ReferenceEdge Features


Cloud-based customer reference management platform

4.0/5 (1 review)

ReferenceEdge Feature Summary

  • Nomination tracking
  • Program notices
  • Notifications
  • Reward distribution
  • Search functionality
  • Reference tracking
  • Status tracking
  • Document tagging
  • Metadata management
  • Metadata tagging
  • Records management
  • Full text indexing
  • Data filtering
  • Reference request
  • Automated processes
  • Content filtering
  • Chat functionality
  • Activity dashboard
  • User rewards
  • Real time updates
  • Real time analytics
  • Real time data
  • Real time monitoring
  • Real time reporting
  • Reference lead finder
  • Profile update minder
  • Customizable reporting
  • Ad hoc reporting
  • Reporting & statistics
  • Automatic reminders
  • Document storage
  • Document tracking
  • Application integration
  • Third party integration
  • Contact database
  • Shared contacts
  • Contact history
  • Tracking features

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ReferenceEdge Feature Reviews

1 reviewers had the following to say about ReferenceEdge's features:

Jessica Nelson

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


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.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

Source: Capterra
Helpful?   Yes   No
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