# ReferenceEdge Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ReferenceEdge Software - reviews, pricing plans, popular comparisons to other Customer Reference Management products and more. Source: https://www.capterra.com/p/107201/ReferenceEdge --- # ReferenceEdge Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ReferenceEdge ## What is ReferenceEdge? ReferenceEdge(SM) is a 100% native, purpose-built Salesforce(R) app specifically designed to manage customer advocate information and automate the customer advocate request workflow. Track who is an advocate, for what, and how often they may be used. Issue and redeem reward points for completed advocate activities. Measure program impact through extensive reports and dashboard charts. Improve sales & marketing efficiency, shorten the "quote to cash" cycle, and win more deals. ## What is ReferenceEdge used for? [Customer Reference Management](https://www.capterra.com/customer-reference-management-software/) Overall rating Based on 20 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $999 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ReferenceEdge?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.point-of-reference.com/&name=ReferenceEdge) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ReferenceEdge 4.7 (20) VS. [4.9 (249)](https://www.capterra.com/p/149363/Kangaroo-Rewards/reviews/) Starting Price $999 Per User, Per Month Starting Price $79 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (20) Ease Of Use 4.7 (249) Value For Money 4.7 (16) Value For Money 4.6 (235) Customer Service 5.0 (18) Customer Service 4.9 (245) ## ReferenceEdge alternatives [4.7 (453)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month [Instil](https://www.capterra.com/p/254865/Instil/) [4.8 (13)](https://www.capterra.com/p/254865/Instil/reviews/) Starting price $2500.00 Per User, Per Month [Learn More](https://www.capterra.com/p/254865/Instil/) [InviteReferrals](https://www.capterra.com/p/138738/InviteReferrals/) [4.9 (182)](https://www.capterra.com/p/138738/InviteReferrals/reviews/) Starting price $99.00 Per User, Per Month [Learn More](https://www.capterra.com/p/138738/InviteReferrals/) [Orca](https://www.capterra.com/p/199324/ORCA/) [0.0](https://www.capterra.com/p/199324/ORCA/#reviews) Starting price $5000.00 Per User, Per Month [Learn More](https://www.capterra.com/p/199324/ORCA/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Customizable Reports Alter the layout and content of reports Incentive Management Manages incentive programs such as profit sharing, stock awards, and individual bonus plans ReferenceEdge 16 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges A collection of customer information such as contact details, demographics, previous interactions, etc. Alter the layout and content of reports Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Automatically identify and save contact information of potential customers Ability of the software to take the manual effort out of the process of requesting and collecting references Monitor and track how often customer references are used Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Strategize and implement rewards for returning customers, employees and other members Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Search and filter data across systems to locate required information by entering keywords or certain criteria Create and administer polls and surveys Set up connections to third-party platforms to improve business processes Get Advice We can help you find the software with the features you need. Features 4.7 (20) 4.7 Based on 20 reviews ## Pricing Value for money 4.7 (16) Basic $999.00 Per User,Per Month Value for money 4.7 (16) 4.7 Based on 16 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ Influitive](https://www.capterra.com/p/136258/AdvocateHub/)[ Gainsight CS](https://www.capterra.com/p/148980/Gainsight/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (18) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (18) 5.0 Based on 18 reviews ## User reviews Overall rating 4.7 Based on 20 reviews Filter by rating 5(13) 4(7) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Jeanne T. Director of Customer Marketing Computer Software ### "Must-Have Technology for B2B Marcom Stack" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 January 5, 2021 I have used ReferenceEdge at two separate companies since 2005. I'm an extremely experienced ReferenceEdge user and yet I've only scratched the surface of what's possible. ReferenceEdge is the foundation of my program. It allows me to stay organized and tightly linked to our sales goals. The team at ReferenceEdge has also been very responsive to my feature requests. I've brought many suggestions to the engineering team and many of those have made it into production. Pros Customer evidence and advocacy is a requirement in B2B software sales, but keeping your program aligned and in sync with your account strategy is paramount. Spreadsheets just don't cut it. Integration with Salesforce is no longer optional. ReferenceEdge is a native Salesforce application so you don't have to worry about syncing data and it keeps your reference information right where your salespeople "live" ... inside Salesforce. I was an early adopter of ReferenceEdge back in 2005 and have used it as the foundation of my reference programs now at two companies - one was a Fortune 500 leader and now with a fast growing start up. ReferenceEdge is also committed to success and has assigned account directors who deliver incredibly responsive service. It's part of the offering and not an additional cost. Cons It's a double-edged sword! ReferenceEdge is so powerful that it's sometimes difficult to administer. You've got to have an administrator who will dig into the software and get comfortable with the interface. A tight linkage with your company's Salesforce admin is also key. That will make upgrades super easy! Alternatives considered [RO Innovation](https://www.capterra.com/p/223727/RO-Enablement/) Reasons for choosing ReferenceEdge Previous experience with ReferenceEdge. Salesforce native application. Customer support. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Stephanie B. Customer References Manager Computer Software ### "Great tool for our Customer Reference Program" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 30, 2020 This is the second company I have had the pleasure of working with ReferenceEdge. I would highly recommend to anyone looking for a great company and tool for Customer Advocacy. Pros The ease and use of this tool makes my job much more efficient and enjoyable. I can track customer journeys and involvement in our reference program and it integrates very well with other tools. The customer support is outstanding and our account managers are available whenever we need help. The reporting features are great for tracking our success and providing leadership program details. Cons If there are ever any issues or bugs, the account managers are proactive and the developers work to resolve issues with the highest urgency. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Director, Client Marketing Hospital & Health Care ### "Customer Reference Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 11, 2020 There were many business problems we were aiming to solve with ReferenceEdge, key clients getting overused, using outdated spreadsheets to manage customer lists, nonexistent program reporting, and more. ReferenceEdge has helped to simplify reference sourcing and request workflows, generate a pipeline of reference customers, provided visibility into revenue influenced by client references, to name just a few. The implementation team has also been AMAZING! My account director, \[SENSITIVE CONTENT HIDDEN\], has definitely been a strategic partner throughout the whole process. Pros Exactly what we needed to have a scalable customer reference program, and intuitive software for managing our reference customers and workflows that integrates directly into our tech stack (Salesforce). Cons So far no issues! Everything has performed as expected. Alternatives considered [RO Innovation](https://www.capterra.com/p/223727/RO-Enablement/) Reasons for choosing ReferenceEdge Native Salesforce application, heard good reviews re: implementation team, pricing. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LO Liz O. Sr. Manager Customer Marketing Computer Software ### "Reference Edge is a great tool to manage advocacy " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 8, 2020 We are able to track the customers who are engaging with us easily and reward them in a timely and accurate way. We recently started using the points system associated with different activities and that made rewarding customers even easier. Our customer success rep is attentive and always able to problem-solve our issues. Pros I like the ability to easily manage my reference request in my workspace. This allows me to have a clear view of what needs attention and I can directly communicate with my sales team in the tool. It is easy for our sales team to request references also. Cons I wish there was a more efficient way to add activities to a particular account or contact. Right now I have to update them individually, opposed to being able to update that someone took 3 reference calls, for example, in one update. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JT Jessica T. Solutions Analyst Computer Software ### "ReferenceEdge Rocks" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 December 8, 2020 Pros The reporting capabilities are amazing. Especially compared to the system we were using prior to RefEdge. I love the support that we get from our Account Manager. She's very helpful and very kind and we meet with her regularly. I also really like the Reference Lead Finder feature. It allows us to find new clients for the reference program who have recently implemented our software products. It’s a simple and efficient way to get new clients into our reference program. Cons There are a few features that we'd love to see added into the software. They do take our feedback seriously and let us know if/when a product enhancement will make it onto their roadmap. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AM aly m. Sr. Customer Marketing Manager Computer Software ### "Completely different experience than with competitor" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 8, 2020 Very very positive experience so far with ReferenceEdge. One of my biggest problems at my last company was quantifying the value of the reference program without a platform. We had implemented Ro Innovation on the promise that it would help us with their "hundreds of reports." In fact, it was a bit of a nightmare, over a year later, we still had no strong reporting, there were always issues with the platform and the sales team was super displeased and unmotivated to use the platform because of things breaking/not working. With ReferenceEdge, we haven't had any of these problems. The experience has been a breeze. The RefEdge team has been super helpful and the internal Amplitude team is excited! Pros So far, I've found it to be way easier to use than the main competitor, RO Innovation. I had a really bad experience implementing RO at my previous company and was so glad to have a smooth, issue-free experience with ReferenceEdge. Plus, the customer service has really been fantastic. The RefEdge team helps me with anything big or small. They are quick to respond, brainstorm solutions and ideas, and help to train my team to get up-to-speed on RefEdge. Cons Looks-wise (we are in classic), RefEdge can use a facelift. Although, I do hear things get quite a bit more attractive in Lightning. Switched from [RO Innovation](https://www.capterra.com/p/223727/RO-Enablement/) It was awful. Terrible experience. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Product Marketing Analyst Computer Software ### "Changed the way we handle reference requests" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 December 8, 2020 With ReferenceEdge, we are now measuring the impact references have on our revenue, something we weren't able to do before. We are also ensuring our references don't get burnt out by tracking their usage and limiting the amount of times we reach out to them. Pros ReferenceEdge has streamlined our customer reference process down to just a few clicks. Salespeople no longer use spreadsheets to maintain references and can easily find or nominate references through the software. ReferenceEdge has great features like auto-filtering when searching for a reference and because it's native to Salesforce, we didn't have to train salespeople on a new program. Cons Implementation and setup are somewhat manual and time-intensive. However, we had our account manager there with us every step of the way to ensure we got up and running in the time frame we had planned. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. FO Fiona O. Reference Manager Information Technology and Services ### "Reference Edge Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 6, 2020 Very positive Pros The software is intuitive and easy to use. I love the reporting capability and analysis, you can easily demonstrate the value of reference to the business and alignment with corporate objectives. The support teams are great, friendly and responsive, its a great product and I love using it. Cons Nothing, perhaps include more prebuilt reports. Reasons for choosing ReferenceEdge NA Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VG Valeria G. Sr Customer Marketing Manager Computer Software ### "Customer Reference Management for the Enterprise" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 December 4, 2020 Pros ReferenceEdge is natively integrated with Salesforce which helps linking data easier. I like the search functionally because it lets me segment the data to find the appropriate reference for all sort of requests. I also like that I can keep track of all customer engagements, which you can tailor based on the activities tracked while assigning rewards for the activities participated in. I also like that I can link an activity with a sale opportunity to determine how these references help influence sales pipeline which it is so valuable when showing the benefits of the software. Cons ReferenceEdge is not a buy, plug and play kind of software- because it is in Salesforce, you need a dedicated team of experts to deploy the product. if you need to customize a workflow, you would need professional services . Reasons for choosing ReferenceEdge ReferenceEdge was already in placed before I joined my company Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Jennifer H. Sr director customer success Hospital & Health Care ### "Ease of Use, Easy to Monetize Customer Success" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 4, 2020 From beginning it’s been easy and well supported- \[SENSITIVE CONTENT HIDDEN\] has been awesome Pros The Salesforce integration is key and the dashboards are guiding scales to improve. Cons The only thing I can think of is the copy function on the profile. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reasons for choosing ReferenceEdge Did not meet the need Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/107201/ReferenceEdge/reviews/) Popular comparisons [Kangaroo vs ReferenceEdge](https://www.capterra.com/compare/107201-149363/ReferenceEdge-vs-Kangaroo-Rewards)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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