Best Nonprofit Customer Reference Management Software

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.

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.

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.