Segment is a CDP that provides the ability to unify profile data, segment those profiles, and sync segments to marketing, sales, and customer service tools. Segment differs from some CDPs with it's ability to use your data warehouse as both a source of data, and a destination for data. Many CDPs just see warehouses as a source. This can save engineers time by providing packaged recipes for warehousing marketing data. Segment also provides some great infrastructure for managing data. This including process monitoring, tools for creating a data dictionary and documentation, and an automated QA process.&nbsp;Segment has an easy-to-use UI for building marketing segments and offers predictive segmentation using machine learning. The software's engagement tools also feature a drag-and-drop UI for journey orchestration, and integrations with more than 400 different marketing tools. These integrations allow you to sync your segments to 3rd party tools to deliver coordinated, cross-channel campaigns.Segment was acquired by Twilio in 2020, and offers integrations with Twilio's marketing tools.

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The software provides a user interface to design automated processes that relieve the need for manual tasks. 

Twilio is a marketing platform that offers a wide range of products including email marketing, CDP, journey orchestration, messaging, customer service, and more. The company's products are developer friendly and feature robust APIs (Application Programming Interfaces) built to make integration easy. Twilio also offers a range of tools and resources to help developers build, test, and deploy their applications, including a suite of pre-built integrations, SDKs (Software Development Kits), and sample code. The company's platform is used by a wide range of businesses and organizations around the world to build custom communication solutions that meet their specific needs.Twilio's portfolio of products includes: Segment, Twilio Engage, SendGrid, Twilio Flex, and more.

A customer data platform (CDP) is a packaged software that creates a persistent, unified customer database that is accessible to other systems. CDPs ingest contact data from CRM, data warehouses, other marketing tools, and transform the data to create single, unified profiles for each marketing contact. CDPs also include tools to create segments, and sync those segments to audiences in other marketing tools. 

Proprietary ratings for top CDP software including Segment, Planhat, Insider, Bloomreach, and more. Filter options by feature and price range.

The 12 Best Customer Data Platforms (CDPs) in 2023

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Insider was founded in 2012 and is headquartered in Southeast Asia. The company's customer data platform helps businesses unify their customer data, create marketing segments, and integrate with marketing platforms. Insider's segmentation component includes a lot of helpful native attributes like weather, preferences, and behavior. It also features tools to create custom rules and predictive segmentation which factors in attributes like discount affinity, the likelihood of purchase, lifecycle stage, and more.Insider's messaging and experience component (called "Individualize") provides templates for creating personalized experiences across email, web, apps, and push notifications. It also includes a no-code, drag-and-drop journey orchestration tool to automate messaging. You can also A/B test orchestrations to optimize your experience and messaging processes.

Klaviyo is an ecommerce marketing platform that was founded in 2012. The platform features a CDP that allows you to ingest and unify contact data, build segments, and reach those segments across email, SMS, and paid media. This helps ecommerce brands deliver personalized messaging and product recommendations using real-time data for segmentation. Klaviyo also offers predictive analytics to segment customers likely to purchase in the near future.

Hightouch is a more recent entrant into the customer data platform segment. 

Hightouch is a customer data platform that offers three primary products: Hightouch Reverse ETL, Hightouch Audience Builder, and Hightouch Notify. The reverse ETL tool allows you to connect to your data warehouse and specify models that you'll eventually send to destinations. Hightouch <a href="https://www.getdbt.com/product/what-is-dbt/">uses a dbt</a> model selector to pull your existing dbt models via Git. When you update your dbt models, Hightouch automatically reflects those changes in your syncs. The software also includes tools for monitoring your data pipeline and alerts for potential issues.The Hightouch audience builder provides a no-code UI to segment audiences. It also features custom-calculated fields, multivariate audience testing, and reporting tools to visualize audience characteristics.&nbsp;The software's notification tool provides event monitoring for a wide variety of use cases. Receive alerts for events such as potential customer churn, product usage exceeding plan limits, or low inventory. These event notifications can be viewed in Slack, MS Teams, and other team communication tools.

Terminus is an ABM and customer data platform (CDP) platform founded in 2014. The software provides the ability to enrich and unify profiles, segment profiles, and coordinate engagement across multiple channels. Terminus helps marketers drive revenue growth through these key components:Data Studio: Terminus integrates with popular CRM systems and marketing tools to ingest account and contact data. This data is then unified and combined with Terminus data to build powerful segmentation strategies.&nbsp;Engagement Hub: Build dynamic account segments with enriched data, and sync those audiences to multiple marketing channels. Sync your segments to 3rd party ad platforms and email software. You can also use segments to deliver personalized web experiences and chatbot personalization.Measurement Studio: A robust analytics suite providing insights into pipeline and revenue impact, performance by persona, campaign performance, and customer journey performance. The Terminus measurement studio also features multi-touch attribution reports to measure your entire marketing and sales strategy.&nbsp;

Optimizely started as an A/B testing platform in 2010, but has evolved into a feature-packed marketing platform. True to it's nature, Optimizely provides great tools for A/B testing, feature experimentation, and personalization, but has a lot more to offer. Their Data Platform product is a customer data platform and allows you to unify profiles, segment profiles and sync segments to a range of different demand generation tools.&nbsp;Optimizely also offers a CMS with approval workflows, media management, project management, and more. Their CMS also offers options for using a decoupled (headless CMS) front-end.&nbsp;The company also offers email marketing and content marketing management tools. Their content marketing software includes organization and workflow tools, SEO and social data to assist ideation, digital asset management, and the ability to publish content to multiple places from one source.For ecommerce companies, Optimizely offers Configured Commerce and Customized Commerce. These products allow ecommerce businesses to fully manage their products, pricing, promotions, orders, and digital experience.&nbsp;

Odoo is an open-source platform with apps for CRM, email marketing, CMS, and more. The platform also offers business apps for accounting, HR, and inventory management. The Odoo CRM features an easy-to-use, Kanban style interface that allows you to drag opportunities to their next stage. The CRM also includes view filters and pipeline reports. The email marketing app includes all of the standard features you would expect - a template builder, reporting, and list segmentation. Odoo offers 1 app for free. if you pay $24.90 per month, you get acess to all of the Odoo apps.

ZoomInfo's marketing solutions are packaged into three primary products: OperationsOS, MarketingOS, and SalesOS. Their OperationsOS product is a custom data platform and allows marketers to integrate multiple custom data sources to create a unified view of their customers. The company's MarketingOS product features a demand-side platform to target ads to high-value accounts, a conversion rate optimization tool, and their Demand Platform. ZoomInfo's Demand Platform is a unique feature that provides marketers access to millions of verified phone numbers and email addresses. ZoomInfo acquires this data through their network of <a href="https://www.zoominfo.com/b2b/faqs/data/how-does-zoominfo-get-my-info">ZoomInfo Community Edition members</a>.&nbsp;

mParticle is a customer data platform that offers tools for unifying customer data, building predictive segments, and using that intelligence to execute campaigns. The software's data features are impressive. They offer integrations for importing customer data (a standard for CDPs) but also include powerful tools for data quality, governance, and compliance. Proper data planning and documentation are baked into the software.mParticle's segmentation features include standard profile filtering, but also audience A/B testing, custom calculated attributes, and a robust drag-and-drop journey orchestration tool. The software's campaign features include native integrations to a range of 3rd party ad and marketing apps and a LiveRamp integration that supports syncing customer data to 550+ martech and adtech destinations.In January 2022, mParticle purchased Indicative, a customer journey analytics platform. Indicative offers some unique visualizations for analyzing multi-path funnels and customer journeys. The software also includes tools for A/B testing different journeys and segmentation configurations.&nbsp;

Tracardi is an open-source customer data platform built on the <a href="https://unomi.apache.org/">Apache Unomi</a> platform. The software helps businesses collect, manage, and use customer data to improve marketing efforts and customer experiences. The software is designed for e-commerce, but can be used for services and B2B applications. Tracardi can ingest, aggregate and unify customer data from multiple sources, and de-duplicated profiles. You can automate marketing processes with the software's drag-and-drop journey orchestration tool. The software also integrates with 3rd party email and social media platforms to trigger personalization and communication.

Adobe Real-Time Customer Data Platform is a part of the Adobe Experience Cloud. The software enables companies to gain a deeper understanding of their customers and make data-driven decisions to improve their customer experiences. Adobe's Real-Time CDP collects and unifies customer data from multiple systems and expedites coordinated messaging through a range of marketing channels.Some primary features of the software include:<ul><li>Real-time data processing: Quickly access and analyze customer data as it is being collected, enabling you to make informed decisions and trigger timely actions.</li><li>Data collection:&nbsp;</li><li>Unified customer profile: Create a unified view of each customer, combining data from web analytics, email engagement, CRM, your data warehouse, and more.</li><li>Segmentation: Segment your contacts using the software's advanced drag-and-drop UI and optimized workflows. Segments are updated in real-time as new profile data enters the system.</li><li>Integrations: Integrate with other Adobe solutions, such as Adobe Experience Cloud, as well as third-party tools.</li><li>Data governance: The platform includes robust data governance features to ensure data privacy and security, and compliance with regulations such as GDPR and CCPA.</li></ul>

Adobe Marketo Engage is a marketing automation platform that helps businesses automate and personalize marketing activities across email, social media, digital ads, and sales. It allows users to create and manage campaigns, segment and target audiences, track and analyze performance, and more. Additionally, it integrates with other Adobe marketing tools as well as Salesforce CRM to provide a comprehensive marketing solution.&nbsp;

Constant Contact is a cloud-based marketing platform that offers tools and resources to create and manage email marketing campaigns. Founded in 1995, Constant Contact has grown to become one of the leading email marketing providers, serving over 500,000 customers in more than 180 countries.The platform offers a range of features, including customizable email templates, list management tools, and marketing automation capabilities. Users can create and send targeted emails to their subscribers, track the performance of their campaigns with detailed analytics, and integrate with popular e-commerce platforms like Shopify and WooCommerce.

Campaign Monitor is a powerful, user-friendly email marketing platform that helps businesses reach their target audience and drive engagement through email marketing. The software's email marketing tools include segmentation, personalization, template design, testing, and analytics. Campaign Monitor also supports transactional email and provides a robust API.&nbsp;Campaign Monitor offers hundreds of integrations to a variety of software types including CRM software, email testing, helpdesk software, loyalty management, and more.

Cheetah Digital was founded in 2017 when Marigold acquired the software from Experian. The software offers a range of tools to help businesses build relationships with prospects and customers. Cheetah Digital includes solutions for personalized digital experiences, email campaigns, SMS, and tools for retention and loyalty. They support businesses in a wide variety of industries, but the software is most frequently used by companies in the CPG, finance, restaurant, retail, and travel industries.

Use Loomly to manage all of your social media activities on a single, easy-to-use platform. Get inspiration from feeds of trending topics, events, holidays, and other ideas. Loomly's media library allows you to easily manage photos videos, notes, links, and templates. The software's collaboration features include post mockups, approval workflows, &nbsp;and version logs. You also get notifications when users respond to posts so you can respond quickly from within Loomly.Loomly's publishing tools support automated publishing for Facebook, Twitter, Instagram, LinkedIn, YouTube, and more. The software also supports boosting posts and integrates with Facebook and LinkedIn audience targeting. Measure the success of your efforts with account, URL, and post-level reporting.&nbsp;

Zoho Social is a social media management tool that allows businesses to manage and schedule posts, analyze performance, and engage with their audience across multiple social media platforms, including Facebook, Twitter, LinkedIn, Instagram, and Google My Business. Zoho Social's publishing component features a post calendar, scheduling, and a Canva integration to create content. To boost productivity, the software has user roles and permissions, a media library, and workflows for approving posts before they go live. Zoho Social's analytics component includes audience analysis, which provides insights into an audience's demographics, behavior, and preferences. It also includes a range of tools to measure the performance of your own social media efforts.

6sense Revenue AI helps B2B organizations achieve predictable revenue growth by putting the power of AI, big data, and machine learning behind every member of the revenue team.6sense uncovers anonymous buying behavior, prioritizes accounts for sales and marketing, and enables them to engage resistant buying teams with personalized, multi-channel, multi-touch campaigns. 6sense helps revenue teams know everything they need to know about their buyers so they can easily do anything needed to generate more opportunities, increase deal size, get into opportunities sooner, and compete and win more often.

Salesforce was founded in 1999 and is headquartered in San Francisco, CA. The company's CRM solution, Salesforce Customer 360, has the top market share in the CRM market. The company has made a number of high profile acquisitions including Slack, MuleSoft, Exact Target, and Tableau.

Mailchimp was founded in 2001 and has the top market share in the email marketing software segment. The company offers a robust email marketing solution featuring an easy-to-use design and template system, segmentation, automation, and analytics. Mailchimp's content optimizer utilizes predictive modeling to improve segmentation and messaging. In addition to email marketing, the company offers solutions for CRM, digital ads, landing pages, social media management, postcard management, and landing page development.

SendGrid is an email marketing platform that offers both developer friendly tools and easy-to-use marketing tools. The marketing campaign features email templates, contact segmentation, landing pages, and no-code automations. Their email API is best-in-class and offers a suite of security features.&nbsp;

Moosend is an email marketing platform with a robust set of features including templates, segmentation, and analytics, In addition to standard email tools, they offer no-code automations, interesting contact management features and landing page creation. Their Ecommerce AI and Product Recommendation tools are designed for e-commerce customers.

Microsoft Dynamics CRM is a customer relationship management software developed by Microsoft that helps businesses manage customer interactions and data throughout the customer lifecycle. The system provides a single, integrated solution for sales, customer service, and marketing activities, and can be customized to meet the specific needs of various business organizations. Dynamics CRM offers tools for managing customer accounts, contacts, leads, and opportunities; automating sales and marketing processes; and tracking customer interactions and feedback. It can be accessed through a web browser or through mobile apps, and can be integrated with other Microsoft products such as Office 365 and LinkedIn.

ActiveCampaign is a marketing platform that includes CRM, email marketing, marketing automation, sales automation, and e-commerce solutions. That platform also features machine learning capabilities, including predictive intent and email optimization. ActiveCampaign offers a wide variety of no-code integrations with 3rd party applications.

Zoho's CRM utilizes a core data model that is standard for CRMs. A great, unique feature offered by Zoho is the ability to customize the UI with drag-and-drop powered by Canvas. This allows admins to deliver stakeholder UI requests without writing any code. For more complex customization, you can write serverless functions with Deluge, which allow you to add event-driven, auto-scaling functions. Other interesting features include predictive intent, journey orchestration, and partner portals.Zoho also offers more than 500 integrations with 3rd party software.

Pipedrive is a CRM and email marketing solution that was founded in 2010. Pipedrive developed the user interface for their CRM with easy-of-use for salespeople as their primary goal. Their software uses a unique kanban style user interface designed to improve the efficiency of sales reps. Pipedrive also offers native email marketing functionality and hundreds of integrations with 3rd party appliations.

Pipedrive is a CRM that prioritizes easy-of-use and offers a unique kanban-style interface. The user interface allows you to drag-and-drop deals as they move down the sales funnel. Pipedrive also offers workflow and orchestration tools, email marketing, custom reports, and the ability to easily customize the sales UI.&nbsp;The software's email marketing component offers email scheduling, automation, contact management and a calendar feature to get a high-level view of your email pipeline.&nbsp;Pipedrive has a robust ecosystem, and offers more than 250 integrations in their marketplace.

Sprout Social is a social media management platform with a comprehensive set of features. Their social engagement product offers some great automation features. It includes a bot builder to automate predictable messaging, automated message tagging, message spike alerts, and more. You can also see reports on how fast employees are responding to messages. The software also provides the ability to schedule create and schedule posts that get distributed to multiple social media sites.  

Sprout offers a robust set of listening and analytics tools. You can examine audience preferences, conversations about your brand, sentiment, and identify influencers. The software also features tools for identifying consumer trends and monitoring your competitors' social media performance.





Sprout Social is a social media management platform with a comprehensive set of features. Their social engagement product offers some great automation features. It includes a bot builder to automate predictable messaging, automated message tagging, message spike alerts, and more. You can also see reports on how fast employees are responding to messages. The software also provides the ability to schedule create and schedule posts that get distributed to multiple social media sites.

Brandwatch is a social media management platform with robust engagement and intelligence features. The company's engagement tools offer helpful utility features to improve efficiency and organization. These include tight control over user roles and approval workflows, a content calendar, and a digital asset library. The software also provides messaging automation, and the ability to create and schedule content to be published on multiple social sites.Brandwatch's consumer intelligence product offers a ton of options to filter and segment social messages and users. You can create unique queries and filters to surface insights into general trends or your customer base. The intelligence tools also include machine learning features to automate insights.The company also offers an influencer marketing product to help discover influences and manage influencer relationships.

ConvertKit is a marketing platform designed to help creators grow and monetize their audience Email is the primary promotion channel they support. The software features a sleek visual template designer to allow anyone to create great-looking emails. Also included, are tools to manage your subscriber lists and build automated email processes. ConverKit has a good sender reputation and reports a 99%+ delivery rate.ConvertKit's commerce tools allow creators to quickly start monetizing their products. They offer an easy-to-use tool for building product pages and integrating them into emails.&nbsp;

Zoho's Campaigns product features a comprehensive set of email marketing capabilities. The software's email editor features a drag-and-drop UI, and let's you easily add merge tags to personalize email content.Zoho's workflow automation tool provides a slick drag-and-drop UI to quickly build nurturing processes. If you're unsure of what you want to create, the software offers pre-built templates for common nurture processes. You can also view embedded analytics showing how each step of your workflow performs.Zoho Campaigns also offers A/B testing, landing pages, options for a dedicated IP address, and ecommerce integrations.

HubSpot was founded in 2006 and comprehensive sales platform designed to help businesses of all sizes grow their sales and revenue. The software features solutions for marketing, sales, content management, operations and customer service. Hubspot's CRM is offered through their Sales Hub product, and includes a number of great features. Sales Hub offers document management, email and call tracking, live chat, and more. The software also provides an AI-powered sales coach that reviews call transcripts and notes to generate insights and coaching opportunities at scale.

HubSpot Marketing Hub is a comprehensive marketing platform that helps businesses attract and engage customers through a variety of marketing channels. It offers a range of tools and features designed to streamline and optimize marketing efforts, including email marketing, social media marketing, SEO, ABM, content creation, lead generation, and more.&nbsp;

Monday Sales CRM is a customer relationship management tool that helps sales teams manage and track their interactions with clients and leads. With Monday Sales CRM, sales reps can create and organize customer profiles, schedule and manage sales meetings, and track the progress of deals through the sales pipeline. The platform offers a very clean and simple UI that allows users to switch between a Kanban-style pipeline and a traditional table-based pipeline. Additionally, Monday Sales CRM integrates with other business tools, such as email and calendar apps, to provide a holistic view of sales activities.&nbsp;Monday CRM integrates tightly with the rest of the company's ecosystem which includes Monday Dev, Monday Marketing, Monday Projects, and Monday Work Management.

See Monday CRM's top features, pricing, and how it ranks against other CRM software.

RollWorks ABM software helps businesses identify their ideal customer profile (ICP), engage target accounts, and measure performance. RollWorks has a proprietary data base of millions of B2B companies to assist with researching your ICP and developing initial lists. The software also features machine learning tools to assist with ideal customer profile research.&nbsp;RollWorks offers integrations with a wide variety of marketing services to engage your account list. Integrate with digital ad platforms, CRM, email marketing, direct mail and promotional products. You can also server personalized experiences to members of your target account list when they're on your website.&nbsp; RollWorks reporting tools offer insights into which sales and marketing activities are driving account progression. Also see snapshots of where accounts are in the buying journey, and how your ABM programs are influencing revnue.

MeetEdgar is a social media management tool that allows users to schedule and automate their posts on various platforms, including Facebook, Twitter, Instagram, LinkedIn, and more. With MeetEdgar, users can create a library of content and schedule posts for specific times or in a recurring pattern. The tool also offers features such as link shortening, analytics tracking, and team collaboration.&nbsp;

Mautic is an open-source marketing automation software that helps businesses manage contacts, create segments, and trigger campaigns. Some of the features offered by Mautic include lead management, email marketing, social media management, and analytics. The software's email marketing service includes A/B testing, a landing page builder, a drag-and-drop email template builder, and robust workflow and orchestration capabilities. Mautic integrates with CRM, website CMS, e-commerce platforms, and other services through webhooks, their API, and automation platforms like Zapier.Mautic was acquired by Acquia in 2019 and now has more enterprise-focused features. The free, open-source version of Mautic is a self-hosted solution, but there are cloud options available through Acquia.&nbsp;

Buffer is a social media management platform that includes tools for publishing, engagement, analytics, and team collaboration. It allows users to schedule posts, track engagement, and analyze their social media performance. It supports various social media platforms such as Twitter, Facebook, Instagram, LinkedIn, and Pinterest. Users can also collaborate with team members and schedule posts across multiple accounts.&nbsp;One of Buffer's innovative engagement features is Smart Alerts. This feature uses machine learning to determine if a user's post is a question that needs to be addressed quickly.&nbsp;Buffer also offers an analytics dashboard that provides data on engagement, clicks, and other metrics to help users understand the performance of their social media presence.

SocialPilot is a social media management tool that helps marketers manage multiple social media accounts from an intuitive UI. The software offers solutions for small businesses, enterprise customers, and marketing agencies. Their agency solutions include client account management features and options for a white-label user interface.

EngageBay is one of the more recent entrants to the CRM and marketing automation category. They've gained popularity quickly by offering a wide range of features and integrations at an affordable price. Engagebay offers email marketing, CRM, social media, SMS, sales enablement, and more. They also offer a free version of their CRM and sales automation tools. Engagebay offers a ton of features in an integrated platform that is affordable for small and medium-sized businesses.

Sendinblue is an all-in-one marketing automation platform that includes CRM, email marketing, automation, landing pages, and integrations with ad platforms. The software is designed to work for B2B and B2C companies, and agencies, and includes a number of features specific to ecommerce businesses. Overall, the company offers a complete marketing platform at a competitive price.&nbsp;

MailerLite was founded in 2010 and provides a full-featured email marketing platform at a competitive price. The company values simplicity and avoids unnecessary features in order to maximize ease-of-us and keep the price reasonable. MailerLite includes a website builder, workflows, ecommerce features, robust reporting, and hundreds of integrations. The company also offers email verification through its MailerCheck product and transactional email services through its MailerSend product.

Triblio is an account-based marketing (ABM) platform that provides powerful tools that allow businesses to create personalized experiences for their target accounts at every stage of the buyer's journey. The platform helps businesses target and engage their most valuable accounts with relevant and personalized content. It uses a combination of data-driven insights, account-based advertising, and multi-channel campaigns to create a seamless and effective ABM strategy.One of the key features of Triblio is its ability to unify marketing and sales efforts by aligning the two departments around a common set of goals and target accounts. It provides sales teams with valuable insights into account engagement and behavior, allowing them to prioritize their efforts and tailor their outreach to each account's specific needs.Triblio also offers a range of analytics and reporting tools to help businesses measure the effectiveness of their ABM campaigns and make data-driven decisions. Its user-friendly interface and intuitive workflows make it easy for marketers and sales teams to collaborate and execute their ABM strategy seamlessly.

Social media management software provides marketers with three primary capabilities: managing engagement, analytics, and influencer marketing. Social platforms help scale engagement by offering the ability create content and schedule publishing to multiple social media sites. They also offer a number of bots and workflows to automate repetitive tasks. Social media analytics tools provider insight into general consumer trends, insights into your own audience, and information about competitors. 

This category includes software that provides multiple tools and a focus on B2B marketing. These platforms provide account-based marketing (ABM) features, integration to CRM, identity resolution, predictive intent tools, and an account/contact data model. 

No review spam and no ads. We rate software using a proprietary algorithm. Find the best B2B and ABM marketing platform in your price range. 

The 10 Best B2B and ABM Platforms in 2023 - Rated by Demand Stack

Customer relationship management (CRM) systems help marketing and sales teams automate activities and deliver personalized communication at scale. These systems store information about leads, customers, companies, and individuals at current or prospective customers.

We rate software using our proprietary algorithm. Compare top CRM solutions in your price range. Filter software based on their features. 

Top CRM Software in 2023 - No Ads, No Spam Reviews

Email marketing software automates the process of creating and sending emails, saving time and increasing efficiency. You can set up email campaigns in advance, schedule them to send at specific times, and track their performance. These tools also allow you to segment your email list which enables you to personalize your messages, increase relevance, and improve engagement. Email marketing software also helps ensure you follow email marketing laws and regulations.

Compare ratings for top email software providers including MailChimp, SendGrid, Adobe, Klaviyo, and more.  