ReferenceEdge Pricing, Features, Reviews & Comparison of Alternatives


Cloud-based customer reference management platform

4.33/5 (3 reviews)

ReferenceEdge overview

What is ReferenceEdge?

ReferenceEdge is a cloud-based customer reference management system that offers enterprises a single and centralized platform from which to track, search and manage customer references for their sales or marketing needs. Since ReferenceEdge is designed as a native, purpose-built Salesforce application, users can access all of their data and manage all of their reference processes conveniently through Salesforce. Incorporating automated request workflows, reference tracking, user reward points, extensive reports and dashboard charts, ReferenceEdge aims to provide users with an effective and efficient reference management solution.

With ReferenceEdge, users can track reference status and activity by tagging accounts or contacts as program members, activating or deactivating member status and tagging records with metadata. To help users find specific accounts, contacts and content, ReferenceEdge includes powerful search tools. Users also have access to Salesforce’s advanced search platform which allows users to complete full text indexing. To streamline reference management processes further, ReferenceEdge enables users to automate certain processes such as reference requests, reference leads and profile updates.

From the ReferenceEdge dashboard, users can access real-time data, generate pre-built reports and charts as well as create custom ad hoc reports. With this comprehensive store of data, users can monitor the health and growth of their reference database quickly and easily. Other features by ReferenceEdge include inbuilt integration with Influitive and Gainsight, reference content and document management with extensive meta tagging, reference overuse prevention with global and contact-specific limits and shared contact functionality.


Pricing options
Free trial
Value for money
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Business size



United States

Supported languages

ReferenceEdge screenshot: Monitor growth of reference database with reports & chartsReferenceEdge℠ product overview videoReferenceEdge screenshot: Search for customer reference ReferenceEdge screenshot: Apply filters to search more efficientlyReferenceEdge screenshot: View the last date the reference was used  ReferenceEdge screenshot: Use Salesforce Chatter to deliver reference requests immediately

ReferenceEdge reviews


Very good

Value for money
Ease of use
Customer support
Lindsay Mann

ReferenceEdge Has Streamlined Our Reference Process

Used daily for less than 6 months
Reviewed 2019-03-19
Review Source: Capterra

The number of requests our sales team was asking to fulfill was faster than one person could handle, especially with so many new reps and 2-3 references per request. It also didn't make sense for the customer success managers to not have a say in approving or denying the requests. We were able to make all of these process changes, as well as define the process, in the system. I also think the system was a very reasonable cost. If you're a growing company that relies heavily on customer references, get this product!

ReferenceEdge has helped automate our reference process. As a fast-growing B2B consulting firm that relies heavily on references from happy customers, our reference requests for proposals and calls were getting out of hand. This was no longer something that one person on the marketing team could help manage- we needed the client partners (who know their customers best anyway) to approve/deny requests and have all sales requests logged in the system to give increased visibility.

So far, I haven't experienced any issues with the system. Our account manager has been amazing to work with and has answered every question we had. The only thing is that ReferenceEdge is not a very attractive module within SalesForce, but it does the job and that's really all we need.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Jessica Nelson

This was the first customer reference tool I used, and it helped me do my job better.

Used daily for 6-12 months
Reviewed 2018-04-09
Review Source: Capterra

Centralized location to input customer data and notes, and helped me better communicate references to parties in need.

It enabled me to have all my references and associated information in one place, for anyone to access in a straightforward manner.

There were a couple of unique, customized features I needed, and as will most tools, these features were not available. However, the POR team was great in helping me figure out solutions to have success.

Rating breakdown

Value for money
Ease of use
Customer support

Likelihood to recommend: 10/10

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Native, but limited

Used weekly for 1-2 years
Reviewed 2019-02-13
Review Source: Capterra

Reference management is definitely a niche market, with few options for great software to manage a program. ReferenceEdge is one of the available apps. It is SFDC native, which helped our Sales Opps buy into its use.

overall it's features and functionality seem limited in comparison to some of the competitors (of which there are very few). Lacks some of the sales enablement capabilities of the competition.

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Ease of use

Likelihood to recommend: 5/10

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ReferenceEdge pricing

Pricing options
Free trial
View Pricing Plans

ReferenceEdge pricing is rated per user and based on quantity. Users can pay quarterly or annually.

To receive accurate price information, contact ReferenceEdge directly.

ReferenceEdge features

Activity Dashboard
Activity Tracking
Automatic Notifications
Contact Database
Lead Capture
Real Time Data
Reporting & Statistics
Search Functionality
Third Party Integration

API (170 other apps)
CRM Integration (142 other apps)
Collaboration Tools (63 other apps)
Contact Management (85 other apps)
Customizable Templates (65 other apps)
Data Import/Export (77 other apps)
Lead Management (82 other apps)
Sales Analytics (76 other apps)
Sales Reporting (68 other apps)
Sales Tracking (60 other apps)
Workflow Management (62 other apps)

Videos and tutorials

Additional information for ReferenceEdge

Key features of ReferenceEdge

  • Nomination tracking
  • Program notices
  • User rewards
  • Profile update minder
  • Reference tracking
  • Ad hoc reporting
  • Application integration
  • Notifications
  • Automatic reminders
  • Contact database
  • Contact history
  • Content filtering
  • Customizable reporting
  • Data filtering
  • Document storage
  • Document tracking
  • Full text indexing
  • Reference lead finder
  • Real time analytics
  • Real time data
  • Real time monitoring
  • Real time reporting
  • Real time updates
  • Records management
  • Reference request
  • Search functionality
  • Shared contacts
  • Status tracking
  • Third party integration
  • Tracking features
  • Activity dashboard
  • Metadata management
  • Automated processes
  • Document tagging
  • Chat functionality
  • Metadata tagging
  • Reporting & statistics
  • Reward distribution
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ReferenceEdge is a native Saleforce app solution, granting users central access to all of their reference data.

ReferenceEdge incorporates extensive automation, enabling users to streamline reference request and reference lead finder processes.

Users have access to 50+ pre-built reports and 20+ dashboard charts as well as custom reporting technology, providing users with valuable insight into the activity and growth of their reference database.

ReferenceEdge tracks closed or won reference opportunities with the intention of supplying enterprises with a steady flow of new customer references.

ReferenceEdge manages peer-to-peer reference requests with Salesforce Chatter and email, allowing users to organize and track reference requests more efficiently.