Customer Reference Management

Stop Losing Deals Because References Are Hard to Find

Your best customers want to advocate for you. Your prospects need to hear from them. lyynx connects them instantly—without the spreadsheets, email chains, or awkward asks.

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lyynx customer reference management dashboard showing reference library and prospect engagement
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Common Customer Reference Challenges

These reference headaches cost companies deals every day. They don't have to.

The Scramble

"Quick, I need a reference in healthcare by Friday!" Then begins the frantic email thread to find who's available.

Reference Fatigue

Your best advocates get asked 10+ times per quarter. Eventually they stop responding—or worse, start saying no.

No Visibility

Which references are most effective? Who's being overused? You're guessing because the data lives in inboxes.

Deals Stall

Prospects wait days for a reference call that could close the deal. Momentum dies while you coordinate schedules.

What is Customer Reference Management?

Customer reference management is the systematic process of organizing, tracking, and leveraging your satisfied customers to support sales efforts. It involves building a database of customer advocates who are willing to share their success stories with prospects evaluating your solution.

For B2B companies, customer references are one of the most powerful sales tools available. Research shows that 92% of B2B buyers trust peer recommendations over vendor marketing. Yet most companies manage their reference programs with spreadsheets, scattered notes, and tribal knowledge—leading to delays, advocate burnout, and lost deals.

A customer reference management platform like lyynx centralizes your reference library, automates matching, tracks utilization, and enables prospects to connect directly with your advocates.

The best reference management software helps sales teams find the right reference instantly, protects advocates from being over-asked, and gives prospects the peer validation they need to buy with confidence. Learn more in our FAQ or read about our approach.

Reference Management Software for Everyone

lyynx creates a better experience for your entire reference ecosystem.

For GTM Teams

Sales, Marketing, and Customer Success finally aligned. Find the perfect reference in seconds, track engagement across deals, and build campaigns around your best customer stories.

  • Self-serve reference access
  • Real-time availability
  • Cross-team visibility

For Your Advocates

Respect their time and they'll keep saying yes. They control how they're contacted, when they're available, and which prospects they speak with. Happy advocates = more referrals.

  • Control their own availability
  • Choose contact preferences
  • Get recognized and rewarded

For Prospects

Get the validation they need without the runaround. Browse relevant references, read real testimonials, and connect directly—on their timeline, not yours.

  • Browse references instantly
  • Filter by their criteria
  • Connect without gatekeepers

How Our Reference Management Platform Works

Everything you need to build, manage, and scale your reference program.

Reference Library

Centralized, searchable database of all your customer references with rich profiles.

Company Profiles

Showcase customer companies with logos, industries, use cases, and success metrics.

Smart Tagging

Organize references by industry, product, region, or any custom criteria.

Built-in Messaging

Prospects and references communicate directly through the platform. No phone tag.

Meeting Scheduling

Integrate with Calendly or use built-in scheduling. Prospects book directly.

Privacy Controls

References control visibility—public, private, or approval-required per contact.

Video Testimonials

Upload and showcase video testimonials directly on reference profiles.

Video Library

Centralized library of all video content for easy discovery and sharing.

Q&A Templates

Pre-built question templates capture consistent, compelling reference stories.

Public Portal

Branded reference portal where prospects browse and connect independently.

Advanced Filters

Prospects filter by industry, size, use case, and more to find relevant references.

Save Favorites

Prospects save and compare references as they evaluate your solution.

Analytics Dashboard

Track views, requests, and engagement. See which references drive results.

Data Export

Export reference data and analytics for reporting and compliance needs.

Team Management

Add team members with role-based permissions for collaborative management.

Rewards Program

Thank advocates with gift cards and rewards for participating in references.

GDPR Compliance

Built-in consent management and data privacy controls for global compliance.

Theme Customization

Brand your portal with custom colors, fonts, and styling. Growth+ plans.

Custom Subdomains

Get a branded URL like acme.lyynx.com for your reference portal. Pro plans.

AI-Powered Matching

Describe your prospect's needs and let AI find the perfect reference matches instantly.

Reference Health Monitoring

Track utilization and prevent advocate burnout with engagement insights.

Find a Reference

Sales teams quickly find references by criteria—industry, size, willingness to call.

Webhooks

Connect lyynx to your existing tools with HMAC-signed webhook events. Pro plans.

Website Widgets

Embed reference testimonials and stories directly on your website. Growth+ plans.

Audit Trail

Complete activity logging for compliance and security visibility.

Social Login

Sign in with LinkedIn or Google—no passwords to remember.

Customer Reference Program Results

Companies using structured reference management see measurable results.

67%
Faster Deal Cycles
3x
More Reference Calls
85%
Advocate Satisfaction
0
Spreadsheets Needed

Reference Management Software Pricing

Choose the plan that fits your business

Starter

Perfect for getting started with customer references

$99 / month
References Up to 15
Team Members 5
  • Up to 15 reference contacts
  • Up to 10 reference companies
  • 5 team members
  • Basic analytics
  • Email support
  • Public reference portal
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Most Popular

Growth

For teams actively scaling their reference program

$249 / month
References Up to 50
Team Members 15
  • Up to 50 reference contacts
  • Up to 25 reference companies
  • 15 team members
  • Advanced analytics
  • Theme customization
  • Priority email support
  • Reference request workflows
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Professional

For established teams with serious reference needs

$499 / month
References Up to 200
Team Members 50
  • Up to 200 reference contacts
  • Up to 100 reference companies
  • 50 team members
  • Advanced analytics & reporting
  • Theme customization
  • Priority support
  • Video testimonials
  • Rewards integration
  • Webhooks
  • Website Widgets
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Latest from the Blog

Insights on customer reference management, sales enablement, and customer advocacy.

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Your References Are an Asset.
Start Treating Them Like One.

Join companies who've transformed their reference programs from a scramble into a competitive advantage. Start your free trial today.

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