Find the Best Customer Reference Management Software

Best customer reference management software are Gainsight, Sorc’d, Citavi, InviteReferrals, and SparkEngage. These applications will help you manage all types of references your customers have processed.

Jainy Patel
Researched and Written by Jainy Patel
|
Supriya Bajaj
Reviewed and Edited by Supriya Bajaj
Live Agent - Tejasvita Domadiya
Live Agent - Divyang Kansara
Live Agent - Manali Shah
Get Free Demo

No Cost Personal Advisor

Most Popular Customer Reference Management Software

This listing showcases software based on user recommendations and popularity. It also highlights products from our valued client partnerships.

SoftwareSuggest offers verified & unbiased user reviews based on user ratings and feedback. Our ratings and reports do not contain any paid placements. Learn more about our ranking methodology.

List of 13 Best Customer Reference Management Software

Showing 1 - 20 of 13 products
Customize your search: dropdown
Reset Filter
Sort by:

Emergents | 2025

Product Description

Gainsight is customer reference management software for businesses of all sizes and industries. This platform offers an event calendar, survey management, activity management, 360-degree feedback management, affiliate management, and analytics tools. Read More About Gainsight

Gainsight Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Task Management
  • Usage Data Analytics
  • Automated Customer Journeys
  • Customer Health Scoring
  • Integration With CRM
  • Churn Prediction
  • Customer Success Plans
  • Playbooks
  • View all Features
3.0
out of 5 (1 Review)
Features
4.0
Ease of Use
1.0
Value for Money
3.0
Customer Support
4.0
Shivam Kapoor
Senior Manager, Customer Success Team

Gainsight is a good customer success product pioneering in innovation; however, the biggest downside is the need to have a full-time admin.

Read Review

Gainsight Features and Usability-Based User Satisfaction Score

Rating Score 6.0

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 4.0

Social Score

Out of 10

Visitor Score 4.0

Visitor Score

Out of 10

Emergents | 2025

CRM program with document management & content analytics

Product Description

Citavi is a customer reference management software for developing interactive business relations. This platform offers various tools including, document management, content analytics, version control, workflow management, and interactive dashboard features. Read More About Citavi

Citavi Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Cross Referencing
  • Import And Export
  • Team Collaboration
  • Citation Styles
  • Integration With Word
  • Tagging System
  • Categories And Keywords
  • Bibliography Creation
  • View all Features

Citavi Features and Usability-Based User Satisfaction Score

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Contenders | 2025

Product Description

InviteReferrals is customer reference management software for rapidly growing businesses and agencies. This platform offers multiple platform support, in-depth analytics, referral program analytics, customizable campaigns, and JavaScript integration. Read More About InviteReferrals

InviteReferrals Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Referral Campaign Management
  • Multi Language Support
  • Customer Support
  • Integration With CRM
  • Fraud Detection
  • Data Export
  • A/b Testing
  • Real Time Analytics
  • View all Features
5.0
out of 5 (4 Reviews)
Features
4.8
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Pooja
SEO executive

With our well-timed popup lead forms, we can convert our about to leave visitors into leads. Besides, it’s easy to set up too. The templates are good, but there should be more options included.

Read all 4 Reviews

InviteReferrals Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 10.0

Social Score

Out of 10

Visitor Score 4.0

Visitor Score

Out of 10

Most Reviewed

Emergents | 2025

Product Description

ReferralMagic is customer reference management software for global marketing solutions. This program offers affiliate management, campaign management, referral partner lists, reward distribution, social sharing, and loyalty program management tools. Read More About ReferralMagic

ReferralMagic Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Custom Branding
  • Referral Source Tracking
  • Referral Reminders
  • Fraud Detection
  • Customizable Referral Programs
  • In App Referrals
  • Customer Support
  • Real Time Analytics
  • View all Features

ReferralMagic Features and Usability-Based User Satisfaction Score

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Emergents | 2025

Product Description

VouchFor is a customer reference management solution for optimizing business administration and customer profiles. This platform offers candidate search, vetting and screening, candidate shortlisting, reference and police checking, and insurance cover. Read More About VouchFor

VouchFor Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Email Integration
  • Referral Campaign Management
  • Api Access
  • Customer Segmentation
  • Performance Reporting
  • Referral Rewards Management
  • Referral Reminders
  • Mobile Friendly Design
  • View all Features

VouchFor Features and Usability-Based User Satisfaction Score

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Emergents | 2025

Product Description

This information is provided by vendor.

Preferred Patron Loyalty is a customer reference management solution designed as an end-to-end business solution provider. It offers referral management, membership management, loyalty management, referral tracking, and gift card management programs. Read More About Preferred Patron Loyalty

Preferred Patron Loyalty Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Tiered Loyalty Programs
  • Customer Activity Tracking
  • Customer Segmentation
  • Loyalty Cards
  • Customizable Rewards
  • Automated Campaigns
  • Api Access
  • Analytics And Reporting
  • View all Features

Bronze Edition

$ 69

Per Month

Get Offer

Silver Edition

$ 129

Per Month

Get Offer

Gold Edition

$ 249

Per Month

Get Offer

Preferred Patron Loyalty Features and Usability-Based User Satisfaction Score

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 4.0

Visitor Score

Out of 10

Emergents | 2025

Easy reward distribution and reference management tools

Product Description

ReferenceEdge is a customer reference management solution for SMEs, startups, and agencies. The platform offers reward distribution, search, advocate management, customer advocacy, reference usage tracking, and nomination tracking features. Read More About ReferenceEdge

ReferenceEdge Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Customer Reference Portal
  • Reference Program Communication
  • Reference Activity Tracking
  • Reference Program Customization
  • Reference Program Roi Tracking
  • Reference Program Best Practices
  • Reference Program Scalability
  • Reference Program Support
  • View all Features

ReferenceEdge Features and Usability-Based User Satisfaction Score

Freshness Score 8.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Emergents | 2025

Product Description

Qiqqa is a knowledge management platform for optimizing customer relations. This program offers various features, including collaboration, full-text search, a self-service portal, knowledge-base management, and cataloging/categorization tools. Read More About Qiqqa

Qiqqa Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Metadata Extraction
  • Search And Filter
  • Duplicate Detection
  • Reading Progress Tracking
  • Export Options
  • Collaboration Tools
  • Ocr (optical Character Recognition)
  • Bibliography Management
  • View all Features

Qiqqa Features and Usability-Based User Satisfaction Score

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Emergents | 2025

Product Description

Veeva is a healthcare customer relationship management platform for managing client's databases. This program offers campaign management, physician management, predictive analytics, medical history record, and patient management features in a single platform. Read More About Veeva

Veeva Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Segmentation And Targeting
  • Sales Forecasting
  • Customer Relationship Management
  • Event Management
  • Collaboration Tools
  • Content Management
  • Sample Management
  • Territory Alignment
  • View all Features

Veeva Features and Usability-Based User Satisfaction Score

Freshness Score 9.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Emergents | 2025

Product Description

RecFind is a web app solution for providing business solutions to startups and agencies. This program offers different solutions, including document management, document assembly, version control, compliance tracking, and document archiving tools. Read More About RecFind

RecFind Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Access Control
  • Backup And Recovery
  • Integration Capabilities
  • Document Indexing
  • Document Archiving
  • Customizable Interface
  • Document Check In/check Out
  • Audit Trail
  • View all Features

RecFind Features and Usability-Based User Satisfaction Score

Freshness Score 8.0

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Contenders | 2025

Product Description

This information is provided by vendor.

Streamline processes, enhance customer engagement! Manage leads, customers, projects, and emails. Low-code, user-friendly, open APIs - ideal for all industries. Foster growth, nurture relationships, drive excellence! Read More About Vryno

Vryno Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Calendar Integration
  • Email Integration
  • Document Management
  • Third Party Integrations
  • Activity Tracking
  • Task Management
  • Sales Pipeline
  • Lead Management
  • View all Features

Enterprise

$ 20

User/Month (Annual Billing)

Get Offer
5.0
out of 5 (1 Review)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Ankit Kumar
CEO

Vryno CRM has been a game-changer for our company! With its super easy interface, even our non-tech-savvy team members found it a breeze to use. Within just 9 months, our sales shot up by a whopping 80%—all thanks to Vryno! Keeping track of leads and managing customer interactions became so much simpler. It's like having a sales genie in a bottle! If you're looking to skyrocket your sales without getting bogged down in complicated tech stuff, Vryno CRM is the way to go. Trust us, it's worth every rupee!

Read Review

Vryno Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 10.0

Freshness Score

Out of 10

Social Score 10.0

Social Score

Out of 10

Visitor Score 6.0

Visitor Score

Out of 10

Contenders | 2025

Product Description

This information is provided by vendor.

Waakif helps turn first-time orders into loyal fans with personalized recommendations & data insights. Increase sales, streamline operations, & unlock restaurant growth! Not just any online ordering platform. Read More About Waakif

Waakif Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Expense Tracking
  • Reservation System
  • Inventory Management
  • Loyalty Programs
  • Online Ordering
  • Payment Processing
  • Table Management
  • Kitchen Display System (kds)
  • View all Features

Pro Plan

$ 97

Per Month

Get Offer

Free

$ 0

Forever

Get Offer
5.0
out of 5 (1 Review)
Features
5.0
Ease of Use
5.0
Value for Money
5.0
Customer Support
5.0
Inayat cafe
CEO

Digital invoices sent via WhatsApp are well-received by clients, and their method for managing orders is streamlined. Thanks to the QR Menu and our online shop, we can now reach a wider audience and take orders quickly and easily. After waakif, there is only one marketing tool I require for my café, thus we went with the PRO plan. To be honest, we were utilizing other tools before. By the way, our customers really like the unique QR codes we had created for our bistro.

Read Review

Waakif Features and Usability-Based User Satisfaction Score

Rating Score 10.0

Rating Score

Out of 10

Review Score 1.0

Review Score

Out of 10

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 10.0

Social Score

Out of 10

Visitor Score 6.0

Visitor Score

Out of 10

Emergents | 2025

Product Description

This information is provided by vendor.

Experience business growth with Referral Rocket, an all-encompassing platform meticulously crafted for effortlessly initiating and overseeing remarkably successful referral program campaigns. Read More About Referral Rocket

Referral Rocket Is Tailored For

StartUps

SMBs

Mid-Market

Enterprises

Features

  • Referral Widgets
  • Mobile Friendly Interface
  • Performance Reporting
  • Customer Support
  • Fraud Detection
  • User Segmentation
  • A/b Testing
  • Multi Channel Sharing
  • View all Features

Free

$ 0

Per Month

Get Offer

Basic

$ 35

Per Month

Get Offer

Pro

$ 55

Per Month

Get Offer

Referral Rocket Features and Usability-Based User Satisfaction Score

Freshness Score 9.5

Freshness Score

Out of 10

Social Score 5.0

Social Score

Out of 10

Visitor Score 2.0

Visitor Score

Out of 10

FAQs

Whats is Customer Reference Management Software?

Customer reference management software helps in merging their marketing and sales departments and automates different tracking algorithms that are put into place for recording customer references and concerning the information.

Compare 3 Products:
Compare Now
Remove All

Last Updated: August 20, 2024