Best Nonprofit Customer Reference Management Software

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.

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.

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.

Orca is a 100% native Salesforce application built to enable your sales, marketing, and customer success teams to efficiently manage and engage your best advocates directly in Salesforce. We work to balance the capabilities of Salesforce with the end-user experience to deliver a powerful yet mindful advocacy application. Orca opens the door for companies and users to leverage existing relationships and data to accelerate business growth. Orca helps existing champion customers, improve deal momentum & minimize sales cycle, and track analytics on reference while reducing advocate fatigue. Orca is a groundbreaking multi-feature tool that helps teams increase revenue, customer success teams retain clients, and marketing teams to track advocacy impact/influence on the company. Our user-friendly and 100% Salesforce native interface promotes quick adoption and implementation for new customers as well as a streamlined workflow that aligns with a traditional sales cycle.

Vouch is a video communication product that helps teams create, collaborate and communicate with short-form video. From recording/requesting video to managing/editing and sharing, Vouch brings the full video creation experience into a single browser tab. Perfect for screen recordings, capturing powerful testimonials and sharing team updates, Vouch empowers you to create impactful video at scale

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.

Aligned is a powerful customer collaboration platform designed to streamline the sales and customer success processes. By consolidating everything buyers need in one place, Aligned eliminates the chaos of email threads, file sharing, and juggling multiple tools. It simplifies the buying experience, helping sales teams build strong business cases, track mutual success plans, and accelerate deal closure. With real-time collaboration, task assignments, and transparent communication, Aligned fosters better alignment between sales teams and customers, ensuring a smooth and efficient journey from prospecting to onboarding.

VocalReferences which was the brain child of Local Hits Media LLC solves the very common problem faced by all business owners; how do I make the most from the positive feedback of my happy customers? Our products are currently benefitting customers on all continents and we are continually developing and rolling out new and further enhanced tools.

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.

Simplify the management of all your location data with one secure platform. Automatically generate SEO optimized store pages based on location data for your own website or landing pages for digital campaigns. Optimize your location information and control online consumer engagement, across all major external platforms, from Google to TripAdvisor. We work closely with our partners to keep your business information and data up to date, and to make sure your business is found in local search results. Level up your SEO and local marketing skills with our latest resources. Digital maps, powerful computers in our pockets, offline sensors - the way in which customers find, choose and interact with real-world locations is changing. One in every three mobile searches we make relates to the local area around and 50% of those result in a store visit within 24 hours. Our platform helps both in-house marketing teams and agencies improve specific store performance with great features.

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.

Customer reference management software to strengthen relationships and win deals faster. Whether it’s a system to help you manage and grow your references or engage your current customer advocates, RO Innovation is here to help you do it. Engage your customer advocates to close deals faster. Say goodbye to frantic emails to account managers and hello to a sustainable reference funnel. Still tracking references on spreadsheets? Left without insight on which advocates are best for webinars or events? It’s time to level-up your game. Nomination portal to encourage customer-facing teams to nominate their customer candidates. Gamification to entice customers engagement through rewards and incentives. Workflows that remove the need for manual tracking and updates while system intelligence names your best customer advocates for a given initiative.

Tools to collect socially verifiable endorsements and testimonials quickly, easily and systematically. Single central dashboard to control approval, prioritization and displaying of above trust factors. Display above proofs specifically targeting your campaigns or landing pages for maximum results. Endless combinations for easy A/B test variants for optimization.

Build the right referral program for your SaaS. Rebrand and resell to your clients. Customize based on your needs. Deploy on your server, rebrand and resell to your clients. Deploy on your server, rebrand and resell to your clients. Transform your customers into referral magnets and effectively track all traffic. Offer rewards when a new purchase is made through referral links. Designed for rapid integration and optimal referral program building. In just a few minutes, you can leverage your existing user base. Cost-efficiency is an important factor in maintaining profitability of an app. Instantly turn your app users into referral magnets. Do you need specific features or tailor-made solutions to match your brand? We take your needs and make them work for you with ReferralMagic's effective solutions. Our mission is to apply quicker business expansion that goes easy on the wallet. Our magic equals your satisfaction - every step of the way.

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.

We empower nonprofits with the tools they need to deepen relationships with their community, grow revenue and maximize their impact. We took the best of modern technology and purpose-built a solution to meet the evolving needs of today’s nonprofits. Instil holistically manages donors, members, volunteers, advocates and beneficiaries to foster nonprofit connections with their community for maximum impact. A lot of systems help organizations track transactions, but that’s not enough. Instil enables your nonprofit to foster interactions with your people. With real-time insights and intuitive data visualization, you can uncover new paths to deeper connections and build stronger relationships with your community. Our platform is built by a team with decades of experience in the nonprofit and technology sectors.

Social proof at scale. Our software captures and transforms customer feedback into case studies, testimonials, reviews, and more. Back up marketing claims with hard data. Capture hard-to-get ROI metrics and operational results from your customers to build trust with buyers. Fuel vertical and persona-targeted marketing. Slice and dice customer feedback by persona or vertical to generate powerful targeted content. Rise above the noise in competitive markets with customer proof points that differentiate your products from the competition. Get social proof points to use across the buyer's journey. Get dozens of new references, polished case studies, and targeted testimonials to use across sales and marketing initiatives. Capture feedback, validate response data, publish new customer stories, and use them to boost engagement with your marketing campaigns—in a fraction of the time it would take with traditional methods.

The AI Cold Email Tool Built for Agencies OuterCold is the only platform you need to improve on your cold email workflow and to close more leads through improved deliverability and better follow-up systems.