Best Customer Data Platforms (CDP) for Small Business - Page 2

Meiro is an AI-powered, composable Customer Data Platform (CDP) designed specifically for enterprises that require comprehensive control over their customer data and infrastructure. Unlike traditional Software as a Service (SaaS) CDPs that store data in their own cloud environments, Meiro offers private deployment options on any major cloud platform or on-premise, ensuring that organizations maintain full oversight of their data. This approach not only enhances data security and compliance but also allows IT teams to manage customer data according to their specific requirements. The target audience for Meiro includes large enterprises and organizations that prioritize data privacy and security while seeking to leverage customer insights for enhanced marketing strategies. By unifying customer data from various touchpoints, Meiro enables marketing teams to create personalized, cross-channel experiences that foster customer engagement and loyalty. The platform's advanced capabilities empower marketers to predict customer behavior, intelligently segment audiences, and automate personalized journeys without the need for extensive engineering support, thus streamlining the marketing process. One of the key features of Meiro is its ability to consolidate customer data into a single, real-time view. This holistic perspective allows marketing teams to understand customer behaviors and preferences, facilitating relevant and personalized interactions across multiple channels. The platform's robust data management functionalities include real-time and batch data collection, built-in reverse ETL, and support for over 300 native integrations, which simplify data normalization, cleaning, and enrichment. Furthermore, Meiro employs both deterministic and probabilistic identity stitching techniques to create accurate customer profiles, enhancing targeting and engagement efforts. Meiro also stands out with its marketing automation capabilities, which include a user-friendly drag-and-drop customer journey builder, no-code audience segmentation, and a headless personalization API. These features enable marketers to synchronize audiences across various advertising platforms and utilize native mobile push notifications and email activation channels effectively. The platform's built-in AI content assistant optimizes marketing campaigns by providing actionable insights and recommendations, while comprehensive reporting and analytics tools allow users to measure the success of their initiatives. With flexible deployment options that include private installations across major cloud providers like AWS, Google Cloud, and Azure, as well as on-premise solutions, Meiro is designed to meet the evolving needs of businesses. Its commitment to compliance with privacy, security, and local data residency laws ensures that organizations can responsibly leverage customer data while maintaining the flexibility and scalability necessary for modern data infrastructures.

SuperAGI is an AI-native CRM platform that unifies sales, marketing, and customer service teams under one intelligent system. It automates high-impact workflows and continuously learns to personalize every customer touchpoint. By replacing multiple tools with autonomous agents, SuperAGI streamlines operations and drives predictable revenue growth. 1) Sales - CRM → CRM items + Tasks An AI-Native CRM that tracks actions by both reps and AI agents, auto-organizes pipeline, and surfaces the next best action. You get enriched records, real-time insights, role-based access, and a “Streamlined Task Play” to fly through prioritized to-dos without tab-hopping. The LinkedIn plugin and our native integrations keep data fresh and actionable. - Prospect → Prospects & Data Enrichment Prospect from an agent-verified contact/company database and auto-enrich records with verified emails and phones. Keep profiles updated with AI, import or export cleanly, and add leads from LinkedIn directly into CRM so you can email or call immediately. Build granular lists, and push them straight into outreach. Upload CSVs for waterfall enrichment, adding leads to lists, sequences, or CRM in one go. - Signals A single signal deanonymizes website visitors, enriches them, scores intent, and explains the “reason to engage.” Alerts land in Slack/email, and you can push accounts into sequences or tasks automatically so sellers hit peak-interest moments, not inbox dead zones. - Cold Outreach Automate LinkedIn + email outreach with copy tuned to persona and context, protect deliverability with mailbox rotation, and run multi-step, multi-channel sequences that book meetings even while you are away. Review or override messages as needed; the system learns what wins and scales it. - Sequences → Sequences + Conversations + Email Orchestrate email, calls, SMS, and LinkedIn in one place, with AI-written variants and A/B tests to lift conversion. Keep stakeholder replies stitched in one email thread, auto-log every touch in CRM, and get sentiment insights to handle objections faster. - AI Dialer Run high-throughput calling with international numbers and parallel dialing (up to multiple lines at once). The system drops unanswered calls, connects reps instantly, and auto-captures notes and activity so talk time goes up while admin time goes down. - Meetings Apply SLAs and rules to route by territory/AEs, convert website and campaign interest into booked slots, and automate SDR→AE handoffs so nothing slips. It’s built to turn traffic into pipeline with less back-and-forth. - Workflows Define automation plays across sales and marketing, e.g., signal detected → enrich → route → trigger sequence → create task → update CRM—so execution is consistent and fast. Works hand-in-hand with AI Journeys and Journey Orchestration to keep motions coordinated. Analytics See pipeline health, cohort conversion, channel impact, and rep performance in one pane. AI explains drivers and recommends actions (double-down, fix, or re-route), helping teams forecast better and remove bottlenecks before they stall deals. CPQ Define price books, approvals, discounts, and quote templates natively. Generate branded quotes with one click from deals, route approvals automatically, and sync accepted quotes straight back to pipeline—so selling stays in one flow. 2) Marketing - Campaigns Build segmented audiences, personalize journeys, and run coordinated touchpoints across email, SMS/WhatsApp, push, and more. Measure lift across channels and feed results back into Signals and Sales so marketing and pipeline stay perfectly in sync. - Customer Journeys Goodbye templatized automation flows! Let AI build the most optimal customer engagement workflows & customer journeys based on their recent interactions to maximize your ROI. - Customer Segmentation: Orchestrate highly personalized and targeted customer interactions based on behavioral data, demographics & recent actions on the website. - Analytics Get granular visibility of your customer behavior, campaign performance, and overall business intelligence along with AI-generated insights, recommendations, and autonomous reporting. - Customer Engagement Deliver a seamless brand experience to your customers via chat across Facebook/Instagram/WhatsApp and make phone calls directly from a single dashboard. - Ads (Coming soon) Create audience syncs from CRM segments, push to ad platforms, and let AI recommend budgets, creatives, and negative-keyword hygiene. Close the loop by attributing pipeline and revenue—not just clicks—back to source. - Social (Coming soon) Publish across networks, monitor intent cues, and turn comments/DMs into sequences, tickets, or meetings with a click. One content calendar; full attribution to pipeline. 3) Support - AI Live Chat Give customers real-time answers, deflect repeats with knowledge-base automation, and escalate to humans when needed—still in one thread. Tie conversations to CRM objects and SLAs, and keep an AI Support Inbox running for always-on assistance. Voice Support (Coming soon) Use voice agents that integrate with live data and your CRM: authenticate callers, update records, send follow-up texts, or book time with a rep. Guardrails keep calls on-brand while the agent scales to hundreds of simultaneous conversations.

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.

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.

Custify is the customer success platform designed to help SaaS businesses reduce churn, boost customer lifetime value, and deliver world-class customer experiences. With an intuitive interface and powerful features, Custify empowers Customer Success teams to manage every aspect of the customer journey—from seamless onboarding to proactive renewal and expansion—using real-time health scores, automated alerts, and predictive analytics. Custify integrates data across your entire tech stack, providing a centralized, single source of truth for each customer. This allows teams to quickly spot churn risks, capitalize on upsell opportunities, and deliver personalized customer interactions at scale. With automated workflows, customizable playbooks, and intelligent segmentation, Custify streamlines routine tasks, enabling your team to focus on building relationships and driving customer success outcomes that matter. Setting up Custify is a breeze with our concierge onboarding service, ensuring you’re up and running in hours—not weeks. Our platform integrates effortlessly with your CRM, support systems, and other essential tools, giving you unmatched visibility and collaboration across teams. Custify’s powerful analytics and customizable dashboards make it easy to monitor key metrics, track customer health, and measure the success of your initiatives. Join leading SaaS companies that trust Custify to optimize their Customer Success operations and drive sustainable growth. Deliver exceptional customer experiences, reduce churn, and maximize customer lifetime value with the best Customer Success platform for your SaaS business. Book a demo today to see how Custify transforms your customer success strategy at scale.

D·ENGAGE: CUSTOMER EXPERIENCE FINALLY DONE RIGHT. Transform your data into meaningful customer experiences at the moments that matter most. Our Customer Experience Data Platform (CXDP) empowers marketers to deliver personalized, data-driven 1:1 engagement across every channel. The platform activates your data where it lives, powers AI-driven personalization, and executes through fully native channels. Cloud or on-premise, it adapts to your needs, providing a clear, seamless journey from data to revenue. GLOBAL TRUST. MEASURABLE RESULTS. We’re trusted by more than 200+ of the world's best brands in over 30 countries across Europe, MENA, LATAM and Asia. Brands such as Turkish Airlines, Acerto, Vodafone, Unilever, Toyota, BYD, Yves Rocher, Enterprise, Lexus, İş Bankası, and UBL trust us to connect data, personalize engagement, and achieve measurable results. OUR CAPABILITIES. D·engage gives you full control to build and activate campaigns instantly, powered by real-time segmentation and true 360° customer visibility. We remove complexity by unifying all your customer data, insights, and actions in one platform. 1. True Data Foundation: the industries leading CDP Our data-first foundation powers everything we do. D·engage unifies every online and offline data point into a single, always up-to-date customer view. > Activate data instantly with zero-effort integration, no replication. > Build real-time 360° profiles across all data sources. > Connect easily to Oracle, PostgreSQL, MS SQL, SAP HANA, BigQuery, and Redshift. > Run in cloud or on-premise with full security. > Create micro-segments and personalize in real time. 2. Realtime, 1:1 Personalization: the Channels Every channel in D·engage is built natively, allowing seamless, real-time engagement across every touchpoint - Email, SMS, WhatsApp, mobile push, web push, and on-site messaging. > Omnichannel automation that connects every channel in one flow. > Journey orchestration to design and automate personalized customer paths. > Advanced analytics with unified dashboards and actionable insights. > Flexible integrations with leading CRM, BI, and marketing tools. 3. AI-Driven Intelligence: Zeki AI Our Predictive AI - Zeki - anticipates customer behavior, recommends optimal next actions, and makes hyper-personalization smarter at every step. This ensures your campaigns are always intentional and profitable. Predictive AI (Zeki AI) that anticipates behaviors and optimizes campaigns in real time. THE COMPANY D·engage is backed by leading investors including TIBAS Ventures, with participation from Gelecek Etki VC (managed in partnership with Vestel Ventures and Tacirler Asset Management), Maxis, and the Türkiye Development Fund – Invest 101 Fund. Our headquarter is in London, supporting a global team and customer base across Europe, MENA, LATAM, and Asia. Visit Dengage.com

Clientbook is the digital sales assistant for jewelers and other luxury retailers to make more money. We make your team clienteling rockstars by organizing customer data, automating follow-ups, and leveraging AI to create personalized and timely communications to bring customers back into your store. Nearly a thousand jewelers around the country are achieving more repeat business, building deeper customer relationships, and generating more income by using Clientbook. They love having a virtual sales assistant working nonstop helping sales associates to level up and create more opportunities for a sale.

Hightouch is the leading Composable CDP and AI Agent platform that empowers companies to activate their data warehouse to power personalized marketing and business operations. Trusted by leading organizations like Autotrader, Calendly, Cars.com, Domino’s, Monday.com, and PetSmart, Hightouch enables anyone to deliver personalized customer experiences, optimize performance marketing, and move faster by leveraging data and AI across their organization.

We help eCommerce businesses grow sales through deep customer understanding and seamless multi-channel interactions. Our approach collects real-time data on transactions, preferences, and website behavior, stored and managed in our Customer Data Platform. This data powers our Omnichannel Marketing Automation and AI-driven personalization. Our platform, co-developed with e-commerce marketers, introduces innovative tools like zero-party data collection, AI email design, and flexible workflows to address e-commerce challenges. Trusted by global brands like Adidas, Converse, and Crocs, we consistently deliver a 5-10x conversion boost and 40% annual growth, recognized by G2 for excellence. Think of us as an extension of your marketing team, always focused on delivering value, starting with a custom Growth Plan tailored to your business. More information: www.salesmanago.com

Dreamdata is a B2B Activation & Attribution Platform that provides the most complete B2B customer journey map anywhere. This empowers B2B marketing teams to orchestrate smarter GTM plays and measure how those efforts impact revenue, without relying on support. - Precise targeting: Build audiences using unlimited filtering and activate them by syncing to all major ad platforms. - Intent Signals: Trigger targeted activities on the right buyers at the right time using AI-identified intent signals and notifications. - Sync conversions: Automatically feed reliable pipeline data back with one-click conversion syncs so your campaigns optimize for revenue, not just clicks. - Scalable reporting: Measure performance and deliver reports that are easy to understand, always accurate, and aligned with your unique GTM - so your numbers drive buy-in, not backlash. Dreamdata is easy to implement and built to grow with you as KPIs, teams, and business grow. This keeps marketing at the centre of revenue impact and aligns your team and leadership around a single clear view of what’s working and when. This has already helped B2B marketing teams improve ROAS by 68%, grow ROI by 20%, and slash CAC by a third. Start with Dreamdata Free today.

Census is the first Universal Data Platform that brings data transformation, activation, and governance into one collaborative workspace. Leading enterprises including HubSpot, Activision, Canva, Orangetheory Fitness, Rippling, and Notion use Census to unite all their teams and applications around a single source of truth, achieving outcomes like reducing Customer Acquisition Costs by 50%, personalizing marketing for 170 million users, and reducing support times by 98%. By providing warehouse-native tools for Reverse ETL and embedded data integration, Census empowers business teams to launch faster, generate more valuable insights, and reduce the ticketing burden on data teams. Census is backed by Sequoia, Andreessen Horowitz, Insight Partners, and Tiger Global.

RudderStack is the leading warehouse native CDP designed to help organizations efficiently collect, unify, and activate customer data across various channels. This end-to-end solution empowers data teams to streamline their data management processes, enabling businesses to leverage insights for growth and improved customer engagement. By integrating seamlessly with existing systems, RudderStack facilitates a comprehensive view of customer interactions, which is crucial for informed decision-making. Targeted primarily at data teams, RudderStack serves a diverse range of industries, including retail, finance, healthcare, media and technology. Its user-friendly interface and robust capabilities make it suitable for organizations looking to enhance their data strategy without the need for extensive technical expertise. Key features of RudderStack include its ability to integrate with various data sources and destinations, ensuring that organizations can centralize their customer data effectively. The platform supports a wide array of integrations with popular tools and services, allowing users to connect their existing tech stack effortlessly. Additionally, RudderStack offers advanced data transformation capabilities, enabling teams to clean and enrich their data before utilizing it for analytics or marketing campaigns. One of the standout benefits of RudderStack is its warehouse-native architecture, which allows businesses to store their customer data directly in their data warehouse. This approach not only enhances data security but also provides organizations with greater control over their data. By eliminating the need for third-party data storage solutions, RudderStack helps businesses reduce costs and improve data accessibility. Furthermore, the platform's flexibility allows for real-time data updates, ensuring that teams are always working with the most current information. Overall, RudderStack is a powerful tool for organizations aiming to harness the full potential of their customer data. With its comprehensive features and focus on unifying data from various sources, it stands out in the competitive landscape of customer data platforms, making it a valuable asset for businesses looking to drive growth and enhance customer experiences. Over 30,000 sites and apps run RudderStack including Crate & Barrel, Foot Locker, Glassdoor, Stripe, Allbirds, and more. RudderStack acquired Blendo in 2020

Create anything from surveys to web apps and portals - all in one place. Formaloo comes with a set of powerful building blocks to collect, organize, and understand your data. Teams of all sizes use Formaloo to build engagement surveys, membership portals, bulletin boards, chatbots, and many more tools to engage their audience.

Forest Admin is a low-code internal tool solution that helps developers rapidly equip their business teams with internal tools such as fully-featured admin panels, dashboards, and database manipulation tools that are tailored to their operations and ready to scale. All you need is to connect a data source and a fully-featured admin panel will be auto-generated from your data in a few moments. Then easily customize it with low-code components to meet your unique needs.

The CustomerLabs 1PD Ops Platform is a no-code tool designed to empower marketers by collecting, unifying, and activating first-party data from multiple sources. This platform enhances customer data management and enables personalized marketing campaigns across channels, without technical dependencies. Key Features: Data Collection & Identity Resolution: The platform collects data from websites, CRMs, point-of-sale systems, and other offline sources, unifying them into a comprehensive customer profile. Identity resolution maps anonymous users across multiple touchpoints for a complete 360° view of customer behavior. Advanced Segmentation & Personalization: Create custom audience segments based on user activity (e.g., high-value customers or repeat buyers). These segments help marketers design personalized campaigns across multiple channels like Google Ads, Facebook, and email. Server-Side Tracking & First-Party Server Cookies: The platform offers robust server-side tracking, ensuring that key audience signals are accurately captured and synced with ad platforms, even with modern privacy restrictions. Additionally, it employs lifelong first-party server cookies, which prevent cookie expiration (e.g., fbclid, gclid) and improve attribution and reporting by storing cookies indefinitely​. Offline & Enhanced Conversions: Sync and analyze offline purchase data with online campaigns to enhance Google Offline Conversions and LinkedIn CAPI, optimizing full-funnel performance and reducing acquisition costs. Improved ROAS & Attribution: By maintaining persistent server-side cookies and real-time data syncing, the platform helps achieve higher audience match rates, improving ROAS and ensuring that campaigns are optimized for high-intent, high-value users