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With so many different customer database software available, figuring out which is right for you is tough. You know you want to effectively track customer interactions, personalize customer experiences, and streamline your communication strategies but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different customer database tools with various teams and projects, with my picks of the best customer database software.

What Is Customer Database Software?

Customer database software is a tool that businesses use to collect, store, and manage customer information. It organizes data such as contact details, interaction history, purchase records, and preferences in a centralized database. This software is key for managing customer-related information efficiently and effectively.

The benefits of customer database software include improved customer relationship management, as it provides a comprehensive view of customer interactions. It supports personalized marketing and communication strategies by offering detailed insights into customer behaviors and preferences. Additionally, it streamlines data management processes, enhances data security, and enables informed decision-making. Effective use of this software can lead to better customer service, operational efficiency, and overall enhanced customer satisfaction.

Overviews Of The 10 Best Customer Database Software

Here’s a brief description of each customer database software that showcases each vendor’s best use case, their noteworthy features, and some pros and cons. I’ve also included screenshots to give you a snapshot of their user interface too.

1

monday sales CRM

Best for customizable workflows

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.7
10470 reviews

14-day free trial

From $18/user/month (annually, 3 user min.)

monday Sales CRM is a fully customizable tool designed to centralize client communication, automate sales processes, and provide a comprehensive overview of sales deals. Its unique selling proposition is its extensive customization capabilities, including flexible column types, detailed subitems, and customizable views, which support the creation of tailored workflows to meet the specific needs of businesses.

Why I picked monday Sales CRM: I chose monday Sales CRM because of its high customizability and user-friendly interface, which allows for a clear view of sales pipelines and centralizes client interactions. Its distinction lies in the ability to manage sales activities from pre-sales to post-sales efficiently, offering comprehensive data visualization and a low-code/no-code environment that caters to customizable workflows.

What makes monday Sales CRM stand out is its trust within a global customer base of over 180,000 users and its suitability for a wide range of sales-related activities. I believe monday Sales CRM is best for customizable workflows due to its extensive automation features, customizable views, and robust sorting capabilities, which empower users to tailor the platform to their specific needs without requiring extensive technical knowledge.

monday Sales CRM Standout Features

Features include intuitive technology that supports your company’s success, whether you’re developing a custom dashboard for specific communication requirements or trying to analyze customer data with visualization tools. By using the simple trigger and action templates from within the platform, you can quickly build many time-saving automations. You can also implement notification systems to help eliminate unnecessary meetings by alerting team members when a task or project is ready for further action.

Integrations include over 200 third-party applications, such as Salesforce, Mailchimp, Aircall, Pandadoc, and Twilio.

Pros

  • 24/7 customer support
  • Easy to develop and implement automations
  • Unlimited boards to organize clients, projects, and processes

Cons

  • All plans have a three-user minimum
  • No customizable reports
2

Flowlu

Best for small to medium-sized businesses

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.8
293 reviews

Flowlu is a business management platform for small to medium-sized businesses across different industries. It allows businesses to store and manage customer-related data, such as contact information, communication history, leads and opportunity data, and purchase history.

Why I picked Flowlu: Flowlu is client database software that enables end-to-end project management. In addition to contact management features, the software allows users to create and manage projects, assign tasks, set deadlines, track progress, and collaborate with team members. The financial and accounting tools help handle billing, invoicing, and expense tracking.

Flowlu also provides reporting and analytics capabilities, allowing businesses to gain insights into their projects, sales, and financial performance.

Flowlu Standout Features and Integrations

Features include a client portal, project management, task tracking, CRM (customer relationship management), invoicing, sales management tools, team collaboration, and financial management. These features provide a holistic solution for businesses to manage their projects, clients, and finances.

Integrations are available with online payment gateways, email software, telephony, CRM, calendar, and other apps. These software include PayPal, Stripe, Gmail, Twilio, Mailchimp, JivoChat, Calendly, Google Calendar, Zendesk, and Slack.

Price: From $39/month (8 users and 10GB storage)

Free Trial: 14-day free trial

PROS

Integrates with Slack

Simple and visually intuitive interface

Includes time-saving features like automated invoicing

CONS

Limited integrations

Limited customization options

3

CRM Creatio

Best customer database software for enterprises and large organizations

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.6
258 reviews

14-day free trial

From $30/user/month

Creatio is a business process management (BPM) and customer relationship management (CRM) platform. The software provides extensive customization options, allowing enterprises to tailor the system to their specific requirements.

Why I picked Creatio: The best aspect of Creatio is the account and contact management feature. With this feature, businesses can efficiently track and maintain records of accounts and contacts, capturing vital details such as contact information, communication history, activities, and related opportunities.

It also includes automatic checks for duplicates, ensuring data integrity by automatically identifying and flagging duplicate records within the account and contact database. This helps enterprises maintain clean and accurate data, preventing redundant or conflicting information.

Furthermore, Creatio's automatic data enrichment feature enhances the quality and completeness of customer data. It automatically enriches existing account and contact records by fetching additional information from external sources, such as social media profiles, company websites, or public databases. This enrichment provides valuable insights, enabling teams to personalize interactions and make informed business decisions.

Creatio Standout Features and Integrations

Features include opportunity and pipeline management, product and price list management, quote and order management, customer contract management, reporting and analytics, email marketing, lead management, and campaign management.

Integrations include Microsoft Excel, Gmail, Mailchimp, HubSpot CRM, Google Calendar, Microsoft Word, Tableau, Twitter, Microsoft Outlook, Google Contacts, and other software options.

Price: From $30/user/month

Free Trial: 14-day free trial

PROS

Scalable and customizable

Advanced analytics and reporting

Mobile app for iOS and Android

CONS

Steep learning curve

Initial setup is complex

4

Copper

Best customer database software for Google Workspace users

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.5
870 reviews

14-day free trial

From $29/user/month

Copper CRM is specifically designed for Google Workspace users. Its native integration with GSuite ensures the synchronization of emails, contacts, and calendar events, eliminating the need for manual data entry and ensuring data accuracy.

Why I picked Copper: Copper CRM enables efficient lead management, from capturing leads to converting them into opportunities. Users can track leads, assign tasks, schedule follow-ups, and update lead status within the system. The pipeline management feature provides a clear visual representation of lead progression, helping sales teams prioritize and move leads through the sales cycle effectively.

The software also provides robust automation capabilities that automate repetitive tasks and enhance productivity. Users can set up rules and triggers to automate task assignments, email notifications, follow-ups, and data updates. This automation eliminates manual effort, ensures consistency, and allows teams to focus on more strategic activities.

Copper Standout Features and Integrations

Features include visual pipeline management that allows users to visualize the stages of their deals, track progress, and prioritize actions to move opportunities forward. The collaboration features enable users to assign tasks, share notes, and communicate internally.

Integrations include Mailchimp, LinkedIn, Zapier, DocuSign, QuickBooks, JustCall, Dropbox, Calendly, Square, PandaDoc, and Xero. You can also build your own applications with Copper’s API.

Price: From $29/user/month

Free Trial: 14-day free trial

PROS

Robust automation capabilities

Quick onboarding

Easy to set up

CONS

Limited mobile app functionality

No free plan

5

Really Simple Systems

Best customer database software for B2B businesses

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.4
168 reviews

14-day free trial

From $14/user/month

B2B businesses often require customer relationship management tools that can be quickly implemented without extensive IT resources. Really Simple CRM offers a straightforward setup process and a user-friendly interface.

Why I picked Really Simple CRM: I chose Really Simple CRM for its exceptional reporting and analytics features. The software provides a wide range of pre-built reports that offer valuable insights into customer data, sales pipeline, and lead conversion rates. Additionally, the ability to create custom reports allows users to focus on the metrics that are most relevant to their business.

The visualization tools, such as charts and graphs, enable users to quickly identify trends and make data-driven decisions. With these robust reporting and analytics capabilities, Really Simple CRM will empower you to track performance, measure success, and continuously improve your business strategies.

Really Simple CRM Standout Features and Integrations

Features include contact and pipeline management, quotes, opportunities, email integration, document storage, tasks, events, and calendar.

Integrations include Xero, Zapier, Microsoft Azure, OneLogin, Sage Business Cloud, and KashFlow. You can build additional integrations with Zapier.

Price: From $21/user/month

Free Trial: Free trial available

PROS

Simple user interface

Free forever plan available

Native integration with Zapier

CONS

Limited integrations

Limited lead management features

6

Accelo

Best customer database for service-based businesses

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.4
405 reviews

14-day free trial

From $30/user/month

Accelo is a cloud-based project management software that provides service-based businesses with all the CRM tools they need to manage and grow their client relationships. With Accelo, you can manage your clients, sales, projects, retainers, billing, and timesheets from one place.

Why I picked Accelo: The best part about Accelo is that it helps with end-to-end project management. It offers robust client management capabilities, allowing businesses to store and organize client information, track communication history, manage service requests, and maintain a complete client record. You’ll also get tools to create project timelines, assign tasks to team members, and monitor progress.

Accelo’s workflow automation capabilities will help you automate repetitive tasks, such as project creation, task assignments, reminders, and notifications. Accelo also includes financial tracking features that help businesses manage budgets, track expenses, and generate invoices.

Accelo Standout Features and Integrations

Features include email templates, project management, time tracking, and client relationship management (CRM) capabilities. It provides intuitive collaboration tools like shared calendars to enhance team productivity. Accelo also offers powerful reporting and analytics features to help businesses make informed decisions and optimize their operations.

Integrations include Microsoft 365, Google Workspace, QuickBooks Online, Xero, Salesforce, HubSpot, Mailchimp, Gusto, Jira, and PayPal. You can build additional integrations with Zapier.

Price: From $30/user/month (minimum 5 users)

Free Trial: 7-day free trial

PROS

Helpful resource library

Includes mass emailing feature

Provides dashboard customization

CONS

Limited integrations

Steep learning curve

7

Keap

Best customer database software for ease of use

This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.
4.2
1517 reviews

14-day free trial

From $169/month

Formerly known as Infusionsoft, Keap is customer relationship management (CRM) software for small businesses and startups. Additionally, it provides a centralized dashboard where sales and marketing teams can access and update customer information.

Why I picked Keap: Keap is best known for its usability and easy implementation. All customers, except those with a special pricing of $129/month, get access to a dedicated customer success manager. Additionally, you'll get helpful video walkthroughs for every new feature.

With Keap's contact management feature, businesses can easily track customer interactions, such as emails, calls, and appointments. Moreover, Keap's contact management feature integrates with other modules within the platform, such as email marketing, automation, and sales. This integration ensures businesses have a holistic understanding of their customers and can easily leverage the contact data for various marketing and sales activities.

Keap Standout Features and Integrations

Features include CRM functionality for managing contacts and leads, customizable email marketing campaigns, and web forms and landing pages to capture leads. Keap also provides tools for appointment scheduling, invoicing, and payment processing.

Integrations include Gmail, Google Calendar, Microsoft Outlook Calendar, QuickBooks Online, Zoom, Acutrack, Customer Connect, JustCall, and Smith.ai.

Price: From $189/month (Includes 1500 contacts and 2 users)

Free Trial: 14-day free trial

PROS

Clean and intuitive interface

Offers drag-and-drop sales pipeline builder

Easy to set up

CONS

Contact-based pricing structure

Pro plan lacks marketing analytics

8

AllClients

Best customer database software for non-technical users

14 Days Free Trial

From $29/user/month

AllClients is a customer relationship management (CRM) software designed to help businesses effectively manage customer relationships and automate marketing processes. It's one of the best customer database software for non-technical users because of its user-friendly interface and intuitive features.

Why I picked AllClients: The data entry process in AllClients is straightforward, allowing users to easily input and update client information without the need for technical expertise. The software provides clear instructions and tool tips, guiding users through the process.

Moreover, AllClients offers extensive customer support resources tailored to non-technical users. The support team is readily available to assist with any inquiries or challenges that may arise. The software also provides in-depth documentation, video tutorials, and training materials, empowering non-technical users to understand and make the most of its features.

The customization options in AllClients are designed to be user-friendly as well. Non-technical users can easily personalize client profiles by adding custom fields, tags, or categories relevant to their business needs. This flexibility ensures users can create a complete and tailored profile for each client, capturing the specific information that matters to their business.

AllClients Standout Features and Integrations

Features include contact management, email marketing, and task management. The platform allows businesses to organize and manage their contacts in one central location. With built-in email marketing capabilities and task management features, AllClients improves communication and enhances productivity for businesses of all sizes.

Integrations include Mailchimp, HubSpot CRM, Constant Contact, Campaign Monitor, Robly, ActiveDEMAND, and Akita.

Price: From $34/month

Free Trial: 14-day free trial

PROS

Customizable templates for marketing

Automation capabilities

Integration with popular tools like Zapier

CONS

Steep learning curve for new users

Lack of advanced reporting and analytics

9

Insightly

Best for robust project management capabilities

Insightly CRM is customer relationship management software designed to help businesses manage customer interactions and track sales opportunities. It also offers project management features such as project pipelines, task and activity management, project email tracking, milestones and Gantt charts, document management, collaboration, and project notes.

Why I picked Insightly CRM: One unique customer database feature of Insightly CRM is its Relationship Linking capability. This feature allows users to establish and visualize connections between contacts, organizations, projects, and other related entities within the CRM system. It goes beyond basic contact management by enabling users to map out complex relationships and hierarchies.

With Relationship Linking, users can easily navigate and understand the interconnectedness of their contacts and organizations. This feature is particularly beneficial for businesses with networks of stakeholders, partners, and clients. It helps identify key influencers, decision-makers, and connections that can impact business relationships and opportunities.

Insightly CRM Standout Features and Integrations

Features include a robust contact management system, customizable pipeline management, and efficient task and project management capabilities. With email integration, reporting and analytics tools, and mobile accessibility, businesses can effectively track customer interactions, forecast revenue, automate workflows, and collaborate on project-related tasks.

Integrations include Xero, Active Campaign, Adobe Sign, Airtable, Bamboo HR, Workday, Gusto, NetSuite, Magento, BigCommerce, and other software options.

Price: From $29/user/month (billed annually)

Free Trial: Free trial available

PROS

User-friendly interface

Mobile app available

Good automation and workflow capabilities

CONS

Limited reporting options

Lack of advanced analytics

10

Scoro

Best customer database software for consolidating customer data

14-day free trial

From $30/user/month

Scoro is business management software that excels in consolidating customer data. It offers robust features for capturing, organizing, and analyzing customer interactions from various channels, including emails, meetings, and more.

With its centralized database, Scoro provides businesses with a unified and holistic view of customer data, enabling them to effectively track, manage, and leverage customer information for improved decision-making and customer relationship management.

Why I picked Scoro: By bringing together data from various sources, Scoro creates a centralized hub that gives businesses a holistic view of their customers. This holistic customer view enables organizations to understand customer behavior, preferences, and engagement across multiple touchpoints.

Its analytical capabilities allow businesses to gain insights from customer data, empowering them to make data-driven decisions and develop effective customer engagement strategies. Scoro also offers scalability, customization options, and automation features, supporting business growth and enhancing team productivity.

Scoro Standout Features and Integrations

Features include project management, financial management capabilities, and customizable dashboards and reports. Resource planning features optimize resource allocation, while time tracking and billing capabilities ensure accurate invoicing and efficient time management. The software also promotes collaboration and communication through shared calendars, task assignments, file sharing, and integrated communication tools.

Integrations include Jira, Gmail, Zapier, Microsoft Exchange, Google Calendar, Xero Accounting, QuickBooks, HubSpot, Dropbox, and Google Docs. You can also build additional integrations with API and Zapier.

Price: From $28/user/month (minimum 5 users)

Free Trial: 14-day free trial

PROS

Robust project management capabilities

Offers mobile access

Good collaboration and communication tools

CONS

Learning curve

Limited scalability

Preview Image - <h2 class="c-block__title b-summary-table__title c-listicle__title h3" > Compare Software Specs Side by Side</h2>

Compare Software Specs Side by Side

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Other Options

Here are a few more worthwhile options that didn’t make the best customer database software list:

  1. Reflect CRM

    Best on-premise customer database software

  2. People.ai

    Best for data-driven sales and marketing

  3. Maximizer CRM

    Best customer database software for advanced analytics

  4. Bitrix24

    Best for collaboration and communication

  5. Airtable

    Best database software with project management features

  6. HubSpot CRM

    Best for managing customer interactions and sales pipeline

  7. Freshdesk

    Best for helpdesk management

  8. Agile CRM

    Best for integrating sales, marketing, and customer support processes

  9. Zendesk

    Best for customer support and ticketing capabilities

  10. NetSuite CRM

    All-in-one customer database software for enterprises

  11. Connectivity

    Best for integrating customer data across multiple systems

How I Selected the Best Customer Database Software

When selecting the best customer database software, I embarked on an extensive evaluation process to ensure that I found the most suitable solution. I tried and researched more than a dozen tools, carefully considering their features, functionality, user experience, and overall performance. 

After thorough testing and analysis, I narrowed down my selection to a handful of exceptional options. In this section, I will outline the criteria I used to assess these tools and elaborate on why these particular choices stood out among the rest.

Core functionality

When evaluating customer database software, I identified a set of core functionalities that each tool should enable me to perform. These functionalities form the foundation of an effective customer database system and ensure efficient customer data management.

Here are the key functions that I considered essential during my selection process:

  • Enable users to centralize and store all customer-related information in one place.
  • With customer database software, users can track and analyze customer interactions, enabling them to provide personalized and targeted communication.
  • Enable multiple users to access and update customer data simultaneously, ensuring everyone can access the most up-to-date information.
  • It should help users generate reports and analyze customer data to gain valuable insights into customer behavior, buying patterns, trends, and preferences.

Key Features

Here are some key features that customer database software should have:

  • Data management and organization: The software should allow users to store, organize, and categorize customer data efficiently. This feature ensures that customer information is easily accessible and structured to align with the organization's needs.
  • Customizable fields and attributes: Custom fields and attributes help users capture specific customer details relevant to their business. This feature enables users to tailor the database structure to their unique requirements.
  • Search and filtering: This feature lets users quickly locate specific customer records based on various criteria. It will help you search by name, contact details, keywords, tags, or other attributes, facilitating efficient data retrieval and targeted analysis.
  • Customer interaction tracking and history: This feature records and timestamps customer engagements such as calls, emails, meetings, and support tickets, providing a holistic view of the customer relationship. Users can reference these interactions to understand the context and effectively engage with customers.
  • Reporting and analytics: The software should provide reporting and analytics capabilities, allowing users to generate meaningful insights from customer data. This feature enables users to create reports, visualize trends, analyze customer behavior, and identify opportunities for improvement.
  • Software integration and collaboration: The software should offer integration with other business systems and applications, such as CRM platforms, email marketing tools, or customer support systems. Additionally, collaboration features, such as user roles and permissions, enable multiple team members to securely access and collaborate on customer data.

Usability

When evaluating the usability of customer database software, I focused on several key aspects that are crucial for an optimal user experience. During my evaluation, I looked for customer database software that had a clean and intuitive design. This included a visually appealing layout with well-organized menus, icons, and navigation elements.

Effective onboarding is essential for quickly familiarizing oneself with the software's features and capabilities. This could include interactive tutorials, guided tours, or a step-by-step setup wizard to help users get started. 

To maximize productivity and efficiency, the customer database software should offer interactive elements that simplify tasks. For example, a powerful search functionality and advanced filtering options enable quick retrieval of specific customer information. Drag-and-drop capabilities for arranging data or reordering columns can greatly enhance the usability of the software.

People Also Ask

Here are some common questions and answers to further assist you in choosing the right customer database software.

What are the benefits of customer database software?

Customer database software offers several benefits that can significantly improve your business operations and help you collect different customer data types. Some key benefits include:

  • Improved customer relationship management: Customer database software allows you to store and organize customer information, including contact details, purchase history, preferences, and interactions. This centralized data enables you to understand your customers better, personalize your interactions, and provide tailored customer experiences.
  • Increased efficiency and productivity: Managing customer data manually or through disparate systems can be time-consuming and prone to errors. Customer database software automates various tasks, such as data entry, updating records, and generating reports. These automations save time and boost overall productivity.
  • Targeted marketing and sales campaigns: Customer database software allows you to segment your customer base based on various criteria, such as demographics, purchase history, or preferences. This segmentation enables targeted marketing and sales campaigns, leading to higher conversion rates, increased customer satisfaction, and better ROI.
  • Data analysis and reporting: Customer database software often provides robust analytics and reporting features. You can gain valuable insights into customer behavior, trends, and patterns, helping you make data-driven decisions. These insights enable you to identify growth opportunities, optimize marketing strategies, and improve overall business performance.
  • Scalability and growth: Managing customer data manually becomes increasingly challenging as your business expands. Customer database software offers scalability, allowing you to handle growing customer volumes and evolving business needs efficiently. It provides a flexible framework to accommodate your expanding customer base and adapt to changing requirements.

What other revenue operations software should I consider?

Here are some more articles worth checking out:

Conclusion

The customer database software highlighted in this article will help you organize your client information, track customer interaction, and analyze patterns and behaviors. With intuitive interfaces, advanced features, and reliable support, these software choices will help you harness the full potential of your customer data.

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By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.