15 Best Customer Database Software of 2024

collaborate on documents using chat tools, boards, and charts, with real-time updates to keep everyone in sync. You can use Workdocs to run brainstorming sessions, discuss projects and transform written text into action items for execution.

improve customer data management by keeping customer information, documents, tasks, and interactions in a central location. You can log all communication, send emails from the CRM, and connect all customer interactions to your sales pipeline.

use customizable forms to capture leads on your website and landing pages or import them from other tools. Lead management includes linking the leads to marketing campaigns, tracking activities through a timeline, evaluating customer interaction, and offering after-sales support.

pull up-to-date reports for insights into your sales pipeline, sales agents’ performance, product sales, etc. Use custom dashboards to see client data or pick from eight available data visualization options to get detailed reports and share them with your team.

you can sync data between Monday CRM and tools like Zendesk, Shopify, and Stripe. You can even add social media integration through Zapier and use automations to launch custom workflows and improve your business processes.

connect your contacts with their associated deals and get a visual history of their interactions. Use the Google Maps integration to know where your contacts are and build context for lead nurturing by including notes and file attachments.

define custom fields and stages, drag-and-drop stages to update deals, and measure sales activities. You can also create pipelines for individuals or teams and turn features on or off.

you can automate sales activities such as sending personalized emails when a deal is created or triggering specific actions when deals reach a new stage. You can automatically pull data from social sites to learn more about your prospects through the smart contact data.

improve email marketing using Pipedrive’s customizable email templates or create your own, track every email for open and click rates, and schedule activities from your inbox. This customer data management software also allows you to schedule your emails to be sent when contacts are likely to read them.

personalize your reports with custom data fields that track any variable you want to monitor. Set goals for individual reps, teams, and the whole company and track the progress on customizable dashboards. You can share links to reports with stakeholders who are not Pipedrive users.

you can create multiple custom pipelines and set up automated tasks and follow-ups for lead nurturing. Use sales pipeline analytics to monitor performance metrics such as average deal duration and time in stage and forecast deal revenue.

get a virtual local phone number that includes voicemail, auto-replies, and snooze settings. Send personalized 1:1 or group messages and make and receive calls from the desktop app. Your team can also use the business line.

set up automations in the sales pipeline, auto-assign tasks to team members and send text and email follow-ups. Capture customer information such as behavior and preferences to determine the likelihood to buy. With 2,000+ integrations, you can tailor your sales pipeline to your needs.

you can send personalized quotes to prospects and customers and get paid directly from the quote. Set up recurring payments with custom start and end dates and predefined payment frequencies. Supported payment processors include PayPal, Stripe, and WePay.

get help setting up and enjoy free migration from HubSpot and Mailchimp. Tap into Keap’s 20 years of experience by getting one-on-one coaching for a proven growth strategy.

visualize revenue growth and track marketing, sales, and payment activities across weeks and months. With Keap’s customer relationship management app, you can monitor conversions, email click-through rates, daily, weekly, and monthly sales, compare periodic reports and analyze trends.

this customer data management tool enables you to create multiple pipelines with custom stages and manage them across teams, regions, and processes. Set up product catalogs with discounts and taxes, set and track sales goals, set probabilities, forecast revenue by sales stage, and handle lead management like a pro.

define roles, create users and specify permissions for customer database access. Track all activities and get audit logs that contain a sequential order of configuration changes. You can also control data access by setting field-level and record-level permissions.

take voice notes to provide context to your records and sync data for offline access. Through the mobile app, you can track KPIs, schedule and join Zoom meetings, send SMSs through Twilio, Zipwhip, and ClickSend, and combine Google Maps and Uber to make cab bookings to your contact’s location.

get virtual phone numbers in 90+ countries for remote staff and efficiently handle calls, texts, and voicemails. Build context by recording calls, activity logs, and route calls to your support agents.

this AI solution analyzes data in your customer database software and provides predictions, recommendations, and insights into your deal and lead management activities. Leverage predictive lead scoring to know which contacts to prioritize and get deal insights for data-backed decisions. Freddy will also identify the intent to meet and set up meetings.

get a clear view of your deals by viewing all the relevant details on the same screen. You can create multiple custom pipelines, send personalized quotes from within the CRM software and see your competitors’ strengths and weaknesses to pitch your solution better.

personalize the customer experience by efficiently tracking customer journeys. Get the data that helps you engage effectively across multiple channels and automate complex journeys based on user actions.

Zoho CRM has 50+ phone integrations for every call-related task and analytics your team will need. You can also search for keywords, uncover insight into brand and product mentions, live-chat your website visitors, provide portals for customers, vendors, and partners, set up online presentations, etc.

use the available low-code and pro-code tools to sync customer information across apps, develop apps for different teams, and test changes through the sandbox before deploying the apps. You can also extend the UI by connecting pre-built or custom widgets.

this conversational AI bot can give you deal predictions, suggest the best time to contact leads, take notes and detect sales pipeline anomalies. You can chat with Zia to get customer information, generate reports from the CRM, use the bot to automate macros, keep tabs on the competition and even identify prospect sentiments.

integrate your inbox with this customer relationship management tool to monitor your email marketing performance and get notified when leads read or click on your emails. You can analyze key metrics to learn how to maximize conversions, create email templates and set up sequences for streamlined campaigns.

quickly call prospects and customers and generate call lists for automated dialing. Log and record all calls, store and access call notes and scripts, send text messages and monitor performance through call analytics.

get access to over 20 million businesses and 395 million prospect records to build accurate and current lead lists. You can create custom cadences for different lead sources or sales cycle stages and increase productivity with automated follow-ups.

you can analyze performance metrics and visualize your sales pipeline using more than 20 chart types. Customize reports to view the most critical information, break down sales trends by team or region, accurately forecast revenue growth, and export the data on the mobile app.

you can expand the customer data management software by integrating it with apps from leading software providers or develop your own Zendesk app to cater to your unique needs. The system comes with APIs and SDKs, and code libraries to help you build custom solutions more quickly.

use conversation AI to gain insight into your customer calls. Conversation intelligence identifies top objections and performance patterns to help team managers coach new reps and make decisions that impact deal outcomes.

engage leads through calls and chatbots that can book meetings and deliver targeted messages to different website pages and audience segments. Set up daily calling queues and access call transcripts for keyword searching.

create a shared sales content library and add documents to your emails from a drop-down menu. Get notified when a lead opens your document or shares it so that you can know which documents help you close more deals.

set up sequences to create tasks in the CRM and follow up with prospects by choosing from a list of email templates and tasks. You can add manual steps in the sequence to enable you to add specific details to emails for increased response rates.

create up to three custom dashboards and access 90+ pre-built reports that help you forecast revenue, monitor sales activities, understand sales performance and gauge the probability of hitting your monthly or quarterly sales goals.

you can set up and track multiple sales workflows for increased productivity. Monitor deals through the deal profile page and use Deal Intelligence to close deals faster.

this customer data management software enables you to set objectives and track daily sales activities. Decide which reps handle which leads and provide access to data based on predefined permissions.

view your pipeline’s history and analyze sales data to identify the success patterns you can replicate. Forecast revenue, identify top-performing reps, and use the central hub to see remote teams’ activities and shared data.

automate task management, update leads, and use shared updates to notify everyone when milestones are reached and deals closed. You can also set up recurring deals, and the customer data management tool will automatically create a new deal when the current one closes.

enjoy a frictionless workflow by syncing data with popular apps. Unique integrations include ActiveDEMAND for marketing automation, Bitium for extra security, and Finder.io to boost lead generation by finding and verifying email addresses in seconds.

get details about your team’s pipeline and use filters to identify the most promising deals. Important KPIs are already defined in the system, and you can quickly turn status updates into coaching sessions for your reps.

you can build custom reports by drag-and-dropping data fields, groupings, and charts. Use filters to focus on relevant data, edit chart components, and use in-built analytics to track lead volume and conversion rates. You can also view reports on the mobile app.

use the activity timeline to view important data about every opportunity and set up revenue and quantity schedules that reflect payment and delivery terms. Use available data to auto-generate quotes in PDF and email them to customers directly from the app.

get the most out of your client database by boosting data management through AI and allowing Einstein to analyze your data and score both leads and opportunities. Einstein also updates you on critical business development by analyzing external news so that you can increase your chances of closing deals.

plan routes and prioritize schedules based on account and user data. Design territory plans efficiently and accurately track equipment location and operating attributes while auto-logging customer visits through geo-fencing.

conduct lead generation activities on LinkedIn and collect customer information using web forms or by scanning business cards. You can also import contact lists from Excel or CSV files and create sales funnels that improve customer experience and close more deals.

generate cold calling scripts to help you easily qualify leads. You can create a list of questions to ask or choose a script from the available templates. After collecting the answers, you’ll transfer the data to the CRM in one click.

you can manage your sales teams by planning and tracking sales activities such as calls and meetings and syncing reminders with your calendar.

you can monitor deal progress through 360° views of your sales pipeline, check the integrity of your client database, and track key sales metrics to identify areas that need improvement. Analyze performance statistics and optimize email templates for improved email marketing results.

connect with 4,000+ apps to automate your workflow and expand noCRM.io the way you want. You can integrate with project management software for task management functionality and connect with specialized apps such as RingCentral, ActiveDEMAND, and Livestorm.

get all your clients’ details on one screen and create custom fields to sort and segment the contacts as you want. You can use group actions to edit contacts in batch, send a letter to a mailing list and even assign a to-do.

capture leads using customizable landing pages, set up workflows that include auto-responders, and create email drip campaigns to warm up your leads. With Intelligent Links, you’ll be able to monitor link clicks for insight into your email marketing performance.

the text-to-join feature provides a quick way of adding new prospects to your client database mailing list. You can send and receive text replies from your contacts’ pages and include the texts in your automated workflows.

you’ll receive an email every morning with details about your appointments and planned activities. If one of your clients has a birthday, you can automatically send them a birthday email or create a reminder and personalize the birthday wish accordingly.

separate potential deals from hot ones and collaborate with team members through chat, HD video, and shared calendars. Automate task management and create workflows with custom sales stages and data fields to help you close deals faster.

you can run five marketing campaign types directly from the CRM, including bulk SMS, robocalling, and retargeting for Facebook and Google Adwords. Create email sequences, segment your lists and engage prospects through drip campaigns.

engage your contacts through email, phone, live chat, and social networks. Gather customer experience feedback and generate reports to show activity by channel, average response time, and customer satisfaction.

set sales targets for individual reps or the whole team and monitor progress within the client database system. Use the commissions calculator app to determine commissions based on closed deals or paid invoices. You can then compare commissions between sales periods, generate commission reports, and view agent ratings through the mobile app.

set up a call center within the customer data management app and get local phone numbers for your reps to use when calling. Use the automatic dialer to make and receive calls, record them, create transcripts, and distribute workload using intelligent routing.

assign time-based tasks and set reminders that help you stay on top of every deal. Monitor how long deals stay in one stage and get recommended next steps based on upcoming tasks, meetings, and overdue email responses.

as one of the best customer database software solutions for Google Workspace, you can collaborate using customizable Kanban-style boards to manage project tasks and connect every step back to the client database. You can attach files from Drive, see tasks from within Gmail, and tag team members in your communication.

choose from ready-made templates or create custom reports that dig deeper into your data. Automatically send scheduled reports to stakeholders, whether they are Copper users or not.

use your phone or tablet to check deal status, automatically log calls and SMSs, filter and view sales activities, and use your voice to add notes to the customer data management app. You can create new sales pipelines through the app, communicate the next steps, and schedule meetings.

you can design workflows using rules that direct Copper on what tasks to execute and set up automated emails to answer FAQs and nurture leads. To enrich your contact data and help you provide a better customer experience, Copper can automatically scrape your leads’ social profiles for personal interests.

auto-fill your client database with data from Gmail and get insights that help you close more deals. Get all the information you need about an opportunity in your Gmail sidebar with updates whenever data in the customer database management tool changes.

get notified when your emails are read and view all tracking info in your Inbox and Sent folders. Boost your email marketing performance by using filters to identify which recipients need follow-up emails and schedule them to be sent at the right time.

instead of always writing the same emails, use canned responses that you can insert using shortcuts. You can share these snippets across your team and use them to create email templates en-masse.

easily design and edit your sales pipelines using columns that accept any data type and sales stages that can be rearranged. You can also create custom views by sorting and filtering your pipeline information.

share entire email conversations between teams working on the same opportunities to understand the communication context better. You can also restrict data access to specific users based on defined roles.

automate manual and repetitive tasks and processes for increased productivity. You can automatically create or update records, create tasks after deals are closed, and even run commands to sync CRM data with external systems.

convert won deals into projects and execute the tasks that help you exceed customer expectations. Set milestones, manage processes, align your teams and create custom dashboards to view your pipelines from different angles.

this telephony solution enables you to engage prospects and existing customers for a stronger relationship. You can record voicemail messages, create call lists for your reps, set goals and call velocity metrics, and activate the listen-in functionality for coaching purposes.

understand your customers and their relationships by linking their interactions to records in your contact database. You will gain visibility into relationships and get the knowledge you need to build deeper connections.

the Insightly platform enables you to create whatever custom apps your business needs. Your team can deploy the apps on the web or mobile devices.