# RO Innovation Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about RO Innovation Software - reviews, pricing plans, popular comparisons to other Sales Enablement products and more. Source: https://www.capterra.com/p/223727/RO-Enablement/alternatives --- # RO Innovation 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. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) RO Innovation ## What is RO Innovation? Upland RO Innovation is customer reference management software that helps elevate brand awareness and win more deals. Eliminate the chaos of frantic emails or messages when seeking references. Monitor and report on customer reference requests and approval statuses across teams. Proactively address gaps in your reference funnel. Set thresholds to prevent reference burnout. Seamlessly integrate with CRM systems and automatically track reference activity throughout your sales funnel. ## What is RO Innovation used for? [Advocacy](https://www.capterra.com/advocacy-software/)[Customer Reference Management](https://www.capterra.com/customer-reference-management-software/)[Sales Enablement](https://www.capterra.com/sales-enablement-software/) Top alternative Featured Overall rating Based on 19 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $10 Flat Rate, 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 RO Innovation?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.uplandsoftware.com&name=RO Innovation) ## 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. ### RO Innovation 4.2 (19) VS. [4.7 (453)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting Price $10 Flat Rate, Per Month Starting Price $12 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.9 (19) Ease Of Use 4.7 (453) Value For Money 4.0 (18) Value For Money 4.5 (392) Customer Service 4.4 (17) Customer Service 4.6 (375) ## RO Innovation alternatives [4.4 (18,766)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month [4.2 (983)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month [4.6 (5,720)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month [4.5 (719)](https://www.capterra.com/p/153139/Visme/reviews/) Starting price $12.25 Per User, Per Month ## 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 Advocate Management Track and manage advocate communication, engagement, and performance Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat RO Innovation 34 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 Track and manage advocate communication, engagement, and performance Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Provides a channel for team members to share media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Manage, organize, and store contact information Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integration with third-party CRM systems A report showing what actions customers perform Encourage your customers to promote your company by providing materials, tools, and reward programs A collection of customer information such as contact details, demographics, previous interactions, etc. Alter the layout and content of reports Enables employees to promote their company by supplying them with materials, tools, and reward programs Tracks metrics that provide insight into how a user interacts with any interface or product Predefined actions automatically performed on the occurance of specific events Find & retrieve relevant data or documents Store, manage and track all forms in a centralized location Games or game-like elements to track progress and reward accomplishments Manages incentive programs such as profit sharing, stock awards, and individual bonus plans Organize and manage the accomplishments and development of employees or performance of applications or systems A repository of content that has been approved for sharing with current and prospective clients Receive system updates as soon as any changes are made 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 View and track pertinent metrics to find patterns and gain insights from data Strategize and implement rewards for returning customers, employees and other members Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Process of training new hires by providing them with sales tools and knowledge needed to complete the job Search and filter data across systems to locate required information by entering keywords or certain criteria Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 3.9 (19) 3.9 Based on 19 reviews ## Pricing Value for money 4.0 (18) Basic $10.00 Flat Rate,Per Month Value for money 4.0 (18) 4.0 Based on 18 reviews ## Integrations [ Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Marketo Engage](https://www.capterra.com/p/75130/Marketo-Lead-Management/)[ Salesforce Marketing Cloud Account Engagement](https://www.capterra.com/p/134593/Pardot/)[ SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)[ Influitive](https://www.capterra.com/p/136258/AdvocateHub/)[ Jive](https://www.capterra.com/p/189555/Jive/)[ 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 4.4 (17) 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 4.4 (17) 4.4 Based on 17 reviews ## User reviews Overall rating 4.2 Based on 19 reviews Filter by rating 5(7) 4(9) 3(2) 2(1) 1(0) Mentioned topic Sorted by most recent AU Anonymous User Lead Functional Consultant Information Technology and Services ### "Best in class, but needs work." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 October 31, 2018 Pros RO Enablement is the best in class reference management platform available. Full featured, flexible, and many, many options. RO has options for not only reference management, but Content (Marketing Asset) sharing, and sales ennoblement tools. Cons Does not live up to the sales pitch in many areas. The User interface is dated (even the new Responsive design). Reporting is clunky. Total lack of modern "Dashboard" views. 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 Computer Software ### "Great tool and easy to use" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 March 5, 2018 New training methods. basing your company off of data rather than value can definitely give your staff the tools they need to close the door on deals quickly. Pros very straight forward product with a very intuitive data structure. Very easy to read and I would recommend this tool to anyone! 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. Tanner L. Product Marketing Analyst Computer Software ### "Quick to get up to speed and great UI" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 March 1, 2018 Pros Great time saving through one single system with all the information needed for our valuable reference information. Easy to use UI and integrations. Cons Lots of options within the system can lead to a little bit of difficulty in getting the most out of the integrations. 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 North American Reference Specialist Human Resources ### "ROInnovation is a great database for our advocate clients" 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 February 20, 2018 Pros Quick searches even though we have a ton of accounts listed Great number of separation fields Reporting is robust for our needs Cons Best of breed usually costs more Getting other aspects of the business on-board and trained on the application is sometimes difficult. 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. BP Becca P. Product Marketing Manager Information Technology and Services ### "I've found the software to be easy to use, and it was a great user experience overall! " 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 February 7, 2018 We didn't have the integrations we needed in order to streamline our internal programs and ensure our data was up to date. Once we get the necessary integrations in place, we'll be able to take advantage of all the features and capabilities of the software. Pros It was wonderful to have one place that held all our reference information, and it was easy to access and find the information that we needed within a few minutes, rather than hours! It helped my team save valuable time by having one system with all the information we needed, and it greatly enabled our program overall. 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. Amy P. Global Customer Programs Computer & Network Security ### "RO Innovation is an excellent customer advocacy tool that I use daily" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 February 7, 2018 Finding reference customers Pros Ease of use and for both the advocacy team and sales team. Easy to find out who the contact person is an what they have done. Great for tracking Cons Not as easy to build custom requests on the fly. But the engineering team is awesome and will help build your request and meet your needs 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 Senior Manager, Customer Advocacy ### "we are a new implementation in the beginning phases." 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 February 7, 2018 we are still early in the implementation, but it is worlds better than their competitor. Pros \- UI is pleasing to the business user. - Integration with salesforce - reporting function makes it easy to understand gaps Cons \- some functions aren't intuitive, when you go to "create a request", if you scroll down the page, and hit the + button, nothing happens. When in fact, the "create a request" pops up, but you can't see if because it is at the top of the page. 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. MD Matt D. PR Specialist/Customer Reference Manager Computer Hardware ### "Helps define our customer reference program" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 7, 2018 Enables us to keep track of customer references and leverage them the best way possible. We can track the usage too. Pros The ability to customize and how well it aligns with our program. We like the ability to integrate into Salesforce.com. Cons The system looks dated. It can be a bit clunky at times because there are too many options. We need to figure out better ways to increase overall usage of the program and tool 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. Gina M. Customer Engagement Manager Computer Software ### "Easy to Manage " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 7, 2018 Reporting to see who is using the tool as this is a requirement for our sales team to submit nominations. Ease of use and the ability to put restrictions on a nomination for usage. Pros The tool has provide our sales team an easy to use tool when searching for references while giving them the visibility into not only product information but down to specific features that we use. Cons Only thing that I would like to see is a renewal feature included with active, rejected, etc. This is better option that selecting rejected and having a reason of renewal. 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. CQ Chuck Q. Director of Customer Marketing ### "RO Innovation puts the entire company rolodex of customer advocates into the hands of every employee" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 7, 2018 Pros I've used 3 different customer reference management platforms over the past 12 years and RO Innovation has proven to be the most impactful one for getting customer advocates into the sales teams hands. As an administrator, the simplicity of the platform allows the reference team to focus on curating new advocates vs. administrative tasks. The integration into Salesforce is a key part of the platform for sales users, giving them access to RO Innovation via a tool they already use daily. With a large sales team, this self service aspect is key. Overall, the responsiveness of RO Innovation employees is incredible and they are a valued partner. They also give back to the customer reference community by hosting a can't miss annual thought leadership conference. Cons As my companies product lines evolve, I find myself tweaking the RO Innovation instance to include new dashboards, filter functionality and hosting training sessions. RO Innovation is not "a set it and forget it" platform. It has many capabilities and one has to be thoughtful of how RO Innovation can adapt to support new needs from your business. 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. 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