24 Best Customer Database Software of 2024

Salesforce Service Cloud is primarily known as a customer service platform with automation functionalities, but it is also a customer database solution with custom reports and dashboards that provide a 360-degree view of customers' information.

The platform can help teams manage customers’ cases, resolve them, and connect the customers to the right people to help them. It also captures and stores customer information in a single location, in addition to managing interactions. It can be used with AppExchange applications, allowing users to use four preconfigured service cloud dashboards that allow managers, agents, and other relevant team members to review insights about their customer service performance and customer experience.

Salesforce Service Cloud is an effective customer database software thanks to several of its key features, including customer data management, support ticket management, process automation, analytics, and integrations. Thanks to these, Salesforce Service Cloud can help businesses manage customer interactions and support processes by providing users with a centralized location to review customer data analytics and identify opportunities for improvement.

Salesforce Service Cloud plans start at $25 per user per month when billed annually. The native dashboards are available in all Service Cloud plans and the preconfigured dashboards in AppExchange are available for free, allowing any business that uses the platform to have an effective database software solution.

Nextiva is a comprehensive communication and customer experience management platform designed to improve interactions and enhance customer satisfaction. It combines voice, video, messaging, and collaboration tools into a single, cohesive solution, enabling businesses to manage customer interactions across many different channels.

Nextiva's customer database functions enable users to consolidate customer interactions and data into a single, unified view. This includes threaded conversations, which provide a timeline of all communications with a customer across different channels such as email, phone, chat, and social media.

Additionally, Nextiva's platform integrates sentiment analysis and AI-driven insights, helping businesses to track and understand customer sentiment over time. These features help in maintaining a detailed and updated customer database that can be used for personalized customer service and targeted marketing efforts. The platform also supports automated workflows, which can trigger actions based on customer data.

Integrations include Zoho CRM, Zendesk, Microsoft Outlook, Salesforce, HubSpot, Microsoft Teams, Slack, ServiceNow, QuickBooks, SugarCRM, NetSuite, Oracle Sales Cloud, RingCentral, and Mailchimp.

Keap is a customer database software that offers small businesses CRM and automation solutions to help them grow and manage their operations. The platform provides tools for organizing customer lists, automating processes, tracking progress, and integrating business apps.

As a customer database software, Keap offers powerful automation and contact management features. It allows CX professionals to maintain detailed records of customer interactions, preferences, and history, ensuring personalized communication. Keap's automation capabilities include follow-up processes, appointment scheduling, and task management, allowing for more timely and consistent customer service.

Additionally, Keap offers robust analytics and reporting tools, providing insights into customer behaviors and trends. This enables CX professionals to make data-driven decisions and optimize their strategies. Features like customizable templates, dynamic form creation, and multi-channel communication also support comprehensive customer relationship management.

Integrations include QuickBooks, Zapier, WordPress, Shopify, Gmail, Outlook, PayPal, Stripe, Leadpages, and ScheduleOnce. 

Velaris is an AI-powered customer success platform designed to assist customer success managers in managing and improving customer relationships. The platform consolidates and enriches customer data from multiple sources into a single, intuitive interface, offering insights for data-driven decision-making.

Velaris offers the ability to provide detailed customer health scores. This feature allows businesses to monitor the overall satisfaction of their customers by aggregating data from various touchpoints, including CRMs, service desks, and marketing tools.

Additionally, the platform's customer monitoring capabilities allow for real-time tracking of customer actions and interactions with different teams, ensuring that all departments are aligned and informed about customer needs and behaviors. The platform also offers predictive analytics and machine learning capabilities that analyze past customer behaviors and patterns to predict future actions, such as potential churn risks and upsell opportunities. 

Integrations include Slack, Microsoft Teams, Intercom, MailChimp, Outlook, Google Drive, HubSpot, Jira, and Salesforce.

Bigin by Zoho CRM is a customer relationship management (CRM) platform that caters to the needs of small businesses. It's a lean version of the complete Zoho CRM platform, and focuses on the features that are most impactful for smaller organizations, without all the extra functionality you don't need. This makes it an approachable, intuitive software that can help you keep track of your customer records, manage communications, and automate your sales pipeline.

The software serves as a central database for all your customer records. You can create custom fields and modules to best match your needs. To populate the database, you can import your data from a spreadsheet and collect new data through custom forms you can easily build in the system. Data can also be exported as needed.

Multi-channel communication tools are included so you can manage your email, phone, and social media communications through the software. It also has a sales pipeline builder to help you track leads through your sales process and spot which stage each customer is currently at. You can set triggers to automatically move people through the funnel as they take specific actions, too. A custom reporting dashboard is included to help you track your performance.

Paid plans start from $7/user/month, and a 14-day free trial is available.

OCL is a client management solution that helps you simplify your account management process. The software keeps track of your client interactions and builds elaborate client accounts where you can store files, schedule appointments, and share information with your coworkers.

This tool enables you to import client lists and creates individual client cards where you can generate offers, contracts, or invoices and send them to clients. The platform also allows you to create business targets for your employees, set deadlines, and answer client questions.

Your team members can communicate directly in the app, leave each other notes on client cards, and highlight important information.

They can also keep up with the latest updates in your organization with the help of custom notifications and email reminders.

OCL costs from $45/5 users/month.

Connectivity is a customer intelligence solution you can use to store customer data. The platform allows you to identify your ideal customers, understand their opinions, and pinpoint growth opportunities.

This software enables you to upload a list of customers and then it draws data about them from multiple sources. The tool breaks down the data and provides customer insights to help you understand your customers’ interests so you can improve your marketing efforts.

Connectivity tracks every interaction between you and your customers and updates your contacts list as prospects respond to your communications.

Connectivity offers custom pricing upon request.

NetSuite CRM is a customer data management solution that helps you improve your sales process with marketing automation and analytics. The software is versatile but has a bit of a learning curve, especially if your team is not familiar with SQL.

This tool has great tracking capabilities and it creates transparency in your lead management process. It organizes and follows your leads along the customer journey, making sure that they don’t fall through the cracks.

NetSuite’s reporting features are solid, and they provide actionable insights about all your sales efforts, from top-of-funnel activities to landing pages and upsells.

NetSuite CRM offers custom pricing upon request. The platform offers a free product tour.

AllClients is a CRM software that’s specially designed to help non-technical users. The tool’s interface is easy to navigate, so even novice users should be able to find most of the functionalities without training.

This solution organizes your customer data into neat profiles complete with the client’s contact details, their files, communication history, and your team’s notes.

AllClients allows you to segment your customer list based on various criteria and launch email marketing campaigns directly from the app.

AllClients stands out thanks to its ability to optimize your sales campaigns. The tool enables you to build landing pages, schedule emails, set autoresponders, and track your marketing efforts.

AllClients costs from $29/user/month.

The platform offers a free 14-day trial.

Salesforce Customer 360 is one of the leading customer database management solutions out there. This software helps you track customer interactions on multiple channels, automate your follow-ups, and forecast sales with the help of AI.

Salesforce helps you segment your contacts in different ways, making them easier to target in your outreach efforts. You can search for individual contacts by name, phone number, client ID, and other details. This solution can help you improve your email marketing campaigns with automated follow-ups.

Your team members can create and save email templates for quick replies, and you can schedule emails based on your prospects’ progression through the sales funnel.

One of the things that make Salesforce stand out is its ability to create a unified view of all your customer data. The software merges the information it records from multiple sources into a single entry, so you can get an accurate view of your clients’ needs.

Salesforce Customer 360 costs from $25/user/month. The platform offers a free 30-day trial.