5 Min. Read

5 Best Customer Database Software & Tools

July 14, 2021

The growth of cloud technology makes it easier to reach customers than ever before. With an online business, you can serve customers from anywhere in the world. But with all of these remote customers, how are you supposed to keep track of all their information?

A customer database is the solution. In essence, it’s like the modern version of an old-school rolodex. But a good customer database stores a lot more than basic contact info. It’s a complete record of everything they’ve purchased. You can also access emails and demographic information.

A customer service database gives you visibility into who your customers are, which you can use for future marketing efforts. You can keep track of customers who have stopped buying, and reach out to them. In some cases, keeping track of detailed information can even help you track down customers who didn’t pay.

Here are five of the best customer database tools available in today’s market.

Here’s What We’ll Cover:

Zoho CRM

Zoho CRM database management software is a cloud-based system with an easy-to-use UI. It’s designed not just for tracking current customers, but also for future customers. Among other features, you’ll find a customizable lead management workflow. You can generate, qualify, and follow up on leads all from the same interface.

Over time, Zoho CRM builds a comprehensive customer profile from initial lead source to their most recent purchase. The system comes with a number of templates, or you can create your own with the features you need. It also supports more than 500 integrations. These include Microsoft Office 365, G Suite software, MailChimp, QuickBooks, and many others.

Keap

Keap is another simplified tool that’s designed to be as lightweight as possible. It covers all aspects of customer relationship management, from sales leads to current customers. Automation is a major selling point. You can automate emails and texts to keep in touch with customers, or reach potential customers.

This customer database tool is compatible with dozens of integrations. Among others, it works with QuickBooks, Gmail, Outlook, and WordPress. You also get access to a nifty ad campaign builder, complete with pre-built landing pages. Those landing pages come with a full suite of reporting tools so you can analyze your results.

Monday.com

Monday.com is a robust tool for managing all your interactions with your customer base. It includes not just basic data and communications, but also task management. As a result, you can use it to manage your marketing campaign as well as to gain insight into your customers.

Thanks to easy email integration, you get a complete view of all your team’s customer interactions. Moreover, the customer data management interface is cleaner than most. You don’t have to switch between a bunch of tabs to access all your information.

Like most customer database solutions, Monday.com will integrate with several other services. These include Gmail, Google Drive, Zendesk, Hubspot, and dozens of others.

Streak CRM

Streak CRM is a database marketing tool that’s built specifically for Gmail. If your company already uses G Suite software, setup takes only minutes. You can even integrate Google Calendar reminders. So there’s no gap between the Google experience and the Streak CRM experience.

You can import and export entire customer databases, or only specific information like email addresses. The software supports almost every format, including plain text, numbers, and even nested lists.

One thing Streak offers that most other customer management software doesn’t is a mobile app. This makes it much easier to work on the road.

AllClients

AllClients is a customer database management suite with many automated features. You can automate an email marketing campaign, or even a text campaign. You can also perform basic contact management functions, or export data for use in other applications.

The most important feature of AllClients is its wide array of integrations. These include API functions, MailChimp, Zapier, and LPTM, just to name a few.

Our only real complaint is the customizable dashboard. There aren’t as many options as we would have liked, and integrations often need to load in separate tabs. AllClients would benefit greatly from a cleaner interface, but it’s still a powerful tool.

Key Takeaways

As you can see, there are plenty of effective customer database software packages out there. Each of these comes with its own strengths and weaknesses, which you should take into account.

Regardless of which one you choose, remember that a customer database is only a tool. The whole point is to build lasting relationships with your customers. A database is just one way of getting to know them better, and building customer loyalty.

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