18 Best Customer Data Management Software Reviewed in 2025
10 Best Customer Data Management Software Shortlist
Here’s my shortlist of the best customer data management software:
Customer data management (CDM) tools help CX, marketing, and product teams organize, unify, and activate customer data across systems. The best customer data management software will help you turn fragmented data into clear, actionable profiles, so you can improve targeting, personalization, and customer experiences at scale.
If you’re stuck stitching spreadsheets, overwhelmed by tool overlap, or unsure which platform actually integrates well with your stack, you’re not alone. I have tested and reviewed these top customer data management tools based on hands-on research, real-world use cases, and their ability to simplify data management and improve efficiency.
Why Trust Our Software Reviews
We’ve been testing and reviewing customer experience software since 2020. As customer experience managers ourselves, we know how critical and difficult it is to make the right decision when selecting software. We invest in deep research to help our audience make better software purchasing decisions.
Need expert help selecting the right tool?
We’ve tested more than 2,000 tools for different customer experience use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & check out our software review methodology.
Best Customer Data Management Software Summary
This comparison chart summarizes pricing details for my top customer data management software selections to help you find the best one for your budget and business needs.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for syncing email clients | Free demo + free plan available | From $12.74/user/month (billed annually) | Website | |
| 2 | Best for all-in-one CRM solution | 15-day free trial + free demo | From $10/user/month (billed annually) + $20 base fee per month | Website | |
| 3 | Best for eliminating data silos | Free demo available | Pricing upon request | Website | |
| 4 | Best for small business CRM | Free demo available | From $4.25/user/month (billed annually) | Website | |
| 5 | Best for real-time data capabilities | Free demo available | Pricing upon request | Website | |
| 6 | Best for holistic customer views | Free demo available | Pricing upon request | Website | |
| 7 | Best for data integration | 14-day free trial + free plan available | Pricing upon request | Website | |
| 8 | Best for custom business apps | Free plan available | From €9/user/month (billed annually) | Website | |
| 9 | Best for unifying customer data | Free demo available + 30-day free trial | Pricing upon request | Website | |
| 10 | Best for work order management | 7-day free trial | From $69/3 users/month | Website |
-
Hiver
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
CRM Creatio
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
monday service
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6
Best Customer Data Management Software Review
Below are my detailed summaries of the best customer data management software on my shortlist. My reviews look at each tool’s key features, pros & cons, integrations, and ideal use cases to help you find the best one.
Engagebay consolidates customer interactions, contact details, and engagement history into one database for marketing, sales, and support operations. It deeply integrates with popular email platforms for automatic syncing of email, contacts, and conversations.
Why I picked Engagebay: Engagebay combines a CRM system, email marketing, automation, and live chat capabilities, allowing businesses to capture, nurture, and convert leads and centralize customer interactions. It has a powerful email synchronization feature that automatically logs inbound and outbound emails into the CRM and ensures customer interactions are updated.
It also offers AI-driven segmentation and behavior tracking to create highly personalized email campaigns based on customer activities, preferences, and past interactions.
Standout features & integrations:
Features include marketing automation, which allows you to run targeted campaigns and track their performance. Its CRM functionality lets you manage customer relationships and opportunities efficiently. In addition, its Helpdesk features ensure you can support your customers effectively, enhancing satisfaction and retention.
Integrations include Mailchimp, Zapier, Twilio, Stripe, Xero, QuickBooks, Shopify, HubSpot, Slack, and Google Workspace.
Pros and cons
Pros:
- Segment-based bulk actions
- Automated contact merging
- Behavior-triggered client data updates
Cons:
- No real-time data recovery
- Basic AI data insights
Zoho Creator provides an all-in-one CRM software that integrates customer data, sales, marketing, and support functions in one platform. It centralizes customer interactions, automates workflows, and enables businesses to track leads, manage deals, and personalize customer engagement efficiently.
Why I picked Zoho Creator: Zoho Creator offers a centralized and highly customizable database that allows businesses to collect, store, and analyze customer information. It enhances data organization with advanced filtering, tagging, and segmentation features and supports automated data enrichment, which pulls in external data from customer interactions, emails, and social media engagements.
Standout features & integrations:
Features include customizable dashboards that allow you to tailor the interface to fit your business needs. The software also has powerful analytics and reporting tools that transform raw data into actionable insights.
Integrations include Google Workspace, Microsoft Office 365, Slack, Zapier, Mailchimp, QuickBooks, Shopify, PayPal, Stripe, and LinkedIn.
Pros and cons
Pros:
- Role-based access control
- Automated duplicate detection
- AI-powered data categorization
Cons:
- Inconsistent API performance
- Limited bulk data editing
OpenText centralizes customer information from various sources, including behavioral and demographic data, into unified profiles. It eliminates data silos and provides a comprehensive view of each customer, helping organizations improve operational efficiency and deliver more relevant customer experiences.
Why I picked OpenText: OpenText creates and manages detailed customer profiles by consolidating data from various sources, including behavioral and demographic information. It has a custom connector capability so organizations can virtually link any data source or application. The software also securely captures and manages data in compliance with privacy regulations like GDPR.
Standout features & integrations:
Features include custom connector capabilities, allowing you to link various data sources. Its privacy compliance features ensure your data handling aligns with regulations like GDPR. Its deployment flexibility gives you the choice of on-premises or cloud environments, depending on your organization’s needs.
Integrations include Google Marketing, Salesforce, SAP, Microsoft Dynamics, Adobe Experience Manager, Marketo, Oracle, IBM Watson, Amazon Web Services, and other OpenText solutions.
Pros and cons
Pros:
- Extensive compliance support
- Strong security measures
- Advanced data analytics
Cons:
- Difficult duplicate removal
- Inflexible data migration tools
Second CRM enables small businesses to efficiently manage customer relationships and streamline processes by centralizing all customer interactions, including emails, SMS, opportunities, and internal discussions. It tracks customer behavior and personalizes interactions for improved engagement.
Why I picked Second CRM: Second CRM offers tailored solutions that address small businesses' common challenges, including centralizing customer data and enabling them to plan and track customer interactions. It has a solid calendar and task management features, as well as multi-channel communication capabilities, ensuring organized and efficient customer relationship management processes.
The software also has comprehensive automation capabilities across various business functions that streamline internal processes
Standout features & integrations:
Features include sales automation, which helps you track leads and close deals efficiently. Its marketing automation lets you run email and SMS campaigns effortlessly. Additionally, its service automation ensures your team can handle customer inquiries and support seamlessly.
Integrations include QuickBooks, Xero, Mailchimp, Google Workspace, Zoho Creator, Slack, Microsoft 365, Dropbox, Salesforce, and HubSpot.
Pros and cons
Pros:
- Customizable workflows
- Centralized customer data
- Tailored for small businesses
Cons:
- Restricted data visualization tools
- Inconsistent data synchronization
Tealium enables businesses to collect, unify, and activate customer data in real time across multiple channels. Its powerful data orchestration capabilities ensure customer profiles remain updated instantly for personalized marketing and analytics.
Why I picked Tealium: Tealium enables businesses to gather customer data from multiple sources, including websites, mobile applications, IoT devices, and offline channels. It excels in real-time data processing and activation and continuously updates customer profiles by stitching together data from different channels.
It also offers an extensive integration ecosystem, allowing businesses to connect customer data with various marketing technologies, analytic platforms, and data warehouses, ensuring synchronized customer experiences and consistent messaging.
Standout features & integrations:
Features include a tag management system that simplifies managing marketing tags across platforms, data privacy controls that help you comply with regulations and protect customer data, and real-time data processing that ensures you have the most current information at your fingertips.
Integrations include Google Analytics, Adobe Analytics, Salesforce, HubSpot, Marketo, Facebook, Amazon Web Services, Microsoft Azure, IBM Watson, and Oracle.
Pros and cons
Pros:
- Supports multiple data sources
- Effective tag management system
- Strong data privacy controls
Cons:
- Hard-to-trace data errors
- Data enrichment limitations
SAP Customer Data Platform is an enterprise-grade customer data management solution that unifies, governs, and activates customer data across multiple touchpoints. It has powerful identify resolution, real-time data processing, and AI-driven insights, ensuring businesses can understand customer behaviors throughout their journey.
Why I picked SAP: SAP’s Customer Data Platform (CPD) consolidates customer profiles across business-to-consumer (B2C) and business-to-business (B2B) contexts. This allows organizations to combine individual consumer data and complex account-based relationships and ensure an understanding of interactions at all levels. It offers native integration with back-office systems, such as ERP and supply chain management.
Standout features & integrations:
Features include real-time analytics that offer immediate insights into customer behavior. The platform supports complex data environments, ensuring it can handle large volumes of information. Its scalability allows it to grow alongside your business, adapting to your changing needs.
Integrations include Microsoft Dynamics 365, Salesforce, Oracle, Adobe Experience Manager, Google Cloud, Amazon Web Services, IBM Cloud, Tableau, Power BI, and SAP S/4HANA.
Pros and cons
Pros:
- Flexible B2B and B2C profiles
- Powerful data privacy controls
- Advanced AI analytics
Cons:
- Limited cross-platform automation
- Complex data mapping
Twilio Segment enables solid data integration by connecting various touchpoints, such as websites, mobile apps, and marketing tools, into one centralized system. It provides advanced customer identity resolution for businesses to track users across sessions and devices, creating comprehensive customer profiles.
Why I picked Twilio Segment: Twilio Segment is a centralized hub that streamlines business processes by collecting, cleaning, and distributing data across marketing, sales, analytics, and customer support tools in real time. It integrates data from multiple touchpoints, helping businesses run more effective marketing campaigns while consolidating fragmented customer data into a single, comprehensive view of each user’s interactions.
Standout features & integrations:
Features include real-time analytics, which provide immediate insights into customer activities. Its centralized data hub allows for easy data management and routing while its flexible API ensures compatibility with numerous applications, supporting a wide range of tech stacks.
Integrations include Google Analytics, Salesforce, Adobe Analytics, Mailchimp, HubSpot, Mixpanel, Amplitude, Intercom, Zendesk, and Facebook Ads.
Pros and cons
Pros:
- Enhances customer data visibility
- Supports multiple data sources
- Flexible API for compatibility
Cons:
- Basic customer segmentation tools
- Limited historical data recovery
Fusioo is a customizable customer data management software that enables businesses to create tailored online databases without coding. It facilitates the management of clients, sales leads, projects, and tasks and is an ideal choice for developing custom business apps.
Why I picked Fusioo: Fusioo allows users to design online databases for unique business requirements without coding knowledge, allowing teams to manage clients, sales leads, projects, and tasks in one platform. It has a powerful App Marketplace with pre-built app bundles for various functionalities, like CRM and issue tracking, and strong adaptability that grows with the company’s needs. It also emphasizes data security, equipped with 256-bit SSL encryption to safeguard data transmissions and protect sensitive information.
Standout features & integrations:
Features include powerful reporting capabilities that help you gain insights into your business operations, data access permissions that keep your information secure while allowing team collaboration, and customizable dashboards that let you tailor the platform to your team's specific needs.
Integrations include Gmail, MailChimp, Google Calendar, Slack, Trello, Dropbox, Evernote, Microsoft OneDrive, Asana, and HubSpot via Zapier.
Pros and cons
Pros:
- Integrated workflow automation
- Secure data encryption
- Granular access controls
Cons:
- Restricted API customization
- Limited bulk data export
Semarchy xDM unifies customer information into a single source and creates an accurate, de-duplicated, and enriched system of profiles. This consolidation supports data integration, quality management, and personalized customer experiences.
Why I picked Semarchy xDM: Semarchy xDM adapts across multiple domains for businesses to manage and govern data for customers, products, and suppliers in one platform. It handles after-sales support by providing a comprehensive view of customers and their purchases and boosting response times, and consolidates customer data across banking, CRM, and marketing systems to improve service delivery and reduce fraud.
Standout features & integrations:
Features include data governance capabilities that ensure compliance with regulations. The platform offers data quality tools to enhance the accuracy of your information. Its customizable workflows allow you to adapt the software to your specific business needs.
Integrations include Salesforce, Microsoft Dynamics 365, SAP, Oracle, Google Cloud, Amazon Web Services, IBM Cloud, Snowflake, Tableau, and Power BI.
Pros and cons
Pros:
- Low-code data modeling
- Advanced deduplication algorithms
- Real-time data validation
Cons:
- Limited API extensibility
- Complex role-based permissions
Orderry is for service businesses, offering an integrated approach to customer, order, and workflow management. It centralizes customer interactions, tracks service history, and automates communication, ensuring smooth work order processing.
Why I picked Orderry: Orderry enables businesses to import or create a database of existing and potential customers. It provides customizable client forms, ready-made templates, and auto-fill fields to streamline data entry and connects with Google Contact, which automates the creation of client profiles and facilitates customer segmentation.
The platform is ideal for organizations needing a powerful work order management system that allows users to create and monitor work orders and keep clients informed through automatic notifications.
Standout features & integrations:
Features include inventory management, which helps you monitor stock levels and reorder items as needed. Its calendar and scheduling tools assist you in planning jobs and allocating resources efficiently. And its detailed customer records help you keep track of interactions and preferences, enhancing customer service.
Integrations include QuickBooks, Google Calendar, Slack, Mailchimp, Stripe, PayPal, Google Maps, Xero, Twilio, and Microsoft Outlook.
Pros and cons
Pros:
- Integrated inventory management
- Efficient work order tracking
- Automated client profiles
Cons:
- Limited role-based permissions
- Restricted bulk data updates
Other Customer Data Management Software
Here are some additional customer data management software options that didn’t make it onto my shortlist but are still worth checking out:
What Is a Customer Data Management Software?
Customer data management software is a tool that collects, organizes, and maintains customer information across systems. It helps teams use accurate, unified data to improve targeting, personalization, and customer experiences.
Customer Data Management Software Selection Criteria
When selecting the best customer data management software to include in this list, I considered common buyer needs like data integration and privacy compliance. I also used the following framework to keep my evaluation structured and fair:
Core Functionality (25% of total score)
- Collecting customer data
- Storing and organizing data
- Managing customer profiles
- Ensuring data privacy compliance
- Enabling data analysis and reporting
Additional Standout Features (25% of total score)
- Real-time data processing
- Advanced data visualization tools
- Customizable workflows
- Machine learning capabilities
- Multi-channel data integration
Usability (10% of total score)
- Intuitive interface design
- Ease of navigation
- Customization options
- Speed of performing tasks
- Learning curve for new users
Onboarding (10% of total score)
- Availability of training videos
- Access to interactive product tours
- Use of templates for quick setup
- Availability of chatbots for assistance
- Access to webinars for guidance
Customer Support (10% of total score)
- Availability of 24/7 support
- Access to a knowledge base
- Response time to inquiries
- Availability of live chat support
- Quality of support documentation
Value For Money (10% of total score)
- Pricing compared to competitors
- Features offered at each pricing tier
- Flexibility of pricing plans
- Availability of free trials
- Overall cost-effectiveness
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Feedback on ease of use
- Comments on customer support
- User experiences with features
- Reports on reliability and uptime
How to Choose a Customer Data Management Software
It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:
| Factor | What to Consider |
| Scalability | Ensure the software can grow with your business. Look for solutions that handle increasing data volumes and users without performance issues. |
| Integrations | Check if the software integrates with your existing tools like CRM, marketing platforms, and big data customer analytics systems to streamline workflows and data sharing. |
| Customizability | Look for software that has tailored features and workflows that fit your business needs, enhancing efficiency and user satisfaction. |
| Ease of Use | Prioritize user-friendly interfaces that require minimal training. Your team should quickly adapt and find the software intuitive to use. |
| Budget | Evaluate the cost against your budget. Consider the total cost of ownership, including setup, licensing, and ongoing fees, to ensure it’s financially viable. |
| Security Safeguards | Assess the security measures in place to protect your customer data. Look for encryption, access controls, and compliance with data regulations. |
| Support Services | Consider the level of customer support available. Ensure you have access to timely assistance through various channels like chat, email, or phone. |
| Reporting Features | Evaluate the software’s ability to generate insightful reports. Look for customizable reporting options that help you make data-driven decisions. |
Trends in Customer Data Management Software
In my research, I sourced countless product updates, press releases, and release logs from different customer data management software vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Driven Insights: Vendors are increasingly using AI to provide deeper insights into customer behavior. This trend helps businesses anticipate customer needs and tailor their offerings.
- Privacy-First Design: With growing data privacy concerns, software is being designed with privacy as a core feature. Tools now offer advanced consent management and data anonymization to comply with regulations like GDPR, ensuring users' data is protected.
- Real-Time Personalization: Real-time data processing allows businesses to personalize customer interactions instantly. This trend is becoming essential for enhancing customer experiences, with tools offering features like dynamic content adjustments based on user behavior.
- Unified Customer Profiles: Creating detailed, single-customer views is gaining traction. This trend enables organizations to consolidate data from multiple sources, offering a complete view of customer interactions and improving marketing effectiveness.
- Advanced Data Visualization: More tools are offering sophisticated data visualization capabilities. This trend aids in making complex data more understandable and actionable, allowing teams to make informed decisions quickly.
Features of Customer Data Management Software
When selecting customer data management software, keep an eye out for the following key features:
- Data integration: This feature allows you to combine data from multiple sources, providing a unified view of customer information for better decision-making.
- AI-driven insights: AI capabilities help analyze customer behaviour, offering predictive analytics that assists in anticipating customer needs and actions.
- Privacy controls: Advanced privacy features ensure compliance with data regulations that safeguard customer information and build trust.
- Real-time personalization: This feature enables dynamic adjustments to customer interactions, enhancing user experiences by providing relevant content and offers.
- Unified customer profiles: It consolidates data into single customer views, improving communication and marketing strategies by understanding customer journeys.
- Customizable workflows: Customization options let you tailor processes to fit your business needs, increasing efficiency and user satisfaction.
- Data visualization: Visualization tools make complex data more accessible, helping teams quickly interpret information and make informed decisions.
- Consent management: This feature helps manage customer consent and preferences, ensuring compliance with privacy laws and enhancing customer trust.
- Scalability: Scalable platforms grow with your business, handling increasing data volumes and user numbers without performance issues.
Benefits of Customer Data Management Software
Implementing customer data management software provides several benefits for your team and your business. Here are a few you can look forward to:
- Improved decision-making: With AI-driven insights and data visualization, your team can make informed decisions based on accurate customer data.
- Enhanced customer experiences: Real-time personalization helps tailor interactions, making customers feel valued and understood.
- Increased efficiency: Customizable workflows allow you to optimize processes, which saves time and resources for your team.
- Better data security: Privacy controls and consent management ensure customer data is protected and compliant with regulations.
- Holistic customer views: Unified customer profiles give you a complete understanding of customer journeys and improve communication and marketing efforts.
- Scalability: As your business grows, scalable software solutions can handle increased data and users without compromising performance.
- Compliance assurance: With features like privacy controls and consent management, you can ensure your business adheres to data protection laws.
Costs and Pricing of Customer Data Management Software
Selecting customer data management software requires understanding the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in customer data management software solutions:
Plan Comparison Table for Customer Data Management Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Basic data collection, limited storage, and basic reporting |
| Personal Plan | $5-$25/ user/month | Enhanced data storage, basic integrations, and standard support |
| Business Plan | $25-$75/ user/month | Advanced data analytics, multiple integrations, customizable workflows, and support |
| Enterprise Plan | $75+/user/ month | Comprehensive data management, real-time analytics, advanced security, and 24/7 support |
Customer Data Management Software FAQs
Here are some answers to common questions about customer data management software:
How can customer data management software improve customer engagement?
Customer data management software enhances customer engagement by providing a unified view of customer interactions. This allows your team to personalize communications and tailor marketing strategies. Real-time data insights help you understand customer needs better, leading to more effective engagement.
What are the main differences between CRM and customer data management software?
While both CRM and customer data management software handle customer information, CRMs focus on relationship management, lead generation, and sales processes. Customer data management software, on the other hand, is more about integrating and analyzing data from multiple sources for strategic insights. It also supports project management by ensuring teams have accurate and organized customer data on a larger scale.
How does data privacy compliance work in customer data management tools?
Data privacy compliance in these tools involves features like consent management and data encryption. These ensure that you handle customer data according to regulations like GDPR. By using these tools, you can maintain customer trust and avoid legal issues related to data breaches.
Can customer data management software integrate with existing systems?
Yes, most customer data management software solutions offer integration capabilities with existing systems like CRM, marketing platforms, and analytics tools. This ensures seamless data flow and eliminates data silos, making it easier for your team to access and use customer information effectively.
What kind of analytics can I expect from customer data management software?
You can expect advanced analytics, such as real-time insights, predictive analytics, and customer segmentation. These analytics help you understand customer behavior, predict trends, and make data-driven decisions. The tools often provide visual dashboards to help you interpret data easily
How do CDM tools support scalability for growing businesses?
Customer data management software supports scalability by offering flexible storage options and the ability to handle increasing data volumes. As your business grows, these tools can accommodate more data and users without degrading performance, ensuring that operations run smoothly.
What's Next?
Subscribe to our newsletter for the latest CX insights, how-to guides, strategies, and resources from top experts in the CX field.