Best Customer Data Platforms Software

Customer data is the backbone of any successful business strategy. A great customer data platform (CDP) helps you collect, manage, and use that data to create better experiences and drive growth. But with so many options out there, finding the right one can feel overwhelming.

We’ve rounded up the best customer data platforms software to make that decision easier. These tools offer powerful features, seamless integration, and the insights you need to stay ahead. Let’s get started!

A customer data platform (CDP) is a type of software that brings all your customer data together in one place. It pulls information from different channels — like marketing, sales, and support — and creates a single, unified customer profile.

CDPs make it easy to analyze customer behavior over time and help businesses personalize their messaging and engagement. They also let marketing teams build and manage audience segments without needing advanced coding or database skills.

Originally designed for marketing, CDPs are now widely used by IT, sales, and customer service teams. By centralizing data, they simplify data management and ensure accurate, real-time information is available when it matters most.

CDPs offer more than just a complete view of your customer. They help businesses manage data, gain valuable insights, and keep that data safe. Let’s break down the biggest benefits.

Managing customer data can get messy fast. A CDP streamlines this by collecting and organizing data from different sources into one easy-to-use system.

While setting up a CDP takes some initial effort, it requires very little maintenance once it’s in place. With everything centralized, your team can quickly access and use accurate, well-structured data without digging through multiple systems.

A CDP doesn’t just store data — it helps you understand it. By tracking customer behavior over time, CDPs make it easier to spot trends and make informed decisions.

The platform combines data collection, sorting, storage, and analysis into one system. This creates a clear picture of your customer’s journey, helping you improve marketing strategies, product development, and customer service.

Data privacy is more important than ever, thanks to laws like GDPR and CCPA. A CDP helps businesses stay compliant by keeping customer data organized and secure.

With clear data governance strategies and thoughtful collection practices, CDPs ensure you only gather what’s necessary. This reduces risk and builds trust by safeguarding customer information.

Choosing the right Customer Data Platform (CDP) takes careful planning. Follow these steps to find a solution that fits your company’s goals, tools, and budget.

Bring in team members from departments that manage customer data — like sales, marketing, and customer success. Their input ensures the CDP meets everyone’s needs and integrates smoothly with existing systems.

Be clear on why you need a CDP. Are you aiming to understand customer behavior, personalize experiences, or unify online and offline data? Prioritize your top three goals to guide your decision.

List the tools your CDP needs to connect with — like CRM platforms, analytics software, and customer support systems. Check with stakeholders to avoid overlooking key integrations.

Think beyond use cases and list must-have features like data compliance (GDPR, CCPA), identity resolution, and security certifications (ISO 27001, SOC 2). Look at vendor pricing pages for feature ideas.

Focus on CDPs with experience in your industry and strong customer feedback. Make sure they support your key integrations and offer reliable customer support.

Evaluate value, not just cost. A good CDP saves time and resources by reducing the effort needed to build and maintain data integrations. Weigh these savings against the price to find the best fit.

Klaviyo has built a solid reputation as one of the most robust email and SMS marketing platforms, especially for e-commerce businesses. With its advanced features and seamless integrations, it’s a popular choice for brands looking to take their customer outreach to the next level. Let’s break down what makes Klaviyo stand out — and where it has room for improvement.

Key Features

• Advanced Automation: Klaviyo offers highly customizable automation flows, making it easy to set up triggered emails and SMS messages based on customer behavior. You can create detailed workflows for abandoned carts, post-purchase follow-ups, and personalized recommendations.
• Powerful Segmentation: Klaviyo’s segmentation capabilities are one of its biggest strengths. You can target customers based on their purchase history, browsing behavior, engagement, and more, allowing for tailored messaging that drives results.
• Data-Driven Insights: Klaviyo tracks a wealth of data and offers detailed analytics, helping you understand customer behavior and campaign performance. You can easily see revenue attribution, open rates, and click-through rates.
• Seamless Integrations: The platform integrates effortlessly with popular e-commerce platforms like Shopify, WooCommerce, and BigCommerce. This allows you to sync customer data and create automated campaigns without the hassle of manual input.

Pricing

Klaviyo’s pricing is based on the number of contacts and the volume of messages you send. While it offers a free tier for up to 250 contacts, the cost can rise quickly as your list grows. It’s a premium service, but the advanced features and detailed insights often justify the higher price point for businesses focused on growth and retention.

Pros

• Highly advanced automation and segmentation
• Rich data analytics and reporting
• Strong e-commerce platform integrations
• Scalable for growing businesses

Cons

• Pricing can get expensive with larger contact lists
• Steeper learning curve for beginners
• Limited design customization for email templates

Laudable is a unique customer data platform (CDP) that helps businesses turn everyday customer conversations into impactful marketing assets. By using AI to analyze call recordings, it identifies customer advocates and creates authentic social proof like testimonials, case studies, and reviews. It also integrates with Slack, making it easy to find and share the right customer proof for any deal or campaign. This makes Laudable a valuable tool for teams looking to streamline content creation and build trust through real customer voices.

Key Features

• AI-Driven Customer Advocacy: Automatically identifies satisfied customers from call recordings and creates a pipeline of potential advocates.
• Instant Content Creation: Uses AI to draft case studies, quotes, and testimonials directly from recorded calls, saving time on manual writing.
• Smart Review Campaigns: In-app G2 review campaigns target likely reviewers with personalized, pre-drafted requests.
• Seamless Slack Integration: Quickly find and share customer proof within Slack, making collaboration fast and efficient.

Pricing

Laudable’s pricing is not publicly listed. You’ll need to contact their sales team for a custom quote based on your business needs.

Pros

• Saves time by automating content creation.
• Easily identifies strong customer advocates from call data.
• Streamlines collaboration with Slack integration.
• Provides high-quality, AI-summarized quotes and testimonials.

Cons

• Relies heavily on call recordings, which may not capture all customer interactions.
• Limited to creating content primarily from voice data.
• May require some manual editing of AI-generated content for tone and context.

Influitive stands out from traditional Customer Data Platforms (CDPs) by focusing on customer advocacy. Instead of just collecting and analyzing data, it helps businesses identify and activate their most loyal customers. Through gamified campaigns and community-building tools, it turns satisfied customers into active promoters. This approach creates a dedicated group of advocates who drive referrals, reviews, and positive word-of-mouth.

Key Features

• Advocacy-Driven Approach: Prioritizes identifying and engaging enthusiastic customers who can champion your brand.
• Online Community Tools: Offers a platform where advocates can connect, share experiences, and provide feedback.
• Gamification: Uses points, badges, and leaderboards to encourage participation and boost engagement.
• Integrations: Connects with existing CDPs to use relevant customer data for targeted advocacy campaigns.

Pricing

Influitive offers custom pricing based on your business’s needs. You’ll need to contact them directly for a quote.

Pros

• Builds a strong, interactive customer community.
• Encourages authentic word-of-mouth marketing.
• Enhances engagement through gamified features.
• Works well with other data platforms for advanced targeting.

Cons

• Not a full-featured CDP—focuses primarily on advocacy.
• Requires consistent effort to maintain community activity.

Planhat is designed to help companies improve customer experience through data-driven insights and strategic engagement. Built with customer success and product-led growth in mind, it offers tools for managing customer lifecycles, tracking health scores, and identifying upsell opportunities. The platform also prioritizes data security with robust permissioning and compliance measures.

Key Features

• Customer Lifecycle Management: Monitor and guide customers through every stage of their journey.
• Health Score Tracking: Evaluate customer health by segment and identify potential churn risks.
• Onboarding Plans: Streamline the onboarding process with structured plans for new customers.
• Expansion and Renewal Tools: Track upsell opportunities and manage renewals based on customer behavior.

Pricing

Planhat offers customized pricing based on business size and needs. Contact their sales team for a tailored quote.

Pros

• Comprehensive tools for managing customer relationships.
• Strong focus on reducing churn and identifying growth opportunities.
• Advanced data security with SOC 2 Type II certification.
• Suitable for both high-touch and product-led growth strategies.

Cons

• May require time to set up and customize workflows.
• Pricing details aren’t transparent.

Yotpo is a retention-focused marketing platform designed to help eCommerce brands drive repeat sales and strengthen customer relationships. It offers integrated solutions for reviews, loyalty programs, SMS, email, and subscriptions — all aimed at boosting engagement and conversions. By leveraging user-generated content and AI-driven insights, Yotpo helps businesses create personalized, effective marketing strategies.

Key Features

• Automated Review Collection: Easily gather product reviews and user-generated content.
• Loyalty Programs: Build and manage reward systems to encourage repeat purchases.
• SMS & Email Marketing: Send targeted campaigns to keep customers engaged.
• AI-Powered Insights: Use data-driven recommendations to refine marketing strategies.
• Platform Integrations: Connect with major eCommerce platforms and marketing tools.

Pricing

Yotpo offers tiered pricing based on the features and scale of your business. Contact their sales team for a custom quote.

Pros

• All-in-one platform for retention marketing.
• Simplifies collecting and displaying user-generated content.
• Strong integration options with popular eCommerce platforms.
• AI tools help optimize marketing efforts.

Cons

• Pricing can get high for advanced features.
• Initial setup and customization may take time.

Monday CRM is a versatile customer relationship management platform designed to help businesses manage their sales pipeline and customer interactions with ease. Its flexible interface allows teams to customize workflows, track leads, and automate routine tasks. By integrating with popular tools, Monday CRM keeps everyone aligned and provides real-time sales performance insights — making it a solid choice for teams focused on efficiency and growth.

Key Features

• Lead and Contact Management: Organize customer information and track every interaction.
• Deal Tracking: Monitor sales pipeline stages and stay on top of opportunities.
• Automation Tools: Reduce manual work with automated follow-ups and notifications.
• Behavioral Analytics: Gain insights from customer behavior to improve engagement.
• Customer Segmentation: Group customers based on activity, behavior, or demographics.
• Data Integration: Sync with other platforms for seamless data management.

Pricing

Monday CRM offers multiple pricing tiers based on team size and feature needs. Plans start at an affordable rate, but advanced features require higher-tier subscriptions.

Pros

• Highly customizable interface tailored to unique sales processes.
• Strong collaboration features with real-time updates.
• Wide range of integrations with third-party tools.
• Automation capabilities save time on repetitive tasks.

Cons

• Advanced features can get pricey for smaller teams.
• Customization options may feel overwhelming at first.

Lusha is a B2B data and lead enrichment platform designed to help businesses find and connect with potential customers quickly and accurately. It provides verified contact information like phone numbers, emails, and social profiles, making outreach more efficient. With its advanced data tools, Lusha helps companies identify website visitors, enrich customer data, and streamline sales processes — all while staying compliant with data privacy laws.

Key Features

• Prospecting Platform: Use advanced filters to find and save high-quality leads.
• Browser Extension: Access contact information directly from company pages and profiles.
• CRM Integrations: Sync enriched data seamlessly with your existing CRM.
• Bulk Data Enrichment: Quickly update large datasets with accurate company and contact details.
• Data Accuracy: Get real-time verified contact info for reliable outreach.
• Compliance: Stay aligned with GDPR and CCPA regulations.

Pricing

Lusha offers tiered pricing plans based on usage and feature needs, with flexible options for teams of all sizes.

Pros

• Easy-to-use interface with fast data access.
• High data accuracy and frequent updates.
• Strong CRM and third-party tool integrations.
• Scalable for both small teams and large businesses.

Cons

• Pricing can get steep for high-volume users.
• Limited features on lower-tier plans.

The right CDP software can make all the difference in how you manage customer relationships and drive business growth. Whether you need advanced data analytics, better customer engagement, or streamlined sales processes, there’s a platform tailored to your needs.

If you’re still unsure which tool fits your business best, Dimmo can help. Dimmo simplifies software comparison, giving you clear, side-by-side insights into features, pricing, and user feedback. Ready to make an informed decision? Head to Dimmo and find the perfect CDP for your team today!