---
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

-----

## Products

1. [monday CRM](https://www.softwareadvice.co.nz/software/348745/monday-sales-crm) — 4.7/5 (462 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 (250 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 helps businesses turn one-time customers into repeat customers with loyalty, rewards, messaging, aut...
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)
- [All Categories](https://www.softwareadvice.co.nz/directory)

## 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> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Software Advice helps businesses in New Zealand find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.nz","url":"https://www.softwareadvice.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@id":"https://www.softwareadvice.co.nz/#organization","@type":"Organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":null,"url":"https://www.softwareadvice.co.nz/","@id":"https://www.softwareadvice.co.nz/#website","@type":"WebSite","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"potentialAction":{"query":"required","target":"https://www.softwareadvice.co.nz/search/?q={search_term_string}","@type":"SearchAction","query-input":"required name=search_term_string"}},{"name":"Customer Reference Management Software","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.","url":"https://www.softwareadvice.co.nz/directory/4211/customer-reference-management/software","about":{"@id":"https://www.softwareadvice.co.nz/directory/4211/customer-reference-management/software#itemlist"},"breadcrumb":{"@id":"https://www.softwareadvice.co.nz/directory/4211/customer-reference-management/software#breadcrumblist"},"@id":"https://www.softwareadvice.co.nz/directory/4211/customer-reference-management/software#webpage","@type":["WebPage","CollectionPage"],"mainEntity":{"@id":"https://www.softwareadvice.co.nz/directory/4211/customer-reference-management/software#itemlist"},"isPartOf":{"@id":"https://www.softwareadvice.co.nz/#website"},"publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"inLanguage":"en-NZ"},{"@id":"https://www.softwareadvice.co.nz/directory/4211/customer-reference-management/software#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Customer Reference Management Software","position":2,"item":"https://www.softwareadvice.co.nz/directory/4211/customer-reference-management/software","@type":"ListItem"}]}]}
</script><script type="application/ld+json">
  {"name":"Best Customer Reference Management Software in New Zealand - 2026 Reviews, Pricing &amp; Demos","@context":"https://schema.org","@id":"https://www.softwareadvice.co.nz/directory/4211/customer-reference-management/software#itemlist","@type":"ItemList","itemListElement":[{"name":"monday CRM","position":1,"description":"monday CRM is a sales platform that helps businesses streamline sales cycle. The platform caters to a range of industries, such as real estate, software and IT services, media and communications, manufacturing, financial services, consumer goods, and healthcare services.\n\nThe platform offers advanced AI capabilities to boost sales team productivity. It can automatically generate tasks, compose and rephrase emails, create content, and build complex formulas without the need for development help. The platform is also highly customizable, allowing users to tailor the sales pipeline to the unique workflow by editing deal stages, adding columns, and managing multiple pipelines simultaneously.\n\nmonday CRM provides one-click automations for repetitive sales tasks, such as lead assignment, setting reminders, and email tracking. The platform also integrates with various business tools, bringing essential data and processes into one centralized platform. Additionally, the mobile app enables users to manage the sales pipeline on-the-go, with features, including logging calls, checking reports, and adding new activities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/89099d96-d149-4414-ae0d-25607ca4cd8a.png","url":"https://www.softwareadvice.co.nz/software/348745/monday-sales-crm","@type":"ListItem"},{"name":"Kangaroo","position":2,"description":"Kangaroo is a cloud-based loyalty and marketing management platform designed for retail businesses of all sizes that offers membership management, corporate memberships, gift cards, loyalty management, and analytics within a suite.\n\n\nKangaroo loyalty program management program, allows users to reward customers based on their visits or spending. Customers can earn and redeem reward points by scanning a QR code from the Kangaroo app. Users can also award points to customers who purchase specific items.\n\n\nKangaroo's loyalty marketing program empowers users to design targeted campaigns based on customer tags such as location and monthly spending. 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. Pricing is available on monthly subscriptions and support is extended via documentation, phone, email, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0bd19593-46ad-485b-9e17-5c74c09646f6.png","url":"https://www.softwareadvice.co.nz/software/138430/invitereferrals","@type":"ListItem"},{"name":"Preferred Patron Loyalty","position":4,"description":"Preferred Patron helps businesses turn one-time customers into repeat customers with loyalty, rewards, messaging, automation, and analytics in one scalable customer retention platform.\n\nBuilt for single-location businesses, growing multi-location brands, franchises, and enterprise programs, Preferred Patron helps teams launch quickly, engage members consistently, and measure what drives return visits, higher spend, and long-term value.\n\nWho Preferred Patron is built for:\n\nSmall businesses and independents launch professional loyalty programs quickly with simple setup, built-in email and SMS, branded member experiences, and practical reporting.\n\nMulti-location brands use automation, segmentation, campaign templates, and store-level analytics to keep programs consistent while allowing local offers, events, and promotions.\n\nFranchises use role-based access, location hierarchies, shared assets, and templated campaigns so corporate teams can protect the brand while franchisees execute proven playbooks.\n\nEnterprises use APIs, KPI reporting, data exports, governance controls, and integrations to connect loyalty data with ecommerce, CRM, BI, and analytics systems.\n\nKey capabilities:\n\nLoyalty and rewards engine – Create points, cashback, stamp, tiered, milestone, birthday, referral, and member-perk programs. Configure earning rules, redemptions, expirations, bonuses, scheduled offers, auto-issue promotions, and replenishment campaigns.\n\nBuilt-in messaging – Engage members with email, SMS, mobile wallet, and in-app messaging. Automate welcomes, birthdays, win-backs, “miss-you” campaigns, promos, event reminders, and behavior-triggered journeys.\n\nSegmentation and automation – Build audiences by visit recency, spend, location, product mix, cohort, membership status, or engagement behavior. Send one-time campaigns or always-on journeys that react to customer activity.\n\nAnalytics and insights – Track repeat visits, average spend, campaign lift, reward liability, member activity, cohort behavior, SKU performance, and store-level results so teams can see what is working and where to improve.\n\nMulti-location management – Maintain brand standards with central templates, shared assets, approval workflows, and corporate guardrails while giving locations flexibility for local calendars, partners, and inventory realities.\n\nKiosk, POS, and check-in options – Support enrollment, check-ins, earning, and redemption through store-front workflows, kiosk enhancements, POS options, and mobile-friendly experiences.\n\nAPIs and integrations – Connect loyalty data with ecommerce, CRM, analytics, reporting, and other business systems. Export data securely for enterprise reporting.\n\nCompliance and deliverability tools – Support consent capture, opt-in management, quiet hours, time-zone handling, and messaging best practices to help protect deliverability, brand reputation, and ROI.\n\nDesign and branding – Launch with a branded loyalty experience, digital card art, email designs, and campaign creatives.\n\nEditions that scale with you:\n\nSmall Business – Loyalty, messaging, and reporting for 1 to 3 locations.\nGrowth – Advanced automation, larger messaging allowances, and deeper segmentation.\nFranchise – Multi-location governance, role-based permissions, shared assets, and network-level analytics.\nEnterprise – APIs, KPI reporting, analytics, data exports, and enterprise controls for high-volume programs.\n\nServices that support success:\n\nPreferred Patron offers onboarding, migration support, program design guidance, campaign planning, staff and franchisee training, KPI reviews, and ongoing success support.\n\nWhether you are a single shop building repeat business or an enterprise standardizing loyalty across hundreds of locations, Preferred Patron gives you a practical customer retention platform built to engage customers, increase repeat visits, and grow long-term loyalty.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/68f21318-d28c-44c3-b355-3d51d83735ea.png","url":"https://www.softwareadvice.co.nz/software/152578/preferred-patron","@type":"ListItem"},{"name":"AiTrillion","position":5,"description":"AiTrillion is an all-in-one marketing automation platform to boost the impact of eCommerce marketing across the entire customer lifecycle by leveraging user data, automation, AI/ML, and personalized techniques. This platform is designed for Shopify store owners, eCommerce Shopify sellers, and online Shopify stores.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5187be14-67fd-49da-9f43-08f391f1d8be.png","url":"https://www.softwareadvice.co.nz/software/345172/aitrillion","@type":"ListItem"},{"name":"ReviewFlowz","position":6,"description":"Reviewflowz helps hundreds of companies around the world monitor, manage, and share customer reviews. \n\nTrack new reviews on any platform, set up smart notifications and reports to surface insights and share the right reviews, with the right teams, at the right time.\n\nSearch, tag, access, and export all your reviews and testimonials. No more slide-decks with hand-picked testimonials. 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. Filter by keyword, context, reviewer info, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c08887f3-194d-474d-975a-00f57f53d3ef.png","url":"https://www.softwareadvice.co.nz/software/437463/reviewflowz","@type":"ListItem"},{"name":"ReferenceEdge","position":7,"description":"ReferenceEdge is a cutting-edge cloud-based customer reference management system that provides enterprises with a centralized platform to efficiently track and manage customer references for their sales and marketing requirements. 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}
</script>