Compare the Top Customer Reference Management Software in the USA as of January 2026

What is Customer Reference Management Software in the USA?

Customer reference management software merges sales and marketing tools to automate the tracking of customer reference data and information. Compare and read user reviews of the best Customer Reference Management software in the USA currently available using the table below. This list is updated regularly.

  • 1
    Revetize

    Revetize

    Revetize

    Manage your SMS Marketing, Customer Loyalty Program, Referral Program, & Online Reviews in one platform. Revetize consolidates more than 5 different customer marketing softwares into 1. (For the price of 1) Use our omni channel drip campaign to send sms, email, voicemail and direct mail to your customers all in the same simple process.
  • 2
    monday sales CRM
    Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.
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    Starting Price: $10 seat / month
  • 3
    Bravo Video

    Bravo Video

    Bravo Video

    An easy way to collect, manage, and publish video testimonials and reviews. GetBravo is a cloud-enabled platform for capturing, managing and publishing video created by your customers. Perfect for capturing testimonials, reviews and more. Easy to use tools to help you request and capture video from your clients. Have a logo file ready to upload and you can be up and running in under 5 minutes. The ability to download your video means that you can upload to social media sites, video hosting services such as YouTube and Vimeo, or use our video hosting service to easily embed video on your web pages. Your videos are yours to keep. Our dashboard gives you the tools you need to watch, download, and embed your videos.
    Starting Price: $49 per month
  • 4
    ClientTether

    ClientTether

    ClientTether

    ClientTether’s leading franchise management software was designed and built by franchisors to fundamentally change their system’s ability to scale growth, provide customers with an incredible experience, and to create meaningful engagement to boost retention and bolster their online reputation. It has grown to be the #1 Franchise Software in 2024 and the leading Franchise Sales CRM in the industry. Because we’ve been in our clients’ shoes, we made our franchise platform incredibly easy to use, simple to deploy, and powerful, so they can spend their time running their business and not letting their business run them. We help service businesses and FranDev teams optimize their lead response, sales, quoting, online reputation management, and operations processes through natively integrated automation tools including text, phone, email, chat, and internal communication. This is all tied to a CRM platform designed to support franchising and multi-site service companies with Data.
  • 5
    Simple Sales Tracking CRM

    Simple Sales Tracking CRM

    Simple Sales Tracking

    Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts. Simple Sales Tracking was born out of a need that existed within our own sales team. Back in 2005 we tried a number of crm sales tools that were available, but each crm proved either too complex to use, difficult to learn, expensive or a combination of the three. Keep all your important files together and easily accessible by your entire team. The files can also be associated to your Sales and Contacts for quick retrieval. Keep on top of your to-do’s. A fully featured task management system that is also integrated within the Contact and Lead Management features. Forward any important email message to your personalized email address and it will automatically be stored in the system. In addition, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two will be created.
    Starting Price: $15 per user per month
  • 6
    Merchant Centric

    Merchant Centric

    Merchant Centric

    See what’s being said in your reviews that impact sales and engage with customers online where they visit most. Discover the hidden value in your customer feedback data and identify what really drives revenue at your locations. Get insights and actions to beat your national and local competitors. Learn and leverage the success of top-performing businesses across the nation. Compared to top competitors, long wait times for food after ordering has the greatest negative impact on revenue. Evaluate the current food delivery process and determine if kitchen staff and servers are properly trained. Shine a light on your customer feedback that impacts your sales. Show all levels of management their progress at a regional, district, and location level. Monitor business performance, spot operational and employee issues, plus reply to reviews for all your locations in one platform. Manage customer feedback posted on your website alongside your social reviews.
    Starting Price: $49.95 per month
  • 7
    Mana Scheduler

    Mana Scheduler

    Mana Scheduler

    Email upon set up and confirmation text notifications, unlimited appointment set up, digital release waiver and storage, integrated move ahead and wait lists, customized calendar and feature settings.
    Starting Price: $10 per user per month
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