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About Extole

Extole is a SaaS engagement platform to power programs that optimize LTV:CAC for enterprise retail, finserv, and consumer brands.

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Pros:

What has been an priceless is the addition of a client services manager. She's amazing and continues to deliver what was promised.

Cons:

As there is no integration yet with our CRM systems, some tasks that we need to do know are redundant. But after the full integration this will change.

Extole ratings

Average score

Ease of Use
4.6
Customer Service
4.8
Features
4.7
Value for Money
4.7

Likelihood to recommend

9.5/10

Extole has an overall rating of 4.8 out 5 stars based on 25 user reviews on Capterra.

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Share your experiences with other software buyers.

Filter reviews (25)

Jara
Jara
Digital Content Strategist in US
Verified LinkedIn User
Financial Services Software, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Great product!

5.0 2 years ago

Pros:

It is very easy to use and set up your own campaigns. The performance reporting is thoroughly explained and easy to understand.

Cons:

There really isn't a negative to mention.

Ricardo
CEO in Brazil
Information Technology & Services, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Alternatives Considered:

Great service provided to integrate our referral program

5.0 12 months ago

Pros:

It was really easy to setup, the team was very responsive and we are able to have a custom API integration with little effort.

Cons:

The lack of a completely separate staging environment

Josh
US
Used the Software for: Not provided
Reviewer Source

Decent gift card management software

3.0 8 years ago

Comments: We use Extole to distribute gift cards to various parties. While it is easy to send them, sometimes reporting can be a bit tedious and less than accurate. If we were to scale and send more gift cards, I would look for a more robust program.

Danielle
Marketing Promotions Coordinator in Philippines
Automotive, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Amazing CSM!

5.0 2 years ago

Pros:

I have only been using extole for almost a year after being transferred and I worked with two amazing CSMs who have been helping me navigate around and share insights regarding our program. They are very responsive and really helpful even on short notice/ urgent changes!

Cons:

there is none for me except the timezone difference, but other than that, everything is running smoothly.

Marc
Digital Design Director in US
Consumer Goods, 501–1,000 Employees
Used the Software for: 1-5 months
Reviewer Source

An Excellent Product

5.0 2 years ago

Comments: I think Extole is an excellent platform that provides a much needed solution for Referral capabilities. The folks running the show are knowledgeable, professional and amicable. Even with the amount of customization that we have within our website architecture, Extole provided prompt communication and worked with us to find an appropriate solution. 5 Stars.

Pros:

Straightforward integration; developer-friendly options; flexible customization; excellent technical support.

Cons:

So far, I can't think of anything negative to say about Extole.

Kelly
Co-Founder in US
Legal Services, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

We love Extole's Refer-A-Friend program.

5.0 3 years ago

Comments: Extole has made it really easy for our customers to refer their friends and get rewarded at the same time.

Pros:

Extole helped us set up a professional refer-a-friend program in just a few days. Their customer service and tech team are first-class. We love how their support team continues to suggest ways to improve conversions and they have been willing to A/B test new ideas to make sure we are going with the best option. Their refer-a-friend program is completely seamless and it requires very little effort to run after the initial setup is complete.

Cons:

We wish we would have signed up with them years ago.

Michelle
Marketing Manager in US
Financial Services Software, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Extole Equates to Excellence

5.0 4 years ago

Comments: They are an outstanding software provider. I can't compliment them enough and most times am in shock of how they were able to help us launch in one day! The experience didn't end after launching, Extole provides you with a Client Services Manager that will work with you to continuously optimize your program. You are never left feeling abandoned after launch. Which happens many times after a product launch with the vendor. I can't say enough wonderful things about Extole and their team.

Pros:

We desperately needed a tool to assist in the automation of our referral program. Extole's platform did exactly that and more! Included with the program are Design & Strategy services, Launch Services, Creative Services and continued reporting, analysis and optimization. What has been an priceless is the addition of a client services manager. She's amazing and continues to deliver what was promised.

Cons:

The dashboard could be more intuitive but it is easy to learn with your CSM's assistance.

Jen
Sr. Client Success Manager in US
Online Media, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Amazing Account Support

5.0 3 years ago

Comments: Our account managers at Extole have been some of the best folks I've worked with. They are incredible responsive and thorough. The follow-ups and check-ins have been so instrumental in supporting our business.

Pros:

Extole is such an easy way to enhance our customer engagement and increase site traffic. We've participated in their refer-a-friend program for years and they are always quick to point out ways to tweak and augment what is already a great offering.

Cons:

Even when I have a hard time finding rewards for our customers who participate, our rep always helps us get the information we need.

Jannick
Jannick
Project Manager in Netherlands
Verified LinkedIn User
Hospital & Health Care, 10,000+ Employees
Used the Software for: 6-12 months
Reviewer Source

Extole as a great partner to speed up launching referral marketing

5.0 5 years ago

Comments: Extole is a great partner in helping us to launch referral marketing on a global scale.

Pros:

1. the platform, which allows you to continuously make updates to the visuals & copy 2. the dashboard & data which give you real time insights into how your project is doing 3. the Extole team, which is very helpful, knowledgeable and proactive

Cons:

As there is no integration yet with our CRM systems, some tasks that we need to do know are redundant. But after the full integration this will change.

Melinda
Ecommerce Coordinator in US
Consumer Goods, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Extole is Exceptional

5.0 4 years ago

Comments: Our experience with Extole has been incredible. We always receive the support we need (and beyond), which facilitates things for us. [SENSITIVE CONTENT HIDDEN] is the best and has so many insights/ideas that align with our marketing strategies and tactics. The onboarding experience along with the cutover to our new website both went smoothly, so thank you to Extole for being a wonderful partner and helping us meet our sales/business goals!

Pros:

I love how easy it is to run reports/analytics and track how the tool is performing, especially with rewards for both Advocates and Referrals.

Cons:

I wish, as users, we had more control of changing images/assets or updating copy but this is very minor

Brooke
Assistant Manager,NA Ecommerce in US
Cosmetics, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

Amazing Time with Extole!

5.0 3 years ago

Pros:

Extole provides amazing services to our brand, diligently and proactively making recommendations and working to provide the ultimate experience for Refer a Friend for our websites. Super easy to use, make updates, and gather metrics.

Cons:

I don't have any cons. Our team loves working with Extole!

HOPE
Senior Manager, CRM/Lifecycle in US
Marketing & Advertising, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Extole is an amazing product!

5.0 5 years ago

Pros:

Extole's customer service and account management are second to none. The product interface is user friendly and digestible. It's made my job of managing the referral programs at Ancestry so much easier. I couldn't be happier with the product, ROI, and efficiency of both the Extole team and the product.

Cons:

I really don't have anything negative to say.

Nick
Senior Martech Strategist in US
Financial Services Software, 201–500 Employees
Used the Software for: 2+ years
Reviewer Source

A Great Partner and Technology

5.0 4 years ago

Pros:

- Overall implementation of the technology was very intuitive and easily accomplished using a tag management system - Strong out of the box features to support all of your referral marketing needs - Support team is second to none. Undeniable experts of their product and champions of our business. Answers to any and all of our questions have been an email or phone call away. The team has been able to creatively solution the technology to fit our business as we evolve.

Cons:

Reporting options had a little bit of a learning curve compared to our previous solution.

Kayla
Affiliate Manager in US
Consumer Goods, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Friendly & Capable Refer-A-Friend Technology

5.0 5 years ago

Comments: We are using Extole to run our Refer-A-Friend program. It's been very easy to set up, use, optimize, and grow the program.

Pros:

Great flexibility with offerings for our refer-a-friend program, quick and friendly customer support, and a dedicated account manager all make this software stand out!

Cons:

There's definitely a learning curve when learning the interface and reporting features!

Brian
SVP Brand Marketing in US
Retail, 201–500 Employees
Used the Software for: 6-12 months
Reviewer Source

Increased engagement = lower Customer Acquisition Cost

5.0 5 years ago

Comments: Fantastic patience working with our procurement, legal, and IT security to get the paper signed. Fantastic support to implement the product between multiple cross functional teams. Fantastic insights to help improve the results.

Pros:

"set it and forget it"..."well thought out business rules prevents the customer gaming the system"...great technical and business support.

Cons:

Needed a couple of rounds to understand the reporting and segmentation, but in the end was able to create a report that aligned to the way we look and evaluate at our business.

Austin
Operations Manager in US
Retail, 5,001–10,000 Employees
Used the Software for: 1+ year
Reviewer Source

Extole Review 2021

4.0 4 years ago

Comments: Extole is a best class business in achieving personalized and scaled Marketing campaigns. Their ability to solution for new and unique initiatives allows us to strengthen our Referral & Loyalty marketing initiatives beyond our four walls. Their technology assists us in quick turnaround in build and execution of large marketing experience & communication journeys.

Pros:

Professional, knowledgeable and dedicated Account Managers. Their dedication to keeping consistent communication and resources to the shared initiative has been paramount in successfully launching campaigns. Software is easily customizable to meet campaign needs. User friendly to allow transparent result readout.

Cons:

I do not feel that the Extole software is lacking in any particular manner.

Dan
Sr. Director, Content Strategy in US
Education Management, 1,001–5,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Best in class referral program platform

5.0 5 years ago

Comments: We work in a highly regulated industry that makes referral programs difficult from a legal and compliance perspective. Extole worked with us to tailor a program to our specific needs and has been committed to our success. I highly recommend Extole.

Pros:

Extole operates a best in class referral program platform that is very flexible to a businesses' unique needs and industry. The Extole team (i.e., Sales, Implementation, and Customer Success) are great to work with as well.

Cons:

I haven't experienced any issues with Extole's platform.

Ben
VP Product in US
Automotive, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Great product, strong customer support

5.0 5 years ago

Pros:

Extole has really dialed in the end-to-end journey for referrals, reward fulfillment, and client support. The people I've worked with at Extole have all been first rate professionals.

Cons:

Some of the reporting is a little tricky to navigate, but it does surface a TON of data.

Julia
Performance Marketing Specialist in US
Consumer Goods, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Full Service Referral Program

5.0 3 years ago

Comments: The best part of Extole is the support you receive through every stage of the program. Someone is always there to answer your questions and help you make the most of their services/ platform.

Pros:

Great guidance and support from onboarding through program optimizations. Customizable programs and capabilities.

Cons:

Some customizations can take some time to implement

Lindsey
Senior Marketing Manager in US
Consumer Goods, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Great value

5.0 5 years ago

Pros:

Our account team ensures that this software basically runs itself. There is very little that we need to do on a daily basis to ensure success, and we've seen great results through our referral program.

Cons:

The dashboard can sometimes feel a little clunky and non-intuitive.

Lauren
Retention Marketing Manager in US
Cosmetics, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Great customer support, easy to manage day-to-day

4.0 5 years ago

Comments: Our CSM [SENSITIVE CONTENT HIDDEN] is awesome. She is always looking for ways to improve our program and has been incredible to work with. She is always going the extra mile for us and makes us feel like valued partners.

Pros:

Generally easy to update and refresh your assets. Really useful to see the funnels and visualizations as charts.

Cons:

I think setting up an A/B test could be easier and being able to preview your assets on mobile is super important. I haven't found a good way to preview on my phone, knowing that 70% of our clients are on mobile, this experience is most important to us.

Cristian
Asst. Mgr. Customer Service in US
Apparel & Fashion, 501–1,000 Employees
Used the Software for: 1-5 months
Reviewer Source

Great people, great product, great service

5.0 5 years ago

Comments: Sensational. I'm not sure if I have ever worked with a more dedicated, driven, 'get stuff done' team before my experience with you all but from the beginning I have been so thoroughly impressed. I have talked up Extole to many colleagues and am so excited to continue to work with you all on new projects.

Pros:

I love its ease of use and how simple really it was to get it set up with our organization.

Cons:

As of yet I do not have any cons, but as time goes on I may find things that could be better optimized but cannot comment on this yet.

Amanda
eCommerce Marketing Specialist in US
Retail, 1,001–5,000 Employees
Used the Software for: 1-5 months
Reviewer Source

Difficult launch, easy to maintain

4.0 5 years ago

Pros:

The team that helps manage the campaigns has come to us with new ideas and ways to improve our business. I feel confident that they are focused on our success. One of our brands has far exceeded expectations and driven incremental revenue with new buyers.

Cons:

Integration was a huge headache and extremely frustrating. Implementation team should be more organized and provide clear, concise information to clients on how to set up. The information we received was in a slideshow format with arrows and notes all over the page. It was near impossible to follow. We had to create our own documentation and creative spec sheets to share with internal teams.

Lindsey
eCommerce Digital Marketing Specialist in US
Retail, 1,001–5,000 Employees
Used the Software for: 1-5 months
Reviewer Source

Refer a Friend

4.0 4 years ago

Comments: So far, so good. We've seen program growth above our ROAS goals. I think there's a lot more functionality our team can unlock once we've got more time and data under our belts.

Pros:

It's helping drive incremental revenue to our affiliate program. I believe it's also helping raise brand awareness, whether a friend makes a purchase or not. The UI is easy to use.

Cons:

The setup. It was pretty messy to get creative and flow organized to help communicate to my designers and copy team. You can also only have one campaign running at any given time.

Esha
Growth Manager in US
Consumer Goods, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

Extole Review

5.0 5 years ago

Comments: - Love working with [SENSITIVE CONTENT HIDDEN] She always is prepared and comes with ideas and suggestions for our team
- Our set-up team [SENSITIVE CONTENT HIDDEN] were wonderful to work with and make set-up really easy and efficient
- Great organization of programs internally

Pros:

- Amazing customer success manager [SENSITIVE CONTENT HIDDEN] - Easy dashboards to understand how things are going - Easy to create sharable links for different campaigns

Cons:

- Reports could be more intuitive - Lingo used is sometimes confusing