---
description: Discover the best Customer Reference Management Software in New Zealand. Compare top Customer Reference Management Software tools with customer reviews, pricing and free demos.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Best Customer Reference Management Software in New Zealand - 2026 Reviews, Pricing & Demos
---

Breadcrumb: [Home](/) > [Customer Reference Management Software](https://www.softwareadvice.co.nz/directory/4211/customer-reference-management/software)

# Customer Reference Management Software

Canonical: https://www.softwareadvice.co.nz/directory/4211/customer-reference-management/software

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## Products

1. [monday CRM](https://www.softwareadvice.co.nz/software/348745/monday-sales-crm) — 4.7/5 (453 reviews) — monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of indust...
2. [Kangaroo](https://www.softwareadvice.co.nz/software/324113/kangaroo) — 4.9/5 (248 reviews) — Kangaroo is a cloud-based loyalty and marketing management platform designed for retail businesses of all sizes that ...
3. [InviteReferrals](https://www.softwareadvice.co.nz/software/138430/invitereferrals) — 4.9/5 (182 reviews) — InviteReferrals is a cloud-based solution designed to help online businesses of all sizes manage customer referral pr...
4. [Preferred Patron Loyalty](https://www.softwareadvice.co.nz/software/152578/preferred-patron) — 4.9/5 (109 reviews) — Preferred Patron is built for organizations that care about repeat business— from single-location shops to fast-growi...
5. [AiTrillion](https://www.softwareadvice.co.nz/software/345172/aitrillion) — 4.9/5 (77 reviews) — AiTrillion is an all-in-one marketing automation platform to boost the impact of eCommerce marketing across the entir...
6. [ReviewFlowz](https://www.softwareadvice.co.nz/software/437463/reviewflowz) — 4.8/5 (25 reviews) — Reviewflowz helps hundreds of companies around the world monitor, manage, and share customer reviews. Track new revie...
7. [ReferenceEdge](https://www.softwareadvice.co.nz/software/262404/referenceedge) — 4.7/5 (20 reviews) — ReferenceEdge is a cutting-edge cloud-based customer reference management system that provides enterprises with a cen...
8. [RO Innovation](https://www.softwareadvice.co.nz/software/318526/ro-enablement) — 4.2/5 (19 reviews) — Upland RO Innovation is customer reference management software that puts the spotlight on your best advocates so you ...
9. [Talon.One](https://www.softwareadvice.co.nz/software/317702/talonone) — 4.8/5 (16 reviews) — Talon.One is a sales promotions tool that assists marketers with campaign management, custom coupon creation and refe...
10. [Merchant Centric](https://www.softwareadvice.co.nz/software/335578/merchantcentric) — 4.8/5 (11 reviews) — Merchant Centric is a cloud-based platform that enables businesses to engage with their customers via social media an...
11. [Dynata Insights Platform](https://www.softwareadvice.co.nz/software/257610/dynata-insights-platform) — 5.0/5 (2 reviews) — Dynata Insights Platform is a customer engagement software that helps businesses review, approve, share and deliver d...
12. [Flyx](https://www.softwareadvice.co.nz/software/436655/flyx) — 3.5/5 (2 reviews) — Flyx is an omnichannel loyalty program that helps improve growth and customer engagement through a loyalty engine. Us...
13. [Orca](https://www.softwareadvice.co.nz/software/228268/orca) (0 reviews) — Orca is a sales force automation software designed to help sales and customer success teams monitor and manage referr...

## Related Categories

- [Sales Enablement Software](https://www.softwareadvice.co.nz/directory/595/sales-enablement/software)
- [Survey Software](https://www.softwareadvice.co.nz/directory/4503/survey/software)
- [Advocacy Software](https://www.softwareadvice.co.nz/directory/3810/advocacy/software)
- [Referral Software](https://www.softwareadvice.co.nz/directory/4568/referral-management/software)
- [Customer Loyalty Software](https://www.softwareadvice.co.nz/directory/4383/customer-loyalty/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/directory/4211/customer-reference-management/software)
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## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/directory/4211/customer-reference-management/software> |
| en | <https://www.softwareadvice.com/customer-reference-management/> |
| en-AU | <https://www.softwareadvice.com.au/directory/4211/customer-reference-management/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/4211/customer-reference-management/software> |
| en-IE | <https://www.softwareadvice.ie/directory/4211/customer-reference-management/software> |
| en-NZ | <https://www.softwareadvice.co.nz/directory/4211/customer-reference-management/software> |
| fr | <https://www.softwareadvice.fr/directory/4211/customer-reference-management/software> |

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The solution also allows users to send messages to customers nearby the shops based on their geographical location.\n\n\nWith the help of an analytical dashboard to track key customer metrics, users gain an understanding of customers' shopping behavior and are better equipped in making decisions regarding customer handling practices.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2ae9d9f5-21b2-4aca-8c72-e1282f24ec9e.png","url":"https://www.softwareadvice.co.nz/software/324113/kangaroo","@type":"ListItem"},{"name":"InviteReferrals","position":3,"description":"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 generation, customer support, loyalty programs, rewards distribution and affiliate marketing.\n\n\nTeams using InviteReferrals can perform referral program analysis by tracking successful conversions including mobile application installations, shares, registrations, sales and more, identifying influential referrers for designing custom campaigns with the WYSIWYG editor. The solution comes with multiple referral options for customers such as Facebook, Twitter, LinkedIn, Google+, Pinterest and email invitation to increase sales. With SDK and Javascript code snippets, users can launch and edit new campaigns via mobile and website applications.\n\n\nInviteReferrals allows integration with various third-party platforms such as WooCommerce, OpenCart, Magento, Drupal, Shopify, Weebly and more. 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What they share is a commitment to community: they want programs that feel local, reward loyalty fairly, and scale without adding operational drag.\n\nWho we serve:\n\nSmall businesses & independents choose us for quick setup, built-in messaging, and simple pricing. Owners and GMs can launch a polished loyalty program in hours, not weeks—no developer required.\n\nMid-market & multi-location brands use our deeper automation, segmentation, and analytics to drive consistency across stores while leaving room for local nuance. HQ sets guardrails; locations personalize offers, events, and partnerships.\n\nFranchises rely on our role-based access, location hierarchies, and templated campaigns so franchisees can execute proven playbooks without reinventing the wheel.\n\nEnterprises leverage our APIs, KPIs, data exports, and governance controls to integrate with existing stacks, BI tools, and data policies.\n\nWhat we offer:\n\nLoyalty program engine – Run stamp, cashback or points-based rewards, tiers, and member perks. Configure earning rules, redemptions, expirations, and bonuses. Support for auto-issue, replenishment, and scheduled offers.\n\nCommunity-style programs – Spotlight local events, fundraisers, and partner perks. Reward referrals, birthdays, and milestones that matter in your neighborhood.\n\nMessaging built-in – Email and SMS are included out of the box for welcomes, birthdays, win-backs, “miss-you,” and targeted promos. \n\nUse mobile wallet & in-app messaging to nudge visits without heavy discounting.\n\nSegmentation & campaigns – Build audiences by visit recency, spend, product mix, store, or cohort. Schedule one-off blasts or always-on journeys that react to behavior in real time.\n\nAnalytics & insights – Dashboards show lift in repeat visits, average spend, and reward liability. Cohort, SKU, and store-level reporting highlight what’s working and where to tune.\n\nMulti-location controls – Central templates, brand standards, shared assets, and approval workflows. Location overrides for local calendars, partners, and inventory realities.\n\nKiosk & POS options – Support for store-front check-ins and redemption flows, with kiosk enhancements and integrations.\n\nAPIs & integrations – Connect loyalty data with ecommerce, CRM, and analytics. Export securely to your BI stack for deeper analysis.\n\nCompliance & deliverability – Fully TCPA and CTIA compliant. Consent capture, opt-in management, quiet hours/time-zone handling, and best-practice messaging help protect brand reputation and ROI\n\nDesign & branding – Launch with a branded template, then iterate. Support for digital card art, e-mail designs, and campaign creatives.\n\nEditions that scale with you:\n\nSmall Business – Essential features for 1 to 3 locations: launch fast, keep members engaged, and measure results with straightforward reporting.\n\nGrowth – Advanced automation, larger messaging allowances, and deeper segmentation for brands expanding to multiple stores.\n\nFranchise – Multi-location governance, role-based permissions, shared assets, and analytics rolled up by region or network.\n\nEnterprise – APIs, KPI, Analytics and enterprise data controls for high-volume programs.\n\nServices that ensure success:\n\nOnboarding & migration to move existing members and offers cleanly. Strategic support for program design, calendar planning, and testing. Training for staff and franchisees. 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Everyone in your organisation can now access a continually updated, labeled database of customer quotes.\n\nBuild engagement internally around customer reviews with our Slack app, allowing you to not only manage reviews easily from Slack, but also trigger conversations around actual customers' words.\n\nCreate engaging review collection campaigns with our Magic Links to protect your reputation, increase your collection rates, and manage incentives properly.\n\nShowcase your best reviews & testimonials using dynamic and flexible widgets. 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Built as a native application for Salesforce, it seamlessly integrates into users' existing workflows, allowing them to access all reference-related data and processes conveniently within Salesforce.\n\nWith its automated request workflows, reference tracking, user reward points, and comprehensive reports and dashboard charts, ReferenceEdge offers an effective and streamlined solution for reference management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/96b0f6ae-5cb1-4a3f-b665-e1f76fda15b4.png","url":"https://www.softwareadvice.co.nz/software/262404/referenceedge","@type":"ListItem"},{"name":"RO Innovation","position":8,"description":"Upland RO Innovation is customer reference management software that puts the spotlight on your best advocates so you can enhance brand visibility and win more deals.\n\nMake it easy to find approved references by eliminating the chaos of frantic emails or messages.\n\nMonitor and report on customer reference requests and approval statuses across various teams.\n\nTake a proactive approach to identify and promptly address gaps in your reference funnel.\n\nEstablish thresholds to prevent reference burnout.\n\nThousands of users in sales, marketing, and customer success rely on RO Innovation to search for references, engage their best advocates, and grow their pool of reliable references.\n\nTop 3 reasons customers love RO Innovation:\n\nFoster team collaboration: Bid farewell to the chaos of frantic emails or messages when seeking references from colleagues. Streamline the process by efficiently notifying, monitoring, and reporting on all customer advocacy activities and approval statuses across diverse regions and teams in one system. \n\nConnect customer references with the buyer journey: Match your customer's references with the right stage of the buyer journey, from awareness to the final closed-won phase. Gain additional insights to strategically target references based on opportunity type, ensuring the best matches are made at various stages of the sales cycle.\n\nProvide more context in your CRM for sales opportunities: Achieve seamless CRM integration, empowering you to configure workflows that automatically track the impact of reference activity throughout your sales funnel. Capture essential details at the contact, account, and opportunity levels.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/68703caa-1f5c-4f0a-8b7d-6afaf3360337.png","url":"https://www.softwareadvice.co.nz/software/318526/ro-enablement","@type":"ListItem"},{"name":"Talon.One","position":9,"description":"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 management, referral tracking, membership management and affiliate marketing.\n\n\nMarketing teams using Talon.One can build loyalty programs and personalize incentives based on unique customer attributes. The application's API enables users to integrate current systems and utilize existing data to configure discount campaigns. With geofencing capabilities, businesses can customize campaigns by adding location-based data and import external location data into existing campaigns inGeoJSON format to deliver area-specific discounts to customers.  \n\n\nTalon.One offers a mobile application that enables marketing professionals to track points on a map and deliver location-specific notifications to guide customers on their journey. The 'Earn and Burn' functionality provides multiple wallets for facilitating points or currency conversion. \n\n\nTalon.One is available on a monthly subscription basis and support is extended via documentation, technical advice, FAQs and online inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dcf8ed0f-6ed8-4aec-afe9-e8cd1b19142a.png","url":"https://www.softwareadvice.co.nz/software/317702/talonone","@type":"ListItem"},{"name":"Merchant Centric","position":10,"description":"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 management.\n\nThe tool provides both social media and listing management solutions. It includes reputation management, sales analytics, and customer insights to help you increase revenue. In addition to the pre-built integrations with Amazon and eBay that offer powerful functionality and reduced workload, Merchant Centric has built in custom fields for more advanced features such as discount codes, inventory level and update product prices. It also provides an analytics tool, which allows you to understand your customers' needs as well as utilize customer feedback in order to gain revenue.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/17e00716-fff9-43a4-8cb4-031281009123.png","url":"https://www.softwareadvice.co.nz/software/335578/merchantcentric","@type":"ListItem"},{"name":"Dynata Insights Platform","position":11,"description":"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 analytics on a unified interface.\n\nAdministrators can configure role-based access permissions for staff members and securely log in via multi-factor authentication functionality. Additionally, Dynata Insights Platform allows teams to process and visualize data in real-time and track file delivery on a centralized dashboard.\n\nPricing is available on request and support is extended via chat, email and an online contact form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1c4e644b-c36d-4f3f-a3ae-d0c4ba82ba17.png","url":"https://www.softwareadvice.co.nz/software/257610/dynata-insights-platform","@type":"ListItem"},{"name":"Flyx","position":12,"description":"Flyx is an omnichannel loyalty program that helps improve growth and customer engagement through a loyalty engine. Users can gain an understanding of customers, customize communications based on clients' preferences, disseminate diverse promotional initiatives across multiple channels, and analyze the outcomes of your various campaigns from within a unified platform.\n\nFlyx's admin console enables users to create coupons, rewards, points, boosters, gamification, and more. Businesses can access real-time analytics of efforts and devise initiatives that improve overall growth. Organizations can improve the customer journey as well as overall customer retention.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e7aa09ec-c370-4749-9077-e5d0e83ba3fb.jpeg","url":"https://www.softwareadvice.co.nz/software/436655/flyx","@type":"ListItem"},{"name":"Orca","position":13,"description":"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 referrals on a unified interface.\n\nManagers can utilize lightning components, notification alerts and visualforce pages to track contacts and locate referrals. Orca allows supervisors to nominate specific clients, create usage reminders and manage reference limits in a centralized dashboard. Additionally, teams can handle and save client details as favorites to facilitate quick access.\n\nOrca lets businesses integrate the system with several third-party applications including Slack and Google Maps. Pricing is based on annual subscriptions and support is extended via FAQs, email and an online contact form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/817e1e87-1909-4898-90af-f60952a722d2.png","url":"https://www.softwareadvice.co.nz/software/228268/orca","@type":"ListItem"}],"numberOfItems":13}
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