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10 Best Customer Database Software For CX Professionals In 2022

Tool Shortlist

Here’s the list of the best customer database systems that I’ll cover in this article:

  1. Scoro

    Work management software with a customer database built-in

  2. Freshdesk

    Multi-channel customer data for contextual support

  3. Zoho CRM

    See how your customers interact with your website

  4. Capsule CRM

    Simple contact management solution

  5. Salesforce Customer 360

    Improve your follow-ups with email templates

  6. AllClients

    Collect customer data and launch your sales campaigns

  7. OCL

    Build elaborate client cards with flexible customer data forms

  8. NetSuite CRM

    Track your leads across the customer journey

  9. Connectivity

    Multi-location marketing data with deep customer insights

  10. monday sales CRM

    Flexible CRM solution for small businesses

Storing your contact information in Microsoft Excel spreadsheets is a thing of the past. Nowadays, most customer database software doubles as customer relationship management systems (CRM), so they can collect data in real-time, organize it into neat reports, and help you map out your audience’s customer journey.

Read my review to discover the best customer database software CX professionals can use in 2022. The review contains brief descriptions for each solution that made the list, screenshots, and a comparison chart so you can determine which tool would be a good fit for your business.  

Comparison Criteria

What do I look for when I select the best customer database platform? Here’s a summary of my evaluation criteria: 

  1. User Interface (UI): I look for solutions with clean interfaces that look and feel modern. Your team should navigate the tools and find its features and functionalities with ease. 
  2. Usability: I look for software that’s easy to master. CX teams are already busy, they shouldn’t waste their time going through lengthy tutorials. 
  3. Integrations: I look for tools that integrate with other solutions you already use, such as communication and collaboration software, calendars, email automation tools, sales automation software, etc. 
  4. Value for $: I look for solutions that can help CX professionals achieve multiple goals, so you get a nice return on your investment. 

Customer Database Solution: Key Features

  1. Multi-channel data collection: The software should help you record customer information from multiple communication channels, such as emails, chats, social media, phone, support tickets, forums, etc. 
  2. Automation: The tool should help you automate some repetitive tasks, allowing your CX team to focus on more important work. 
  3. Communication and collaboration: The solution should make it easy for your team members to view and interpret the data, share information, and work together in real-time. 
  4. Reporting: The software’s reporting features should help you gain valuable insights about your customers. 

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Overviews Of The 10 Best Customer Database Software Solutions 

Here’s a brief description of each customer database app to showcase each tool’s best use case, some noteworthy features, and screenshots to give a snapshot of the user interface. 

1

Scoro

Work management software with a customer database built-in

Scoro is a work management software with powerful customer data management features. The solution helps you create a 360-degree view of each customer, including everything you need to know about them – communication history, shared files, quotes, invoices, related users – in one place. The software is customizable, so you can tailor it to your needs and systems. You can prioritize tasks, monitor ongoing projects, and track KPIs.

Scoro comes with customizable dashboards. The dashboards offer an overview of your team’s tasks and performance, so you can see what’s happening in your organization at a glance.

Scoro integrates with a variety of tools, including Gmail, Outlook, marketing tools, customer service software, and e-commerce platforms. You can access more integrations using a paid account with Zapier.

Scoro costs from $26/user/month. The solution offers a demo and a free 14-day trial.

14 days free trial

From $28/user/month

2

Freshdesk

Multi-channel customer data for contextual support

Freshdesk is a client database software that focuses on customer support. The solution creates a centralized location for all your customer data and communications. It helps you provide customer support, automate workflows, and improve the customer experience you offer.

This tool comes with detailed video tutorials, so your team should be able to learn how to use most of its functions with ease. You can tailor the solution to your business and organize your workload as you see fit. One of the things that make Freshdesk stand out is its ability to track customer interactions on eight channels, including email, phone, chat, and social media.

The solution offers direct integrations with popular tools and has an open API for custom integrations.

Freshdesk costs from $15/user/month. You can access a free 21-day trial. The solution also offers a free plan with limited functionalities.

21-day free trial

From $35/agent/month

3

Zoho CRM

See how your customers interact with your website

Zoho CRM is a cloud-based solution that helps with contact management, sales funnel optimization, and workflow automation. The software excels at segmenting your customers into warm and cold leads based on the available data. Zoho tracks your customers’ interactions on multiple channels.

The platform creates detailed records of how your customers interact with your website and marketing materials, so your team members know where each prospect is in the customer journey.

This helps them plan accordingly, so they can schedule calls or follow up on requests. Zoho allows users to leave notes on every interaction, so other team members can pick off the conversation and move the contact through the sales pipeline.

Zoho CRM costs from $14/user/month. The platform offers a free 15-day trial.

The solution also offers a free plan for up to three users.

15-day free trial

From $14/user/month

4

Capsule CRM

Simple contact management solution

Capsule CRM is a cloud-based customer relationship management software that helps you build stronger relationships with your prospects and clients. The solution has a clean interface and its thorough documentation should help your employees use most of its functions in good time. This tool simplifies your task management process with task prioritization and custom notifications. Users can create daily to-do lists, leave each other notes about different contacts, and schedule upcoming tasks.

Capsule CRM stands out thanks to its ease of use. The CRM platform allows you to filter your contacts in different ways, so you can segment them based on verticals, size, sale potential, service providers, and where they are in the sales process. This can help you optimize your marketing campaigns and increase your conversion rates.

Capsule CRM costs from $18/user/month. You can access a 30-day free trial. The solution offers a free plan for up to two users and 250 contacts.

30 Days Trial

From $18/user/month

5

Salesforce Customer 360

Improve your follow-ups with email templates

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.

14 Days Free Trial

From $25/user/month

6

AllClients

Collect customer data and launch your sales campaigns

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.

14 Days Free Trial

From $29/user/month

7

OCL

Build elaborate client cards with flexible customer data forms

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.

From $45/5 users/month

8

NetSuite CRM

Track your leads across the customer journey

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.

Pricing Upon Request

9

Connectivity

Multi-location marketing data with deep customer insights

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.

Pricing Upon Request

10

monday sales CRM

Flexible CRM solution for small businesses

monday is an open platform you can configure to work as a CRM database. The software comes with dozens of templates you can use to simplify your project management, help your sales team with lead generation and sales management, and automate some of your business processes.

Thanks to its flexibility, monday is one of the best CRM tools for small businesses. The solution gives you a clear view of all your customer interactions, allowing your team to communicate and collaborate on every interaction. They can also send follow-up emails, set calls, and schedule meetings directly from the platform.

Monday allows your CX professionals to work on the go. The solution offers a fully-functional mobile app for iOS and Android devices. monday’s pricing starts from $8/user/month.

The platform offers a free 14-day trial. Teams of up to two users can access a free plan with limited capabilities.

14 Days Free Trial

From $11/user/month

The Best Customer Database Software Solutions Summary Table

Tool Free Option Price
1
Scoro

Work management software with a customer database built-in

14 days free trial

From $28/user/month Visit Website
2
Freshdesk

Multi-channel customer data for contextual support

21-day free trial

From $35/agent/month Visit Website
3
Zoho CRM

See how your customers interact with your website

15-day free trial

From $14/user/month Visit Website
4
Capsule CRM

Simple contact management solution

30 Days Trial

From $18/user/month Visit Website
5
Salesforce Customer 360

Improve your follow-ups with email templates

14 Days Free Trial

From $25/user/month Visit Website
6
AllClients

Collect customer data and launch your sales campaigns

14 Days Free Trial

From $29/user/month Visit Website
7
OCL

Build elaborate client cards with flexible customer data forms

Not available

From $45/5 users/month Visit Website
8
NetSuite CRM

Track your leads across the customer journey

Not available

Pricing Upon Request Visit Website
9
Connectivity

Multi-location marketing data with deep customer insights

Not available

Pricing Upon Request Visit Website
10
monday sales CRM

Flexible CRM solution for small businesses

14 Days Free Trial

From $11/user/month Visit Website

Need expert help selecting the right Backend / Database Software?

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It only takes a minute to submit your requirements and they will give you a quick call at no cost or commitment. Based on your needs you’ll receive customized software shortlists listing the best-fitting solutions from their team of software advisors (via phone or email). They can even connect you with your selected vendor choices along with community negotiated discounts. To get started, please complete the form below:

Other Options

Here’s a few more that didn’t make the top list.

  1. HubSpot CRM - Powerful CRM solution that helps with marketing, sales, and customer support.
  2. Pipedrive - CRM tool that enables you to track communications and automate repetitive tasks. 
  3. Zendesk Sell - Customer relationship solution that builds extensive logs of your customer interactions. 
  4. Nutshell - Cost-effective CRM that lays out your customer data in an organized way. 
  5. Keap - Light CRM software that helps small businesses automate their marketing and sales processes. 
  6. Maximizer CRM - All-in-one CRM solution that excels at segmenting your customer list and tracking your marketing efforts. 
  7. Copper - Minimalistic CRM that’s specially designed to work with Google tools. 
  8. Honeybook - CRM tool ideal for early-age startups that want to track and manage their customer relationships in one place. 
  9. Apptivo - Flexible CRM with strong automation features. 
  10. Odoo - Open-source CRM that helps CX teams personalize their sales cycle. 
  11. Really Simple Systems CRM - Adaptable CRM that’s easy to pick up by non-technical users. 
  12. Onpipeline - Cloud-based CRM that helps you manage your contacts and sales processes. 
  13. Insightly - CRM software that helps businesses of all sizes become more organized and track every lead, project, and opportunity. 
  14. InfoFlo - Simple CRM that offers a good overview of your clients’ communication history. 

What do you think about this list?

Customer data is one of the most important assets for businesses worldwide, and many consider it the not-so-secret ingredient for success. As Mei Yang Selvage, research director at Gartner, said

“Good quality data empowers business insights and starts new business models in every industry. It allows enterprises to generate revenue by trading data as a valuable asset.”

So investing in customer database software would be a good step in the right direction if you want to help your company grow. 

If you want to receive advice on how to use consumer data from leading thinkers in the industry, subscribe to The CX Lead newsletter

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By Finn Bartram

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