Best Customer Data Platforms (CDP) for Small Business - Page 3

How Many Customer Data Platforms (CDP) Products Does G2 Track?

Total Products under this Category: 316

Category Stats (Sep 2026)

  • Average Rating: 4.46/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Salespanel (+0.5%) - Among all products in this category, Salespanel recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Customer Data Platforms (CDP) Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 27,500+ Authentic Reviews
  • 316+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Customer Data Platforms (CDP)

G2 Grid® for Customer Data Platforms (CDP) plotting products by satisfaction and market presence

Highlighted products: Data 360 (formerly Salesforce Data Cloud), Insider One, Brevo Marketing Platform, Customer.io, Klaviyo, D·engage, Tealium, and ContactPigeon.

Underlying data: [Grid® JSON](https://www.g2.com/categories/customer-data-platform-cdp/grids.json?focus%5B%5D=data-360-formerly-salesforce-data-cloud&focus%5B%5D=insider-one&focus%5B%5D=brevo-marketing-platform&focus%5B%5D=customer-io&focus%5B%5D=klaviyo&focus%5B%5D=d-engage&focus%5B%5D=tealium-2026-08-12&focus%5B%5D=contactpigeon&segment=small-business)

Clientbook

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.

Average Rating: 4.5/5.0

Total Reviews: 44

How Do G2 Users Rate Clientbook?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.1/10)
  • Predictive Modeling: 7.2/10 (Category avg: 8.0/10)
  • Data Enrichment: 8.4/10 (Category avg: 8.7/10)
  • Expandability: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Clientbook?

Who Uses This Product?

  • Top Industries: Luxury Goods & Jewelry, Retail
  • Company Size: 91% Small, 7% Medium

What Do G2 Reviewers Say About Clientbook?

AI-generated summary from verified user reviews

Pros
  • Users value the easy communication enabled by Clientbook, enhancing customer engagement and streamlining the sales process.
  • Users value the effective communication and support from Clientbook, enhancing their marketing and customer engagement efforts.
  • Users commend the exceptional customer support provided by Clientbook, enhancing their overall experience and ease of use.
  • Users find Clientbook extremely convenient for managing customer inquiries and capturing sales efficiently every day.
  • Users love the ease of use of Clientbook, making communication and marketing straightforward for all users.
Cons
  • Users experience frequent glitches in Clientbook, though support is noted for quickly resolving issues.
  • Users face data management issues with Clientbook, including difficulty removing client activities and limited language options.
  • Users experience poor categorization in Clientbook, leading to disorganization and missed communications in their inbox.
  • Users express frustration with SMS limitations, particularly with messages ending up in spam and restrictive tagging options.
  • Users find the system limitations of Clientbook frustrating, with issues like client availability and edit restrictions.

What Are Recent G2 Reviews of Clientbook?

What Are G2 Users Discussing About Clientbook?

Dialog Insight

Dialog Insight is a customer engagement platform that empowers businesses to generate more customer touchpoints and build brand loyalty through the automation of personalization. The platform features a range of tools for creating and deploying campaigns, as well as analytics and reporting capabilities to track the success of those campaigns. Dialog Insight's key benefits include the ability to segment and target customer groups, automate and personalize communication, and optimize campaigns for maximum performance. Dialog Insight delivers a true 1:1 customer experience, targeting the right segment across all channels, and maximizing ROI while reducing cost and time. 

Average Rating: 4.6/5.0

Total Reviews: 38

How Do G2 Users Rate Dialog Insight?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.1/10)
  • Predictive Modeling: 8.3/10 (Category avg: 8.0/10)
  • Data Enrichment: 9.3/10 (Category avg: 8.7/10)
  • Expandability: 9.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Dialog Insight?

  • Seller: Dialog Insight
  • Year Founded: 1999
  • HQ Location: Quebec, Canada
  • Twitter: @DialogInsight
    304 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    66 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management
  • Company Size: 51% Small, 36% Medium

What Are Recent G2 Reviews of Dialog Insight?

What Are G2 Users Discussing About Dialog Insight?

Blueshift by BlueConic

Stop fighting your tech stack and start talking to your customers with a platform that actually works for you. We built Blueshift because we were tired of clunky tools that add more work to your day. It is not another confusing box of parts that leaves you to figure it out on your own. We brought your data, AI, and channels together so you can focus on your message instead of your technical setup. Most marketers spend more time cleaning messy spreadsheets than actually sending emails. Our platform aggregates customer data to create meaningful profiles. You can see what people are doing in real time instead of looking at what they did weeks ago. This lets you send messages that feel personal because they are based on how people really act. It is about being relevant without the manual struggle. You should not need a math degree or an IT team to run a basic campaign. Our Customer AI handles the heavy lifting by predicting what your customers want and when they want to hear from you. It points out which groups to target and suggests the right products for each person. This AI even runs your A/B tests for you. It saves the average team about 40 hours of work every month. That is a lot of time you could spend on things that actually matter. You can coordinate everything from email and SMS to your website in one place. Your customers get a smooth ride no matter where they interact with your brand. We integrate seamlessly with your current tools so you can get started quickly. It is a simple way to increase sales and satisfy your customers without the usual operational nightmare.

Average Rating: 4.4/5.0

Total Reviews: 273

How Do G2 Users Rate Blueshift by BlueConic?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.1/10)
  • Predictive Modeling: 8.4/10 (Category avg: 8.0/10)
  • Data Enrichment: 8.7/10 (Category avg: 8.7/10)
  • Expandability: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind Blueshift by BlueConic?

  • Seller: BlueConic
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Boston, Massachusetts
  • Twitter: @blueconic
    2,267 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    170 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Email Marketing Manager, Email Marketing Specialist
  • Top Industries: Financial Services, Marketing and Advertising
  • Company Size: 53% Medium, 34% Small

What Do G2 Reviewers Say About Blueshift by BlueConic?

AI-generated summary from verified user reviews

Pros
  • Users find Blueshift's platform to be easy to learn and user-friendly, enhancing onboarding and customer journey building.
  • Users appreciate the quick and responsive customer support from Blueshift, enhancing their overall experience significantly.
  • Users appreciate the advanced features and seamless integration of Blueshift, enhancing customer engagement and marketing efforts.
  • Users value the personalization capabilities of Blueshift, enhancing marketing strategies through data-driven customer engagement.
  • Users appreciate the powerful market segmentation features of Blueshift, enabling precise targeting and advanced personalization.
Cons
  • Users find the learning curve steep with Blueshift, especially when navigating complex campaign structures and setups.
  • Users find Blueshift's missing features frustrating, particularly in reporting and workflow customization options.
  • Users highlight the lack of essential features in Blueshift, though they appreciate the support team's responsiveness to requests.
  • Users find complexity in Blueshift's reporting and data export features, complicating their marketing processes and user experience.
  • Users find Blueshift to be expensive, particularly with additional fees for app integrations impacting smaller teams.

What Are Recent G2 Reviews of Blueshift by BlueConic?

What Are G2 Users Discussing About Blueshift by BlueConic?

Forest

Forest is the operational infrastructure regulated companies grow on. It's where your team and your AI agents run compliance and business operations together, across any provider and any database, with your data staying in your systems. The problem we solve. Regulated ops teams run compliance and business ops across a widening stack: more provider portals, tighter regulation, and now AI agents plugging into workflows nobody scoped. The result: ops capacity goes to managing the system, not managing risk. What we bring. Four layers that make agentic ops safe in regulated environments. 1. Sovereign data backbone. Forest reads and writes directly to your databases and APIs through datasources. Providers and AI models plug in through MCP connectors. Client-hosted, your data never leaves your infrastructure. 2. Intelligent ops orchestration. Build workflows or code actions where your team and AI agents work the same cases: KYC/KYB, AML, fraud, payment ops, disputes, crypto compliance. AI handles the repetitive; humans make the calls that matter. 3. Compliance and AI governance. One permission model for humans and AI agents. Record-level audit log with reasoning traces for AI steps. SOC 2 certified, GDPR-aligned. The evidence layer your compliance team needs to demonstrate compliance. 4. Composable and headless. Bring your own AI agents, model, and vendors. Forest's MCP server exposes data, actions, and workflows under your audit model. Swap a KYC provider, PSP, or model without rewriting workflows. Trusted by ambitious fintechs. Forest is the back-office powering Ops at fast-growing fintechs across Europe, the Americas, and beyond. Teams at Belvo, Qonto, Raylo, Roundtable, Spendesk, Swan, and Modern Treasury rely on Forest to run secure, auditable, and scalable operations. Forest was previously known as Forest Admin. Learn more at forest.app.

Average Rating: 4.6/5.0

Total Reviews: 58

How Do G2 Users Rate Forest?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.1/10)
  • Predictive Modeling: 7.0/10 (Category avg: 8.0/10)
  • Data Enrichment: 7.8/10 (Category avg: 8.7/10)
  • Expandability: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Forest?

  • Seller: Forest
  • Year Founded: 2017
  • HQ Location: San Francisco, California
  • Twitter: @ForestAdmin
    1,410 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    40 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Financial Services
  • Company Size: 59% Small, 38% Medium

What Do G2 Reviewers Say About Forest?

AI-generated summary from verified user reviews

Pros
  • Users value the customization options of Forest, enabling tailored workflows that enhance efficiency and user experience.
  • Users find Forest's ease of use invaluable, allowing easy configuration and customization for daily operations.
  • Users value the customizability of Forest Admin, enhancing workflows and fitting various team needs effectively.
  • Users value the customization options in Forest Admin, enhancing internal efficiency and simplifying workflows.
  • Users value the intuitive design of Forest Admin, which greatly simplifies workflows and enhances team efficiency.
Cons
  • Users note that the design limitations can lead to issues with team management and UI consistency across teams.
  • Users face onboarding difficulties with Forest, requiring technical support for setup and customization processes.
  • Users believe the poor design could use updates to improve organization and UI consistency across teams.
  • Users experience slow performance with data display and download times, impacting the overall efficiency of the tool.
  • Users find it challenging to manage Teams and Roles effectively, risking disorganization and inconsistent UI layouts.

What Are Recent G2 Reviews of Forest?

What Are G2 Users Discussing About Forest?

SAS Customer Intelligence 360

SAS Customer Intelligence 360 is an AI-powered customer engagement platform that helps organizations connect customer data, decisions and delivery to create relevant, personalized experiences across every channel. The platform unifies audience management, customer journey orchestration, marketing decisioning, data activation and measurement in a single solution, enabling marketers to turn customer insights into real-time actions. Designed for marketing, customer experience and digital engagement teams, SAS Customer Intelligence 360 helps organizations build stronger customer relationships by delivering the right message, offer or experience at the right time. Marketers can create and activate audiences, orchestrate omnichannel customer journeys, manage communications across digital and offline channels, and optimize engagement using AI, analytics and real-time decisioning. Unlike traditional marketing clouds, SAS Customer Intelligence 360 uses a flexible hybrid data architecture that allows organizations to access and activate customer data where it resides, whether in the cloud, on premises or within existing MarTech solutions. This approach reduces data movement, simplifies integrations and helps organizations maximize the value of their existing technology investments. The platform provides marketers with a comprehensive view of customer behavior by combining online and offline interactions, digital activity, customer attributes and business data. Embedded AI, analytics and decision intelligence help organizations identify audiences, personalize engagement, determine next-best actions and continuously optimize customer experiences at scale. Whether modernizing legacy MarTech, enhancing an existing marketing ecosystem or pursuing a composable customer engagement strategy, organizations use SAS Customer Intelligence 360 to improve customer acquisition, retention, loyalty and lifetime value through more relevant and meaningful customer interactions.

Average Rating: 4.4/5.0

Total Reviews: 145

How Do G2 Users Rate SAS Customer Intelligence 360?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.1/10)
  • Predictive Modeling: 8.5/10 (Category avg: 8.0/10)
  • Data Enrichment: 8.8/10 (Category avg: 8.7/10)
  • Expandability: 8.6/10 (Category avg: 8.6/10)

Who Is the Company Behind SAS Customer Intelligence 360?

  • Seller: SAS Institute Inc.
  • Company Website:
  • Year Founded: 1976
  • HQ Location: Cary, NC
  • Twitter: @SASsoftware
    60,863 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15,122 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Banking
  • Company Size: 46% Medium, 34% Large

What Do G2 Reviewers Say About SAS Customer Intelligence 360?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use in SAS Customer Intelligence 360, enhancing their data management and analysis experience.
  • Users value the comprehensive insights offered by SAS Customer Intelligence 360, enhancing their marketing strategies and engagement.
  • Users value the advanced analytics of SAS Customer Intelligence 360, enhancing campaign effectiveness and audience targeting.
  • Users appreciate the comprehensive customer mapping features of SAS Customer Intelligence 360 for understanding customer interactions.
  • Users value the flexibility and automation of SAS Customer Intelligence 360 for creating tailored marketing strategies.
Cons
  • Users face a steep learning curve, finding the interface complex and requiring time to navigate effectively.
  • Users often face integration issues with SAS Customer Intelligence 360, making setup and data manipulation challenging.
  • Users find the product expensive, which affects their overall perception and willingness to invest in the software.
  • Users find the difficult setup of SAS Customer Intelligence 360 challenging, requiring training and time to fully integrate.
  • Users find the complexity of SAS Customer Intelligence 360 challenging, requiring additional training and support for effective use.

What Are Recent G2 Reviews of SAS Customer Intelligence 360?

What Are G2 Users Discussing About SAS Customer Intelligence 360?

Hull

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.

Average Rating: 4.6/5.0

Total Reviews: 41

How Do G2 Users Rate Hull?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.1/10)
  • Predictive Modeling: 2.5/10 (Category avg: 8.0/10)
  • Data Enrichment: 9.3/10 (Category avg: 8.7/10)
  • Expandability: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Hull?

  • Seller: Hull
  • Year Founded: 2013
  • HQ Location: Atlanta, GA
  • Twitter: @hull
    2,501 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    50 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Financial Services
  • Company Size: 49% Medium, 49% Small

What Are Recent G2 Reviews of Hull?

Fullstory

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.

Average Rating: 4.5/5.0

Total Reviews: 1,033

How Do G2 Users Rate Fullstory?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.1/10)
  • Predictive Modeling: 6.8/10 (Category avg: 8.0/10)
  • Data Enrichment: 7.4/10 (Category avg: 8.7/10)
  • Expandability: 7.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Fullstory?

  • Seller: Fullstory
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Atlanta, GA
  • Twitter: @fullstory
    4,890 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    548 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Product Manager, Senior Product Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 44% Medium, 37% Small

What Do G2 Reviewers Say About Fullstory?

AI-generated summary from verified user reviews

Pros
  • Users find Fullstory's intuitive user interface easy to navigate, enhancing their overall experience and efficiency.
  • Users value Fullstory for its ability to illuminate customer feedback, enhancing understanding of user behavior and issues.
  • Users appreciate the responsive customer support from Fullstory, enhancing experience and ensuring effective tool usage.
  • Users value the ease of use and insightful support from Fullstory, enhancing their understanding of user behavior.
  • Users appreciate the detailed data analytics from FullStory, enabling insight into customer behavior and experience improvements.
Cons
  • Users report a steep learning curve, but appreciate the helpful support for navigating the complex features.
  • Users face customization limitations and performance issues, making the tool less effective for their needs.
  • Users find missing features in FullStory, such as time filtering and better historical data access, limiting usability.
  • Users find difficulty in data governance and customization, making reporting and sharing complex for new users.
  • Users express frustration with limited features, especially regarding journey creation and data sharing options.

What Are Recent G2 Reviews of Fullstory?

What Are G2 Users Discussing About Fullstory?

Lexer

Lexer is the customer data platform built for retail and hospitality brands that want to grow repeat revenue, lift customer lifetime value, and protect margin — without a data team or an analyst queue. Lexer unifies every source of customer data — ecommerce, in-store POS, loyalty, email, SMS, web, reviews and more — into a single, governed view of each customer, online and in-store. Native Experian enrichment and eleven years of retail-specific identity resolution turn fragmented records into profiles your team can actually act on. Sitting on top of that foundation is Lexi, Lexer's agentic AI. Ask a question in plain language and Lexi builds the answer from your own trusted data, then builds the segment and activates it to Klaviyo, Meta and the other tools you already use — no code, no dashboards, no waiting. Because Lexi understands retail, it knows the difference between a full-price buyer and a discount-dependent one, a VIP and a prospect, a seasonal category and a core one. What makes Lexer different: - Outcome-obsessed. We don't sell data infrastructure — we grow repeat revenue, reduce churn and increase LTV. The KPIs your team already reports on. - Truly omnichannel. One unified customer view across online and in-store, not just web pixels or email lists. Most tools see half the picture; Lexer sees the whole customer. - Margin intelligence. Gross margin per customer, discount dependency, sell-through velocity and purchase propensity — the numbers a CEO cares about, not just campaign metrics. - Retail and hospitality specific. Purpose-built for how retailers actually work, not a generic platform that fits everyone and therefore no one. - Governed by design. Lexi runs entirely within a secure AWS Bedrock environment. Your data never leaves the platform, no PII is used in AI processing, and nothing is shared with external models. SOC 2 certified, GDPR and CCPA compliant. Every action is logged, permissioned and reversible. The payoff: the same team doing 10x the work. What used to need an analyst, a brief and a week of waiting now happens in a single conversation. See it on your own data, free. A Lexer Live Demo shows your customers inside the platform — no cost, no commitment. Lexer is a private, Australian-founded company working with retail and hospitality brands across Australia, Asia and the USA. To learn more or book a demo, visit https://www.lexer.io/.

Average Rating: 4.5/5.0

Total Reviews: 53

How Do G2 Users Rate Lexer?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.1/10)
  • Predictive Modeling: 7.7/10 (Category avg: 8.0/10)
  • Data Enrichment: 9.1/10 (Category avg: 8.7/10)
  • Expandability: 8.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Lexer?

  • Seller: Lexer
  • Year Founded: 2010
  • HQ Location: Melbourne, Australia
  • Twitter: @lexer
    930 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    58 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Retail, Apparel & Fashion
  • Company Size: 42% Small, 34% Medium

What Do G2 Reviewers Say About Lexer?

AI-generated summary from verified user reviews

Pros
  • Users value the prompt customer support from Lexer, aiding in maximizing the platform's capabilities and insights.
  • Users commend the strong AI integrations of Lexer, noting their value and effectiveness in enhancing user experience.
  • Users value the unlimited insights and analytics from Lexer, enhancing understanding and driving actionable outcomes.
  • Users value the analytics expertise of Lexer, appreciating the actionable insights and support for customer data understanding.
  • Users value the communication efficiency of Lexer, gaining clear insights and actionable support from their analytics.
Cons
  • Users experience bugs that disrupt functionality, leading to frustration and diminished usability of Lexer.
  • Users express frustration with Lexer’s performance inconsistencies and slow response times during critical tasks.
  • Users find the learning curve steep, especially for infrequent users, despite efforts to simplify the platform.
  • Users find the learning difficulty of Lexer challenging, though improvements are being made to simplify the experience.
  • Users find Lexer not user-friendly, especially those less familiar with the platform's complexities and navigation challenges.

What Are Recent G2 Reviews of Lexer?

What Are G2 Users Discussing About Lexer?

Iterable

Iterable is the AI customer engagement platform built for enterprise scale, loved by teams, and trusted by global brands like Priceline, Fabletics, Blockchain, and Box. It transforms data into action, powering intelligent, personalized experiences across every channel to drive measurable growth. Iterable gives teams the speed to move, the governance to stay in control, and the flexibility to continuously optimize performance at scale. With Iterable, customer engagement isn’t just a tactic—it’s a growth engine. Learn more at www.iterable.com.

Average Rating: 4.4/5.0

Total Reviews: 813

How Do G2 Users Rate Iterable?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.1/10)
  • Predictive Modeling: 8.1/10 (Category avg: 8.0/10)
  • Data Enrichment: 8.1/10 (Category avg: 8.7/10)
  • Expandability: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Iterable?

  • Seller: Iterable
  • Company Website:
  • Year Founded: 2013
  • HQ Location: San Francisco, CA
  • Twitter: @Iterable
    2,603 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    873 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Email Marketing Manager, Lifecycle Marketing Manager
  • Top Industries: Marketing and Advertising, Health, Wellness and Fitness
  • Company Size: 54% Medium, 26% Small

What Do G2 Reviewers Say About Iterable?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Iterable, highlighting a seamless onboarding experience and helpful team support.
  • Users appreciate the intuitive setup and user-friendly design, making campaign management effortless and enjoyable.
  • Users appreciate the exceptional customer support from Iterable, highlighting their helpfulness and responsiveness throughout the onboarding process.
  • Users find Iterable’s exceptional support invaluable, ensuring a seamless onboarding experience and maximizing efficiency across campaigns.
  • Users appreciate the effective automation in Iterable, enhancing campaign creation and customer engagement with ease.
Cons
  • Users express frustration over missing features in Iterable, including limited filtering options and export issues with HTML templates.
  • Users find the learning curve steep for Iterable, particularly for advanced segmentation and journey analysis.
  • Users find Iterable has limited features that hinder efficiency, requiring workarounds for scheduling and event generation.
  • Users find Iterable's interface not intuitive, leading to a steep learning curve and frustrating user experience.
  • Users find the limited customization in Iterable frustrating, particularly with dynamic fields and Handlebars.js restrictions.

What Are Recent G2 Reviews of Iterable?

What Are G2 Users Discussing About Iterable?

Actito

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.

Average Rating: 4.3/5.0

Total Reviews: 175

How Do G2 Users Rate Actito?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.1/10)
  • Predictive Modeling: 8.2/10 (Category avg: 8.0/10)
  • Data Enrichment: 8.9/10 (Category avg: 8.7/10)
  • Expandability: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind Actito?

  • Seller: Ibexa
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Oslo, Norway
  • Twitter: @IBEXA
    2 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    177 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Retail, Marketing and Advertising
  • Company Size: 47% Medium, 34% Small

What Do G2 Reviewers Say About Actito?

AI-generated summary from verified user reviews

Pros
  • Users highlight the excellent customer support from Actito, providing valuable assistance throughout their marketing journey.
  • Users appreciate the user-friendly and intuitive interface of Actito, significantly simplifying their marketing automation tasks.
  • Users appreciate the automation capabilities of Actito, enabling personalized and impactful customer engagement effortlessly.
  • Users appreciate the user-friendly interface of Actito, making marketing automation and scenario management effortless.
  • Users value the automation efficiency of Actito, enhancing campaign management and customer engagement effortlessly.
Cons
  • Users face integration issues with Actito, particularly when automating complex scenarios and connecting to various data sources.
  • Users find the learning curve steep for Actito, especially with complex automation and integration tasks.
  • Users find that Actito's complexity in automation and integration can hinder efficiency and understanding, requiring extra support.
  • Users face integration difficulties with Actito, highlighting the need for faster native connectors and a streamlined process.
  • Users find integration difficulty significant, noting the need for native connectors and a more streamlined process.

What Are Recent G2 Reviews of Actito?

What Are G2 Users Discussing About Actito?

Ortto

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.

Average Rating: 4.4/5.0

Total Reviews: 610

How Do G2 Users Rate Ortto?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.1/10)
  • Predictive Modeling: 6.6/10 (Category avg: 8.0/10)
  • Data Enrichment: 7.7/10 (Category avg: 8.7/10)
  • Expandability: 8.1/10 (Category avg: 8.6/10)

Who Is the Company Behind Ortto?

  • Seller: Ortto
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Sydney, Australia
  • Twitter: @ortto
    180 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Marketing Manager, Owner
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 71% Small, 27% Medium

What Do G2 Reviewers Say About Ortto?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the clean and intuitive interface of Ortto, making navigation and feature access effortless.
  • Users commend the excellent customer support, noting quick responses and helpful follow-ups on issues and performance tips.
  • Users love Ortto for its intuitive interface, making navigation and automation user-friendly and accessible for email marketing.
  • Users appreciate the intuitive interface of Ortto, making navigation and feature access effortless and enjoyable.
  • Users value the seamless integration capabilities of Ortto, streamlining workflows and enhancing communication across multiple channels.
Cons
  • Users find Ortto to be expensive, especially as costs increase with larger contact lists, impacting overall satisfaction.
  • Users find Ortto has limited features and a steep learning curve for complex setups, impacting overall usability.
  • Users find the steep learning curve of Ortto challenging, making it tough for newcomers to adapt effectively.
  • Users find limited customization options, which can complicate setup and reduce overall effectiveness in marketing campaigns.
  • Users often experience integration issues with Ortto, leading to challenges in managing multiple campaigns effectively.

What Are Recent G2 Reviews of Ortto?

What Are G2 Users Discussing About Ortto?

Raptor by Ibexa

Raptor Services is a specialized Personalization and Customer Data Platform (CDP) designed to assist brands in understanding and engaging with their customers more effectively. By leveraging advanced data analytics and user behavior recognition across multiple channels, Raptor empowers businesses to deliver tailored experiences that resonate with their audience. Raptor's CDP is particularly valuable for brands seeking to enhance customer interactions and drive conversion rates through personalized marketing strategies. The target audience for Raptor includes marketing and CRM teams, e-commerce businesses, and customer experience professionals who are focused on optimizing their engagement strategies. With the increasing demand for personalized content and recommendations, brands that utilize Raptor can effectively harness customer data to create meaningful interactions. This is especially crucial in today’s competitive market, where understanding consumer behavior is key to retaining customers and fostering loyalty. Raptor offers a variety of use cases that cater to different aspects of customer engagement. For instance, brands can utilize the platform to analyze user behavior across various touchpoints, allowing for the identification of trends and preferences. This insight enables companies to craft personalized recommendations that enhance the shopping experience. Additionally, the platform facilitates seamless data activation across channels, ensuring that marketing efforts are cohesive and targeted, ultimately leading to improved conversion rates and customer satisfaction. Key features of Raptor include robust data integration capabilities, real-time analytics, and customizable user interfaces. The platform allows businesses to consolidate data from various sources, providing a holistic view of customer interactions. Real-time analytics enable brands to respond promptly to user behavior, making it possible to adjust marketing strategies on the fly. Furthermore, the customizable interface allows users to tailor the platform to their specific needs, ensuring that they can access the information and tools necessary for their unique marketing objectives. By offering a comprehensive solution for personalization and data management, Raptor Services stands out in the market as a vital tool for brands aiming to enhance their customer engagement strategies. The ability to recognize and respond to user behavior across channels not only improves workflows but also enriches the overall user experience, making it an essential resource for any brand looking to thrive in a data-driven landscape.

Average Rating: 4.7/5.0

Total Reviews: 94

How Do G2 Users Rate Raptor by Ibexa?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.1/10)
  • Predictive Modeling: 8.2/10 (Category avg: 8.0/10)
  • Data Enrichment: 8.7/10 (Category avg: 8.7/10)
  • Expandability: 8.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Raptor by Ibexa?

  • Seller: Ibexa
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Oslo, Norway
  • Twitter: @IBEXA
    2 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    177 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Retail, Marketing and Advertising
  • Company Size: 46% Medium, 36% Small

What Do G2 Reviewers Say About Raptor by Ibexa?

AI-generated summary from verified user reviews

Pros
  • Users highlight the proactive and helpful support team at Raptor, enhancing collaboration and user experience significantly.
  • Users value the personalization capabilities of Raptor, enhancing customer experiences with tailored triggers and content delivery.
  • Users find Raptor’s CDP incredibly easy to use, allowing quick data management without needing IT assistance.
  • Users appreciate the user-friendly interface and proactive support from Raptor, enhancing collaboration and data management.
  • Users value the customization options of Raptor, enhancing efficiency and delivering personalized experiences to customers.
Cons
  • Users experience delays during implementation and syncing, but find the overall service quality satisfactory.
  • Users desire missing features like email integration and journey orchestration to enhance Raptor's overall functionality.
  • Users experience implementation delays with Raptor, making the process longer compared to other CDPs in the market.
  • Users find the complex implementation of Raptor challenging, citing extended timelines and unclear documentation as major issues.
  • Users express a desire for integrated email management in Raptor to streamline their workflow and reduce system shuffling.

What Are Recent G2 Reviews of Raptor by Ibexa?

Rokt mParticle

Rokt mParticle is an enterprise customer data platform (CDP), a Performance Engine that turns customer data into audiences, actions, and measurable growth. It combines a trusted hybrid data foundation with agentic and predictive intelligence so marketers can make smarter decisions, move from strategy to activation faster, and drive stronger outcomes. Across paid media and lifecycle marketing, teams use Rokt mParticle to find more high-value customers, reduce wasted acquisition spend, activate new customers, grow lifetime value, and prevent churn, with these strategies grounded in the first-party data they already own. The mParticle Agent makes this work conversational. It helps marketers explore their data and translate audience or predictive goals into proposals grounded in the events and attributes available to them. Marketers can review and refine the proposed logic before approving the result. Core capabilities include: -Hybrid architecture for activating real-time streaming and warehouse-native customer data -Advanced real-time identity resolution and continuously updated customer profiles -Audience segmentation and predictive scoring for conversion, churn, repeat purchase, and next best action -Performance Accelerators, including Match Boost, Audience Expansion, and Household Reach, to improve audience reach and activation -More than 350+ integrations, supported by enterprise data governance and privacy controls Rokt mParticle works with the tools teams already use, so brands can activate customer data without replacing their existing technology stack. Global brands including HBO Max, Spotify, JetBlue, SoFi, Burger King, Marks & Spencer, and Klarna use Rokt mParticle to make customer data actionable across their marketing programs.

Average Rating: 4.4/5.0

Total Reviews: 175

How Do G2 Users Rate Rokt mParticle?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.1/10)
  • Predictive Modeling: 7.0/10 (Category avg: 8.0/10)
  • Data Enrichment: 8.2/10 (Category avg: 8.7/10)
  • Expandability: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind Rokt mParticle?

  • Seller: ROKT
  • Company Website:
  • Year Founded: 2012
  • HQ Location: New York, US
  • Twitter: @ROKT
    1,134 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    898 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Product Manager, Data Analyst
  • Top Industries: Financial Services, Information Technology and Services
  • Company Size: 53% Medium, 27% Small

What Do G2 Reviewers Say About Rokt mParticle?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of mParticle, highlighting its clear interface and effective customer data management.
  • Users appreciate the organization of customer data in mParticle, simplifying event tracking and enhancing consistency across platforms.
  • Users highlight the excellent customer support from mParticle, making implementations seamless and enhancing their experience.
  • Users appreciate the functional and easy-to-use interface of mParticle by Rokt for managing customer data effectively.
  • Users value the automation efficiency of mParticle, streamlining data management and enhancing integration across multiple platforms.
Cons
  • Users find the complexity of mParticle daunting, with a steep learning curve hindering effective use for newcomers.
  • Users struggle with the steep learning curve of mParticle, finding it overwhelming and complex for new users.
  • Users find the complex configuration challenging, especially during the steep learning curve and integration process.
  • Users face a steep learning curve with mParticle, making navigation and configuration quite challenging and time-consuming.
  • Users find the difficult setup cumbersome, requiring extensive effort from engineering and PMs for marketing access.

What Are Recent G2 Reviews of Rokt mParticle?

What Are G2 Users Discussing About Rokt mParticle?

AdRoll ABM (Formerly RollWorks)

AdRoll is a connected advertising platform designed to assist growth-oriented marketers in navigating the complexities of digital advertising. This software solution provides a comprehensive suite of tools that empower mid-sized businesses to transform intricate marketing challenges into clear strategies that drive customer engagement and conversion. By leveraging advanced artificial intelligence, AdRoll streamlines the advertising process, enabling users to focus on achieving their business goals. Targeted primarily at mid-sized businesses across various industries such as ecommerce, technology, financial services, and education, AdRoll caters to marketers seeking to enhance their advertising effectiveness. The platform is particularly beneficial for those looking to implement multi-channel advertising strategies, as it offers insights into audience behavior and cross-channel attribution. This functionality allows businesses to understand the customer journey better and optimize their marketing efforts accordingly. One of the standout features of AdRoll is its ability to deliver full-funnel performance. Marketers can create and manage campaigns that span multiple channels, ensuring that their messaging reaches potential customers at various touchpoints. Additionally, the platform provides valuable audience insights, helping users identify and target the right demographics effectively. For B2B teams, AdRoll's Account-Based Marketing (ABM) capabilities, previously known as RollWorks, enhance these features by enabling account-specific targeting and multi-touch campaigns, supported by real-time buyer intelligence. AdRoll's integration capabilities further distinguish it within the advertising software category. The platform seamlessly connects with various marketing tools and systems, allowing users to consolidate their advertising efforts in one place. This integration not only simplifies campaign management but also enhances data analysis, enabling marketers to make informed decisions based on comprehensive performance metrics. With nearly two decades of data backing its operations and a reputation for award-winning support, AdRoll equips marketing teams with the resources they need to advertise more intelligently, respond quickly to market changes, and achieve their objectives efficiently.

Average Rating: 4.3/5.0

Total Reviews: 652

How Do G2 Users Rate AdRoll ABM (Formerly RollWorks)?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.1/10)
  • Predictive Modeling: 8.9/10 (Category avg: 8.0/10)
  • Data Enrichment: 9.1/10 (Category avg: 8.7/10)
  • Expandability: 8.1/10 (Category avg: 8.6/10)

Who Is the Company Behind AdRoll ABM (Formerly RollWorks)?

  • Seller: NextRoll
  • Company Website:
  • Year Founded: 2018
  • HQ Location: San Francisco, California
  • Twitter: @NextRoll_Inc
    274 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    146 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Digital Marketing Manager, Marketing Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 58% Medium, 28% Small

What Do G2 Reviewers Say About AdRoll ABM (Formerly RollWorks)?

AI-generated summary from verified user reviews

Pros
  • Users find AdRoll ABM's ease of use exceptional, aided by helpful support and smooth onboarding processes.
  • Users appreciate the precise audience targeting of AdRoll ABM, enhancing engagement through tailored content delivery.
  • Users appreciate the easy targeting methods of AdRoll ABM, enhancing their ability to effectively reach desired accounts.
  • Users value the precise targeting of AdRoll ABM, enhancing engagement and optimizing campaign performance through actionable insights.
  • Users commend the exceptional customer support from AdRoll, facilitating a smooth onboarding and successful campaign management.
Cons
  • Users find the steep learning curve of AdRoll ABM challenging, especially concerning campaign management and reporting.
  • Users express concern over missing features, such as limited native advertising options and inadequate reporting capabilities.
  • Users note the limited features of AdRoll ABM, particularly regarding filtering options and native advertising capabilities.
  • Users are frustrated with inadequate campaign tracking and lack of effective lead generation from AdRoll ABM.
  • Users find the targeting limitations of AdRoll ABM restrict their segmentation and tracking capabilities significantly.

What Are Recent G2 Reviews of AdRoll ABM (Formerly RollWorks)?

What Are G2 Users Discussing About AdRoll ABM (Formerly RollWorks)?

Treasure Data Customer Data Platform

Treasure AI moves marketing and data teams beyond legacy martech SaaS toward autonomous, ROI-driven AI agents that operate continuously, while keeping the human in the loop. With built-in governance, Treasure AI is powered by an always-up-to-date understanding of each customer for AI to act on. The result is always-on marketing execution that compounds over time: smarter engagement, stronger retention, and measurable growth. Treasure AI’s agentic experience platform is available across web, mobile, and desktop — bringing your customer intelligence to every workflow, wherever your team works.

Average Rating: 4.5/5.0

Total Reviews: 158

How Do G2 Users Rate Treasure Data Customer Data Platform?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.1/10)
  • Predictive Modeling: 7.8/10 (Category avg: 8.0/10)
  • Data Enrichment: 8.3/10 (Category avg: 8.7/10)
  • Expandability: 8.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Treasure Data Customer Data Platform?

  • Seller: Treasure AI
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Mountain View, CA
  • Twitter: @treasuredata
    7,887 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    537 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Data Engineer
  • Top Industries: Marketing and Advertising, Food & Beverages
  • Company Size: 39% Large, 36% Medium

What Do G2 Reviewers Say About Treasure Data Customer Data Platform?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Treasure Data CDP, making data integration and insights accessible for all teams.
  • Users value the easy integration of Treasure Data CDP, enabling quick connections with various tools for enhanced insights.
  • Users appreciate the easy integrations of Treasure Data CDP, simplifying data use across teams and enhancing personalization.
  • Customers value the quick and helpful support from Treasure Data, enhancing their overall experience with the platform.
  • Users value the seamless platform integration of Treasure Data CDP, enhancing collaboration and data usability across teams.
Cons
  • Users find the platform not very user-friendly and complex, particularly lacking support for non-technical users.
  • Users find the platform has a steep learning curve, making it challenging for non-technical users to navigate effectively.
  • Users often struggle with the difficult learning process of Treasure Data, finding it complex and time-consuming for new users.
  • Users highlight the poor support services of Treasure Data, noting delays that impact their overall experience.
  • Users find the costs high due to additional addons and complicated pricing structures, making budgeting difficult.

What Are Recent G2 Reviews of Treasure Data Customer Data Platform?

What Are G2 Users Discussing About Treasure Data Customer Data Platform?

Alanna Iwuh
A
Researched and written by Alanna Iwuh
Updated