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ClientCircle vs ReferenceEdge: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for ClientCircle medium Failure Risk for ReferenceEdge medium
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Comparison Summary

This comparison report of ClientCircle vs. ReferenceEdge is based on a specific set of business needs and context. The comparison uses 808 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing ClientCircle and ReferenceEdge

ClientCircle, and ReferenceEdge belong to a category of solutions that help Referral Marketing. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

ClientCircle covers Customer Feedback Management with Promotions, Engagement Management, Rating And Review Management, Contact List Management, etc.

ReferenceEdge focuses on Content Management, Engagement Management, Campaign Management, Loyalty Management, etc.

"Our agency client files integrated seamlessly with the Rocket Referrals program. Within 24 hours we had great testimonials ready to publish on our website and social media pages. " - Matt Phillips

"For our users, having no additional logins or credentials is key to adoption —everybody’s in Salesforce. " - Lisa Kaspari

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo ClientCircle

Focus area

ClientCircle is better than ReferenceEdge for

Software Failure Risk

  • medium

logo ReferenceEdge

Focus area

Software Failure Risk

  • medium

About

Referral marketing service designed to build client loyalty

Salesforce Native App for Reference Management

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

23

33

Total Goals
(we found evidences for)

7

6

Top Processes

Evidences indicate better relative satisfaction

customer feedback management

Read Reviews (47)

Read Reviews (0)

measuring net promoter score

Read Reviews (33)

Read Reviews (0)

engagement management

Read Reviews (12)

Read Reviews (15)

engaging and following up

Read Reviews (11)

Read Reviews (10)

contact list management

Read Reviews (10)

Read Reviews (2)

rating and review management

Read Reviews (10)

Read Reviews (0)

communication management

Read Reviews (8)

Read Reviews (0)

sending & publishing communications

Read Reviews (8)

Read Reviews (0)

training & onboarding

Read Reviews (7)

Read Reviews (0)

helpdesk management

Read Reviews (6)

Read Reviews (1)

workflow management

Read Reviews (3)

Read Reviews (9)

lifetime value management

Read Reviews (2)

Read Reviews (2)

referral management

Read Reviews (2)

Read Reviews (0)

generation of new leads

Read Reviews (1)

Read Reviews (2)

sales document management

Read Reviews (1)

Read Reviews (4)

content sharing

Read Reviews (0)

Read Reviews (8)

content management

Read Reviews (0)

Read Reviews (17)

content sharing

Read Reviews (0)

Read Reviews (8)

campaign management

Read Reviews (0)

Read Reviews (14)

loyalty management

Read Reviews (0)

Read Reviews (13)

customer case management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Improve digital and social presence

  • Improve internal communications

  • Improve consistency

  • Scale best practices

  • Increase sales & revenue

  • See 4 more

  • Scale best practices

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Establish thought leadership

  • See 3 more

Top Channels

Channels Used

  • offline

  • phone calls

  • video

  • events

  • trade shows

  • website

  • user generated content

  • blogs

  • social media

  • See 6 more

  • offline

  • phone calls

  • video

  • events

  • trade shows

  • website

  • user generated content

  • blogs

  • social media

  • See 6 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

No Data

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting