An In-Depth Analysis of Leading Customer Advocacy Platforms in CRM Integration When analyzing customer feedback across multiple platforms, the consensus is clear: the integration of customer advocacy tools with CRM systems can dramatically enhance user experience and retention. Market research indicates that many businesses are overlooking the importance of selecting the right platform tailored to their specific needs. For instance, platforms like Influitive frequently appear in top-rated lists due to their user-friendly interface and robust community engagement features, which customers report foster stronger relationships. In contrast, while some users overthink complex functionalities, studies suggest that simplicity and ease of use often matter most in driving user satisfaction. Interestingly, many reviews indicate that platforms such as G2 Crowd and Trustpilot not only provide valuable insights but also contribute to building brand credibility. And let’s not forget the fun fact: Trustpilot was founded in 2007 and has grown to be a go-to for businesses wanting to showcase their customer feedback.An In-Depth Analysis of Leading Customer Advocacy Platforms in CRM Integration When analyzing customer feedback across multiple platforms, the consensus is clear: the integration of customer advocacy tools with CRM systems can dramatically enhance user experience and retention.An In-Depth Analysis of Leading Customer Advocacy Platforms in CRM Integration When analyzing customer feedback across multiple platforms, the consensus is clear: the integration of customer advocacy tools with CRM systems can dramatically enhance user experience and retention. Market research indicates that many businesses are overlooking the importance of selecting the right platform tailored to their specific needs. For instance, platforms like Influitive frequently appear in top-rated lists due to their user-friendly interface and robust community engagement features, which customers report foster stronger relationships. In contrast, while some users overthink complex functionalities, studies suggest that simplicity and ease of use often matter most in driving user satisfaction. Interestingly, many reviews indicate that platforms such as G2 Crowd and Trustpilot not only provide valuable insights but also contribute to building brand credibility. And let’s not forget the fun fact: Trustpilot was founded in 2007 and has grown to be a go-to for businesses wanting to showcase their customer feedback. This could explain why companies prioritizing transparency in reviews often see a boost in customer trust. What about budget considerations? Research shows that platforms like Yotpo offer affordable plans for smaller businesses without sacrificing essential features. On the flip side, larger enterprises might find Salesforce's integration more beneficial for their expansive customer bases. Ultimately, do you really need all those bells and whistles? Sometimes, a straightforward solution tailored to your unique scenario can save you both time and money. So whether you’re a startup or a seasoned player, focusing on user-friendly, effective solutions is where the real value lies—after all, nobody wants to spend hours deciphering a user manual!
SAP Customer Experience and CRM solutions specifically addresses the needs of industry professionals who aim to transform every customer interaction into a seamless, engaging experience. By integrating business processes from end to end, it increases efficiency and enhances customer satisfaction, which are critical to business success in this industry.
SAP Customer Experience and CRM solutions specifically addresses the needs of industry professionals who aim to transform every customer interaction into a seamless, engaging experience. By integrating business processes from end to end, it increases efficiency and enhances customer satisfaction, which are critical to business success in this industry.
Best for teams that are
Large enterprises requiring a unified, omnichannel customer experience suite
Organizations already deeply integrated into the SAP ecosystem
Global companies needing complex customer data and journey management
Skip if
SMBs or startups due to high cost and implementation complexity
Teams seeking a standalone, lightweight advocacy solution
Businesses not requiring deep ERP or supply chain integration
Expert Take
Our analysis shows SAP Customer Experience stands out for its unmatched integration with the SAP S/4HANA ERP ecosystem, creating a unified data fabric for complex B2B enterprises. Research indicates that while the learning curve is steep, the inclusion of the Joule AI copilot and enterprise-grade security makes it a powerhouse for large-scale operations. Based on documented features, it is the definitive choice for organizations already invested in SAP infrastructure.
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Advocacy Platforms Integrated with CRM Systems. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.5
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features across sales, service, and commerce, specifically looking for AI automation and enterprise-grade functionality.
What We Found
The suite offers comprehensive modules for Commerce, Sales, Service, and Marketing, underpinned by the Joule AI copilot which automates tasks and generates insights across the portfolio.
Score Rationale
The score of 9.5 reflects the platform's immense functional depth and recent AI innovations like Joule, positioning it as a top-tier solution for complex enterprise needs.
Supporting Evidence
The platform supports complex B2B scenarios with features like a B2B Self-Service Portal natively integrated with SAP ERP. SAP recently launched the SAP B2B Self-Service Portal. Natively integrated with the SAP ERP application, it makes ordering, invoicing, and promotions more intuitive
— news.sap.com
SAP integrates 'Joule' AI copilot to automate processes, generate summaries, and provide decision support across its CX applications. AI for CX transforms customer experiences by combining embedded intelligence across your entire customer ecosystem with Joule, your AI copilot.
— sap.com
The portfolio includes SAP Commerce Cloud, Sales Cloud, Service Cloud, and Customer Data Cloud, integrated to support end-to-end customer journeys. Key components of the SAP CX Suite include SAP Marketing Cloud, SAP Commerce Cloud, SAP Sales Cloud, SAP Service Cloud, and SAP Customer Data Cloud
— alokai.com
9.9
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for consistent recognition from major industry analysts and adoption by global enterprise brands.
What We Found
SAP is a dominant market leader, recognized as a Leader in the Gartner Magic Quadrant for Digital Commerce for 11 consecutive years and trusted by global brands like Carhartt and Nestle.
Score Rationale
A near-perfect score is justified by its decade-long consistency as a Gartner Leader and its status as the standard for large-scale enterprise operations.
Supporting Evidence
SAP was also named a Leader in the 2025 Gartner Magic Quadrant for Personalization Engines for its Emarsys platform. The Gartner recognition places SAP in the Leader quadrant for the sixth consecutive time.
— emarsys.com
Major global brands such as Carhartt, Nestle, and Nokia utilize SAP Commerce Cloud for their operations. In addition to Carhartt, notable B2C brands and household names from Nestlé to Nokia use SAP Commerce Cloud
— news.sap.com
Gartner named SAP a Leader in the Magic Quadrant for Digital Commerce for the 11th consecutive time in 2025. Now named for the 11th time in a row, SAP remains the only vendor to be consistently positioned as a Leader since 2014.
— news.sap.com
8.3
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of use, learning curve, and interface design for daily users.
What We Found
Users frequently report a steep learning curve and a complex, sometimes 'clunky' interface that requires significant training compared to more modern, lightweight CRMs.
Score Rationale
This category scores lower (8.3) due to documented user feedback citing complexity and interface rigidity as significant barriers to adoption for new users.
Supporting Evidence
Users have reported that the mobile application lacks features and is not as user-friendly as the desktop version. Mobile app is very user friendly due to it lack of features.
— trustradius.com
There is a documented steep learning curve, with users noting it is 'not very user-friendly for beginners'. SAP Sales Cloud is a very powerful tool, but it is not very user-friendly for beginners. New sales reps often find it overwhelming
— g2.com
User reviews indicate the interface can feel 'clunky and dated' compared to modern competitors like HubSpot or Salesforce. Compared to modern CRMs like HubSpot or Salesforce, the UI of SAP Sales Cloud feels a bit clunky and dated.
— g2.com
8.7
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the pricing structure, transparency, and return on investment for the target enterprise market.
What We Found
While the solution offers high ROI for complex enterprises through consolidation, the pricing is described as 'expensive' and 'complex', often requiring opaque engine-based calculations.
Score Rationale
The score is anchored at 8.7 because while the absolute cost is high and complex, the value delivered to large enterprises via ecosystem consolidation is significant.
Supporting Evidence
Despite high costs, users acknowledge the value in automating sales and service processes to reduce manual workload. It reduce manual workload and issues getting resolves quickly.
— trustradius.com
Pricing structures can be complex, involving up to 50 different engine metrics that may change annually. there are 50 different engine metrics currently on SAP's price list... metrics and pricing can change quarterly or annually
— youtube.com
Users describe the licensing cost as 'not pocket friendly' and expensive for smaller organizations. Licensing cost is not pocket friendly. ... Pricing model is not suitable for small organisations.
— trustradius.com
9.6
Category 5: Integrations & Ecosystem Strength
What We Looked For
We examine the depth of connectivity with ERP systems and the availability of third-party connectors.
What We Found
The platform offers unmatched native integration with SAP S/4HANA and a vast library of over 2,500 prebuilt connections, making it the premier choice for SAP-centric environments.
Score Rationale
A score of 9.6 is awarded for the seamless, native integration with SAP's ERP, which is a critical differentiator that third-party CRMs struggle to match.
Supporting Evidence
Integration allows for real-time synchronization of inventory, pricing, and order information between the ERP and e-commerce platform. allowing real-time synchronization of data like product inventory, pricing, and order information.
— medium.com
The ecosystem includes over 2,500 prebuilt connections to facilitate digital transformation. With over 2,500 prebuilt connections... SAP CX offers connectivity and flexibility that simplifies the complex landscape
— alokai.com
SAP CX solutions provide native integration with SAP S/4HANA, ensuring a unified view of business and customer data. Improve sales outcomes across LOBs by using unified processes and native S/4HANA integration
— sapi-tech.com
9.7
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify the presence of enterprise-grade security certifications and compliance with global data regulations.
What We Found
SAP maintains an extensive portfolio of certifications including ISO 27001, SOC 1/2, and GDPR compliance tools, ensuring robust protection for sensitive enterprise data.
Score Rationale
The score of 9.7 reflects SAP's rigorous adherence to global standards and its proactive approach to data sovereignty and compliance.
Supporting Evidence
SAP solutions are designed to support GDPR compliance, including data discovery and the 'right to be forgotten'. You must have processes in place to support the “right to be forgotten” by securely deleting or anonymizing personal data upon request.
— onapsis.com
The platform provides SOC 1 and SOC 2 reports to validate security, availability, and processing integrity. SOC 2 Report: Customers and prospects receive insights into the control system related to security, availability, processing integrity, confidentiality, or data privacy.
— userapps.support.sap.com
SAP holds ISO 27001 certification for information security management systems. ISO/IEC 27001 provides a holistic, risked-based approach to security... Find an ISO 27001 certificate.
— sap.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The mobile application is reported to have limited functionality and a poor user experience compared to the desktop version.
Impact: This issue had a noticeable impact on the score.
The product is frequently cited as expensive with a complex licensing model involving numerous metrics, making it financially challenging for small to mid-sized businesses.
Impact: This issue caused a significant reduction in the score.
Users consistently report a steep learning curve and a user interface that feels 'clunky' and 'dated' compared to modern SaaS competitors, requiring extensive training for new staff.
Impact: This issue caused a significant reduction in the score.
ReferenceEdge is a customer advocacy platform integrated with Salesforce CRM, providing automated reference management to streamline the buyer's journey and track ROI. It's designed specifically for professionals seeking a robust, CRM-integrated advocacy platform, making it a powerful asset for businesses that aim to improve customer engagement and strengthen relationships.
ReferenceEdge is a customer advocacy platform integrated with Salesforce CRM, providing automated reference management to streamline the buyer's journey and track ROI. It's designed specifically for professionals seeking a robust, CRM-integrated advocacy platform, making it a powerful asset for businesses that aim to improve customer engagement and strengthen relationships.
ENGAGEMENT ENHANCER
SOCIAL SAVVY
Best for teams that are
B2B enterprises using Salesforce needing native reference management
Teams wanting to track reference usage and prevent advocate burnout
Sales organizations needing reference data directly in opportunities
Skip if
Companies that do not use Salesforce as their primary CRM
B2C brands looking for consumer loyalty or influencer tools
Small teams without a dedicated customer reference function
Expert Take
Our analysis shows ReferenceEdge stands out primarily for its 100% Salesforce-native architecture, which eliminates the data silos and sync errors common in external advocacy platforms. Research indicates this architectural choice provides superior security, as customer data never leaves the Salesforce instance. Furthermore, the product offers a level of pricing transparency rarely seen in the enterprise SaaS market, with specific per-user costs publicly listed.
Pros
100% Salesforce native architecture
Transparent pricing ($4-$16/user/mo)
No external data hosting required
Automated reference recruitment workflows
High AppExchange user ratings (4.96/5)
Cons
Implementation can be time-consuming
Manual data entry for some tasks
Reporting logic has minor limitations
Requires Salesforce licenses for users
Learning curve for complex features
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Advocacy Platforms Integrated with CRM Systems. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of features for recruiting, managing, and utilizing customer references and advocacy content.
What We Found
ReferenceEdge offers a comprehensive suite including 'Reference Prospector' for recruitment campaigns, 'Reference Lead Finder' for automated discovery from closed deals, and 'Profile Update Minder' for data freshness. It includes 'Calendar Coordinator' for scheduling and utilizes Salesforce Agentforce AI for search and automation.
Score Rationale
The product scores highly due to its robust automation features (Lead Finder, Prospector) and deep AI integration, though it relies on the Salesforce platform for core functionality.
Supporting Evidence
Calendar Coordinator automates connecting customer references with prospects, removing the seller from managing the process. Calendar Coordinator automates the process of connecting a customer reference with a prospect... thereby removing the seller from managing the process.
— referentialinc.com
Reference Lead Finder automates the process by flagging recently closed/won opportunities as leads within ReferenceEdge. Reference Lead Finder is an automated notification system that simplifies the process of finding new references... this feature automates the process by flagging recently closed/won opportunities as leads
— referentialinc.com
Native Salesforce CRM integration documented in the official product page, enhancing CRM functionality.
— point-of-reference.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user ratings, platform certification, and market presence to gauge reliability and trust.
What We Found
The product holds a stellar 4.96/5 rating on the Salesforce AppExchange with 79 reviews and a 4.5/5 on G2. It is marketed as the 'original Salesforce-native customer advocacy platform' and has been in the market since 2003 (Point of Reference).
Score Rationale
Near-perfect ratings on its primary marketplace (AppExchange) and a long operating history justify a score above 9.0.
Supporting Evidence
Point of Reference has been operating since 2003. Since 2003, Point of Reference has been helping companies leverage customer advocates
— appexchange.salesforce.com
Rated 4.96 out of 5 stars on Salesforce AppExchange based on 79 reviews. 4.96 Average Rating ( 79 Reviews )
— appexchange.salesforce.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We examine user feedback regarding ease of use, interface design, and the quality of support.
What We Found
Users generally find the native Salesforce UI familiar and 'straightforward'. However, some reviews note that implementation can be time-consuming and certain workflows require manual effort. Support is highly praised, with specific mentions of helpful CSMs.
Score Rationale
While daily use is rated well, the documented friction during implementation and some manual workflow requirements keep this score from reaching the 9.0+ tier.
Supporting Evidence
Support is frequently highlighted as a strong point. having a dedicated CSM has truly enhanced the experience... Her support has made the entire process of using ReferenceEdge much smoother.
— g2.com
Users find the tool straightforward but note implementation can be time-consuming. I find ReferenceEdge straightforward and user-friendly... The implementation process can occasionally be time-consuming
— g2.com
Setup complexity noted in product reviews, indicating a learning curve for new users.
— point-of-reference.com
9.5
Category 4: Value, Pricing & Transparency
What We Looked For
We look for public pricing availability, clear tier structures, and competitive value propositions.
What We Found
ReferenceEdge offers exceptional transparency with public pricing on AppExchange: $4/user/month for Large Enterprise, $9 for Medium, and $16 for Small Business. This is significantly more transparent and affordable than many enterprise SaaS competitors.
Score Rationale
The score is exceptional because the vendor publishes exact per-user pricing tiers publicly, a rarity in enterprise B2B software.
Supporting Evidence
Pricing is publicly listed starting at $4 USD/user/month for Large Enterprise plans. Large Enterprise Plan $4 USD/user/month... Medium Business Plan $9 USD/user/month... Small Business Plan $16 USD/user/month
— appexchange.salesforce.com
We evaluate how deeply the product integrates with the Salesforce ecosystem, given its positioning.
What We Found
ReferenceEdge is 100% native to Salesforce, meaning it lives entirely within the CRM environment. It integrates with Slack for notifications and uses standard Salesforce reports and dashboards, eliminating data sync issues common with external platforms.
Score Rationale
Being 100% native provides distinct advantages in data consistency and workflow integration, earning a near-perfect score for this niche category.
Supporting Evidence
Integrates with Slack for search and nominations. Leverage our Slack app to initiate searches, nominate program candidates, and respond to other system notifications.
— appexchange.salesforce.com
The application is 100% native, installed directly in the Salesforce environment. ReferenceEdge is the original Salesforce-native customer advocacy platform... A native application is installed in your Salesforce environment, not merely integrated into it like a plug-in.
— point-of-reference.com
9.4
Category 6: Security & Data Sovereignty
What We Looked For
We assess data residency, compliance certifications, and security protocols.
What We Found
Because it is native, ReferenceEdge stores no data outside of the customer's Salesforce instance. There is no third-party cloud to secure; it inherits Salesforce's security infrastructure. It undergoes annual security reviews mandated by Salesforce.
Score Rationale
The architecture eliminates third-party data hosting risks, providing a security profile superior to external SaaS solutions.
Supporting Evidence
The application undergoes mandatory annual security reviews. ReferenceEdge undergoes at least one security review annually, a condition of our partnership agreement.
— point-of-reference.com
No data is hosted outside of Salesforce; it resides entirely on the customer's instance. ReferenceEdge is installed on your company's Salesforce CRM instance. That means that the application—and all related data and content—are hosted entirely on the Salesforce platform.
— point-of-reference.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Reporting logic has limitations, such as requests not counting toward metrics if they remain 'unspecified' without an associated account.
Impact: This issue had a noticeable impact on the score.
Deeto, a leading AI-driven customer advocacy software, empowers businesses in the SaaS industry to foster customer loyalty and stimulate growth. The software is specifically designed to convert satisfied customers into brand advocates, increase referrals, and drive business growth- all in a seamless integration with existing CRM systems.
Deeto, a leading AI-driven customer advocacy software, empowers businesses in the SaaS industry to foster customer loyalty and stimulate growth. The software is specifically designed to convert satisfied customers into brand advocates, increase referrals, and drive business growth- all in a seamless integration with existing CRM systems.
LOYALTY BUILDER
Best for teams that are
B2B sales teams wanting to automate and scale customer reference matching
Companies using AI to connect prospects with relevant customer advocates
Marketing teams needing to generate authentic customer content quickly
Skip if
B2C brands focused on mass influencer or affiliate marketing
Organizations seeking a traditional forum-based community platform
Nonprofits seeking grassroots political advocacy tools
Expert Take
Our analysis shows Deeto stands out by moving beyond static reference management to an 'AI-native' architecture that actively orchestrates customer proof. Research indicates it uniquely unifies reference matching, content generation, and revenue attribution in one platform, rather than bolting AI onto legacy workflows. Based on documented features, its ability to directly attribute deal win rates to advocacy activities provides the measurable ROI that modern GTM teams demand.
Pros
AI-native content generation & matching
Unified reference & advocacy platform
Deep Salesforce & HubSpot integrations
SOC 2, ISO 27001 & HIPAA compliant
Measurable revenue attribution & ROI
Cons
Interface changes frequently without notice
Pricing not publicly transparent
Smaller user community than legacy tools
Requires CRM for maximum value
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Advocacy Platforms Integrated with CRM Systems. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the platform's ability to automate advocacy workflows, generate content via AI, and manage references at scale.
What We Found
Deeto offers an AI-native platform that unifies customer signals, stories, and references, featuring "Smart Matching" to connect prospects with advocates and automated content generation for case studies and videos.
Score Rationale
The product scores highly due to its comprehensive AI-native architecture that automates complex tasks like reference matching and content creation, surpassing legacy manual workflows.
Supporting Evidence
Deeto automates the creation of reviews, case studies, and videos in a self-serve manner. Automated Content Generation: Deeto enables customers to effortlessly produce reviews, case studies, and videos.
— referentialinc.com
The platform features 'Smart Matching' to connect prospects with relevant references based on specific criteria. Smart matching is our way to enable great dialogue between a happy customer and a prospect looking to buy.
— sourceforge.net
Deeto is the AI-native platform that unifies every customer signal, story, and reference across the entire journey. Deeto is the next generation of customer voice. It is one AI-native platform that unifies every customer signal, story, and reference across the entire journey.
— deeto.com
AI-driven customer segmentation is outlined in the product's feature set, enabling targeted advocacy strategies.
— deeto.com
Documented in official product documentation, Deeto offers seamless CRM integration, enhancing customer advocacy management.
— deeto.com
8.8
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the company's funding stability, customer roster, and reputation within the B2B SaaS market.
What We Found
Deeto has raised $17M in funding and serves major enterprise clients like Atlassian and Dropbox, though its public review count is lower than established legacy competitors.
Score Rationale
While the review volume is lower than legacy competitors, the strong backing ($17M Series A) and adoption by top-tier enterprises like Atlassian and Dropbox justify a high credibility score.
Supporting Evidence
The platform is trusted by major enterprise companies including Atlassian, Dropbox, and Klaviyo. Leading companies like Atlassian, Dropbox, Klaviyo, Bloomreach, and 6Sense use Deeto.
— businesswire.com
Deeto has raised a total of $17 million in funding, including a recent $12.5 million Series A. Deeto... today announced a $12.5 million Series A... bringing Deeto's total funding to $17 million to date.
— businesswire.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding the interface design, ease of implementation, and ongoing support quality.
What We Found
Users consistently praise the modern, sleek interface and ease of use, though some report that frequent unannounced interface updates can disrupt workflows.
Score Rationale
The score reflects a generally excellent user experience and modern UI, slightly tempered by documented user complaints regarding frequent, unannounced interface changes.
Supporting Evidence
Customers report that the platform is easy to use and implementation is seamless. Deeto is very easy to use... The Salesforce integration is great help.
— g2.com
Users describe the UI for prospects and references as sleek and modern. The UI for prospects and references is very sleek and modern, our team has had a great experience using it!
— g2.com
Setup may require technical knowledge, as noted in product documentation.
— deeto.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We examine the pricing model, transparency of costs, and the reported return on investment for customers.
What We Found
Deeto uses a seat-based pricing model with four tiers but does not publicly list costs; however, it demonstrates clear ROI with reported win rate increases of 15-25%.
Score Rationale
The score is anchored by strong, quantified ROI metrics (win rates, sales cycle speed), but limited by the lack of public pricing transparency common in enterprise software.
Supporting Evidence
Customers see measurable business impact, including 15-25% higher win rates. 15–25% higher win rates when Deeto is active in a deal.
— deeto.com
Deeto offers four pricing editions: Starter, Starter+, Growth, and Enterprise, all based on a seat model. Deeto's pricing is seat-based... Deeto has 4 pricing editions.
— g2.com
We evaluate the depth and breadth of integrations with key GTM tools like CRMs, sales engagement platforms, and review sites.
What We Found
The platform integrates deeply with the core GTM stack (Salesforce, HubSpot, Slack) and features a unique partnership with G2 to activate review content.
Score Rationale
A high score is warranted by the strategic depth of integrations, particularly the ability to trigger actions directly from Salesforce and the exclusive G2 review activation features.
Supporting Evidence
Deeto has a partnership with G2 to pull reviews directly into the platform. The Deeto + G2 partnership enables mutual customers to seamlessly activate G2 Reviews within Deeto's platform.
— partnerhub.g2.com
Deeto integrates with major CRMs and communication tools to centralize customer voice. Key integrations include CRMs (Salesforce, HubSpot), Sales Engagement platforms (Salesloft, Outreach), Marketing Automation tools, communication apps (Slack)
— skywork.ai
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify the presence of critical security certifications and data protection standards required for enterprise software.
What We Found
Deeto maintains a robust security posture with SOC 2 Type II, ISO 27001, and HIPAA compliance, along with AES-256 encryption for data at rest.
Score Rationale
This category receives a near-perfect score because Deeto holds all major relevant certifications (SOC 2, ISO, HIPAA), ensuring it meets strict enterprise security requirements.
Supporting Evidence
Data is protected using industry-standard encryption protocols. All customer data is encrypted using AES-256 encryption at rest and TLS 1.2+ encryption in transit.
— deeto.com
Deeto is certified across multiple major security frameworks including SOC 2, ISO 27001, and HIPAA. Deeto has successfully completed its SOC 2 Type II audit... Deeto is ISO 27001 certified... Deeto is HIPAA-compliant.
— deeto.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Pricing information is not publicly transparent; all plans require contacting the sales team for a quote, which obscures the true cost of ownership.
Impact: This issue had a noticeable impact on the score.
Users have reported that the interface changes frequently without prior announcement, which can negatively impact the user experience and design consistency.
Impact: This issue had a noticeable impact on the score.
Higher Logic is a comprehensive solution designed to boost customer advocacy for marketing teams. It integrates seamlessly with popular CRM platforms, marketing automation, and customer advocacy tools, making it a highly versatile tool for businesses that want to leverage their customer base to drive growth and brand recognition. It addresses the industry's need for a centralized, easy-to-use platform to manage all aspects of customer advocacy.
Higher Logic is a comprehensive solution designed to boost customer advocacy for marketing teams. It integrates seamlessly with popular CRM platforms, marketing automation, and customer advocacy tools, making it a highly versatile tool for businesses that want to leverage their customer base to drive growth and brand recognition. It addresses the industry's need for a centralized, easy-to-use platform to manage all aspects of customer advocacy.
CAMPAIGN CUSTOMIZER
CUSTOMER JOURNEY PRO
Best for teams that are
Associations and B2B/B2C orgs building branded online communities
Teams seeking to deflect support tickets via peer-to-peer discussions
Organizations wanting to centralize knowledge sharing and engagement
Skip if
Small businesses needing simple, low-cost referral tools
Sales teams looking strictly for reference management automation
Companies wanting a plug-and-play influencer marketing platform
Expert Take
Our analysis shows that Higher Logic excels by embedding advocacy directly into the community experience rather than treating it as a siloed activity. Research indicates that its combination of native gamification—like automated badging and reputation scoring—paired with the specialized SlapFive integration creates a powerful ecosystem for nurturing brand champions. While the admin interface has a documented learning curve, the depth of automation and integration capabilities makes it a standout choice for enterprise-scale associations and B2B companies.
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Advocacy Platforms Integrated with CRM Systems. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to identify, mobilize, and reward brand advocates through native features and specialized tools.
What We Found
Higher Logic leverages a community-first approach to advocacy, utilizing native gamification (badges, points) and automation rules alongside a deep integration with SlapFive for advanced advocacy campaigns like referrals and testimonials.
Score Rationale
The product scores highly for its robust community-driven advocacy model, though some advanced advocacy-specific workflows rely on the SlapFive integration rather than being purely native.
Supporting Evidence
Native automation rules allow for the automatic awarding of ribbons and badges based on user behavior and criteria. Explains how to create automation rules that award ribbons and badges to users automatically, reducing manual admin.
— support.higherlogic.com
Integration with SlapFive enables automated advocacy programs, including feedback gathering and success story capture, directly within the community. Specific features of the integration include: Automatically delivering personalized advocacy opportunities to members based on their community engagement... Gathering member feedback and success stories via automated surveys.
— demandgenreport.com
Documented integration with popular CRM platforms enhances its versatility for businesses.
— higherlogic.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, security certifications, and adoption by reputable organizations.
What We Found
Higher Logic is a dominant player in the association and B2B community space, backed by SOC 2 and ISO 27001 certifications and a long history of acquisitions (e.g., Vanilla Forums) to consolidate market leadership.
Score Rationale
The score reflects their status as an industry standard for associations and large enterprises, supported by rigorous security compliance and a massive user base.
Supporting Evidence
Higher Logic acquired Vanilla Forums, consolidating its position in the B2B and B2C community market. Higher Logic Vanilla, a community platform, revealed a new integration... Rob Wenger, CEO of Higher Logic, parent company of Higher Logic Vanilla.
— demandgenreport.com
The platform maintains strong security standards including SOC 2 and ISO 27001 certifications. Moreover, it maintains strong security and compliance standards with SOC 2 and ISO 27001 certifications.
— softwarefinder.com
8.5
Category 3: Usability & Customer Experience
What We Looked For
We examine the ease of use for both administrators and end-users, as well as the quality of customer support.
What We Found
While the end-user experience is highly customizable and engaging, the administrative backend is frequently described as complex and clunky, with mixed reviews regarding support responsiveness.
Score Rationale
The score is impacted by documented friction in the admin interface and inconsistent support experiences, despite a polished front-end user experience.
Supporting Evidence
Some customers have reported slow resolution times and lack of ownership from the support team. However, some reviewers report slow response times, lack of ownership, and unresolved issues, especially recently.
— getapp.com
Users report the admin interface can be complex, clunky, and difficult to navigate. They think the interface is customizable but sometimes clunky, with limited design flexibility and navigation issues.
— getapp.com
User-friendly interface documented in product resources enhances accessibility for marketing teams.
— higherlogic.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing transparency, flexibility, and the perceived return on investment for the cost.
What We Found
Pricing is not publicly listed and is quote-based, with reports indicating a high entry point (starting ~$9k-$15k/year) and significant costs for enterprise configurations, making it less accessible for smaller teams.
Score Rationale
The score is lower due to the lack of public pricing transparency and a high total cost of ownership that leans heavily toward enterprise budgets.
Supporting Evidence
Enterprise implementations can cost significantly more, with one source mentioning a ballpark of $230k for a large setup. I think when I looked at this they ballparked us about $230k I think... There was a component of how many API calls but I don't remember what else.
— reddit.com
Pricing is customized and not public, but estimates suggest starting costs around $9,000 to $15,000 annually. Higher Logic's online community platform has a base annual cost of about $10,000, while the marketing automation platform has a base annual cost of about $12,000.
— raklet.com
Pricing model is enterprise-focused, requiring custom quotes, which may limit upfront cost visibility.
— higherlogic.com
9.2
Category 5: Integrations & Ecosystem Strength
What We Looked For
We analyze the breadth and depth of integrations with CRMs, marketing tools, and advocacy platforms.
What We Found
Higher Logic boasts a massive library of integrations, including major CRMs (Salesforce, HubSpot), AMS platforms, and a strategic integration with SlapFive specifically for advocacy workflows.
Score Rationale
The extensive pre-built integrations with both corporate and association-specific software justify a high score, positioning it as a central hub in the tech stack.
Supporting Evidence
A specific integration with SlapFive allows for seamless customer advocacy program management within the community. Higher Logic Vanilla customers can now use this integration to easily engage their community members in advocacy activities... directly within their online communities.
— businesswire.com
The platform integrates with a wide range of AMS and CRM systems including Salesforce, Microsoft Dynamics 365, and HubSpot. A set of standard, pattern-based integrations between Higher Logic Thrive Community... and the Association Management Software (AMS) and Customer Relationship Management (CRM) systems.
— support.higherlogic.com
Listed in the company's integration directory with multiple CRM and marketing automation tools.
— higherlogic.com
9.0
Category 6: Gamification & Engagement Automation
What We Looked For
We look for native tools that automate user engagement and reward advocacy behaviors without manual intervention.
What We Found
The platform features a sophisticated automation engine that assigns badges, ribbons, and permissions based on user activity, effectively gamifying the advocacy journey natively.
Score Rationale
The ability to create complex, logic-based automation rules for gamification sets it apart, allowing for scalable advocacy management without constant manual oversight.
Supporting Evidence
The gamification system includes points, ranks, and leaderboards to incentivize engagement. The Gamification system in Higher Logic Vanilla (Vanilla) is more than just badges: it's used to promote exceptional content, grant abilities to users, and help automate moderation.
— success.vanillaforums.com
Automation rules can be configured to automatically award badges and ribbons based on specific user criteria and behaviors. Explains how to create automation rules that award ribbons and badges to users automatically... Click the Calculate Who Qualifies button to check who the Automation Rule will affect.
— support.higherlogic.com
Comprehensive training resources available to assist with initial onboarding and feature utilization.
— higherlogic.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Customer support reviews are mixed, with some users citing slow response times and unresolved tickets as a recurring frustration.
Impact: This issue had a noticeable impact on the score.
Influitive is a comprehensive Customer Advocacy Platform designed to strategically discover, nurture and mobilize customer advocates. This SaaS solution integrates with CRM Systems, making it a perfect fit for businesses looking to enhance customer engagement, drive brand loyalty, and increase sales through advocacy marketing.
Influitive is a comprehensive Customer Advocacy Platform designed to strategically discover, nurture and mobilize customer advocates. This SaaS solution integrates with CRM Systems, making it a perfect fit for businesses looking to enhance customer engagement, drive brand loyalty, and increase sales through advocacy marketing.
ADVOCACY POWERHOUSE
REFERRAL MASTER
Best for teams that are
B2B marketers gamifying customer engagement, reviews, and referrals
Enterprises building VIP hubs to mobilize advocates for social proof
Teams wanting to nurture long-term relationships with top customers
Skip if
Small businesses with low customer volume or no community strategy
B2C brands looking for simple point-of-sale loyalty programs
Organizations wanting a pure political advocacy tool
Expert Take
Our analysis shows that Influitive remains the heavyweight champion for enterprise-grade customer advocacy, particularly for organizations that need deep Salesforce integration and verified security compliance like SOC 2 Type II. Research indicates that while the entry price is high, the platform's ability to gamify the customer journey can drive substantial ROI—up to 363% in documented cases. However, potential buyers should be aware of recent shifts in their support model, which now leans heavily on automation.
Pros
Robust gamification features
Deep Salesforce integration
Enterprise-grade security (SOC 2)
High ROI potential
Strong market credibility
Cons
Expensive for small businesses
Support quality has declined
Steep learning curve for admins
Limited reporting customization
Paid support model
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Advocacy Platforms Integrated with CRM Systems. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of advocacy tools, including gamification, referral management, and content amplification features tailored for enterprise B2B needs.
What We Found
Influitive offers a comprehensive suite for customer advocacy, featuring advanced gamification (points, badges, leaderboards), automated referral workflows, and 'challenges' that drive engagement. It supports diverse use cases from reference management to product feedback and social sharing.
Score Rationale
The platform scores highly for its robust feature set that effectively gamifies the customer journey, though some users note a need for deeper customization in reporting.
Supporting Evidence
Influitive enables businesses to utilize existing customers to generate referrals, reviews, and references through personalized experiences. Influitive is a robust software that transforms customer advocacy and engagement. It allows businesses to utilize their existing customers to generate referrals, reviews, and references.
— joinsecret.com
The platform allows users to conduct 'activities' where upon completion they are awarded points, including topics like 'advocacy best practices' and 'discovering products'. The platform allows users to conduct 'activities' where upon completion they are awarded points... A leaderboard featuring users with the most points is prominently displayed.
— influitive.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for industry leadership, adoption by major enterprise brands, and consistent recognition in third-party analyst reports or review platforms.
What We Found
Influitive is a recognized market leader, trusted by global enterprises like IBM, Cisco, and ADP. It consistently ranks as a leader in G2's Customer Advocacy and Online Community Management categories and claims to have delivered over a billion dollars in ROI for its customers.
Score Rationale
Its dominant market position and roster of blue-chip clients justify a high score, reinforcing its status as a standard-bearer in the advocacy space.
Supporting Evidence
Influitive has retained G2 category leadership for both customer advocacy and online community management for 14 consecutive quarters. Retaining G2 category leadership for both customer advocacy and online community management for 14 consecutive quarters.
— influitive.com
Influitive is trusted by global brands such as ADP, Cisco, IBM, HPE, SoFi, and Mountain Dew. Global brands such as ADP, Cisco, IBM, HPE, SoFi and Mountain Dew rely upon Influitive to help foster collaboration.
— influitive.com
Recognized by Forrester as a leader in customer advocacy platforms.
— go.forrester.com
8.4
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of use for both admins and end-users, as well as the quality and accessibility of customer support resources.
What We Found
While the end-user interface is engaging and gamified, recent reports indicate significant friction in the admin experience and a decline in support quality, with users citing the replacement of dedicated CSMs with chatbots as a major pain point.
Score Rationale
The score is impacted by documented recent dissatisfaction with support responsiveness and admin UI navigation, preventing it from reaching the high 8s or 9s.
Supporting Evidence
Recent reviews highlight that dedicated Customer Success reps have been replaced by chatbots, leading to frustration. We no longer have a dedicated Customer Success rep... and the amazing Support team has been replaced with a chatbot. Super dissapointed.
— g2.com
Users report that the UI has become difficult to work with and support questions often go unanswered. However the UI has become difficult to work with... Support questions go unanswered, causing communication issues between me as the admin, and OUR users.
— g2.com
Professional services are available to assist with platform customization and onboarding.
— influitive.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing structures, ROI potential, and transparency regarding costs, including any hidden fees or mandatory service add-ons.
What We Found
Influitive positions itself as a premium enterprise solution with pricing starting around $3,000/month. While it boasts high ROI potential (e.g., 363% ROI in case studies), it is viewed as expensive for small businesses, and recent shifts to paid support models have raised concerns.
Score Rationale
The high entry cost and the shift to monetizing previously included support services slightly reduce the value score, despite strong proven ROI for successful implementations.
Supporting Evidence
Pricing for the AdvocateHub plan starts at approximately $3,000 per month for up to 100 advocates. The AdvocateHub plan starts at $3,000 per month for up to 100 advocates, with additional costs for more advocates.
— itqlick.com
A case study cites a 363% ROI for closed-won opportunities and 1,400% ROI for pipeline generation. Influitive is worth paying for. Built's ROI for closed-won opportunities was 363%, and ROI for pipeline generation was 1,400%.
— influitive.com
Pricing is enterprise-focused, requiring custom quotes which may limit visibility for smaller businesses.
— influitive.com
8.9
Category 5: Integrations & Ecosystem Strength
What We Looked For
We look for the depth and breadth of integrations with key CRM, marketing automation, and customer success platforms.
What We Found
The platform offers deep, native integrations with major ecosystem players like Salesforce, HubSpot, and Marketo. These integrations allow for seamless data flow regarding advocate activities, referral tracking, and automated reward fulfillment.
Score Rationale
Strong, native connectivity with the most critical B2B tech stacks (CRM and MAP) supports a high score, enabling closed-loop reporting and workflow automation.
Supporting Evidence
The platform integrates with HubSpot to sync advocate data and referral leads. Influitive seamlessly integrates with Salesforce... [and] HubSpot Integration in AdvocateHub.
— support.influitive.com
Influitive's Salesforce integration allows for tracking advocate activity, nominating contacts, and managing references directly within SFDC. Influitive's deep integration with Salesforce enables use of SFDC data in advocate profiles, tracking of advocate activity within SFDC... and requests for reference calls.
— influitive.com
Listed in the Salesforce AppExchange, indicating strong CRM integration capabilities.
— appexchange.salesforce.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine the product's adherence to industry security standards, including SOC 2, GDPR, and data encryption practices.
What We Found
Influitive demonstrates a strong security posture with SOC 2 Type II compliance, regular penetration testing, and adherence to GDPR and CCPA. They utilize AWS cloud hosting and provide transparent access to security policies and audit reports.
Score Rationale
With verified SOC 2 Type II certification and comprehensive privacy compliance, Influitive meets the rigorous security demands of enterprise clients, earning a near-perfect score.
Supporting Evidence
The platform complies with major privacy laws including GDPR, CCPA, and CASL. Our applications maintain the following Laws and Standards related to information security and web standards: GDPR, CCPA, PEPEDA, EU Privacy Shield and CASL.
— influitive.com
Influitive maintains SOC 2 Type II compliance to ensure operational and security processes meet high standards. We used the SOC 2 auditing process to ensure that our operational and security processes are consistent with the highest industry standards.
— influitive.com
SOC 2 compliance is outlined in published security documentation.
— influitive.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some administrators report navigation difficulties within the backend UI and limited customization options for reporting, which can hinder the ability to tailor the software to specific business needs.
Impact: This issue had a noticeable impact on the score.
Users have reported that previously included support services are now paid add-ons, and some reviews mention 'unauthorized charges' or hidden costs associated with the service.
Impact: This issue caused a significant reduction in the score.
Recent user reviews from 2024 indicate a significant degradation in support quality following organizational changes, specifically noting the removal of dedicated Customer Success Managers (CSMs) in favor of chatbots and paid support tiers.
Impact: This issue resulted in a major score reduction.
impact.com is a robust SaaS solution specifically designed to simplify the management of affiliates, influencers, and referral programs. It addresses the needs of industry professionals by integrating seamlessly with existing CRM systems, enabling brands and publishers to streamline partnerships, track performance, and optimize marketing strategies.
impact.com is a robust SaaS solution specifically designed to simplify the management of affiliates, influencers, and referral programs. It addresses the needs of industry professionals by integrating seamlessly with existing CRM systems, enabling brands and publishers to streamline partnerships, track performance, and optimize marketing strategies.
DATA-DRIVEN INSIGHTS
Best for teams that are
Brands managing diverse partnerships (affiliates, influencers, B2B) at scale
E-commerce and SaaS companies needing robust tracking and attribution
Enterprises looking to consolidate all partner types into one platform
Skip if
Small businesses with minimal budget or low transaction volume
Teams looking specifically for a customer support community platform
Nonprofits focused strictly on legislative advocacy
Expert Take
Our analysis shows impact.com stands out for its ability to unify fragmented partnership channels—affiliates, influencers, and referrals—into a single, cohesive ecosystem. Research indicates it offers enterprise-grade security with ISO 27001 and SOC 2 certifications, which is rare for platforms accessible at an entry-level price point. While the learning curve is noted as steep, the access to a marketplace of over 90,000 partners provides significant value for scaling brands.
Pros
Unified affiliate, creator & referral platform
Marketplace with 90,000+ vetted partners
SOC 2 Type II & ISO 27001 certified
Transparent Starter pricing ($30/mo)
Deep integrations with Shopify & BigCommerce
Cons
Steep learning curve for beginners
Support response times can be slow
Interface described as non-intuitive
Large price jump to Essentials tier
Client-side tracking vulnerable to ad-blockers
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Advocacy Platforms Integrated with CRM Systems. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.4
Category 1: Product Capability & Depth
What We Looked For
We evaluate the platform's ability to manage diverse partnership types, automate workflows, and provide granular tracking across devices and channels.
What We Found
impact.com offers a unified platform managing affiliates, influencers, and referrals with cross-device tracking, fraud protection, and automated workflows.
Score Rationale
The score is high because the platform unifies multiple partnership types (affiliate, creator, referral) into one dashboard with enterprise-grade tracking features.
Supporting Evidence
Features include cross-device tracking, fraud scoring, and forecasting reports. Unlimited tracking across events... Cross-device tracking... Fraud scoring; Forecasting & Anomaly Detection Reports
— impact.com
The platform unifies affiliate, creator, and advocacy programs, allowing management of all partnerships in one place. impact.com eliminates this friction with the only comprehensive platform that unifies affiliate, creator, and advocacy programs.
— impact.com
The platform's robust fraud detection capabilities are outlined in its security documentation, ensuring partnership integrity.
— impact.com
Documented in official product documentation, impact.com offers automated workflows and real-time analytics, enhancing partnership management efficiency.
— impact.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, client roster, partner network size, and third-party validation.
What We Found
The platform is a market leader used by major global brands like Adidas and Lenovo, featuring a vetted marketplace of over 90,000 partners.
Score Rationale
The score reflects its status as a top-tier solution trusted by Fortune 500 companies and its massive, active partner marketplace.
Supporting Evidence
Users gain access to a marketplace of over 90,000 partners including affiliates and influencers. impact.com Partner Marketplace access Gain access to 90,000 partners — affiliates, influencers, and beyond
— impact.com
The platform is trusted by major global brands including Adidas, Allstate, Lenovo, and L'Oréal. Adidas. Allstate. Backcountry. Fanatics. Felix Gray. HSBC. Lenovo. L'Oréal.
— impact.com
8.2
Category 3: Usability & Customer Experience
What We Looked For
We examine user interface intuitiveness, onboarding complexity, and the responsiveness of customer support channels.
What We Found
While powerful, users frequently report a steep learning curve, non-intuitive interface, and slow customer support response times.
Score Rationale
This category scores lower due to documented user friction regarding interface complexity and repeated complaints about slow support resolution.
Supporting Evidence
Customers have reported extremely slow support responses, sometimes taking weeks to resolve tickets. I get a reply once a week... I haven't gotten a response to my ticket in 3+ weeks
— reddit.com
Users report the interface is not intuitive and the learning curve is steep. Users find the interface not intuitive... Users find the learning curve steep, making onboarding frustrating
— g2.com
Outlined in user guides, the platform requires some technical acumen to fully leverage its capabilities, but offers comprehensive support resources.
— impact.com
8.8
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures for transparency, accessibility for different business sizes, and hidden costs or fees.
What We Found
Pricing is transparent with a low-entry 'Starter' tier at $30/mo, though there is a significant price jump to the 'Essentials' tier at $500/mo.
Score Rationale
The score is strong due to clear public pricing for entry-level plans, though the steep increase between tiers impacts scalability for mid-sized businesses.
Supporting Evidence
The Essentials plan starts at $500 per month, and Pro starts at $2,500 per month. Essentials Priced from $500/mo... Pro Priced from $2,500/mo.
— impact.com
The Starter edition costs $30 per month or 3% of monthly revenue. Price: $30 per month or 3% of monthly revenue, whichever is higher.
— tekpon.com
Pricing requires custom quotes, limiting upfront cost visibility but allowing tailored solutions for enterprise needs.
— impact.com
9.1
Category 5: Integrations & Ecosystem Strength
What We Looked For
We evaluate the breadth of pre-built connectors, API quality, and compatibility with major e-commerce and CRM platforms.
What We Found
The platform offers robust plugins for major e-commerce sites like Shopify and BigCommerce, plus a comprehensive REST API for custom connections.
Score Rationale
The score recognizes the seamless plugins for major commerce platforms and a well-documented API that supports complex custom integrations.
Supporting Evidence
Provides a REST API to automate data exchange and manage partnerships programmatically. REST APIs serve as the bridge between platforms... Within the impact.com platform, you can easily discover and recruit new partners
— impact.com
Includes plugin integrations with Shopify, BigCommerce, WooCommerce, AdobeCommerce, and Squarespace. Plugin integrations with e–commerce platforms Shopify, BigCommerce, WooCommerce, AdobeCommerce, and Squarespace
— impact.com
Listed in the company's integration directory, impact.com integrates seamlessly with major CRM systems, enhancing ecosystem connectivity.
— impact.com
9.6
Category 6: Security, Compliance & Data Protection
What We Looked For
We verify adherence to industry security standards, data privacy regulations, and the presence of independent compliance audits.
What We Found
impact.com maintains top-tier security certifications including SOC 1 & 2 Type II, ISO 27001:2022, and PCI-DSS Level 4.
Score Rationale
The score is exceptional because the platform holds multiple rigorous, independent security certifications that exceed standard industry requirements.
Supporting Evidence
It is a PCI-DSS Level 4 Merchant and adheres to GDPR and 'Right to Be Forgotten' principles. impact.com is a PCI-DSS Level 4 Merchant... We adhere to the 'Right to Be Forgotten' principle
— impact.com
The company maintains ISO/IEC 27001:2022 certification and SOC 1 Type II certification. We maintain ISO/IEC 27001:2022 certification... impact.com prioritizes data security with SOC 1 type II certification.
— impact.com
SOC 2 compliance is outlined in published security documentation, ensuring data protection standards are met.
— impact.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Tracking reliability can be impacted by ad blockers, leading to potential revenue loss for partners if server-side tracking isn't implemented.
Impact: This issue caused a significant reduction in the score.
Muster is a robust SaaS solution designed specifically for professionals in advocacy-focused organizations. It streamlines the process of managing and engaging stakeholders with integrated CRM, email and text broadcasts, and customizable advocacy campaigns. This addresses the industry need for a unified platform that simplifies communication and advocacy efforts.
Muster is a robust SaaS solution designed specifically for professionals in advocacy-focused organizations. It streamlines the process of managing and engaging stakeholders with integrated CRM, email and text broadcasts, and customizable advocacy campaigns. This addresses the industry need for a unified platform that simplifies communication and advocacy efforts.
Best for teams that are
Nonprofits and associations driving public policy or legislative change
Government relations teams managing grassroots advocacy campaigns
Organizations needing to mobilize supporters to contact elected officials
Skip if
B2B companies managing customer references for sales deals
E-commerce brands seeking influencer or loyalty marketing tools
Businesses without a political or regulatory advocacy component
Expert Take
Our analysis shows that Muster distinguishes itself through a modular "buy-what-you-need" architecture, allowing organizations to avoid paying for redundant features. Research indicates its "address-based geotargeting" offers a significant accuracy upgrade over standard zip-to-district matching, ensuring precise legislator outreach. Additionally, the documented bi-directional Salesforce integration provides seamless data synchronization, making it a strong choice for data-driven advocacy teams.
Pros
Address-based district matching precision
Modular 'buy what you need' pricing
Native bi-directional Salesforce integration
Highly rated for ease of use
Responsive customer support team
Cons
Batch email sending limit (15/batch)
No direct HTML message editing
Cannot easily replicate old campaigns
Reporting features could be deeper
Relies on Zapier for non-Salesforce apps
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Advocacy Platforms Integrated with CRM Systems. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of advocacy tools, including action centers, communication channels, and CRM functionality specific to government relations.
What We Found
Muster offers a modular suite including an Advocacy CRM, Action Centers, Email/SMS broadcasts, and 'Grasstops' relationship logging, though some users note limitations in message customization.
Score Rationale
The product scores well for its comprehensive core advocacy toolset and modular design, though it is held back slightly by documented limitations in advanced message formatting compared to enterprise competitors.
Supporting Evidence
The platform supports multi-channel outreach including email broadcasts and SMS text messaging for grassroots mobilization. Our powerful Advocacy CRM, Advocacy Campaigns, Email Broadcasts, and Text Broadcasts all rolled into one.
— muster.com
Core features include Advocate District Matching, Sign Up Form Builder, and Grasstops Logging to track relationships between advocates and officials. Pinpoint which advocates live in which districts for your advocacy work... Append a grasstops relationship to an advocate's contact card.
— muster.com
Customizable advocacy campaigns are a key feature outlined in the product's documentation.
— muster.com
Documented in official product documentation, Muster offers integrated CRM, email, and text broadcast capabilities.
— muster.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry reputation, client base, years in operation, and third-party validation from verified user reviews.
What We Found
Muster maintains a strong reputation with high ratings (4.8/5) on major review platforms and serves established clients like the National Guard Association of the United States and various state associations.
Score Rationale
The score reflects consistently high user ratings and adoption by reputable state and national associations, establishing it as a trusted player in the advocacy software space.
Supporting Evidence
The platform is trusted by established organizations such as the National Guard Association of the United States and the Virginia Association of Realtors. Trusted By Association Professionals... National Guard Association of the United States... Virginia Realtors.
— muster.com
Muster holds a 4.8 out of 5 star rating based on user reviews, indicating high customer satisfaction. 4.8 out of 5 stars.
— g2.com
9.4
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of setup, interface intuitiveness, and the quality of customer support.
What We Found
Research consistently highlights 'ease of use' as a primary differentiator, with users frequently praising the intuitive interface and responsive customer support team.
Score Rationale
This category receives a near-perfect score because user reviews overwhelmingly cite the platform's simplicity and the support team's responsiveness as key advantages over competitors.
Supporting Evidence
Reviewers specifically mention the 'lack of complicated steps' and 'straightforward' nature of the tools. Many reviewers have praised the lack of complicated steps needed to complete tasks... Users find Muster's platform intuitive and easy to navigate.
— trustradius.com
Users report the platform is 'extremely easy to use' and praise the customer service as 'second-to-none'. The product is very easy to use... The customer service provided by the team at Muster is second-to-none!
— muster.com
The platform's usability is enhanced by its integrated communication tools, as documented in product resources.
— muster.com
8.9
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing structures, transparency of costs, and contract flexibility compared to market norms.
What We Found
Muster employs a transparent, modular pricing model starting at $99/mo, allowing organizations to purchase only the specific tools they need rather than a bundled suite.
Score Rationale
The score is high due to the rare transparency of starting prices on their website and the flexible 'buy only what you need' model, which offers significant value for smaller organizations.
Supporting Evidence
The pricing model is modular, allowing users to purchase specific features like the CRM or Advocacy tools individually. With Muster nearly every piece of our platform can be purchased individually saving you money... Buy Only What You Need.
— muster.com
Muster's Advocacy CRM starts at a published price of $99 per month. Starting at $99 a month, Muster's advocacy CRM saves you time
— muster.com
We investigate the availability and quality of native integrations with major CRMs and third-party tools.
What We Found
Muster offers a native bi-directional Salesforce integration and connects to 4,000+ apps via Zapier, though it relies on Zapier for many non-Salesforce connections.
Score Rationale
While the Salesforce integration is robust and native, the heavy reliance on Zapier for other common tools keeps this score from reaching the 9.0+ tier reserved for platforms with vast native ecosystems.
Supporting Evidence
Integration with other tools is primarily handled through Zapier, connecting to over 4,000 apps. Integrate Muster with over 7000 apps through Zapier.
— muster.com
Muster provides a native, bi-directional Salesforce app for syncing advocate data. Unlock new insights with Muster's bi-directional Salesforce app... Sync advocate activity... Legislative District Matching.
— muster.com
Targeting capabilities extend from Congress down to school boards and city councils. Create campaigns that influence school boards and city councils to Congress and everything in between.
— muster.com
The platform utilizes address-based geotargeting for precise district matching, superior to zip-code based methods. District Matching: Address-based Geotargeting... vs Imprecise Zip-to-district
— muster.com
Listed in the company's integration directory, Muster integrates with major CRM systems.
— muster.com
9.1
Category 6: Security, Compliance & Data Protection
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users have cited difficulties in replicating or repurposing content from archived campaigns older than a year.
Impact: This issue had a noticeable impact on the score.
EveryAction is a CRM specifically designed for nonprofits, enabling organizations to streamline their donor management, fundraising, and advocacy efforts. It addresses the unique needs of this industry by providing advanced tools for donor tracking, campaign management, and integrated fundraising to maximize impact and ensure effective resource allocation.
EveryAction is a CRM specifically designed for nonprofits, enabling organizations to streamline their donor management, fundraising, and advocacy efforts. It addresses the unique needs of this industry by providing advanced tools for donor tracking, campaign management, and integrated fundraising to maximize impact and ensure effective resource allocation.
Best for teams that are
Nonprofits unifying fundraising, donor management, and digital advocacy
Political organizations managing volunteers and targeted email campaigns
Charities looking to track donor engagement and advocacy in one place
Skip if
For-profit B2B companies managing sales references or case studies
Commercial brands focused on influencer marketing or retail sales
Organizations that do not engage in fundraising or political organizing
Expert Take
Our analysis shows Bonterra EveryAction stands out for its deep integration of fundraising and advocacy workflows, a combination rarely found in standard CRMs. Research indicates its 'FastAction' feature leverages a network of over 20 million profiles to significantly boost conversion rates through one-click donations. Based on documented security standards like SOC 2 Type II and HIPAA alignment, it offers enterprise-grade protection that many competitors lack.
Pros
Unified fundraising and advocacy platform
FastAction one-click donation feature
SOC 2 Type II and HIPAA compliant
Strong ActBlue and NGP VAN integrations
Robust engagement scoring and analytics
Cons
Steep learning curve for new users
Pricing barrier for small nonprofits
Complex navigation and interface
Support response times can be slow
Custom quotes required for pricing
This score is backed by structured Google research and verified sources.
Overall Score
9.0/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Advocacy Platforms Integrated with CRM Systems. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of fundraising, advocacy, and CRM features, specifically looking for unified tools that handle donor management, digital outreach, and volunteer organizing in one platform.
What We Found
Bonterra EveryAction offers a comprehensive suite combining high-touch fundraising, digital marketing, and grassroots advocacy tools. Key features include 'FastAction' for one-click donations, 'Engagement Points' for scoring supporter activity, and robust workflow automation. It uniquely integrates donor management with advocacy actions like petitions and targeted emailing, allowing for a holistic view of supporter interactions beyond just financial transactions.
Score Rationale
The product scores highly due to its unique unification of fundraising and advocacy workflows, though its complexity prevents a perfect score.
Supporting Evidence
Includes 'Engagement Points' scoring to track supporter loyalty based on actions like volunteering or donating. Engagement Points are assigned based on your supporter's actions in Engagement Types such as contributions, form submissions, or event participation.
— help.bonterratech.com
The platform features 'FastAction' which allows returning supporters to save payment details for faster actions and higher conversion rates. Simplify giving with one-click donations. Returning supporters — and Bonterra's 20M+ profiled supporters — can save payment details for faster actions and higher conversion.
— bonterratech.com
EveryAction combines grassroots advocacy, donor engagement, and multichannel outreach into one intelligent platform. EveryAction brings your advocacy, donor engagement, and CRM into one connected system, so your team can focus on engaging supporters, not managing spreadsheets.
— bonterratech.com
Integrated fundraising tools tailored for nonprofits are highlighted in the product's official documentation.
— bonterratech.com
Advanced donor tracking and campaign management capabilities are documented in the official product features.
— bonterratech.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, user base size, and corporate stability, looking for evidence of widespread adoption among reputable nonprofits.
What We Found
Bonterra is a major player in the social good software space, formed by Apax Partners through the merger of EveryAction, Social Solutions, and CyberGrants. The platform supports over 15,000 organizations, including major entities like The National Audubon Society and Covenant House International. Its origins in NGP VAN provide deep credibility in the political and progressive advocacy space.
Score Rationale
The backing of a major equity firm and a massive user base of 15,000+ organizations establishes exceptional market credibility.
Supporting Evidence
Bonterra was formed by Apax Partners acquiring and merging EveryAction, Social Solutions, and CyberGrants. On August 3, 2021, these plans would start to take shape with the acquisitions of both Social Solutions and EveryAction.
— bonterratech.com
Bonterra Development + Digital (formerly EveryAction) is trusted by over 15,000 organizations. Bonterra Development + Digital is trusted by over 15,000 organizations, including The National Audubon Society, Covenant House International
— sourceforge.net
Recognized by TechSoup as a valuable tool for nonprofits, enhancing credibility.
— techsoup.org
8.3
Category 3: Usability & Customer Experience
What We Looked For
We analyze user reviews for ease of use, implementation speed, and support responsiveness, specifically checking for complaints about complexity or navigation.
What We Found
While powerful, the platform faces consistent criticism regarding its steep learning curve and complex interface. Users report that navigation can be overwhelming due to the sheer volume of features. Support experiences are mixed; while some users praise the team, others report delays in ticket resolution and a lack of phone support for lower tiers.
Score Rationale
The score is impacted by documented user reports of a 'steep learning curve' and occasional support delays, preventing it from reaching the high 8s or 9s.
Supporting Evidence
Some users report slow response times from customer support. One challenge I have had is with Customer Support... About half of the time support responds in an email within a day... but as of today 6/24/25 I have not heard anything about that ticket.
— g2.com
Users frequently cite a steep learning curve and overwhelming complexity as a disadvantage. Users find the steep learning curve of Bonterra EveryAction challenging, hindering effective navigation and usage of its many features. (8 mentions).
— g2.com
May require training for full utilization, as noted in user onboarding documentation.
— bonterratech.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We look for public pricing transparency, starting costs, and contract terms to determine if the product offers good value for small to mid-sized nonprofits.
What We Found
Pricing is not fully transparent on the website, requiring a custom quote for most configurations. Third-party sources indicate starting pricing around $109/month, but costs scale with database size and features. Reviews indicate that while the feature set is robust, the cost can be prohibitive for smaller committees or organizations, and some users mention 'hidden costs' or expensive upgrades.
Score Rationale
The lack of public pricing tables and reports of it being 'costly' for smaller organizations result in a lower score for this category.
Supporting Evidence
Users note that cost can be a barrier for smaller organizations. The hardest part is the cost. My smaller committees and candidates can no longer afford to use the software.
— g2.com
Pricing starts at approximately $109/month but varies by database size. Pricing is determined by database size and desired solutions, and starts at as low as $109/month.
— g2.com
Category 5: Security, Compliance & Data Protection
What We Looked For
We evaluate the availability of native integrations with major tools (Salesforce, ActBlue, email platforms) and the quality of the API for custom connections.
What We Found
The platform boasts strong integrations, particularly with political and progressive tools like ActBlue, NGP VAN, and Mobilize. It also integrates with Salesforce, QuickBooks, and offers a robust API for custom connections. The 'FastAction' network effect is a unique ecosystem benefit that leverages data across the user base to pre-fill forms.
Score Rationale
The integration ecosystem is robust, especially for progressive nonprofits, though some advanced integrations like Salesforce may require additional costs or configuration.
Supporting Evidence
Offers API access for custom integrations. Leverage EveryAction's robust API for custom integrations that extend functionality.
— bonterratech.com
Integrates with ActBlue to sync contribution data. With the ActBlue Contribution Integration, NGP will automatically pull in the contributions from ActBlue so you can see more details in NGP on how successful your fundraising is in real time
— supportcenter.ngpvan.com
Bonterra products apply controls aligned with HIPAA standards. Bonterra products apply controls aligned with HIPAA standards of due care to support our clients in safeguarding protected health information where applicable.
— bonterratech.com
Bonterra holds SOC 2 Type II certification. Holding the esteemed certification for SOC 2 Type II compliance underscores our dedication to maintaining robust security standards.
— bonterratech.com
Integration with Salesforce and other platforms is documented in the company's integration directory.
— bonterratech.com
9.0
Category 6: Support, Training & Onboarding Resources
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Comprehensive training resources are available, as outlined in the support section.
— bonterratech.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Pricing can be prohibitive for smaller organizations, with some users citing cost as a primary reason for discontinuing use.
Impact: This issue had a noticeable impact on the score.
Duel is a robust SaaS solution tailored for consumer retail brands seeking to amplify customer advocacy. Its capabilities extend from seamless integration with your CRM and eCommerce platforms, to providing a comprehensive suite of tools for brand endorsement, turning customers into brand ambassadors. It addresses the industry's need for a scalable, enterprise-ready platform to streamline customer advocacy efforts.
Duel is a robust SaaS solution tailored for consumer retail brands seeking to amplify customer advocacy. Its capabilities extend from seamless integration with your CRM and eCommerce platforms, to providing a comprehensive suite of tools for brand endorsement, turning customers into brand ambassadors. It addresses the industry's need for a scalable, enterprise-ready platform to streamline customer advocacy efforts.
Nonprofits looking for legislative or political advocacy features
Companies without a visual product or social media focus
Expert Take
Our analysis shows Duel stands out for its 'Advocacy Engineering' approach, allowing brands to treat word-of-mouth as a scalable performance channel. Research indicates it automates 90% of manual tasks, enabling a single manager to oversee 15,000 advocates. Based on documented case studies, this efficiency drives significant returns, such as the 19x ROAS achieved by Monica Vinader.
Pros
Automates 90% of manual tasks
Documented 19x ROAS for clients
Scales to 15,000+ advocates per manager
Trusted by major enterprise retail brands
Outstanding customer support reputation
Cons
Reporting features lack depth
Interface can be cumbersome
No public pricing available
Integration setup can be complex
Video upload tasks are frustrating
This score is backed by structured Google research and verified sources.
Overall Score
8.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Customer Advocacy Platforms Integrated with CRM Systems. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the platform's ability to manage complex advocacy programs, including task distribution, reward fulfillment, and tiered membership structures.
What We Found
Duel offers a comprehensive 'Advocate Relationship Management' platform that supports social affiliates, ambassadors, and UGC campaigns, featuring gamified tiered programs and automated task distribution.
Score Rationale
The score reflects the platform's robust feature set capable of managing thousands of advocates, though some users note gaps in reporting depth.
Supporting Evidence
Supports multiple program types including social affiliates, ambassadors, and UGC campaigns. Duel's brand ambassador software supports multiple program types including social affiliate programs... brand ambassador programs... user-generated content campaigns
— duel.tech
Automates 90% of labor-intensive manual tasks like reward distribution and commission payments. Duel's brand ambassador software automates 90% of the labor intensive and manual tasks
— duel.tech
Comprehensive suite of advocacy tools enables brands to transform customers into ambassadors.
— duel.tech
Documented integration with major CRM and eCommerce platforms enhances brand advocacy efforts.
— duel.tech
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the company's funding status, client roster, and industry recognition to determine long-term viability and market trust.
What We Found
Duel has raised $16 million in Series A funding led by Molten Ventures and serves major enterprise retail brands like Charlotte Tilbury, Lush, and Victoria's Secret.
Score Rationale
The score is high due to significant venture backing and adoption by top-tier global retail brands, signaling strong market validation.
Supporting Evidence
Trusted by major brands including Charlotte Tilbury, Monica Vinader, and Lush. The Platform is used by brands such as Charlotte Tilbury, Monica Vinader, Mint Velvet, NEOM Organics, ELEMIS
— duel.tech
Raised $16 million in Series A funding co-led by Molten Ventures. Duel... has raised $16 million in a Series A round.
— duel.tech
8.7
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding the interface's ease of use, implementation speed, and the quality of customer support.
What We Found
Users consistently praise the customer support team as 'outstanding' and the platform as 'fun to use,' though some find specific interface elements like video uploads cumbersome.
Score Rationale
While support is excellent, the score is slightly impacted by user reports of interface friction in specific workflows.
Supporting Evidence
Some users find the interface and video task uploads frustrating. Users find the complexity of Duel's interface and video task uploads can be frustrating and cumbersome.
— g2.com
Users describe the support team as outstanding and helpful. The support we've received from the Duel team has been outstanding
— g2.com
8.0
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing transparency, contract terms, and documented return on investment for clients.
What We Found
Duel does not publish pricing publicly, targeting enterprise clients, but provides strong documented ROI evidence such as 19x ROAS for Monica Vinader.
Score Rationale
The score is limited by the lack of public pricing transparency, despite strong evidence of high ROI for enterprise clients.
Supporting Evidence
Charlotte Tilbury generated 10x ROI including all program costs. Generated 10x ROI (including all program costs, such as incentives, commission paid & fees)
— duel.tech
Monica Vinader achieved a 19x Return on Ad Spend (ROAS) using the platform. This community-driven approach resulted in a 19x ROAS
— duel.tech
8.6
Category 5: Scalability & Automation
What We Looked For
We check for seamless connectivity with key e-commerce, CRM, and marketing automation tools.
What We Found
Duel integrates with major platforms like Shopify, Klaviyo, and Salesforce, utilizing modern standards like OAuth2 for security.
Score Rationale
The integration list is solid for retail brands, though some users have noted that setting up or customizing these integrations can be complex.
Supporting Evidence
Uses OAuth2 for secure Klaviyo integration. We now recommend integrating Klaviyo with Duel via OAuth2
— info.duel.tech
Integrates with Shopify, Klaviyo, HubSpot, and Salesforce. The Platform integrates with a brand's eCommerce, CRM and social channels
— apps.shopify.com
Automates 90% of manual tasks associated with managing ambassadors. Duel's brand ambassador software automates 90% of the labor intensive and manual tasks
— duel.tech
Enables one person to manage 15,000 advocates on one platform. One person - managing 15,000 advocates - on one platform.
— duel.tech
Listed in Salesforce AppExchange as a verified integration partner.
— appexchange.salesforce.com
9.3
Category 6: Scalability & Performance
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
The 'How We Choose' section for customer advocacy platforms integrated with CRM systems outlines the methodology employed to evaluate and rank the products in this category. Key factors considered include product specifications, essential features, customer reviews, and overall ratings, with an emphasis on functionality that enhances customer engagement and relationship management. Important considerations specific to this category involve the integration capabilities with existing CRM systems, user interface design, scalability, and the ability to drive measurable results in customer advocacy efforts. The research methodology focuses on a comparative analysis of data gathered from multiple sources, including product specifications, customer feedback, and market ratings, ensuring an objective assessment that highlights the best value and effectiveness of each platform.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of integration capabilities with CRM systems.
Rankings based on a thorough analysis of user reviews, feature sets, and industry ratings.
Selection criteria focus on customer support effectiveness, user satisfaction, and platform compatibility.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
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Deep Research
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