Customer database software is an automated tool for capturing and processing contact, engagement, sales, and other business data in a central repository system. The best customer database software for small business teams is user-friendly and provides a 360-degree view of customer data and insightful reporting for seamless communication and improved efficiency.
These solutions can be standalone products or features in other customer relationship management (CRM) software. Based on my comprehensive assessment of dozens of software tools, I have compiled the best customer database software solutions for small businesses.
- HubSpot CRM: Best overall all-in-one customer database
- monday CRM: Best for ease of use
- ClickUp: Best for data view customization
- Pipedrive: Best for business-to-business (B2B) communications tracking
- Zoho CRM: Best for automating data management tasks
- Insightly CRM: Best for project-based businesses
- Bitrix24: Best for ecommerce businesses
- Zendesk Sell: Best for customer engagement
- Best Customer Database Software for Small Business Compared
- HubSpot CRM: Best Overall All-in-One Customer Database
- monday CRM: Best for Ease of Use
- ClickUp: Best for Data View Customization
- Pipedrive: Best for B2B Communications Tracking
- Zoho CRM: Best for Automating Data Management Tasks
- Insightly CRM: Best Client Database Software for Project-based Businesses
- Bitrix24: Best for Ecommerce Businesses
- Zendesk Sell: Best Client Database Software for Customer Engagement
- Frequently Asked Questions (FAQs)
- Bottom Line
Best Customer Database Software for Small Business Compared
| Provider | Free Plan | Free Trial | Starting Monthly Price | My Rating out of 5 |
|---|---|---|---|---|
 | ✓2 users | N/A | $15 per user | 4.65 |
| Visit HubSpot CRM | ||||
 | ✕ | 14 days | $12 per user(3-user minimum) | 4.57 |
| Visit monday CRM | ||||
 | ✓Unlimited users | N/A | $7 per user | 4.56 |
| Visit ClickUp | ||||
 | ✕ | 14 days | $14 per user | 4.52 |
| Visit Pipedrive | ||||
 | ✓3 users | 15 days | $14 per user | 4.50 |
| Visit Zoho CRM | ||||
 | ✕ | 14 days | $29 per user | 4.30 |
| Visit Insightly CRM | ||||
 | ✓Unlimited users | 15 days | $49 for 5 users | 4.27 |
| Visit Bitrix24 | ||||
 | ✕ | 14 days | $19 per user | 4.12 |
| Visit Zendesk Sell | ||||
HubSpot CRM: Best Overall All-in-One Customer Database
When to Use HubSpot CRM
- You need an all-in-one customer database software with intuitive tools: HubSpot CRM provides access to marketing, sales, service, content, operations, and commerce tools, making it the best CRM database software. It’s one of the simplest CRM systems on the market, thanks to its modern interface design, clear navigation system, and user-friendly tools.
- You want to harness AI power for B2B sales data: This contact management software tracks B2B leads, deals, customers, customer service tickets, and prospect activity to boost sales. HubSpot’s powerful Breeze Copilot AI tool automates tasks, reveals valuable insights, streamlines workflows, and enhances data analysis to boost efficiency and streamline operations.
When to Use an Alternative
- You need more affordable account overview features: Particularly useful in business-to-business (B2B) sales, HubSpot CRM 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, which costs $1,170 per month for five users.
- Alternative: monday CRM provides unlimited contacts, boards, viewers, and templates for lead, contact, and deal management for tracking clients and account data. You can track contact activities with the Basic plan ($12 per user monthly) and manage activities like logging calls, meetings, and more with the Standard plan ($17 per user monthly).
- You want free data management automation tools: Data management is one of the most repetitive tasks of sales reps. Therefore, automating workflows for CRM record updates, new data entries, and lead or account assignments is a useful feature. While HubSpot CRM offers this type of automation, it’s not free. You must, at least, have the Starter plan ($15 per user monthly).
- Alternative: Zoho CRM offers workflow automation, including data management tasks and record updates, starting on the free plan.
HubSpot CRM Pricing Plans*
Cost: $0 for two users
Key Features:
- Contact and company management
- Gmail, Outlook, and Microsoft Exchange integrations
- Google Chrome extension for accessing HubSpot CRM in Gmail
- Up to 100 products in the product library
- 10 custom properties for contacts, deals, and companies
- Five email templates and five documents per account
- Activity and pipeline tracking and list segmentation
- Prospects tool for monitoring leads visiting your web pages
- Breeze Copilot
- App marketplace access for third-party integrations
Cost: $15 per user
Key Features:
- All free tools
- Two deal pipelines per account
- Up to one million products
- Up to 5,000 documents per account
- 10 deal tags per account for creating rules for specific pipelines
- Built-in payment processing via automated clearing house (ACH) and Stripe integration
- Sales automation for task creation, data management, and notifications
- Conversation routing to other sales reps
- Sales content analytics for templates, sales documents, and automated sequences
- Breeze Social Agent
- Breeze Prospecting Agent
Cost: $1,170 for five users
Key Features:
- Everything in the Starter plan
- Up to 15 sales pipelines per account and up to 15 million products
- 3,000 calling minutes
- Sequences for automating outreach, follow-up, and time-consuming tasks
- Prospecting workspace for managing leads in one place
- Call transcription and coaching
- Account-based management (ABM) tools like scoring, properties, and templates
- Playbooks for automatically building a library of resources for sales
- Forecasting or creating detailed and customized forecasts based on the contact database
- Coaching playlists or saving exemplary call recordings into playlists for rep upskilling
*Pricing is based on an annual billing of the HubSpot Customer Platform plans, though monthly billing is also available at a higher cost. We update pricing information regularly but encourage readers to check current pricing. Customer Platform includes sales, marketing, customer service, content management system (CMS), and operations software. Individual modules can be purchased for lower monthly costs.
My Expert Opinion
HubSpot CRM is the best all-in-one customer database software because of its robust tools for marketing, sales, service, commerce, and operations. You can choose the applicable features to create powerful customer relationship management and database software for your small business. If you’re looking for the best customer database software with AI tools for more efficient operations, this provider is an excellent choice.
monday CRM: Best for Ease of Use
When to Use monday CRM
- You need simple and intuitive software for client database: monday CRM makes it easy to organize and manage customer data with its neatly arranged folders for each aspect of your sales process. Use its CRM templates to manage contacts, leads, and workflows. This client database software has a highly intuitive interface, making it very easy to learn, navigate, use, and customize.
- You want multiple viewing options for your data: Another great aspect of monday CRM is the various board viewing options. 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.
When to Use an Alternative
- You need free lead scoring: While monday CRM offers lead scoring to help you qualify leads and prioritize sales opportunities, you must avail of the Enterprise plan, which requires a custom quote.
- Alternative: Zoho CRM is a great option that offers affordable lead scoring on its Standard plan ($14 per user monthly).
- You want more affordable duplicate management: Another expensive data management feature in monday 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.
- Alternatives: Zoho CRM has affordable, manual duplicate management features on its free-forever plan, while Pipedrive offers more advanced deduplication on the Essential plan for $14 per user per month.
monday CRM Pricing Plans*
Cost: $12 per user (three-user minimum)
Key Features:
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards
- Templates for lead, contact, and deal management
- iOS and Android apps
- Unlimited free viewers
- Create a dashboard based on one board
Cost: $17 per user (priced for three-user minimum)
Key Features:
- Advanced account, contact, and deal management
- Two-way email integration with Gmail and Outlook
- AI email generator for writing and editing emails
- Activity management for logging calls and meetings
- Create and share unlimited quotes and invoices
- Merge duplicate data for leads or contacts
- Custom CRM automation and integrations
- Create a dashboard that combines five boards
Cost: $28 per user (priced for 3-user minimum)
Key Features:
- Sales forecasting
- Email templates with custom parameters
- Email tracking and automation
- Mass emails and tracking
- Google Calendar sync
- Sales analytics in real-time, customizable dashboard
- Customizable email signatures
- Create a dashboard that combines 10 boards
*Pricing is based on annual billing and a monthly breakdown. Monthly billing and an enterprise-level option are available for a higher cost. There is a 14-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing.
My Expert Opinion
If you’re looking for an intuitive online customer database for small business teams, monday CRM is my top pick. This customer data management software has a simple yet highly intuitive interface requiring little to no training.
monday CRM also has a very comprehensive knowledge base for those who need additional guidance on how to use the software. I also like this platform’s multiple viewing options to present data clearly for more effective collaboration.
ClickUp: Best for Data View Customization
When to Use ClickUp
- You need a highly customized work management system: ClickUp is designed to let users customize their boards to meet their unique business operations, including sales, marketing, and customer service. You can also use the premade CRM template of this client data management software with CRM workflows, custom fields, views, lists, data views, and tasks.
- You’re looking for a CRM alternative for task and project collaboration: ClickUp is included on my list of the top CRM alternatives because it is an excellent all-around project management and collaboration tool. Every paid tier allows you to store customer data and comment on task-related threads, deploy project templates, chat with teammates, and track time spent on projects.
When to Use an Alternative
- You want to use a traditional CRM system: Users not accustomed to a work management tool will have to adjust to tailoring ClickUp to use it as a CRM.
- Alternative: Zoho CRM is a great option if you want a traditional CRM with prebuilt modules for automating sales and marketing processes. HubSpot CRM and Insightly CRM are also excellent choices because they are easier to use and offer scalable plans.
- You need built-in phone capabilities for lead engagement: Unfortunately, ClickUp does not come with built-in phone features.
- Alternative: Zendesk Sell features telephony features for engagement. Hence, I categorized Zendesk Sell as the best client database software for customer engagement in this guide.
ClickUp Pricing Plans*
Cost: $0 (unlimited users)
Key Features:
- 100MB file storage
- Custom workspaces for data storage, workflow management, and task collaboration
- Unlimited tasks and custom views
- Workspace templates
- Email integration
- List, board, calendar, Gantt, activity, timeline, workload, table, and mind map data views
- Whiteboard collaboration and custom data fields
- Workflow automation on boards and task management
- Reporting and dashboards for goals, milestones, time tracking, scheduling, and workload
- 24/7 support via the Help Center and ticket submission
Cost: $7 per user
Key Features:
- Everything in the free plan
- Unlimited file storage and workspaces
- ClickUp AI
- Guest access
- Box and form views for workspaces
- Future recurring tasks on the calendar
- User groups
- Time tracking widgets
- Live chat support
Cost: $12 per user
Key Features:
- Everything in Unlimited
- Branded and customized forms
- Custom task IDs
- Publicly shared workspaces
- Time tracking widgets with billable reports and timesheets
*Pricing is based on annual billing on a per-month basis. Monthly billing and enterprise-level options are available at a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
My Expert Opinion
ClickUp is a great fit for users who need a highly customizable system for organizing and managing their sales processes, workflows, account data, and customer interactions. Its free version for unlimited users and affordable options make it ideal for solopreneurs and small teams looking for an easily scalable work management solution. Aside from that, it has advanced team collaboration tools such as in-app chat and whiteboards.
Pipedrive: Best for B2B Communications Tracking
When to Use Pipedrive
- You want robust B2B communications tracking capabilities: Pipedrive comes out of the box with features for easily tracking your B2B customers’ interactions with your company. These include a visual history of calls, emails, and activities, plus each contact’s current quote and order history. It also lets teams map where leads are located on Google Maps and notify users if a deal 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 per user monthly for detecting and merging the same records. This feature is higher-priced in other customer database software providers.
When to Use an Alternative
- 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 any free-forever option.
- Alternatives: HubSpot CRM and Zoho CRM are all CRM and database tools with excellent free plans. HubSpot offers Google integrations and contact management tools in its free plan. On the other hand, Zoho CRM offers standard reports and marketing automation for campaigns on its freemium plan.
- 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 $34 per user monthly.
- Alternative: ClickUp’s free plan not only allows you to add unlimited users but also lets you organize your contact data into a timeline view.
Pipedrive Pricing Plans*
Cost: $14 per user
Key Features:
- Lead, calendar, and pipeline management
- Seamless data import and over 400 integrations
- Apps marketplace for third-party integrations with Google Workplace
- Google Drive integration and Google Task sync
- Contact and calendar sync with Google and Microsoft
- Chrome extension for Gmail
- Data import, merge duplicate data, and easy customization with custom data fields
- Contacts mapping to see where they are located in their record
- Activity reporting with company and user sales goals tracking
- Personalized onboarding
Cost: $39 per user
Key Features:
- Everything in the Essential plan
- Full email sync with templates, open and click tracking, and group emailing
- Automation builder, including email sequences
- Meeting, email, and video call scheduling
- Live chat support
Cost: $49 per user
Key Features:
- Everything in the Advanced plan
- AI-powered Sales Assistant and emailing tools
- Contract and proposal management with electronic signatures
- Streamlined lead routing and team management
- Extra data entry and data quality settings
- Revenue forecasting and custom field reporting
Cost: $64 per user
Key Features:
- Everything in the Professional plan
- Project planning, tracking, and delivery
- Increased control of account permissions and visibilities
- 24/7 live chat support
- Phone support
Cost: $99 per user
Key Features:
- Everything in the Power plan
- Enhanced security preferences
- Complete access to all features
- Unlimited reports and customizations
- Maximize the number of automation workflows and email syncs per seat
*Pricing is based on annual billing and a per-month breakdown. Monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
My Expert Opinion
Pipedrive’s top-notch features make it one of the best customer information database software for B2B contact communications tracking. It allows users to store contact data, track engagement history, map out lead locations, and auto-enrich profiles using online information. I like how data deduplication is available on the lowest-tiered plan at $14 per user monthly and that there are many tailoring options within the CRM data fields.
Zoho CRM: Best for Automating Data Management Tasks
When to Use Zoho CRM
- You want to automate your data management tasks: Zoho CRM’s workflow automation allows teams to put repetitive data entry tasks on autopilot with its record management automation, available on the Standard plan at $14 per user monthly. With automation, users can create new lead or account records, assign owners, and update data fields based on triggers like deal stage changes.
- You need thorough database customization: Another key benefit of Zoho CRM is the mass CRM system customization. Teams can alter the data fields for specific information they wish to collect, create custom views of their records, and design search layouts across all plans. You can even create entire modules starting with the Enterprise plan ($40 per user monthly).
When to Use an Alternative
- You want a more intuitive CRM system: Zoho CRM users tend to find the product interface clunky with many buttons and tab options. Because of those attributes, Zoho CRM is a less intuitive client database software for small businesses than some other products on this list.
- Alternative: monday CRM is my favorite simple customer database and CRM system. It has a highly intuitive interface that is easy to use and navigate, even for beginners.
- You need cost-friendly data enrichment tools: In data management, profile enrichment is a crucial CRM functionality for keeping information up-to-date using online sources. Zoho CRM has this feature through the AI Zia tool, which requires the Enterprise plan at $40 per user monthly.
- Alternative: Pipedrive has the most affordable enrichment capabilities, starting with the Advanced plan for $34 per user monthly.
Zoho CRM Pricing Plans*
Cost: $0 for three users
Key Features:
- 1GB file storage per organization
- 10MB data storage (5,000 records)
- Lead, account, contact, and deal management
- Document library
- Tasks, meetings, and calls
- Standard reports
- Marketing automation for campaigns and email opt-out
- 10 custom email templates
- Customized home page components, tabs, list views, and search layout
- Automation for workflow rules, tasks, and email notifications
Cost: $14 per user
Key Features:
- Everything in the free plan
- 1GB file storage per organization plus 512MB per user license
- Customizable group tabs, email address duplication check, unique fields, and layout
- Google Workspace integration
- Google Sites web forms
- 200MB data storage (100,000 records)
- Sales forecasting and calendar booking
- 100 custom reports and 10 custom dashboards
- 100 custom email templates and 250 daily mass emails per organization
- Additional automation (scheduled actions and reminders for workflow tasks)
Cost: $23 per user
Key Features:
- Everything in the Standard plan
- 10GB data storage (approximately 5M contact records)
- SalesSignals (real-time activity notifications on lead and customer interactions)
- Zoho Motivator for sales gamification
- Unlimited custom reports and CRM dashboards
- Unlimited custom email templates
- 500 daily mass emails per organization
- Inventory management
- Case management
- Automation workflows for creating records, assigning record owners, and webhooks
Cost: $40 per user
Key Features:
- Everything in the Professional plan
- 1GB file storage per organization plus 1GB per user license
- Zia AI-powered conversational sales assistant
- Territory-based sales forecasting
- Anomaly detector and cohort analysis
- 1,000 daily bulk emails per organization with email scheduling
- Three autoresponders
- Automation for custom schedules, segmentation, and workflow usage reports
- Web form analytics and A/B testing
Cost: $52 per user
Key Features:
- Everything in the Enterprise plan
- Enhanced feature limits
- Extended AI capabilities with machine learning
- Advanced customization and personalization tools
- Data preparation
- Augmented analytics with autogenerated reports and dashboards
- Data storytelling
- Unified business insights
- Higher-level data administration
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is also available at a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
My Expert Opinion
Thorough data management can be tedious, so it’s always wise to find ways to automate those tasks. That’s where Zoho CRM, one of the best client data management software, puts itself on the map as a solid database 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.
Insightly CRM: Best Client Database Software for Project-based Businesses
When to Use Insightly CRM
- You manage a startup or project-based business: All of Insightly CRM’s tiers offer robust project management and delivery features. This CRM enables companies to categorize contacts, leads, or accounts on various projects’ databases. You can collaborate on project tasks, build workflows, and track project milestones.
- You need record-linking capabilities for referral marketing: Insightly CRM lets you link contact records together to indicate B2B relationships, starting with its Plus plan at $29 per user per month. This way, you can use this customer tracking software to determine which leads and customers know each other or are connected to certain companies in your records.
When to Use an Alternative
- You need customer tracking software with revenue management capabilities: Insightly CRM does not have the built-in customer service features and advanced marketing tools needed for a revenue operations team.
- Alternatives: I recommend HubSpot CRM and Zoho CRM if you need a CRM that offers comprehensive features for marketing and service automation in a single platform.
- You’re looking for a CRM with solid social media capabilities: Unfortunately, Insightly CRM does not offer tools for social media management, social engagement, and social profile enrichment.
- Alternatives: Zendesk Sell, Bitrix24, and Zoho CRM are great alternatives. These providers allow you to interact with customers and generate social media leads without leaving your CRM.
Insightly CRM Pricing Plans*
Cost: $29 per user
Key Features:
- 100,000 record limit, 10GB file storage, and 25,000 records per import
- 2,500 daily mass emails with automated deployments and stored email templates
- 50 custom fields, two role-based permissions, and two configurable page layouts
- Lead, contact, organization, and opportunity management
- Web-to-lead capture and Kanban view of lead pipeline
- Project and task management and relationship linking of contacts and organizations
- Batch update records and attach files from the cloud
- Mobile app with real-time data sync and integration with Google Workspace
- Built-in business intelligence dashboards with customizable reports
- Convert won opportunities to projects and automated workflows on CRM processes
Cost: $49 per user
Key Features:
- Everything in the Plus plan
- 250,000 record limit and 100GB file storage
- 50,000 records per import and 5,000 daily mass emails
- 100 customizable real-time insight cards and 100 custom fields
- Unlimited role-based permissions
- Unlimited custom profiles or page layouts
- Lead and assignment routing
- Scheduled outbound emails
- Custom queues that autogenerate processes and to-do lists for new tasks
- Complete workflow automation
Cost: $99 per user
Key Features:
- Everything in the Professional plan
- 500,000 record limit
- 250GB file storage
- 50,000 records per import
- 10,000 daily mass emails
- 200 custom fields
- Unlimited customizable real-time insight cards
- Field-based permissions
- Products, price books, and quotes management
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is also available at a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
My Expert Opinion
Insightly CRM has an excellent task and project management system across all plans. It allows you to seamlessly convert opportunities to projects after a deal is closed. This action also copies relevant contact details, records, and tasks from the opportunity directly into the new post-sale project, giving you complete visibility into the customer relationship. If you are looking for client database software for your projects, Insightly CRM is a great option.
Bitrix24: Best for Ecommerce Businesses
When to Use Bitrix24
- You want a customer database for your online store: Bitrix24 has an extensive suite of ecommerce tools that can help you establish and manage a customer database. This top ecommerce CRM system lets you process unlimited orders and protect customer data from your Bitrix store through full-user encryption, 24/7 infrastructure monitoring, and secure authorization.
- You want to isolate data and automate requesting contact info: Bitrix24 lets you isolate data on the free account. With data isolation, the information of one account or branch is not accessible to other branches unless permitted. This customer database management system can automatically request website visitors’ contact information for easier and quicker prospecting and lead management.
When to Use an Alternative
- You need a free yet customizable CRM: Customizing data fields requires a Professional plan at $199 per organization. This can be a downside for sales teams in multiple branches or sales territories wanting to personalize their target customer database for quick reference, performance tracking, and sales activity implementation.
- Alternative: Zoho CRM has free customization tools, which allow you to modify the data fields for your deal records thoroughly. You can also create custom record views and design search layouts for your customer database.
- You’re looking for low-priced analytical reporting tools: Bitrix24 customer analytics reports start in the Professional plan at $199 per organization per month. The cost can be expensive for a startup or small business that doesn’t need the other features of this plan but needs analytical reporting tools for lead management, performance tracking, and sales monitoring.
- Alternative: HubSpot CRM lets you track customer interactions automatically across all communication platforms. Email reply tracking, contact website activity, and prospecting tools are all available in the free plan.
Bitrix24 Pricing Plans*
Cost: $0 for unlimited users
Key Features:
- 5GB online storage
- Import data via CSV
- Automated CRM data migration from third-party vendors to Bitrix24 CRM
- Import contacts from vCard, Gmail, Outlook, and Yahoo! Mail
- Automatic request of web visitor’s contact information
- Personal data processing notification
- Data and infrastructure backups
- Client and order info found in CRM
- Client communication history with automatic journey tracking
- Ecommerce module with online store builder, order management, and coupons
Cost: $49 per organization (includes five users)
Key Features:
- Everything in the free plan
- 24GB online storage
- Export contacts to CSV, Excel, and Outlook
- Create a CRM deal from an email
- Protect data from deletion; restore from recycle bin
- Bitrix24 stores process unlimited orders
- Client call recordings
Cost: $99 per organization (includes 50 users)
Key Features:
- Everything in the Basic plan
- 100GB online storage
- 17 data sources
- Online store export
- Automation rules for order processing inside Bitrix stores
Cost: $199 per organization (includes 100 users)
Key Features:
- Everything in the Standard plan
- 1024GB online storage
- Custom traffic sources
- Analytical reports
- Call tracking
- Automated ad management
- Offline ad tracking
*Pricing is based on annual billing and a per-month breakdown. Monthly billing and enterprise-level options are available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
My Expert Opinion
Bitrix24 is the best client database software for ecommerce businesses. Sales reps can easily process unlimited customer orders, handle payments, manage deal records, and isolate data through this CRM. This client database software for small businesses can also automatically request website visitors’ contact information for lead management.
Zendesk Sell: Best Client Database Software for Customer Engagement
When to Use Zendesk Sell
- You need robust engagement tools in a customer database program: Zendesk Sell offers robust communication tools for engaging with prospects and customers, such as text messaging, call tracking, call recording, and computer telephony. These engagement tools are available in the Sell Team, the lowest-paid plan, at $19 per user.
- You need a low-cost appointment-setting feature: Zendesk Sell features tasks and appointment settings across all its paid plans. With this feature, you can streamline your daily sales activities by setting up appointments and managing tasks for leads, contacts, and deals.
When to Use an Alternative
- You want a cheaper customer database system with task automation: Zendesk Sell doesn’t have a free plan. This software for customer databases also features task automation at higher-level plans. This feature costs $115 per user at Sell Professional and $169 at Sell Enterprise.
- Alternatives: Zoho CRM offers workflow automation for task management and record updates in the free plan. On the other hand, monday CRM offers low-code workflow automation in its Standard plan at $14 per user. Insightly CRM also has workflow automation on its Professional plan at $49 per user monthly.
- You need a low-cost software plan with lead scoring and sequences: If you need lead database software with low-cost lead scoring and sequences, consider seeking Zendesk Sell alternatives.
- Alternative: Zoho CRM is a great option that offers affordable lead scoring on its Standard plan ($14 per user monthly).
Zendesk Sell Pricing Plans*
Cost: $19 per user
Key Features:
- Two customizable sales pipelines
- Custom objects up to 100,000 records
- 2GB per user document storage
- Email and calendar integrations
- Task and appointment setting
- Call tracking and recording
- Prebuilt sales dashboards
- Robust application programming interfaces (APIs) for native and third-party integrations
Cost: $55 per user
Key Features:
- Everything in the Sell Team plan
- Up to 10 customizable sales pipelines
- Custom objects up to 250,000 records
- 5GB per user document storage
- Sequences up to 50 recipients per user
- Robust APIs—core plus premium
- Product and price book
- Advanced and custom sales reports
- Sales forecasting and goals tracking
- Prospecting and enrichment credits
Cost: $115 per user
Key Features:
- Everything in the Sell Growth plan
- Up to 20 customizable sales pipelines
- Custom objects with up to one million records
- 10GB per user document storage
- Sequences up to 300 recipients per user
- Lead and deal scoring
- Task automation
- Advanced roles and permissions
- Company hierarchy
*Pricing is based on annual billing and a per-month breakdown. Monthly billing and an enterprise-level option are available at a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
My Expert Opinion
Zendesk Sell is the best client database for engagement because of its robust suite of communication tools. These include text messaging, calling features, and computer telephony, all available in the start-up plan. Sales teams can also set appointments, track daily sales activities, and handle tasks for contacts, leads, and deals using this customer database software for small businesses to ensure seamless lead management.
How I Evaluated the Best Customer Database Software
Frequently Asked Questions (FAQs)
What are the qualities of good customer database software?
The best customer database software lets users easily and securely collect, store, and maintain information about their contacts, including customers, leads, and company accounts. It lets users track activity and communication and assign user owners to each record for efficient and effective small business operations.
Is a CRM a customer database?
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. It is important to note that the best customer database software for small business teams is usually found in CRM systems but can also be standalone systems.
Why is it important to create a customer database?
A customer database or client data management software is important because it functions as an interactive contact list where you can find valuable data about your clients, their demographics, purchasing history, and interactions with your business. You can use this information to make informed selling decisions, improve your business performance, and build rapport with your clients.
Bottom Line
Customer database software lets you store marketing, sales, and other business operational information in a centralized platform. Sales teams can use CRMs with data management tools to conduct outreach, track deals, and collaborate on tasks. While I categorized HubSpot CRM as the best customer database software for small business teams, other providers could be a better option depending on your budget, usability, and feature needs.
