Best Customer Data Platforms (CDP) for Medium-Sized Businesses

Alanna Iwuh
A
Researched and written by Alanna Iwuh

Products classified in the overall Customer Data Platform (CDP) category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Customer Data Platform (CDP) to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Customer Data Platform (CDP) category.

In addition to qualifying for inclusion in the Customer Data Platforms (CDP) category, to qualify for inclusion in the Medium-Sized Business Customer Data Platforms (CDP) category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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63 Listings in Customer Data Platform (CDP) Available
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Insider One

(1,348)4.8 out of 5
1st Easiest To Use in Customer Data Platform (CDP) software
View top Consulting Services for Insider One
OverviewPros and Cons
Product Description

Insider One is the #1 platform that brings everything marketing and customer engagement teams need in one place so they can reach their peak potential and become unstoppable. With AI at its core a

Users: Digital Marketing Specialist, Marketing Manager · Industries: Retail, Apparel & Fashion · Market Segment: 46% Mid-Market, 28% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Customer Engagement, Personalization, Engagement, Customer Support
ConsLearning Curve, Difficult Learning, Time-Consuming, High Learning Curve, Integration Issues
User SatisfactionSeller Details
Insider One features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.0
9.4
Predictive Modeling
Average: 8.0
9.5
Data Enrichment
Average: 8.6
9.5
Expandability
Average: 8.6
Seller Details
Year Founded
2012
HQ Location
Global
Company Website
https://useinsider.com
Twitter
@insiderone
LinkedIn® Page
https://www.linkedin.com/company/insiderone/

Salesforce Data 360 (formerly Data Cloud)

(210)4.3 out of 5
Entry Level Price:$500.00
View top Consulting Services for Salesforce Data 360 (formerly Data Cloud)
OverviewPros and Cons
Product Description

Salesforce Data Cloud unlocks the full value of your enterprise data by powering Customer 360 apps, Agentforce, and enhancing your existing data lake and warehouse investments with real-time insights

Users: Salesforce Developer · Industries: Information Technology and Services, Computer Software · Market Segment: 41% Mid-Market, 34% Enterprise
Pros and ConsUser Satisfaction
ProsPlatform Integration, Ease of Use, Easy Integration, Data Discovery, Integrations
ConsLearning Curve, Expensive, Difficult Learning, Complexity, Complex Setup
User SatisfactionSeller Details
Salesforce Data 360 (formerly Data Cloud) features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.0
8.7
Predictive Modeling
Average: 8.0
8.9
Data Enrichment
Average: 8.6
9.2
Expandability
Average: 8.6
Seller Details
Year Founded
1999
HQ Location
San Francisco, CA
Company Website
https://www.salesforce.com/
Twitter
@salesforce
LinkedIn® Page
https://www.linkedin.com/company/3185/
Ownership
NYSE:CRM
Phone
+1 (800) 667-6389
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Bloomreach

(751)4.6 out of 5
Entry Level Price:Contact Us
13th Easiest To Use in Customer Data Platform (CDP) software
View top Consulting Services for Bloomreach
OverviewPros and Cons
Product Description

Bloomreach is the agentic platform for personalization. Powering autonomous search, conversational shopping, and autonomous marketing, Bloomreach personalizes the entire customer experience. From reta

Users: CRM Manager, Marketing Manager · Industries: Retail, Marketing and Advertising · Market Segment: 49% Mid-Market, 28% Small-Business
User Sentiment

Users frequently mention the platform's intuitive setup, clear documentation, and seamless integration with other tools like CRM systems, email platforms, and ad platforms as key benefits. Users mentioned that Bloomreach could improve its reporting dashboards with more customizable real-time analytics and that it lacks sufficient templates, requiring users to often start from scratch.

Pros and ConsUser Satisfaction
ProsEase of Use, Features, Helpful, Customer Support, Customer Engagement
ConsLearning Curve, Learning Difficulty, Missing Features, Limited Features, Difficult Learning
User SatisfactionSeller Details
Bloomreach features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.0
7.8
Predictive Modeling
Average: 8.0
8.6
Data Enrichment
Average: 8.6
8.7
Expandability
Average: 8.6
Seller Details
Year Founded
2009
HQ Location
Mountain View, CA
Company Website
https://www.bloomreach.com
Twitter
@bloomreach_tm
LinkedIn® Page
https://www.linkedin.com/company/bloomreach/
Ownership
Private

Dotdigital

(1,179)4.4 out of 5
Entry Level Price:Contact Us
3rd Easiest To Use in Customer Data Platform (CDP) software
OverviewPros and Cons
Product Description

Dotdigital is a global customer engagement, marketing automation, and data platform that helps you and your marketing teams create connected, personalized experiences across every channel. You can bri

Users: Marketing Manager, Marketing Executive · Industries: Retail, Marketing and Advertising · Market Segment: 45% Mid-Market, 40% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Customer Support, Helpful, Email Marketing, Features
ConsMissing Features, Learning Curve, Limited Features, Limitations, Email Issues
User SatisfactionSeller Details
Dotdigital features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.0
7.8
Predictive Modeling
Average: 8.0
8.1
Data Enrichment
Average: 8.6
8.2
Expandability
Average: 8.6
Seller Details
Year Founded
1999
HQ Location
London Bridge, London
Company Website
https://www.dotdigital.com
Twitter
@dotdigital
LinkedIn® Page
http://www.linkedin.com/company/1131881
Phone
1-212-971-9408

Planhat

(887)4.5 out of 5
OverviewPros and Cons
Product Description

Planhat is a customer platform that provides software and services to help organizations grow lifelong customers. Our platform powers sales, service and customer success products that scale with our c

Users: Customer Success Manager, Head of Customer Success · Industries: Computer Software, Information Technology and Services · Market Segment: 59% Mid-Market, 32% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Customer Support, Customization, Automation Efficiency, Helpful
ConsLearning Curve, Complexity, Steep Learning Curve, Integration Issues, Limitations
User SatisfactionSeller Details
Planhat features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.0
6.5
Predictive Modeling
Average: 8.0
8.2
Data Enrichment
Average: 8.6
8.4
Expandability
Average: 8.6
Seller Details
Year Founded
2015
HQ Location
Stockholm, Stockholm County
Company Website
https://www.planhat.com
Twitter
@planhat
LinkedIn® Page
https://www.linkedin.com/company/10168756/

Klaviyo

(1,315)4.6 out of 5
11th Easiest To Use in Customer Data Platform (CDP) software
View top Consulting Services for Klaviyo
OverviewPros and Cons
Product Description

Klaviyo is the all-in-one platform that helps B2C businesses grow by integrating marketing, analytics, and customer service in one solution. Powered by unified data and built-in AI , Klaviyo empowe

Users: Owner, CEO · Industries: Retail, Marketing and Advertising · Market Segment: 81% Small-Business, 16% Mid-Market
Pros and ConsUser Satisfaction
ProsEase of Use, Email Marketing, Easy Integration, Integrations, Automation
ConsExpensive, Missing Features, Learning Curve, Poor Customer Support, Limited Features
User SatisfactionSeller Details
Klaviyo features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.0
8.1
Predictive Modeling
Average: 8.0
8.4
Data Enrichment
Average: 8.6
8.3
Expandability
Average: 8.6
Seller Details
Year Founded
2012
HQ Location
Boston, Massachusetts
Company Website
https://www.klaviyo.com/
Twitter
@klaviyo
LinkedIn® Page
https://www.linkedin.com/company/2908815/

Customer.io

(732)4.4 out of 5
Entry Level Price:Starting at $100.00
10th Easiest To Use in Customer Data Platform (CDP) software
View top Consulting Services for Customer.io
OverviewPros and Cons
Product Description

Customer.io is a leading customer engagement platform designed for tech-savvy organizations to create personalized customer journeys that engage, convert, and scale. Use first-party data to send meani

Users: CEO, Product Manager · Industries: Computer Software, Financial Services · Market Segment: 54% Small-Business, 36% Mid-Market
Pros and ConsUser Satisfaction
ProsEase of Use, Automation, Features, Helpful, Customer Support
ConsLearning Curve, Missing Features, Limited Features, Not Intuitive, Campaign Issues
User SatisfactionSeller Details
Customer.io features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.0
5.8
Predictive Modeling
Average: 8.0
7.5
Data Enrichment
Average: 8.6
7.7
Expandability
Average: 8.6
Seller Details
Year Founded
2012
HQ Location
Portland, OR
Company Website
https://customer.io/
Twitter
@CustomerIO
LinkedIn® Page
https://www.linkedin.com/company/2492471/

WebEngage

(745)4.5 out of 5
8th Easiest To Use in Customer Data Platform (CDP) software
OverviewPros and Cons
Product Description

WebEngage is a full-stack Retention OS that simplifies customer engagement for 800+ brands across the globe. The platform enables businesses to build personalized and meaningful relationships with the

Users: Product Manager, Marketing Manager · Industries: Financial Services, Education Management · Market Segment: 55% Mid-Market, 27% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Helpful, Journey Creation, Analytics, Customer Support
ConsLearning Curve, Slow Performance, Missing Features, Poor Customer Support, Time-Consuming
User SatisfactionSeller Details
WebEngage features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.0
7.8
Predictive Modeling
Average: 8.0
8.3
Data Enrichment
Average: 8.6
8.2
Expandability
Average: 8.6
Seller Details
Year Founded
2011
HQ Location
Mumbai
Company Website
https://webengage.com
Twitter
@webengage
LinkedIn® Page
https://www.linkedin.com/company/2663547/

Netcore Customer Engagement Platform

(559)4.5 out of 5
Entry Level Price:Free
OverviewPros and Cons
Product Description

With over 25+ years of experience and a global presence across Asia, Europe, and the USA, Netcore is an AI-powered platform designed to transform customer experience and personalization in the world o

Users: Marketing Manager, Digital Marketing Manager · Industries: Financial Services, Insurance · Market Segment: 49% Mid-Market, 34% Enterprise
Pros and ConsUser Satisfaction
ProsEase of Use, Customer Support, Helpful, Features, Customer Engagement
ConsMissing Features, Slow Performance, Slow Loading, Learning Curve, Limited Features
User SatisfactionSeller Details
Netcore Customer Engagement Platform features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.0
7.6
Predictive Modeling
Average: 8.0
8.2
Data Enrichment
Average: 8.6
8.3
Expandability
Average: 8.6
Seller Details
Year Founded
1998
HQ Location
Mumbai, Maharashtra
Company Website
https://netcorecloud.com/
Twitter
@netcore_cloud
LinkedIn® Page
https://www.linkedin.com/company/netcore-solutions/

Twilio Segment

(563)4.5 out of 5
Entry Level Price:$120 Per month
View top Consulting Services for Twilio Segment
OverviewPros and Cons
Product Description

Twilio Segment is the world’s leading Customer Data Platform (CDP). Our platform provides companies with the data foundation that they need to put their customers at the heart of every decision. Using

Users: Product Manager, Software Engineer · Industries: Computer Software, Information Technology and Services · Market Segment: 47% Mid-Market, 42% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Easy Integration, Easy Integrations, Easy Setup, Integration Capabilities
ConsExpensive, Pricing Issues, Learning Curve, Poor Customer Support, Poor Interface Design
User SatisfactionSeller Details
Twilio Segment features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.0
6.9
Predictive Modeling
Average: 8.0
8.5
Data Enrichment
Average: 8.6
8.7
Expandability
Average: 8.6
Seller Details
Year Founded
2008
HQ Location
San Francisco, CA
Company Website
https://www.twilio.com
Twitter
@twilio
LinkedIn® Page
https://www.linkedin.com/company/twilio-inc-/
Ownership
NYSE: TWLO

Voyado

(77)4.5 out of 5
OverviewPros and Cons
Product Description

Voyado is a type of software-as-a-service (SaaS) solution designed to help retail brands enhance customer engagement and foster loyalty through hyper-relevant shopping experiences. By leveraging advan

Industries: Retail, Apparel & Fashion · Market Segment: 47% Mid-Market, 29% Small-Business
User Sentiment

Users frequently mention the system's strong automation capabilities, ease of use, efficient scaling, and integration with existing systems, as well as its intuitive user interface, high accuracy, and reliable support team. Reviewers mentioned issues with the onboarding and initial configuration process, particularly for B2B use cases in Germany, a poor reporting structure, frequent changes in the pricing model, and limitations in the API documentation and certain features.

Pros and ConsUser Satisfaction
ProsEase of Use, Customer Support, Helpful, Intuitive, User-Friendly
ConsLimited Features, Missing Features, Learning Curve, Lack of Customization, Limited Customization
User SatisfactionSeller Details
Voyado features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.0
6.4
Predictive Modeling
Average: 8.0
7.7
Data Enrichment
Average: 8.6
7.9
Expandability
Average: 8.6
Seller Details
Year Founded
2005
HQ Location
Stockholm, SE
Company Website
https://www.voyado.com
LinkedIn® Page
https://www.linkedin.com/company/825768/

Hightouch

(389)4.6 out of 5
Entry Level Price:Free
View top Consulting Services for Hightouch
OverviewPros and Cons
Product Description

Hightouch is the leading data and Agentic Marketing Platform for modern marketing teams. Trusted by brands like Domino’s, Autotrader, cars.com, Superhuman (formerly Grammarly), and PetSmart, Hightouch

Users: Data Engineer, Software Engineer · Industries: Computer Software, Information Technology and Services · Market Segment: 63% Mid-Market, 25% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Easy Integration, Customer Support, Easy Integrations, Easy Setup
ConsExpensive, Pricing Issues, Integration Issues, Slow Performance, Syncing Issues
User SatisfactionSeller Details
Hightouch features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.0
7.2
Predictive Modeling
Average: 8.0
8.8
Data Enrichment
Average: 8.6
8.6
Expandability
Average: 8.6
Seller Details
Year Founded
2021
HQ Location
San Francisco, US
Company Website
https://hightouch.com/
Twitter
@HightouchData
LinkedIn® Page
https://www.linkedin.com/company/hightouchio/

Optimove

(235)4.6 out of 5
Entry Level Price:Contact Us
OverviewPros and Cons
Product Description

Optimove, the creator of Positionless Marketing, frees marketing teams from the limitations of fixed roles, giving every marketer the power to execute any marketing task instantly and independently. P

Users: CRM Manager, CRM Specialist · Industries: Gambling & Casinos, Marketing and Advertising · Market Segment: 51% Mid-Market, 31% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Customer Support, Helpful, Analytics, Segmentation
ConsLearning Curve, Slow Performance, Campaign Issues, Missing Features, Data Management
User SatisfactionSeller Details
Optimove features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.0
8.7
Predictive Modeling
Average: 8.0
8.5
Data Enrichment
Average: 8.6
8.5
Expandability
Average: 8.6
Seller Details
Year Founded
2012
HQ Location
New York
Company Website
https://www.optimove.com
Twitter
@Optimove
LinkedIn® Page
https://www.linkedin.com/company/227901/

Fullstory

(1,047)4.5 out of 5
Free trial available
OverviewPros and Cons
Product Description

Fullstory is a behavioral data and analytics platform that helps technology leaders and digital experience teams understand their digital story so they can drive better digital experiences. Customer-c

Users: Product Manager, Senior Product Manager · Industries: Computer Software, Information Technology and Services · Market Segment: 44% Mid-Market, 38% Small-Business
Pros and ConsUser Satisfaction
ProsEase of Use, Insights, Customer Support, Helpful, Data Analytics
ConsLearning Curve, Limitations, Difficulty, Missing Features, Limited Features
User SatisfactionSeller Details
Fullstory features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.0
6.8
Predictive Modeling
Average: 8.0
7.4
Data Enrichment
Average: 8.6
7.7
Expandability
Average: 8.6
Seller Details
Year Founded
2014
HQ Location
Atlanta, GA
Company Website
https://www.fullstory.com
Twitter
@fullstory
LinkedIn® Page
https://www.linkedin.com/company/3654338/

Tealium Customer Data Hub

(425)4.3 out of 5
OverviewPros and Cons
Product Description

The Tealium Customer Data Hub (CDH) is a sophisticated customer data management solution designed to facilitate real-time connections among customer engagement data across an organization. By integrat

Users: Web Analyst · Industries: Retail, Financial Services · Market Segment: 48% Enterprise, 28% Mid-Market
User Sentiment

Reviewers appreciate the platform's ability to handle customer data securely, its real-time segmentation and data activation, and its extensive integration ecosystem with over 1,300 prebuilt connectors. Users mentioned the steep learning curve, the complexity of the initial setup, and the high cost as some of the negative aspects of the platform.

Pros and ConsUser Satisfaction
ProsEase of Use, Data Management, Integrations, Real-Time Processing, Easy Integration
ConsLearning Curve, Difficult Learning, Complexity, Learning Difficulty, Steep Learning Curve
User SatisfactionSeller Details
Tealium Customer Data Hub features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.0
7.0
Predictive Modeling
Average: 8.0
8.3
Data Enrichment
Average: 8.6
8.6
Expandability
Average: 8.6
Seller Details
Year Founded
2011
HQ Location
San Diego, CA
Company Website
https://www.tealium.com
Twitter
@tealium
LinkedIn® Page
https://www.linkedin.com/company/211380/
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