relevant stakeholders, and automatically turn your business contact lists into an organized address book inside monday.com.

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Kangaroo logo

An all-in-one Loyalty and Marketing Platform for businesses.

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Kangaroo is a digital loyalty platform with automated marketing technology to engage customers, increase sales, drive traffic and reduce churn. Loyalty features include: advanced promotional engine, auto-campaigns: emails, SMS, push; custom white-label app, reporting, social media referrals & more.

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InviteReferrals logo

Referral marketing software

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InviteReferrals is a referral marketing software designed to help businesses acquire new customers by creating & launching customer referral campaigns via multiple platforms including mobile, tablet & desktop websites, as well as Android & iOS mobile apps

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Preferred Patron Loyalty logo

Innovative Loyalty Programs, Customer Engagement & Gift Card

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Experience the power of a branded loyalty program with diverse promotions, including our exclusive WeatherSmart™ Intelligence. Recognize customer purchases and visits, boost retention, and drive growth. Stand out with innovative features that set your business apart.

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AiTrillion logo

All-in-one Marketing Automation Platform

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AiTrillion is a SaaS-based Artificial Intelligence enabled, all-in-one marketing platform for eCommerce sellers.

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ReviewFlowz logo

Reputation and review management software

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Review management tool designed to help businesses automatically track customer reviews & leverage them to derive more revenue.

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ReferenceEdge logo

Cloud-based customer reference management platform

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ReferenceEdge is a cloud-based customer reference management system which operates as a native Salesforce application to help track, search & request references

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Talon.One logo

Powerful Promotion Engine for Enterprises

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Talon.One is a Promotion Engine that empowers businesses to deliver relevant, effective and personalized promotions driven by their data. With one integration you can create, manage and track coupon codes, discounts, bundles, referral rewards and loyalty programs all in one holistic platform.

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Merchant Centric logo

Social media management for businesses of all sizes

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Merchant Centric is a cloud-based platform that enables businesses to engage with their customers on social media, drive customer loyalty and sales through effective reputation management, and identify new revenue streams by leveraging competitors' advertising and listing data.

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RO Innovation logo

Elevate brand awareness and win more deals.

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Upland RO Innovation is a leading customer reference management solution, helping enterprises harness the voice of the customer in sales and marketing initiatives to win new business faster.

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ReferralMagic logo

Referral campaign creation & tracking for SaaS

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ReferralMagic is a website-embeddable referral marketing campaign creation and tracking solution for SaaS businesses, allowing various types of referral rewards

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Dynata Insights Platform logo

Customer journey mapping tools for market researchers

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Dynata Insights Platform is a customer satisfaction software designed to help market researchers manage data sharing and delivery operations. Key features include brand health monitoring, market segmentation, third-party sample augmentation, content organization, and data processing.

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Flyx logo

White-label mobile app customization for customer loyalty

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Flyx offers a loyalty solution and order management system with various features. It assists with the creation of coupons, points, rewards, gamification, saving cards, memberships, boosters, and more from within a unified platform.

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Orca logo

Customer reference management for sales teams

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Orca is a customer reference management software designed to help sales and customer success teams set up custom time frequencies to manage referral requests. Administrators can create auto-approval rules to approve or deny organizations’ references.

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Skeepers Feedback Management logo

Understand and improve your customer experience

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Cloud-based customer satisfaction platform, which helps small to large businesses in healthcare, technology, real estate, and other sectors manage customer experience via surveys, reporting, trend analysis, engagement tracking, and more.

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