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

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 and an integrated Customer Data Platform (CDP), Insider One unites data, personalization, and journey orchestration across the most extensive set of natively supported channels, including WhatsApp, SMS, Email, Web, App, and Site Search. Insider One provides the ultimate vendor experience, proven in fifteen industries and more than 30 countries for more than a decade, to help teams be first, be focused, and be progressive, redefining what it means to lead in customer engagement. Trusted by 2,000+ customers, including some of the world’s most loved brands like Samsung, L’Oréal, Unilever, Allianz, ING Group, Toyota, Singapore Airlines, and GAP, to accelerate growth, build customer love, and become a market leader. Loved by customers, recognized by analysts, Insider One is the only vendor recognized as the #1 leader in all the capabilities marketing and customer engagement teams need, including AI, Customer Data Management, Cross-Channel Journey Orchestration, and Personalization, offering brands unrivaled product excellence within a single consolidated platform. Accolades include: Leader in the IDC MarketScape: Worldwide AI-Enabled Marketing Platforms for Enterprise Companies 2025 2025 Leader in the Gartner Magic Quadrant for Personalization Engines #1 Customer Choice: 2025 Gartner Voice of the Customer for Personalization Engines Leader in the Forrester Wave for Experience Optimization Platforms, Q4 2024 The Gartner Customers’ Choice for Multichannel Marketing Hubs in 2025 The #1 G2 Leader in 11 categories, including CDP, Personalization Engines, Mobile Marketing, Customer Journey Analytics, SMS Marketing, WhatsApp Marketing, eCommerce Search, and eCommerce Personalization, with a perfect 100/100 user satisfaction score. Today, Insider One is powered by 1,500+ team members representing 50+ nationalities across 30+ offices. The company is woman-founded and predominantly women-owned, with 70% of senior executive roles, including the CEO, CMO, CHRO, and CFO, held by women. Through initiatives such as 100 Cities, 100 Projects, Young Engineers Club, SheCodes, and SheLeads, Insider One continues to expand its positive impact across global communities, driving opportunities, inclusion, education, and equity for this and future generations."

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 and intelligent action. Natively built on the Salesforce Platform, Data Cloud is designed to complement—not replace—your current systems. It acts as a smart data bridge, unifying structured and unstructured data from lakes, warehouses, and business applications using low-code tools. With Zero Copy architecture and deep partnerships with Amazon, Snowflake, Databricks, and Google, you can maximize existing data investments and activate data seamlessly across the Salesforce ecosystem.

Bloomreach is the agentic platform for personalization. Powering autonomous search, conversational shopping, and autonomous marketing, Bloomreach personalizes the entire customer experience. From retail to financial services, hospitality to gaming, businesses create experiences that drive higher growth and lasting loyalty. Bloomreach drives personalization for 1,400+ brands around the world, including American Eagle, Sonepar, and Pandora. The target audience for Bloomreach encompasses commerce businesses of all sizes that are looking to optimize customer interactions and drive sales growth. Its suite of products is particularly beneficial for marketers, content creators, and ecommerce managers who aim to improve customer engagement and conversion rates. Bloomreach is well-suited for brands operating across multiple channels, as it provides a cohesive strategy to connect with customers effectively. Use cases include personalized marketing campaigns, enhanced product discovery, streamlined content management, and AI-driven customer service, making it a versatile tool for various business needs. Key features of Bloomreach include its Engagement platform, which offers robust marketing automation capabilities that enable businesses to deliver personalized messages and offers based on customer behavior. The Discovery solution enhances the search experience on ecommerce sites, ensuring that customers can easily find products that match their interests. Additionally, the Content product functions as a headless content management system (CMS), allowing for flexible content delivery across various platforms. The Clarity tool, an AI-powered conversational shopping assistant, further enriches the customer experience by facilitating real-time interactions and support. The integration of Loomi, Bloomreach's AI for ecommerce, significantly amplifies the platform's capabilities by enabling rapid data processing and analysis. This results in new pathways for customers to engage with products, ultimately leading to increased profitability and accelerated business growth. Bloomreach is designed to simplify complex tasks, offering advanced customer journeys, social ad retargeting, omnichannel support, and AI-powered optimization. This comprehensive feature set provides a holistic view of the customer, optimizing experiences across all channels. The platform is also cost-effective and faster to deploy compared to competitors, reducing reliance on third-party solutions and lowering the total cost of ownership. With high ratings in customer reviews, Bloomreach is recognized for the quality of its user guides, support, and overall reliability, making it a valuable asset for businesses seeking to enhance their ecommerce strategies.

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 customers’ needs all the way from startup to household name and beyond. Each day worldwide, over 2.6 million customers are attracted, engaged and delighted with our intuitive yet flexible system of action. The Planhat platform empowers everyone in your organization to consolidate, analyze and act on all your data, becoming more customer-centric and data-driven than ever before. From rolling out autonomous transport systems to distributing new medicines, we’re proud to help make our customers better at what they do best. Alongside our customers, we’re building at the forefront of healthcare & life sciences, finance, connected business, and more. And we need curious, daring minds to help us.

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 bring all your customer data together, understand your audience, and automate journeys that drive real results. What you can do with Dotdigital - Build and automate campaigns across email, SMS, web, WhatsApp, social, and more - Use AI to predict intent, personalize messages, and improve performance - Create a single customer view by connecting Shopify, Magento, your CRM, and more - Reach B2B, B2C, and non-profit audiences with journeys that adapt to your goals Why marketers choose Dotdigital - Easy to use for everyday marketers - Scales with your data, channels, and teams - Helps you deliver timely and relevant customer experiences - Proven to boost engagement, conversions, and loyalty A little more about Dotdigital: - We were founded in 1999 and are formerly known as Dotmailer - More than 4,000 brands worldwide use Dotdigital to grow customer relationships - We’re headquartered at London Bridge, UK - 450+ employees helping customers globally including the UK, US, Europe, and JAPAC - We’re proud to be the world’s first carbon-neutral marketing automation platform - We hold ISO14001, ISO 27701, and ISO27001 certifications Learn more at dotdigital.com.

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 empowers B2C businesses: - Orchestrate your email marketing, SMS marketing, RCS, push, WhatsApp, reviews, forms, and ads in one platform - Sync with 400+ tools to capture and unify behavior data - AI-optimized messages, segments, timing, and creative to scale conversions - Unlock analytics like RFM, funnel reporting, and catalog insights By capturing every click, purchase, and conversation into a unified profile, Klaviyo powers marketing automation that drives personalized, trigger-based journeys across every channel - no extra tools or complex setup required. Join more than 170,000 businesses using Klaviyo to create a true omnichannel experience for your customers. To learn more about Klaviyo or to request a demo, visit www.klaviyo.com.

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 their users across various digital channels. With its comprehensive suite of tools and solutions, WebEngage empowers businesses to understand, engage, and retain customers effectively. - UNIFY CUSTOMER DATA: WebEngage enables businesses to consolidate customer data from various sources, providing real-time insights and allowing dynamic micro-segmentation for targeted campaigns based on specific customer attributes and behaviors. - MULTI-CHANNEL JOURNEYS: With WebEngage's intuitive drag-and-drop workflow builder, businesses can seamlessly design and automate multi-channel customer journeys, ensuring consistent and personalized experiences across channels such as email, SMS, push notifications, and more. - TARGETED CAMPAIGNS: WebEngage empowers businesses to automate personalized campaigns triggered by customer actions and predefined business events. This ensures timely and relevant communication to enhance customer engagement and conversion rates. - AI-DRIVEN PREDICTIVE MODELS: WebEngage Analytics dashboard empowers all metrics required to segment, engage and retain priority customers, churn to convert windows and ROI optimization,This allows businesses to focus their interventions and campaigns for maximum impact and better ROI. - 1:1 PERSONALIZATION: WebEngage enables businesses to deliver personalized experiences at scale. By incorporating user intent, preferences, and other relevant data, businesses can tailor their communications to each individual customer, fostering omni-channel customer engagement. What's more? WebEngage’s platform is quick and easy to integrate. Compatible with range of ESP and MSP, all it takes is a few hours from the tech team. Presence across the globe: With headquarters in India, WebEngage has expanded its operations globally with offices and presence in the Middle East & Africa region, Southeast Asia, and South America.

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 of digital marketing. Its comprehensive suite of tools cater to various aspects of digital marketing, including omni-channel communication strategies, a customer data platform, personalization, and generative AI tools. This platform is tailored for marketers looking to elevate their brand’s presence, foster deeper customer relationships, and drive substantial growth through personalized customer journeys. With its robust analytics, Netcore helps brands understand their audience better, enabling targeted marketing campaigns that resonate with customers on a personal level. The platform’s AI and machine learning capabilities ensure that each customer interaction is optimized for engagement and conversion, making every touchpoint an opportunity to impress and retain. Serving over 6,500 brands across 40 countries, Netcore has proven its effectiveness in enhancing customer satisfaction and loyalty, ultimately contributing to increased revenue and market share for businesses. Whether you’re looking to refine your email marketing strategy, personalize your web experience, or engage customers across multiple channels seamlessly, Netcore offers the technology and expertise to achieve your goals. Don’t miss out on the opportunity to redefine your digital marketing strategy with Netcore. Learn more at https://netcorecloud.com/

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 Segment, companies can collect, unify and route their customer data into any system where it’s needed to better understand their customers and create seamless, compelling experiences in real-time. Thousands of companies, including Intuit, FOX, Instacart, and Levi’s use Segment to make real-time decisions, accelerate growth and deliver world-class customer experiences. For more information, visit https://segment.com.

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-centric enterprises rely on Fullstory to uncover and eliminate the friction buried between clicks and across workflows, turning frustrated visitors and employees into unwavering advocates. From proactively highlighting areas for optimization to triggering real-time personalization that genuinely resonates, Fullstory’s behavioral data with agentic AI provides deeper and more immediately actionable insights beyond conventional web and product analytics. While other tools require extensive manual tagging that can lead to missed insights, Fullstory automatically collects, structures, and enriches the full spectrum of behavioral data from digital activities. Diagnostics on what users play and pause, what they copy and paste, where they zoom in & out, what apps are in use, then translates those behaviors into actions, insights, and recommendations, all aiding to improve customer and employee journeys. Agentic AI proactively highlights issues and provides recommendations to eliminate gaps in the digital experience, driving improved business outcomes. With a deeper understanding of customer and employee journeys, Fullstory provides the context needed to improve digital experiences, accelerate decision-making, and create human-centered experiences that drive revenue and reduce spend, faster.

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. Positionless Marketing has been proven to improve campaign efficiency by 88%, allowing marketing teams to create more personalized engagement with existing customers. For two years running, Optimove has been positioned as a Visionary in Gartner’s Magic Quadrant for Multichannel Marketing Hubs, recognized for its AI-driven decisioning, prescriptive insights, and proven ability to orchestrate thousands of personalized campaigns in real time across channels. AI-led marketing is a hallmark of Optimove’s visionary leadership. By embedding AI directly into its platform as early as 2012, Optimove paved the way for today’s Positionless Marketing standard. For more information, visit Optimove.com.

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 advanced artificial intelligence, Voyado provides a comprehensive customer experience cloud that empowers brands to understand and anticipate customer needs, ultimately driving business growth. This innovative platform is particularly beneficial for e-commerce businesses looking to optimize their online presence and improve customer satisfaction. Targeting retail brands across various sectors, Voyado caters to businesses that seek to elevate their customer interactions and streamline their marketing efforts. The platform is designed for marketers, e-commerce managers, and business owners who want to harness data-driven insights to create personalized shopping experiences. With its robust product discovery engine, Voyado enables brands to predict and respond to visitors' intentions, ensuring that customers find the products that best meet their needs quickly and efficiently. Key features of Voyado include its powerful product discovery engine, which utilizes deep product knowledge to enhance the online shopping experience. This engine not only helps customers navigate through vast product catalogs but also tailors recommendations based on individual preferences and behaviors. Additionally, the multichannel marketing platform offers invaluable insights and tools for executing automated campaigns, allowing brands to engage customers across various touchpoints seamlessly. This capability helps businesses maintain consistent communication with their audience, ultimately fostering stronger customer relationships. The benefits of using Voyado extend beyond just improved customer experiences. By automating marketing efforts and providing actionable insights, brands can save time and resources while maximizing their marketing ROI. The platform’s ability to deliver personalized content and recommendations enhances customer loyalty, encouraging repeat purchases and long-term engagement. Furthermore, Voyado's rapid growth and expanding customer base across Northern Europe and beyond demonstrate its effectiveness in meeting the evolving needs of retail brands in a competitive landscape. In summary, Voyado stands out in the SaaS market by offering a unique combination of AI-driven insights and multichannel marketing capabilities tailored specifically for retail brands. Its focus on creating hyper-relevant shopping experiences positions it as a valuable partner for businesses looking to thrive in the digital age.

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 meaningful messages across all channels, including email, in-app, push, SMS, and webhooks. Today, 7500+ brands trust their messaging needs with Customer.io, and G2 recently recognized us as a Best Software award winner in the Marketing and Digital Advertising Products category. Customer.io’s suite of products includes Journeys, a messaging automation tool, Data Pipelines, a customer data platform; and Parcel, a code editor designed for email. Founded in 2012, Customer.io is a globally distributed, remote-first company named one of the fastest-growing private companies on the 2023 Inc. 5000 list.

ContactPigeon empowers retailers to build interactions that resonate deeply with their customers. By unifying real-time customer data with advanced AI and automation engines, we enable businesses to scale their engagements across channels effectively while cultivating enduring customer loyalty through every step of the customer journey. The platform is built around two core components. The Omnichannel Customer Engagement solution enables retailers to manage and execute marketing campaigns across multiple built-in messaging channels, ensuring consistency and relevance in every customer interaction. Our powerful Customer Data Platform (CDP) collects, analyzes, and uses customer data to create automated, personalized experiences at scale. Together, these components provide a comprehensive solution for retailers looking to build meaningful, lasting relationships with their audience. The ContactPigeon suite offers a robust set of features, including: • Automated customer journey orchestration that ensures a cohesive and seamless experience across all touchpoints and channels • Built-in messaging channels and campaign manager that covers email, mobile (sms / WhatsApp / Viber), push notifications, pop-ups, forms, chatbot, and direct mails • BI tools for real-time analytics and customizable dashboards for deep insights into customer behavior and campaign performance • AI-driven product recommendations and RFM analysis to enhance the shopping experience and predict the at-risk customers • Advanced customer segmentation and clustering capabilities to segment your audience effectively, enabling targeted marketing that resonates with specific groups

SAS Customer Intelligence 360 is a sophisticated Customer Engagement Platform designed to assist marketers in transforming insights into actionable strategies that foster seamless and personalized customer experiences. This platform serves as a comprehensive solution for businesses seeking to enhance their marketing efforts by moving beyond outdated MarTech systems. By enabling tailored interactions that respond to real-time customer needs, SAS Customer Intelligence 360 empowers organizations to engage effectively with their audience. Targeted primarily at marketing professionals and organizations looking to optimize their customer engagement strategies, SAS Customer Intelligence 360 is particularly beneficial for those who require a robust tool for audience segmentation, campaign design, and personalization. The platform is designed to cater to a variety of use cases, including the need for detailed customer profiling and the integration of both online and offline interactions. By consolidating these interactions, marketers gain a 360-degree view of customer behavior, allowing for more informed decision-making and enhanced customer engagement. One of the key features of SAS Customer Intelligence 360 is its user-friendly interface, which simplifies complex tasks such as audience segmentation and campaign management. This accessibility enables marketers to act swiftly and effectively without needing extensive technical expertise. The platform’s ability to dynamically connect known and unknown digital activities further enriches customer profiles, providing marketers with deeper insights into customer preferences and behaviors. Additionally, SAS Customer Intelligence 360 stands out due to its seamless integration capabilities. It can connect with data residing in various environments, whether in the cloud, on-premises, or within other MarTech tools. This flexibility eliminates the need for costly migrations and allows organizations to leverage their existing data infrastructure. The platform captures detailed customer behaviors, including purchase intent and significant life events, facilitating personalized and targeted communications across multiple channels. Advanced decision-making methodologies, ranging from traditional business rules to sophisticated AI models, ensure that every customer interaction is relevant and impactful. This capability not only enhances the effectiveness of marketing campaigns but also fosters stronger relationships between brands and their customers. By utilizing SAS Customer Intelligence 360, organizations can elevate their marketing efforts, delivering meaningful and personalized experiences that resonate with their audience.