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Referral Software

Crowdvocate

B2B customer marketing and advocacy platform for references, referrals, reviews and customer engagement

  • Social Engagement
  • Gift Card Management
  • Loyalty Cards
  • Survey/Poll Management
  • +49 more
Crowdvocate cover

About Crowdvocate

Crowdvocate was a B2B customer marketing and advocacy automation platform. Its website now presents the product as Base AI, a customer engagement platform that keeps programmes for the post-sale journey on one customer record.

What Crowdvocate offers

  • Reference management — managing and matching customer references at scale.
  • Advocacy programmes — building and running programmes that turn loyal customers into champions.
  • Referral automation — setting up automated referral programmes.
  • Reviews and social proof — generating reviews and amplifying customer voice.
  • Customer insight — capturing voice-of-customer and proof from conversations with AI.
  • Lifecycle journeys — onboarding, adoption, retention and expansion signals with suggested next actions.

Who it works with

Marketing and customer success teams at B2B companies. The vendor also hosts a yearly customer-led growth event called Obsession and a community for practitioners.

Key facts

  • Current name: Base AI.
  • Security: describes enterprise-grade security and compliance.

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • Social Engagement
  • Gift Card Management
  • Loyalty Cards
  • Survey/Poll Management
  • Churn Management
  • Communication Management
  • Community Management
  • Content Syndication
  • Feedback Collection
  • Reference Management
  • Customer Segmentation
  • Advocate Management
  • Customer Advocacy
  • Rewards Program
  • Multi-Channel Data Collection
  • Nomination Tracking
  • Program Notices
  • Reference Usage Tracking
  • Reward Distribution
  • Web-Based, Cloud, SaaS
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Multi-Channel Marketing
  • Dashboard
  • Sentiment Analysis
  • Reporting/Analytics
  • Search
  • Loyalty Program
  • Analytics/ROI Tracking
  • Member Portal
  • Membership Management
  • Analytics
  • Forms Management
  • Predictive Analytics
  • Activity Tracking
  • CRM
  • Video Content
  • Campaign Management
  • Referral Tracking
  • Event Triggered Actions
  • Employee Referral Management
  • For Customer Referrals
  • For Employee Referrals
  • Gamification
  • Lead Engagement
  • Referral Templates
  • Rewards Management
  • Engagement Tracking

Rankings

What the business tells TrustList

Stability: major incidents
0 incidents measured
Security certifications
SOC 2 Type II evidence sent
Privacy and data
GDPR compliant evidence sent

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