Best Customer Data Platforms (CDP) for Medium-Sized Businesses - Page 4

The Lexer Customer Data and Experience Platform (CDXP) serves as your all-in-one hub for insight-driven marketing, sales, and customer service. With an enriched single customer view, maintained in real-time and accessible across all platforms, you can genuinely understand and engage customers to drive profitable growth. Lexer’s onboarding, implementation, and strategic consulting services will help fill any gaps in your team’s resources to ensure a smooth, successful CDXP adoption. CUSTOMER DATA PLATFORM > With one of the simplest integrations in the industry, Lexer’s CDP will effortlessly combine, cleanse, standardize, and enrich your data into an actionable single view of the customer. Our tools and team will help boost your customer IQ with AI-powered predictive analytics, third-party data enrichment, and targeted customer surveys. MARKETING > Lexer’s marketing solution enables you to quickly identify the right customers, messages, creative, and channels for your marketing campaigns. Designed for business users—not data scientists—our easy-to-use tools allow you to orchestrate highly targeted campaigns across every channel, reducing waste and improving engagement. With effective tools to track change and quantify impact, you can easily demonstrate the value of your marketing activities. CLIENTELING > Lexer’s clienteling solution guides sales associates through interactions with each customer to improve the relevancy and impact of the in-store experience. Complete customer profiles allow you to build authentic relationships at scale. With access to detailed purchase histories and preference information, you can tailor the customer experience, capture data that’s traditionally lost, provide informed product recommendations, and configure next best actions for consistently high-quality engagement. AI MESSAGING > Lexer's AI messaging solution delivers highly personalised 1:1 messages for every customer. Efficiently generated by AI, informed by your brand tone, and business objectives. Show your best customers the love that they deserve. Engage your high-value customers with highly personalized messages to foster loyalty and grow lifetime value. SERVICE > Lexer’s service solution brings all customer data, inboxes, workflows, and feedback forms together to enable informed, fully contextualized service interactions. With access to rich insights about the person behind each service request, your team can enter every conversation with the full context they need to provide consistent, high-quality service. Pre-configured next best actions for common requests allow you to guide agents’ responses and achieve personalization at scale. We are a private, Australian-founded company with a team of 100+ working with over 150 brands in Australia, Asia and the USA.

Simon AI helps marketing teams achieve 1:1 personalization. Simon AI combines a composable CDP with agentic AI, allowing marketers to set goals like reducing churn or increasing repeat purchases, and AI handles the rest. It uncovers hidden signals, activates 100x more data, and automates execution across channels, enabling small teams to perform like large ones. Brands like ASOS and SeatGeek trust Simon for faster launches, scalable personalization, and revenue growth.

Endear helps retail brands turn customer relationships into revenue. Our retail CRM and clienteling platform gives your team the tools they need to sell more effectively, whether they're on the sales floor or reaching out to customers across email and text. We believe retail success comes from authentic connections. That's why we've built a platform that helps your sales team create personalized experiences at scale. Store associates and marketing teams use Endear to understand their customers better, reach out with targeted campaigns, and track the impact of every interaction. Our signature Shoppable Stories feature lets your team curate personalized product recommendations that feel like getting style advice from a friend. Plus, with integrated live chat, your online shoppers get the same high-touch service they'd experience in store. The result? Bigger cart sizes, higher conversion rates, and customers who keep coming back. What sets us apart is our laser focus on retail. We're not just another CRM – we're built specifically for brands who understand that genuine customer relationships are the key to growth. By combining customer data, communication tools, and performance tracking in one platform, we help your team deliver the kind of personalized shopping experience that drives real results.

Zeta Global is a leading AI-powered marketing cloud that helps brands acquire, grow, and retain customers with greater efficiency. Headquartered in New York City and publicly traded (NYSE: ZETA), Zeta serves enterprises worldwide, delivering personalized marketing at scale. Our platform brings together identity, intelligence, and activation into a single solution enriched by one of the industry’s largest proprietary data sets. Zeta’s software supports English, French, and Spanish, ensuring global accessibility for marketers. The Zeta Marketing Platform (ZMP) is a fully integrated solution that empowers marketers to create individualized customer experiences across channels and devices. Composed of Zeta CDP+, Zeta ESP, and Zeta Activation, the ZMP enables brands to unify customer data, personalize engagement, and execute omnichannel campaigns with precision. Our native CDP solution leverages Zeta’s expansive identity graph (750M+ global identities) to recognize and engage real people, while our industry-leading ESP delivers real-time, cross-channel experiences beyond the inbox. Zeta Activation allows marketers to discover and reach the right audiences with deterministic data and intent signals. With Zeta, brands achieve a persistent, unified view of customers and prospects, seamlessly orchestrating every interaction with AI-driven insights. By combining a proprietary deterministic data set, industrial-strength identity resolution, and advanced omnichannel orchestration, the ZMP delivers measurable performance with maximum efficiency and a lower total cost of ownership. Whether optimizing acquisition, nurturing customer relationships, or enhancing personalization, Zeta provides the intelligence and automation needed to drive business growth.

Openprise is fueling the revolution in RevOps. Openprise automates critical RevOps processes to break down silos and align sales and marketing professionals and their technologies to deliver explosive growth. Openprise is a single, no-code platform that lets you simplify your RevTech stack, respond faster to changes in your market, and scale up operations to achieve your revenue goals. RevOps teams at industry leaders like UI Path, Freshworks, Zendesk, Zscaler, and Okta depend on Openprise to drive efficient, predictable revenue. For more information, please visit www.openprisetech.com.

Find out what is happening in your business and take meaningful action quickly with Splunk Enterprise. Automate the collection, indexing and alerting of machine data that's critical to your operations. Uncover the actionable insights from all your data — no matter the source or format. Leverage artificial intelligence and machine learning for predictive and proactive business decisions.

Maestra is an all-in-one personalization platform for DTC brands that helps personalize beyond email & SMS to drive +15% conversions. What’s included out of the box: - Real‑time CDP: unified profiles, identity resolution, calculated/custom fields, and product feeds - Omnichannel messaging: Email, SMS, MMS, RCS, push, messengers, chatbots, and ad-audience sync - Site & App personalization: pop‑ups, stories, banners/bars, surveys, and other dynamic blocks - Product personalization: recommendations, product quizzes, and product-feed images - Price personalization: loyalty bonuses, personal discounts, and referral systems - Analytics: reporting, segmentation, ad optimization, and attribution - White-glove service to ensure results and help brands get full value from the platform

Actito is a SaaS customer engagement platform designed to help marketing teams independently create and orchestrate personalized omnichannel experiences. This innovative solution empowers businesses to engage their customers effectively across various channels, ensuring that marketing efforts are not only cohesive but also tailored to individual preferences and behaviors. Targeted primarily at mid-sized to large companies, Actito serves organizations that require a comprehensive and unified approach to their marketing activities. By consolidating customer data into a single platform, Actito enables marketing teams to manage their campaigns more efficiently. The platform is particularly beneficial for businesses looking to enhance their customer engagement strategies through real-time, personalized messaging across multiple channels, including email, SMS, push notifications, WhatsApp, RCS, Wallet, ad audiences, call centers, and print. One of the standout features of Actito is its ability to centralize and activate customer data. This functionality allows users to design and target messages that resonate with their audience, enhancing the overall effectiveness of marketing campaigns. The integration of artificial intelligence further streamlines the marketing process, making it more agile and responsive to changing customer needs. By leveraging AI, Actito helps marketers analyze data trends and optimize their strategies, ultimately driving growth and improving customer relationships. Additionally, Actito's secure European infrastructure ensures that customer data is handled with the utmost care, adhering to strict privacy regulations. This focus on data security is particularly appealing to companies operating within the EU or those that prioritize compliance with data protection laws. With headquarters in Belgium and offices in France and Spain, Actito has established a strong presence in the European market and currently supports over 250 clients worldwide. In summary, Actito is more than just a marketing tool; it is a comprehensive platform that supports businesses in transforming their marketing efforts into significant growth drivers. By offering a unified solution for managing customer engagement across various channels, Actito enables organizations to create personalized experiences that foster customer loyalty and drive business success.

Hull allows sales, marketing and customer success teams to make sense of the whole customer journey and use all customer data that’s otherwise locked up and siloed away in dozens of separate tools and databases. It puts everyone customer-facing in your organization on the same page by creating one common set of customer data across the whole customer journey.

Autopilot is now Ortto. Ortto, a complete marketing automation and analytics platform, empowers marketers to execute impressive campaigns that drive business growth. By combining three powerful tools into one platform underpinned by AI, teams finally benefit from their marketing automation, customer data, and analytics working together. Sophisticated yet easy-to-use, customers trust Ortto to understand their impact, discover their next marketing opportunity, and continuously iterate to deliver great customer experiences at scale.

Zeotap is the AI-powered Customer Data Platform that helps enterprises unlock the true value of their customer data - faster, smarter, and with enterprise-grade precision. With plug-and-play connectors and a flexible, modular design, Zeotap integrates effortlessly into existing ecosystems, delivering 3x faster time-to-value than traditional CDPs. Trusted by leading global brands, Zeotap combines the industry’s most advanced ID Extension and identity resolution with AI-powered orchestration - enabling unmatched match rates, smarter segmentation, and real-time activation. Designed for business teams and loved by IT, Zeotap makes it easy to unify, activate, and scale customer data - while staying fully compliant with global privacy regulations. Smarter data. Stronger outcomes. Built for business.

Born in 1997 and headquartered in the UK, RedEye is an AI driven marketing automation provider that uses data, technology and people to empower UK based B2C brands to drive strategies that attract, engage, convert and retain customers. We’re proud of our track record of generating significant ROI for our clients by providing them a sophisticated solution which enables them to better understand and respond to their customers. Our platform draws data from multiple sources, consolidates and enables you to gain richer insights about your customers & their behaviour, allowing you to build customer relationships through multi-channel personalisation, maximise opportunities within the customer lifecycle and increase Customer Lifetime Value.

Omeda is the only audience engagement platform built for organizations that rely on audience relationships to drive their business. With a suite of products combining customer data platforms (CDP), marketing automation, and subscription management, Omeda enables publishers, associations, non-profits, and broadcast media businesses to unify and harness the power of first-party data from every channel to deliver new products and programs that engage audiences and advertisers — all from one platform. Omeda has over 40 years of experience in audience relationship management. We send over 5.5 billion emails annually, manage over 25,000 brands and products, and cleanse and manage millions of records for our clients.

With the Amperity customer data platform, brands can build a first-party data foundation to fuel customer acquisition and retention, personalize experiences that build loyalty, and manage privacy compliance. Using patented AI and machine learning methods, Amperity stitches together all customer interactions to build a unified view that seamlessly connects to marketing and technology tools. Amperity delivers the data confidence brands need to unlock growth by truly knowing their customers. More than 400 brands worldwide rely on Amperity to turn data into business value, including Alaska Airlines, DICK’S Sporting Goods, Endeavour Drinks, Planet Fitness, Seattle Sounders FC, Under Armour and Wyndham Hotels & Resorts.

Solitics is an AI-powered customer engagement platform that helps iGaming, fintech, trading, and banking brands deliver hyper-personalised journeys in real time. The platform connects all your data sources and responds to every customer interaction in 1.8 seconds or less across email, SMS, push, in-app, and WhatsApp. With Visitor Activation, Customer Retention, Targeted Gamification, and Performance Analytics built in, Solitics gives marketers full control of the customer lifecycle. Integration is fast—go live in just 45 days—and the no-code interface lets teams create automated, personal experiences without relying on developers. Trusted by hundreds of global brands, Solitics helps you increase conversion, boost retention, and grow LTV by turning raw data into measurable, real-time engagement.