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ReferenceEdge vs monday CRM Comparison (2026)

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ReferenceEdge

monday CRM

Overview

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

Use monday CRM for all your construction processes. Manage resources, communicate and collaborate with subcontractors and staff in the field, and save time with automations. Integrate existing tools, and track progress, timeframes, and budgets through visual dashboards and real-time reports.

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Video & Screenshots

No videos yet

Pricing

Starting from

999

/user

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

/user

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.7

Value for money

Ease of use

Features

Customer support

85%

would recommend this app

4.7

468

339

116

Value for money

Ease of use

Features

Customer support

85%

would recommend this app

Pros

“ReferenceEdge integrates reference prompts on the opportunity page so the sales user can seamlessly move into the request search portal to select the best reference account for their prospect.”

Katie L.

Sr. Customer Advocacy Manager

“The software/process is robust even for a very complex organization. But mostly I would like to compliment the team that has been with us through out the selection, integration, and deployment phases. ”

Barbara C.

Global Reference Lead

“With ReferenceEdge, we are now measuring the impact references have on our revenue, something we weren't able to do before.”

Harrison L.

Product Marketing Analyst

Pros

“The platform allows users to create custom workflows, automate repetitive tasks, and track team performance via visual dashboards.”

Douglas N.

Diretor

“You can customize boards, workflows, and automations to fit almost any process, which makes it really adaptable for different teams.”

Anais R.

COO

“The dashboards and reporting side of it vs work management also takes an upgrade by adding in gauge widgets and funnels to showcase conversion, which definitely helps to highlight your deals more clearly to anyone who needs to know.”

Simran G.

Senior Client Success Manager

Cons

“This adds a level of complexity to getting the updates pushed out to the sales teams. ”

Lisa K.

Global Reference Program Manager

“Due to our complex attribute structure, we were not able to exploit all directly. ”

Barbara C.

Global Reference Lead

“A bit clunky to navigate”

Karie W.

Sr Director, Customer Marketing

Cons

“I have also noticed that when you start handling data tables containing hundreds of rows of contacts, the display tends to slow down slightly on standard web browsers.”

Patrick K.

Vice President at JPK and Associates, Inc.

“It makes it harder to keep conversations cleanly scoped to the deal they actually belong to.”

Desiree M.

Founder

“The pricing strategy is annoying, we have to limit which 5 people have access or risk nearly doubling our cost (that's why I've given 4 stars)”