Best Customer Data Platforms (CDP) for Small Business

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."

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.

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.

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.

NotifyVisitors is an AI powered marketing automation and CDP solution. It provides an omnichannel experience that helps you reach your desired audience through email, SMS, push, popups, and much more. With NotifyVisitors, you can send automated campaigns to target their audience at the right time. Moreover, it also allows you to send personalized campaigns to connect with your audience at a more personal level. Its easy-to-use interface, along with drag and drop editor, makes it easier to customize your campaigns and journeys. Its in-depth campaign analytics helps you measure the campaign performance and adjust the campaign accordingly. Key Features Real-time Data & Personalization Segmentation & Targeting Omnichannel Communication A/B Testing Analytics & Reporting Exit-Intent Targeting Drip Campaigns Dynamic Content Injection Seamless third apps integration

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.

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.

Brevo's Customer Data Platform (CDP is a comprehensive solution designed to unify, manage, and synchronize customer data across various platforms and channels. By consolidating both online and offline data into a single, cohesive view, businesses can gain a 360-degree understanding of their customers, leading to more informed decision-making and personalized marketing strategies. Key Features and Functionality: - Multiple Sources Import: Integrate data from diverse sources, including databases, data warehouses, FTP servers, or via API, into a centralized platform. - Universal Data Model: Utilize standard business objects to structure data, ensuring consistency and scalability across operations. - Identity Resolution: Configure deduplication rules to create unique identifiers for each customer, eliminating redundancies. - Data Preparation with Custom Rules: Clean and reformat data using no-code recipes, making it business-ready without the need for extensive technical expertise. - Scoring Library: Apply predefined scores, such as Recency, Frequency, Monetary (RFM analysis or Lifetime Value (LTV, to customer data for enhanced personalization. - Dashboards & Data Exploration: Integrate with analytics tools to create advanced reports, facilitating better decision-making. Primary Value and Solutions Provided: Brevo's CDP addresses the challenge of fragmented customer data by offering a unified platform that centralizes information from multiple sources. This consolidation enables businesses to: - Enhance Customer Understanding: Gain deeper insights into customer behaviors and preferences, leading to more effective marketing campaigns. - Improve Decision-Making: Utilize real-time data updates and advanced analytics to make informed, data-driven decisions. - Personalize Customer Interactions: Leverage comprehensive customer profiles to deliver tailored content and offers, increasing engagement and loyalty. - Ensure Data Consistency: Maintain accurate and consistent data across all platforms, reducing errors and improving operational efficiency. By providing a holistic view of customer data, Brevo's CDP empowers businesses to create impactful interactions, drive customer engagement, and achieve sustainable growth.

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.

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 integrating data from various channels into a single, comprehensive view of the customer, the CDH empowers brands to make informed decisions and drive targeted actions based on insights derived from all available data sources. This unified approach enables organizations to create personalized customer experiences that resonate with their audience. The CDH is particularly beneficial for marketing teams, data analysts, and IT professionals who seek to harness customer data effectively. It serves as a central repository for customer information, allowing businesses to build actionable customer profiles that can be utilized across various marketing channels. This capability is essential for organizations looking to enhance customer engagement and improve overall marketing effectiveness. By leveraging the insights generated from the CDH, teams can tailor their strategies to meet the specific needs and preferences of their customers. Key features of the Tealium Customer Data Hub include tag management, an API Hub, a customer data platform with predictive insights, and a robust data management solution that incorporates embedded analytics for reporting and dashboarding. The tag management feature simplifies the process of managing and deploying marketing tags, ensuring that data collection is streamlined and efficient. The API Hub facilitates seamless integration with other tools and platforms, enhancing the overall functionality of the system. Additionally, the predictive insights offered by the customer data platform allow organizations to anticipate customer behavior and preferences, further refining their engagement strategies. One of the standout benefits of the CDH is its ability to ensure that all teams and tools operate from a unified set of customer data in real time. This real-time data access is crucial for organizations that require up-to-date information to make timely decisions. The CDH is designed to empower business users to leverage data for customer engagement while also providing technical resources with the capabilities needed for more complex data management tasks. This dual focus on usability and technical robustness makes the Tealium Customer Data Hub a versatile solution for organizations aiming to enhance their customer engagement efforts through data-driven insights.

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

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.

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.

Real-Time CDP is a single system for enterprises to manage person and account profiles that can be activated across the customer lifecycle. Real-time CDP is built with data governance and privacy at the center so your enterprise can build customer trust through responsible management and protection of customer data across your enterprise. Features include: - Actionable unified profiles: Unify and normalize known and pseudonymous customer data from all online and offline sources to create real-time, actionable B2B and B2C customer profiles. Ensure enterprise systems and teams use consistent data to understand customers across their devices, improving engagement and streaming data for real-time insights and faster time to market - Audience management for enterprise: End-to-end audience management allows you to enrich and segment unified profiles in real time with AI-powered insights to create complete audiences for targeted and relevant campaigns. Boost efficiency with prebuilt workflows that understand data sources and activate them downstream. Find new customers and respond quickly to changing behaviors with look-alike audiences and propensity scoring. Centrally manage audiences, including those built in other applications, and augment them with profiles federated from AWS Redshift, Azure Synapse, Databricks, Google BigQuery, and Snowflake. - Customer acquisition in a cookieless era: Boost marketing effectiveness across the funnel with data-rich audiences. Retain scale by associating durable identifiers with customer profiles. Securely collaborate on first-party data and audiences with trusted partners. Reach your audience with advertising-focused integrations that don’t rely on outdated identifiers. - Data governance and privacy: Data governance tools for the enterprise allow you to manage customer data across all business lines from a centralized platform. Stay compliant with transparent tools for consent collection, data labeling, policy creation, and data usage enforcement. Prevent activation of sensitive data and manage consumer data requests with both an API and user-friendly interface. View data sources and policies before activating audiences - Activation: Deliver relevant and real-time customer experiences across channels by activating B2C and B2B audiences in real time on Adobe and non-Adobe marketing applications. Deliver targeted customer experiences and in-the-moment personalization. Strengthen cross-channel campaigns by activating both known and unknown data. Orchestrate customer journeys on an easy-to-use canvas, leveraging partner data, use-case playbooks, and an AI Assistant for better audience activation. Deliver relevant and real-time customer experiences across channels by activating B2C and B2B audiences in real time on Adobe and non-Adobe marketing applications. Deliver targeted customer experiences and in-the-moment personalization. Strengthen cross-channel campaigns by activating both known and unknown data. Orchestrate customer journeys on an easy-to-use canvas, leveraging partner data, use-case playbooks, and an AI Assistant for better audience activation.

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.