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Customer Data Platform Software with Template Management (2026)

Last updated: March 2026

Key features of Customer Data Platform Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Customer Database: Users find it essential for centralizing and managing comprehensive customer information, enhancing data accuracy, and supporting targeted marketing efforts. 99% of reviewers rated this feature as important or highly important.
  • Contact Database: Reviewers appreciate the effective management and quick retrieval of contact information, aiding in lead generation and maintaining organized client details. 98% of reviewers rated this feature as important or highly important.
  • Customer Segmentation: Users highlight the ability to tailor marketing efforts to specific groups based on various criteria, improving communication, customer satisfaction, and sales conversions. 90% of reviewers rated this feature as important or highly important.
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74 software options

Pipedrive logo

Cloud-based CRM solution for salespeople

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Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

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Omnisend logo

Drives revenue via automated eCommerce marketing

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Trusted by 150k+ ecommerce businesses, Omnisend’s all-in-one email marketing & SMS tool automates your marketing across the entire customer journey. Build customer relationships & drive sales on autopilot. 1-click integrations with Shopify, BigCommerce, WooCommerce, Wix & more.

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Klaviyo logo

AI-enabled email marketing solution for B2C companies

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Klaviyo is the all-in-one platform built to help B2C companies grow by integrating email/ SMS marketing, full-funnel analytics, and service in one solution. Powered by customer data and built-in AI, Klaviyo makes it easy to scale marketing automation and personalization across all your channels.

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monday CRM logo

Customer relationship management solution

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monday CRM is the best customer data software to help you track, store, and manage all your customers' information. Easily share your clients' customer data with relevant stakeholders, and automatically turn your business contacts list into an organized address book inside your CRM.

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ContactPigeon logo

Omnichannel customer engagement for eCommerce and Retail

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ContactPigeon is a marketing personalization & automation software which includes features designed to work with eCommerce to engage, retain, & grow customers

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Spotler CRM logo

The Powerful CRM for Growing Teams

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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.

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NiceJob logo

Reputation marketing with reviews, social & SEO tools

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NiceJob is the easiest way to get more great reviews, referrals and sales. We help businesses get the reputation they deserve! We also help your website convert more leads and improve your SEO!

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Salesforce Marketing Cloud logo

Customer relationship management solution

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Salesforce Marketing Cloud is a comprehensive marketing platform designed to help businesses personalize every moment of customer engagement across the entire customer lifecycle. By connecting every department through actionable data and Agentforce, the platform empowers teams to work together and build lasting customer relationships.

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SALESmanago Marketing Automation logo

AI Customer Engagement Platform

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Provide Omnichannel Customer Experience, segment your customers to enhance your campaign results and use AI to predict customer actions. Manage the marketing activities, with a wide range of data and information about your customers you are able to measure and analyze customers’ behavior.

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Jobin.cloud logo

All-In-One tool to Find and Engage People

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Automated Social Profile Import, data Aggregation and auto Update, ATS, CRM, AI powered ranking filtering, Process Automation, recruiting workflow, sales pipeline, automatic Outreach, mass Mailing, messaging templates, multiplatform communications.

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Ortto logo

Build journeys that drive revenue.

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Your customer data, marketing automation & analytics, together.

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Customer.io logo

Transforms data into tailored customer journeys.

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Customer.io is a data-driven customer engagement platform enabling businesses to create personalized journeys across channels. It features a visual workflow builder for automating messages, omnichannel support for email, SMS, push, and in-app communications, and robust data integration. Customer.io uses first-party data and AI insights to deliver targeted messaging while ensuring compliance with GDPR, HIPAA, and SOC 2 Type II standards.

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Adobe Experience Manager logo

Enterprise content management system

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Built on an AI-based foundation, Adobe Experience Manager is a comprehensive suite of composable content services that empowers teams to deliver the right content to customers when and where they need it, all at scale. Adobe Experience Manager includes content and asset management, digital forms and guides, and a learning management system.

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Lead411 logo

Lead411 is the Only Unlimited B2B Lead Generation Platform!

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Lead411 acts like a customer data platform by centralizing real-time verified contact info, intent signals, and firmographic data—giving your sales and marketing teams the insights they need to target, personalize, and convert more effectively.

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Delighted logo

Cloud-based customer and employee experience platform

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Delighted is a cloud-based customer feedback collection system that uses single question surveys across multiple channels including email, SMS, web link and website integration to gather and analyse customer, employee, partner and vendor experience insights, while monitoring NPS scores in real-time

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

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FreeAgent CRM is a fully-featured CRM. Understand your business at a glance with visual reporting on what matters most.

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Bloomreach logo

Bloomreach personalizes the e-commerce experience

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Bloomreach's Customer Data Platform (CDP) goes beyond simply unifying customer data. It provides advanced e-commerce analytics, omnichannel orchestration, and product personalization. It also ensures marketers can take meaningful action with the collected data.

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Jahia logo

Digital experience and content management platform

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Jahia helps businesses manage website and application development projects by creating digital frameworks for delivering a personalized customer journey. The content management system lets users create, edit, review, and publish structured and unstructured content and manage web pages, SEO & more.

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Involve.me logo

Create high-converting funnels that turn visitors into leads

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involve.me is a no-code lead generation funnel builder. It packs powerful tools for lead capture, lead routing, and lead scoring—helping you convert online visitors into qualified leads. Easily embed on your website or share with a simple URL.

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CleverTap logo

User Retention Platform for High-Growth Mobile Apps

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CleverTap helps you retain your mobile users. It brings together user data with an omnichannel approach on a centralized platform. It is a comprehensive and user-friendly solution to all your behavioural app analytics, user engagement and retention needs.

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Xtremepush logo

Multi-channel analytics & engagement platform

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Xtremepush is a multi-channel marketing automation platform, enabling enterprise brands to deliver personalised customer connections at scale

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DESelect logo

Do less, better.

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DESelect Segment eliminates writing SQL, reliance on technical teams, inefficient data management, and poor campaign performance. DESelect Engage optimizes campaigns by controlling saturation, prioritizing communications, and preventing marketing fatigue. All available in the AppExchange.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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WebEngage logo

Marketing Automation & Customer Data Platform for Enterprise

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WebEngage is a customer data platform & marketing automation suite that makes user engagement & retention simplified and highly effective for consumer tech enterprises and SMBs.

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Pimcore logo

Open Source Digital Platform (PIM, MDM, CMS, DAM, Commerce)

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Unlock the power of data with Pimcore's open-source Customer Data Platform. The platform offers an impressive 360° view of your customer data, real-time marketing automation, segmentation, and personalization.

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