10 Best Customer Database Software Solutions in 2023
Jess served on the founding team of a successful B2B startup and has used a wide range of sales and marketing tools over the course of her 15-year career. She uses her industry knowledge to deliver the best answers to your questions about sales tools and sales management.
This article is part of a larger series on CRM.
Customer database software provides a centralized system to store contact data, track customer history, and monitor engagement activity with marketing campaigns or sales reps. Though it can be a standalone solution, most databases ideal for storing customer information are found as a feature in customer relationship management (CRM) software.
Based on our evaluation of dozens of software tools, the best customer database software providers include:
- Best overall with a user-friendly interface: HubSpot CRM
- Great account and client tracking database: Freshsales
- Best lead monitoring tool: Pipedrive
- Solid for ecommerce data organization: Bitrix24
- Most intuitive customer database: monday Sales CRM
- Best for automating data management tasks: Zoho CRM
- Ideal marketing database software: EngageBay
- Best client database software for Google users: Copper CRM
- Excellent mobile sales database software: Salesforce Essentials
- Best for tracking sales funnel data: Close
Best Customer Database Software Compared
Provider | Starting Monthly Price per User* | Free Plan? | Our CRM Rating Out of 5 |
|---|---|---|---|
 | $30 (up to two users) | ✓ | 4.68 |
 | $15 (free up to three users) | ✓ | 4.68 |
 | $14.90 | ✕ | 4.61 |
 | $49 (up to five users) | ✓ | 4.54 |
 | $10 | ✕ | 4.53 |
 | $14 | ✓ | 4.48 |
 | $13.79 | ✓ | 4.46 |
 | $23 | ✕ | 4.23 |
 | $25 | ✕ | 4.14 |
 | $99 (includes three users) | ✕ | 4.06 |
*Based on annual billing. Monthly billing is also available for slightly higher rates.
HubSpot CRM: Best Customer Database Software Overall
Overall Score:
4.68 / 5
Pros
- Free plan includes unlimited contact and company data storage, list segmentation, and activity tracking
- CRM Suite allows you to manage data for sales, marketing, and service operations
- Highly intuitive data management and analytics tools
Cons
- Paid plans get expensive after upgrading
- Automation for auto-updating data records isn’t included for free
- Reporting data for contacts, deals, and company records, duplicate data management, and contact scoring require Professional plans and above
- You want an all-in-one sales, marketing, and customer service database: The HubSpot CRM Suite is a bundle of the Sales, Marketing, Service, and Content Management Hubs. Teams can use HubSpot not just as a basic digital Rolodex and contact management software, but as a complete database system for tracking leads, deals, customers, marketing campaigns, customer service tickets, and prospect activity.
- You need intuitive data management and analytics tools: HubSpot’s modern interface design, clear navigation system, and user-friendly tools make the CRM product one of the top picks for the best simple CRM. The most notable features are record management, data reporting, and analytics tools. Users with any technical proficiency can easily go in, update CRM data, and quickly identify key insights.
- You need more affordable account overview features: Particularly useful in business-to-business (B2B) sales, HubSpot has an account overview feature for monitoring account-level activities and deal progress for targeted accounts. However, it is not available until the Professional plan.
- Alternative: Freshsales is our top pick for tracking clients and account data. Even better, the robust account management module for activity tracking, data storage, and sales progress monitoring is available on the Growth plan for $15 per user, monthly, supporting up to three free users.
- You want free data management automation tools: Data management is one of the most repetitive tasks a sales rep endures during their day-to-day. Therefore, automating workflows for CRM record updates, new data entries, and lead or account assignments based on deal changes is a useful feature. While HubSpot does offer this type of sales automation, it is not available for free.
- Alternative: Zoho CRM begins offering workflow automation, including on data management tasks and record updates, starting on the free plan.
HubSpot CRM Pricing Plan & Overview*
*Pricing based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Each plan offers a 14-day free trial.
**CRM Suite includes sales, marketing, customer service, content management system (CMS), and operations software. Individual modules can be purchased for lower monthly costs.
HubSpot CRM contact data record (Source: HubSpot)
Our Expert Opinion
HubSpot CRM is the best overall for its complete customer database package and user experience. We especially like its product simplicity, allowing users of all technical levels to easily store, organize, and report on multiple categories, including leads, deals, customers, marketing campaigns, and service tickets. Another great attribute of HubSpot is its freemium plan. For zero cost, teams can store contact and company data, gain website visitor analytics, and generate reports for their contact and deal data.
Read our full HubSpot CRM review to get more product details and see if it’s right for your business.
Freshsales: Best for Tracking Account Information
Overall Score:
4.68 / 5
Pros
- Growth plan allows up to three users for free and includes an account management module for storing client data and tracking activity
- Complete activity timelines that show contact history like emails opened, website visits, and interactions with reps
- Offers contact scoring through the Freddy artificial intelligence (AI) tool on the Growth plan
Cons
- Expensive profile enrichment features that keep lead and contact data up to date
- Data deduplication features require the Pro plan
- Field-level permission settings on data fields based on settings or user role requires the Enterprise plan
- You want a robust account data management solution: Freshsales stands out as one of our top picks for the best account management software, which is useful when managing client information. It offers a dedicated account management module where users can store decision-maker data for company accounts, track prior activity and communications, and view entire timelines of contact or company records.
- You need affordable contact scoring: Lead and contact scoring let you take CRM data, such as profile information or engagement history, and convert it into a value that indicates purchase likelihood. Freshsales offers this capability through its Freddy artificial intelligence (AI) tool. Another bonus is that this feature is available on the Growth plan, which is $15 per user, monthly or free for the first three users.
- You need low-cost data enrichment tools: Data enrichment refers to automatically updating CRM records based on information found online or on social media profiles. While Freshsales has an automated profile enrichment feature, it requires the expensive Enterprise plan for $69 per user, monthly.
- Alternative: Pipedrive stands out as the most cost-friendly enrichment feature, with those capabilities starting at $24.90 per user, monthly.
- You need more affordable data deduplication: Data deduplication is essential in customer data software. It lets you identify CRM records that could be the same so you can merge or replace one of them and keep your client database software clean. Freshsales has a smart matches tool built through Freddy AI, but it cannot be accessed until the Pro plan.
- Alternative: Zoho CRM offers manual deduplication for free, while Pipedrive has automated deduplication of data records starting at $14.90 per user, monthly.
Freshsales Pricing Plan & Overview*
In terms of free options, Freshsales has a 21-day free trial, and its Growth plan allows up to three users for free. Teams can also purchase add-ons with their subscription. For instance, there are additional workflows on top of what the main subscription offers for users to put data record updates on autopilot. These are $5 per 10 additional workflows. You can also add phone credits for $5 to place, receive, and manage more calls from the CRM.
*Pricing based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost.
Freshsales activity timeline and score (Source: Freshsales)
Our Expert Opinion
Freshsales is a premium contact database, particularly for the business-to-business (B2B) sales space. The main standout attributes are the account management capabilities, activity timelines for contact history, and the lead scoring feature, which are available for free. We also found the system offers robust customization options to ensure relevant information is collected and accessed only by appropriate users.
Use our comprehensive Freshsales review to see if it’s the best option for your business.
Pipedrive: Best for Monitoring Sales Leads
Overall Score:
4.61 / 5
Pros
- Robust lead and deal management capabilities
- Many data field customization options available on the Essential plan
- Low-cost duplicate data detection features
Cons
- No free plan
- Contact timelines unavailable until the Professional plan
- Workflow automation gets expensive
- You want a robust lead database: Pipedrive stands out as advanced lead management software. Some of its best use cases involve storing lead decision-maker data, tracking engagement activity with prospects, attaching files, and updating profiles automatically. Pipedrive also lets teams map where leads are located on Google Maps and notify users if a deal associated with a lead could be falling through the cracks.
- You need low-cost data deduplication: Data deduplication is a fairly advanced feature in customer information software. Luckily with Pipedrive, deduplication is available on the Essential plan for $14.90 per user, monthly for detecting and merging the same records.
- You need a free sales database management software: One of the downsides with Pipedrive is that while it’s not necessarily an expensive product, the provider does not offer a free-forever option.
- Alternative: HubSpot CRM, Bitrix24, and EngageBay are all CRM and database tools with excellent free plans.
- You want more affordable contact timeline features: A contacts timeline visually represents prior interactions with a lead or customer. It shows the time and descriptions for emails sent and opened, calls made, meetings held, proposals sent, and other sales activities. Pipedrive does not allow this basic feature until the Advanced plan for $24.90 per user, monthly.
- Alternative: Freshsales is our favorite CRM product that offers visual contact timelines on the Growth plan for $15 per user, per month or a $0 option for up to three users.
Pipedrive Pricing Plan & Overview*
*Pricing based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Paid plans include a 14-day free trial.
Pipedrive duplicate data detection (Source: Pipedrive)
Our Expert Opinion
Pipedrive’s top-notch features make it one of the best sales database software for lead and deal management. We like how data deduplication is available on the lowest-tiered plan and that there are many tailoring options within the CRM data fields. Pipedrive also stands out for its lead tracking capabilities—allowing users to store contact data, track engagement history, map out lead locations, and auto-enrich profiles using online information.
Check out our full Pipedrive review to get insights on pricing, features, integrations, and user reviews to see if it’s right for your business.
Bitrix24: Best Ecommerce Database
Overall Score:
4.54 / 5
Pros
- Free plan available for unlimited users and includes unlimited deals and contacts plus custom data fields
- Complete business system with sales, marketing, service, human resource (HR), and project management modules
- Great ecommerce CRM for managing an online store, product tracking, and monitoring customer transactions
Cons
- Some poor usability ratings for setting up, operating, and navigating the CRM
- Lead management features requires the Standard plan
- Document storage in the customer database is not available on the Free plan
- You are an ecommerce business: Bitrix24 is unique in that it has an entire CRM module dedicated to ecommerce operations. Online retailers can use Bitrix24 to design and host an online store with sellable products, process orders and payments, and manage inventory. All interactions and transactions of customers can also be tracked in each of the contact data records in the CRM.
- You need free software for customer database features: While there are plenty of free CRM options, Bitrix24 stands out as a top free database as it supports unlimited users, contact records, and deals in the system. Teams can also access the project management module, store a product catalog, and create client profiles with trackable account activity for free.
- You need a simpler data system: Bitrix24 has many modules and a complex interface. That said, it requires a steep learning curve before users can get comfortable with all the capabilities.
- Alternative: HubSpot CRM and monday Sales CRM are more intuitive databases and simple CRM systems.
- You want free document storage: One key issue with Bitrix24 is that the Free plan does not allow users to attach or store files, such as documents or spreadsheets, within contact records. That feature requires the Basic plan.
- Alternative: Zoho CRM and Freshsales have excellent document storage and attachment capabilities on their free-forever plans.
Bitrix24 Pricing Plan & Overview*
*Pricing based on annual billing on a per-month breakdown. Monthly billing is available for a higher cost. Bitrix24 offers a 30-day free trial for the paid plans.
Bitrix24 ecommerce deal record (Source: Bitrix24)
Our Expert Opinion
Bitrix24 already stands out as a unique product with project management, ecommerce, and human resources modules that most CRMs don’t offer. We also can’t overlook its free-forever plan that includes unlimited contact records, deals, and products in the system catalog. While not the most intuitive, this CRM is a sophisticated solution for client database management and storing customer profiles.
Read our in-depth Bitrix24 review for comprehensive insights on this CRM platform.
monday Sales CRM: Best Simple Database
Overall Score:
4.53 / 5
Pros
- Unlimited contacts, documents, and boards
- Simple product that utilizes a spreadsheet-style format for storing data and customizing boards for data fields and processes
- Intuitive for setting up automations to create or edit records based on preset triggers
Cons
- Misleading pricing; paid plans require three minimum users
- No longer offers a free-forever plan
- Lead scoring and duplicate warning require the Enterprise plan
- You need a simple customer database: monday Sales CRM is the best option for those who need an easy-to-use solution and would like to stick to a familiar spreadsheet-style format. Users can easily enter and edit their CRM data records in the spreadsheet grid and then convert it to different views. Overall, it is ideal for data management, dashboard configuration, and designing automated data workflows.
- You want multiple viewing options for your data: Another great aspect of monday sales CRM is the various board viewing options you can use to evaluate your database. Depending on your objective, such as checking sales pipeline progress, tracking task due dates, or identifying customers’ locations, users can look at their data in different ways. These include Kanban, timeline, calendar, map, chart, and workload viewing options.
- You need free lead scoring: While monday Sales CRM offers lead scoring to help you qualify leads and prioritize sales opportunities, it requires the Enterprise plan.
- Alternative: Freshsales is a great option that not only offers affordable lead scoring, but provides that tool on its free-forever plan.
- You want more affordable duplicate management: Another expensive data management feature in monday Sales CRM is the duplicate warning tool that notifies you if you’re submitting a record already stored. This, like the lead scoring, requires the Enterprise plan for a custom price.
- Alternative: Zoho CRM has affordable, manual duplicate management features on its free-frover plan, while Pipedrive offers more advanced deduplication on the Essential plan for $14.90 per user, per month.
monday Sales CRM Pricing Plan & Overview*
*Pricing based on annual billing on a monthly per-user breakdown. Monthly billing is available for a higher cost. There is a 14-day free trial for the paid plans.
monday Sales CRM contact list (Source: monday.com)
Our Expert Opinion
monday Sales CRM is one of our top picks for customer data management software. It’s an excellent option for teams comfortable using spreadsheets to store their customer and lead data and are ready to switch to a true database system. We also like the product’s cost-friendliness—all the plans can meet a small business’ budget.
Check out our monday.com review for details on pricing, features, and use cases to see if it’s right for you.
Zoho CRM: Best for Data Automation
Overall Score:
4.48 / 5
Pros
- Free and low-cost plans available
- Robust system customization to tailor database requirements for unique viewing and information requirements
- Great workflow automation features to put data management tasks on autopilot
Cons
- Poor experience and usability ratings for setting up the CRM
- Expensive data enrichment features
- While manual duplicate finding and merging is free, automated deduplication requires the Professional plan
- You want to automate your data management tasks: Zoho’s workflow automation allows teams to put repetitive data entry tasks on auto-pilot due to the record management automations available on the Standard plan. By configuring automations, users can create new lead or account records, assign owners, and update data fields based on triggers like deal stage changes or engagement with contacts.
- You need thorough database customization: Another key benefit of Zoho CRM is the mass CRM system customization, for which most options are free or on the Standard plan. Teams, for example, can alter the data fields for specific information they wish to collect, create custom views of their records, and design search layouts. The higher-tiered plans even let you create entire modules.
- You need cost-friendly data enrichment tools: In data management, profile enrichment is a crucial CRM function for keeping information up to date using online sources. Zoho has this feature through the artificial intelligence (AI) Zia tool, which requires an expensive Enterprise plan.
- Alternative: Pipedrive has the most affordable enrichment capabilities, which start on the Advanced plan for $24.90 per user, monthly.
- You want a more intuitive CRM system: Zoho CRM users tend to find the product interface is clunky with many buttons and tab options. Because of those attributes, Zoho is a less intuitive customer database management tool than some other products on this list.
- Alternative: monday Sales CRM is our favorite simple customer database and CRM system.
Zoho CRM Pricing Plan & Overview*
*Pricing based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans.
Zoho CRM data field update automation (Source: Zoho)
Our Expert Opinion
As thorough data management can be tedious, it’s always wise to find ways to automate those types of tasks. That’s where Zoho CRM puts itself on the map as a solid database software specifically for automating data entries, field updates, and record assignments. Not only are these workflows highly customizable to meet various triggers and actions, but the data management automation tools start at just $14 per user, per month.
Check out our Zoho CRM review for details on the features, best-for circumstances, and pricing to help you make an informed buying decision.
EngageBay: Best Marketing Data Management System
Overall Score:
4.46 / 5
Pros
- Free and cost-friendly subscription options
- All-in-one sales, marketing, and service tool
- Marketing data tools include lead scoring, contact list segmentation, web analytics, and A/B testing
Cons
- Requires a decent learning curve to operate
- Custom sales and marketing reports require the Pro plan
- Only 250 contacts allowed on the free plan
- You primarily want to manage marketing data: EngageBay particularly stands out for marketing data management and analytics. For instance, teams can store their contact audience data records, create lists based on profiles and activity, and score leads based on campaign engagement. There’s also A/B testing for marketing campaigns to optimize content and website analytics to evaluate traffic and web page activity.
- You need a free, all-in-one sales, service, and marketing platform: EngageBay is known for its all-in-one capabilities, including sales, marketing, and customer service modules. Even better, each of these modules provides some level of capabilities on the EngageBay free plan, which is accessible to up to 15 users.
- You need unlimited free contacts storage: As a free database system, EngageBay lacks a high capacity—limiting teams to just 250 stored contact records.
- Alternative: Bitrix24 has a broader bandwidth that allows unlimited contact records on the free plan.
- You want an easy-to-use database: Usability is a recurring issue with EngageBay, according to reviews. More specifically, users struggle with system navigation and operating the platform’s many features.
- Alternative: monday Sales CRM is the best simple database system, while HubSpot CRM is an intuitive product that also has the all-in-one sales, marketing, and service management capabilities of EngageBay.
EngageBay Pricing Plan & Overview*
*Pricing based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost and biennial billing is for a lower cost.
EngageBay website landing page analytics (Source: EngageBay)
Our Expert Opinion
This database is equipped to support the sales, marketing, and service functions of a business. EngageBay has most of its robust features starting with its free-forever plan that supports 15 users. We also can’t overlook this CRM’s data management capabilities, which are especially useful for marketing teams of ad managers, content creators, and analysts to understand their audiences and maximize campaign performance.
Copper CRM: Best Google Client Database Software
Overall Score:
4.23 / 5
Pros
- Similar interface to Google products and seamless integration with Gmail, Sheets, and Drive for a solid user experience
- Unique Google Chrome extension that lets users view and access CRM data directly in Gmail or Calendar interfaces
- Relatively low-cost team permission settings
Cons
- No free plan
- Expensive lead scoring
- Non-Google integrations require the Professional plan
- Your team uses Google apps: Copper is the ultimate Google CRM system built for those who love Google’s apps and their interface design. It directly integrates with Gmail, Calendar, Contact, Drive, and Sheets apps to expand data management functionality. Copper also comes with a Chrome extension where users access and alter CRM data records from Gmail and Calendar interfaces.
- You need a low-cost way to manage user data permissions: Copper is fairly unique in that the team permission settings are available on the Professional plan. This allows database admins to control exactly which records and reports a user can access based on their role. For most of these CRM systems, teams cannot configure those security and accessibility settings until higher-tiered enterprise plans.
- You need a free customer database: Copper CRM, unfortunately, does not offer a free-forever plan to store contacts and customer data at no cost.
- Alternative: Some of the best free customer and client database systems include HubSpot CRM, Zoho CRM, Bitrix24, and EngageBay.
- You need low-priced lead scoring: Copper CRM’s lead scoring features for analyzing promising leads based on profiles and activity get expensive—starting at $99 per user, monthly.
- Alternative: EngageBay and Freshsales offer far more affordable lead scoring on each of their free plans.
Copper Pricing Plan & Overview*
*Pricing based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Copper comes with a 14-day free trial.
Copper CRM contact record (Source: Outfunnel)
Our Expert Opinion
Copper allows teams to expand their Google app functionality through their CRM system. The seamless integration to crucial data storage apps like Sheets and Drive enables users to view and manage their information from either their CRM or their favorite Google products. In addition to the deep connections to Google apps, Copper is an all-around easy CRM to use in terms of operating the features and collaborating with others.
Check out our Copper CRM review for more insights into this highly intuitive Google CRM system.
Salesforce Essentials: Best Mobile Database
Overall Score:
4.14 / 5
Pros
- Powerful mobile app with functionally nearly identical to the web application
- Includes lead, deal, contact, and account tracking as well as case management tools
- Detailed database settings for assigning user roles and dedicated data access based on those roles
Cons
- No free plan and only one paid option
- Steep technical learning curve needed to set up and operate
- Lead and deal scoring not available
- You conduct on-the-go sales often: Salesforce takes mobile selling to a new level. Those who need both CRM data access and tools on the road can rely on Essentials as the most advanced mobile CRM system on the market. Its capabilities are nearly identical to the web app, which is a rarity as many CRM products restrict mobile access to data viewing and editing.
- You need sophisticated security and access control: Because data security is a priority for ensuring customer information is only viewable to authorized viewers, teams can look to Salesforce Essentials as a reliable database. It comes with granular control over which users can access which data fields. It also allows administrators to set modular permissions based on role—maintaining a secure database using the least privilege principle.
- You want to leverage lead scoring for insights: While other plans for the Salesforce Sales Cloud come with lead scoring tools to gain deep insights from your contact data, the Essentials plan does not have that capability.
- Alternative: EngageBay is a great cost-effective lead scoring solution with tools available on the Free plan. HubSpot CRM is another good option for more advanced lead and deal scoring features.
- You need a more affordable client database: Salesforce Essentials is not ideal for teams on a tight budget since it only includes one subscription plan that starts at a fairly expensive price.
- Alternative: EnageBay, Zoho CRM, and Freshsales are solid, cost-friendly alternatives offering free-forever plans.
Salesforce Essentials Overview
Salesforce Essentials is a plan specifically designed for small businesses. It costs $25 per user, per month and comes with a 14-day free trial. As a customer and client database, Salesforce lets you store data and track activity on leads, contacts, opportunities, and accounts. Users can also block duplicate data records automatically, capture lead data from web forms, store documents in records, and create custom reports and dashboards.
Salesforce Essentials mobile lead record (Source: Salesforce)
Our Expert Opinion
Mobile database access is crucial for those many sales teams that attend many networking events, visit clients on-site, and meet with potential customers at physical locations. That said, there’s no more robust mobile CRM and customer database than Salesforce Essentials. We like how the mobile app is a mirrored extension of the web application with nearly identical capabilities.
Salesforce Essentials is a great small business CRM with advanced capabilities. See if it’s right for you by reading our Salesforce Essentials review.
Close: Best for Sales Funnel Analysis
Overall Score:
4.06 / 5
Pros
- Omnichannel communication options including email, text, and a built-in telephone
- Highly intuitive system to navigate and use overall
- Unique data reporting features for sales funnel analytics, email template performance, and tracking automated sales email sequences
Cons
- No free plan and expensive paid plans
- Sales call coaching to listen in on calls and whisper tips to reps requires the Enterprise plan
- Only one customizable sales activity option and one pipeline on the Startup plan
Close Pricing Plan & Overview*
*Close offers a 14-day free trial on its plans.
Close CRM deal funnel report (Source: Close)
Our Expert Opinion
Close offers tremendous value, particularly for larger sales teams who need robust communication and reporting features. It comes with intuitive customer databases to store lead and contact information along with seamless data field customization and data import features. The biggest standout attribute to use, however, is the reporting features that give teams an in-depth look into their sales operation and entire funnel.
Use our comprehensive Close CRM review for key insights on CRM features and integrations.
How We Evaluated the Best Customer Database Software
To determine the best customer and client database software, we evaluated the specific features relevant to collecting, storing, organizing, and securing customer information. For instance, being able to store and auto-enrich contact data ensures reps are using up-to-date information during outreach campaigns. We also looked at other critical attributes for software like customer support availability, subscription prices, and what users say about each product.
The tabs below offer insight into our evaluation process of the best customer database products:
25%
General Features
20%
Pricing
20%
Niche/Advanced Features
20%
Help & Support
15%
Expert Score
25% of Overall Score
Because database capabilities are a given in CRM systems, we first looked at overall features crucial to any CRM and business software application. Third-party integration options, a mobile app, and robust system customization are all vital to a database and business tool. We also looked at reporting features for presenting CRM data to key decision-makers and analytics tools for interpreting data and finding useful insights.
20% of Overall Score
Pricing considered attributes such as free plan availability and various subscription options businesses could update as they scale. We also looked at the billing availability for teams to either pay monthly or save by paying annually. Finally, we looked at the costs specifically for access to the data management features, like data deduplication, profile enrichment, and tools for configuring security and permission settings.
20% of Overall Score
We evaluated niche features specifically for storing contact information and managing CRM data. Broad record storage capacity, for example, gives teams tons of space to store all their data. We also looked at activity tracking capabilities on leads, accounts, and customers, security setting features, data automation options, and web-to-lead tools for auto-collecting data from web forms.
20% of Overall Score
Extensive user support helps prevent poor experiences that may occur while operating customer database software. These criteria were evaluated on how extensive the service hours were and channel availability via phone, live chat, and email. We also wanted providers to offer self-service resources like product tutorials, community forums, or training modules.
15% of Overall Score
In addition to firsthand experience with these customer databases, we evaluated what actual users say about each product according to online reviews. This takes into account how real customers feel to get some insight into the perceived value for the price paid, product ease of use, and how users feel about the CRM’s features.
*Percentages of overall score
Frequently Asked Questions (FAQs)
Customer database software is an application that lets users collect, store, and maintain information about their contacts, including customers, leads, and company accounts. While it mostly acts as a digital Rolodex for contact data, database software also lets you track activity and communication, store associated files and documents, and assign user owners to each record.
Yes. In addition to communication channels, analytics features, and team collaboration tools, a CRM’s primary purpose is to serve as a customer database to manage data records for leads, customers, and other contacts.
Bottom Line
Customer database software enables businesses to store information relevant to their business operations and marketing. It primarily comes as a feature in CRMs where teams can manage their contact data in the same system they’re conducting outreach, tracking deals, and collaborating on tasks. While we selected HubSpot CRM as the best overall customer database, other providers could be a better option depending on your budget, usability, and feature needs.
