Are you struggling to keep your customer data organized and easily accessible? I understand the importance of efficiently managing customer information without getting bogged down in spreadsheets and manual processes. These customer database software will help you create a customer database that is neatly structured, easily accessible, and up to date.
Best Customer Database Software Shortlist
Here’s the shortlist of the best customer database software that I’ll cover in this article, with detailed summaries below:
- Flowlu - Best for small to medium-sized businesses
- Really Simple CRM - Best customer database software for B2B businesses
- Accelo - Best customer database for service-based businesses
- Insightly CRM - Best for robust project management capabilities
- Creatio - Best customer database software for enterprises and large organizations
- Maximizer CRM - Best customer database software for advanced analytics
- Reflect CRM - Best on-premise customer database software
- People.ai - Best for data-driven sales and marketing
- Scoro - Best customer database software for consolidating customer data
- AllClients - Best customer database software for non-technical users
- Keap - Best customer database software for ease of use
- Copper - Best customer database software for Google Workspace users
What Is Customer Database Software?
Customer database software is a specialized tool designed to store, manage, and organize customer data in a centralized system. It is used by businesses of all sizes and industries to effectively track and analyze customer information, such as contact details, purchase history, preferences, and interactions.
The software enables businesses to enhance customer relationship management, streamline communication, personalize marketing efforts, and improve overall customer service. By providing a comprehensive view of customer data, customer database software empowers businesses to make informed decisions and deliver personalized customer experiences.
Overviews of the 12 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. Flowlu - Best for small to medium-sized businesses
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
2. Really Simple CRM - Best customer database software for B2B businesses
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
3. Accelo - Best customer database for service-based businesses
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
4. Insightly CRM - 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
5. Creatio - Best customer database software for enterprises and large organizations
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
6. Maximizer CRM - Best customer database software for advanced analytics
Maximizer CRM is a customer relationship management (CRM) software that helps businesses effectively manage their customer interactions, sales, marketing, and customer service processes. It also provides businesses with advanced reporting, data visualization, and analytics tools that enable them to gain valuable insights from customer data.
Why I picked Maximizer CRM: The customer insights feature of Maximizer CRM provides businesses with in-depth and actionable insights about their customers. It allows businesses to gather, analyze, and leverage data to better understand customer behavior, preferences, and needs.
With customer insights, businesses can identify trends, uncover opportunities for cross-selling or upselling, personalize marketing campaigns, and deliver exceptional customer experiences. This feature also empowers businesses to make informed decisions, strengthen customer relationships, and drive business growth.
Maximizer CRM Standout Features and Integrations
Features include contact management features that enable businesses to store and update customer information. The platform's advanced search and filtering capabilities help segment their customer base, facilitating targeted marketing campaigns and personalized customer interactions.
Integrations include Mailchimp, Twilio, Zapier, Microsoft Outlook, Google Workspace, Slack, Unbounce, Calendly, Microsoft Power BI, Microsoft Teams, and other software options.
Price: From $55/user/month (minimum 3 users)
Free Trial: Free demo available
Pros
- Robust reporting and analytics capabilities
- Strong data security measures
- Reliable customer support
Cons
- Steep learning curve
- Limited mobile app functionality
7. Reflect CRM - Best on-premise customer database software
Reflect CRM is an on-premise customer database software that provides businesses with a robust platform to manage and organize their customer information. It offers a range of features, including contact management, sales tracking, task management, email integration, reporting, and analytics.
Why I picked Reflect CRM: Reflect CRM stands out as the best on-premise customer database software due to its ability to offer businesses complete control and security over their customer data. By keeping the database on-premise, businesses can ensure data privacy, comply with industry regulations, and directly access their customer information without relying on external servers or cloud-based systems.
This level of control and security makes Reflect CRM a preferred choice for businesses that prioritize data sovereignty and want full ownership of their customer database.
Reflect CRM Standout Features and Integrations
Features include contact management, task management, and sales tracking functionalities. With Reflect CRM, businesses can easily store and organize customer information, manage tasks and follow-ups, and track sales activities to enhance customer engagement and drive sales growth.
Price: From $14.99/month
Free Trial: Free version available
Pros
- Data import or export options
- On-premise data control
- Quick setup
Cons
- Limited advanced features
- No cloud-based deployment
8. People.ai - Best for data-driven sales and marketing
People.ai is an AI-powered sales and revenue operations platform that automates data capture, analyzes sales activities, and provides insights for sales and marketing teams.
Why I picked People.ai: People.ai uses AI and machine learning algorithms to automatically capture and analyze sales activity data. This automation reduces the need for manual data entry, saving time and ensuring data accuracy. By capturing data from various sources, such as email communications, meetings, and other sales activities, People.ai aims to provide a holistic view of customer interactions.
This enriched data can help sales and marketing teams gain deeper insights into customer behavior, preferences, and engagement levels. Additionally, People.ai's AI algorithms analyze sales data to identify successful sales behaviors and provide recommendations for sales representatives. These insights can help teams replicate successful strategies, improve performance, and prioritize their efforts based on data-driven recommendations.
People.ai Standout Features and Integrations
Features include intelligent revenue operations insights that help users identify patterns, trends, and successful sales behaviors. It integrates with popular CRM systems, enriching the customer data within those platforms. It automatically populates additional customer information, including communication history, engagement levels, and deal progress. It also helps users automate repetitive tasks and gain clear visibility into their deal pipelines.
Integrations include Salesforce, Oracle, 6sense, Zoom, Slack, Motiv, Gmail, Google Calendar, Microsoft 365, LinkedIn, and other software options.
Price: Pricing available upon request
Free Trial: Free demo available
Pros
- Enhanced deal visibility
- Automated data capture
- Provides actionable sales insights
Cons
- Limited customization options
- Limited integrations
9. Scoro - Best customer database software for consolidating customer data
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
10. AllClients - Best customer database software for non-technical users
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
11. Keap - Best customer database software for ease of use
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
12. Copper - Best customer database software for Google Workspace users
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
Other Options
Here are a few more worthwhile options that didn’t make the best customer database software list:
- AgileCRM - Best for integrating sales, marketing, and customer support processes
- HubSpot CRM - Best for managing customer interactions and sales pipeline
- Bitrix24 - Best for collaboration and communication
- Zendesk - Best for customer support and ticketing capabilities
- Airtable - Best database software with project management features
- Freshdesk - Best for helpdesk management
- Connectivity - Best for integrating customer data across multiple systems
- NetSuite CRM - All-in-one customer database software for enterprises
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?
What other revenue operations software should I consider?
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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