Customer Reference Software

Built on top of monday.com Work OS, monday sales CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to... Learn more

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across... Learn more

InviteReferrals is a cloud-based solution designed to help online businesses of all sizes manage customer referral programs through mobile applications and social sharing tools. Key features include campaign management, lead... Learn more

Preferred Patron is a customer loyalty management solution designed for companies of all sizes that offers incentive promotions, visitor loyalty management, multi-channel marketing and gift card management functionalities within... Learn more

AiTrillion is an all-in-one marketing automation platform to boost the impact of eCommerce marketing across the entire customer lifecycle by leveraging user data, automation, AI/ML, and personalized techniques. This platform is... Learn more

RO Innovation is a customer reference and sales enablement software that helps businesses market their products and capture potential customers. Sales professionals can manage customer references, testimonials and quotes on a... Learn more

Talon.One is a sales promotions tool that assists marketers with campaign management, custom coupon creation and referral marketing. Key features include activity tracking, gift card management, multi-channel marketing, gift card... Learn more

Merchant Centric is a cloud-based platform that enables businesses to engage with their customers via social media and drive customer loyalty, while also allowing them to identify new revenue streams through effective reputation... Learn more

TechValidate automates the process of collecting, analyzing, and publishing customer feedback so businesses can get the most out of the data. The platform is built on a proprietary technology that identifies advocates in the... Learn more

Instil empowers nonprofits with the tools needed to deepen relationships with the community, grow revenue and maximize impact. Its modern, holistic, intelligent, and purpose-built platform manages donors, members, volunteers,... Learn more

Dynata Insights Platform is a customer engagement software that helps businesses review, approve, share and deliver data. The solution enables managers to gain insights into audience demographics, brand health and campaign... Learn more

TASKBOSS enables businesses to design projects in a visual project plan according to the WBS principle and move tasks and sub-projects on the project plan and assign them to freely creatable phases and branches of your projects.... Learn more

Orca is a sales force automation software designed to help sales and customer success teams monitor and manage referral requests. The platform enables administrators to create custom rules to approve and manage the validity of... Learn more

Verified is a customer reference management platform that helps users eliminate the need for chasing and guarding customer references and instead enables teams to sell more effectively with references. Avoid reference burnout by... Learn more