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Customer Reference Management Software with Contact Management (2026)

Last updated: March 2026

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8 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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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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Orca logo
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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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