Customer segmentation is valuable for all businesses, big or small.Organizing customers into groups allows you to create unique marketing campaigns tailored to each customer’s experience.
In other words, customer segmentation lets you provide meaningful offers based on your customers based on their personal experience with your company. That can lead to better marketing campaigns, happier customers, and more revenue for your business.
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Save NowIn this post, I’ll share the best customer segmentation tools for small businesses. We’ll discuss what each one does, how much it costs, and why your company should consider it. We’ll also list their pros and cons and the pricing plans for each.
Best Customer Segmentation Software
- Thryv
- Keap
- Amplitude
- Insightly
- Sprout Social
- Mailchimp
- Userpilot
- Salesforce
- Google Analytics
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1. Thryv
Best For: Small Business Customer Segmentation
Thryv has a robust CRM that’s connected to several small business tools. For instance, when you sign up for Thryv, you also get a social media manager, payment software, and email marketing tools. Since these programs are integrated with Thryv CRM, you can easily create optimized marketing campaigns across all your communication channels.
For example, let’s say you wanted to email people in your town who are over 30 years old. You can use tags and filters to segment your audience so that you’re only messaging people who fit your criteria. You can also save these tags, allowing you to create more campaigns without remaking each group. That saves you time so you can work on other projects or further personalize your marketing campaigns.
Thryv: Best for Small Business Customer Segmentation
Pros
- Thryv provides free customer communication software for small businesses.
- The CRM connects to your payment software so you can track customers by complete or incomplete payments.
- You can create customer portals where people can complete payments, ask for support, and book appointments without your help.
Cons
- Thryv is designed for small business owners. Larger organizations may feel limited by some of these products.
- Filters & Tags for Customer Segmentation
- Social Media Management Tools
- Payment Software
- Appointment Booking & Online Calendar
$228/month for Plus plan; $382/month for Professional plan; $533/month for Unlimited plan
2. Keap
Best For: CRM Customer Segmentation
Keap is a small business platform with an impressive CRM. Its built-in automation collects information about your customers and segments them automatically. You can also trigger personalized follow-up messages based on the data you collect from each person.
For example, if you email a customer an invite to an event, you can respond differently based on their answer. If they reply “yes,” Keap will automatically send a follow-up email to confirm their attendance, and if they say “no,” it will text them a discount code to re-engage them later.
Keap is also compatible with other business apps like Gmail, Mailchimp, and Shopify. It fits seamlessly into your workflow, so you can spend more time solving urgent problems and less time replying to customers.
Keap: Best for CRM Customer Segmentation
Pros
- You can invoice customers automatically with the built-in automation tools.
- There’s an AI tool and templates that can help you create marketing campaigns in minutes.
- The “Lead Management” tools have real-time tracking so you can see every time a customer interacts with your business.
Cons
- Standard accounts are limited to 500 text messages per month.
- Marketing Automation for Small Businesses
- Email Marketing Tools
- Text Messaging
- Contact Management
$224/month for 1500 Contacts
3. Amplitude
Best For: Ecommerce Segmentation
Amplitude is a product and sales analysis tool that tracks activity in your online store. It shows where people started on your site and what pages they visited before purchasing. That information helps you improve landing pages and convert more website visitors into customers at your business.
Amplitude can also make predictions based on customer history. For example, it predicts how many people will buy from your business over the next week. Then, it compares its prediction against your actual performance. This tool helps you adjust your marketing campaigns in real-time, increasing your chances of engaging customers and making sales.
Amplitude: Best for Ecommerce Segmentation
Pros
- Amplitude has plenty of reports and analytics that help you track marketing campaigns.
- You can run experiments in your online store to improve product pages and offers.
Cons
- Amplitude is designed for larger businesses. Some of its tools may not be as useful to small businesses.
- Amplitude isn’t as user-friendly as some other options on this list.
- Product Analytics
- Campaign Reporting
- AI-Powered Predictions
Free to get started; $49/month for Plus plan
4. Insightly
Best For: Sales Segmentation
Insightly is a CRM that offers plenty of customer segmentation features. Pre-built filters organize your contacts by activities, and you can create your own customer lists for marketing campaigns.
Insightly also provides sales tools that help you track potential customers over time. You can see how close they are to making a purchase, giving you the perfect opportunity to swoop in and close the deal.
All of this activity is tracked via the customizable dashboards in your account. You can create a dashboard for your marketing campaigns, sales performance, or any other initiatives happening at your business.
Insightly: Best for Sales Segmentation
Pros
- Customer profiles are packed with information like news, updates, recent behaviors, etc.
- You can create and track projects at your business – ideal for service-based companies.
- The pre-built reporting dashboards are useful for tracking marketing, sales, and customer service performance.
Cons
- The interface is a little clunky and crowded.
- There are limited marketing tools.
- Productivity Tracking
- Email Communication
- Calendar App
- Sales Performance Reports
$29/month for Plus plan; $49/month for Professional plan; $99/month for Enterprise plan
5. Sprout Social
Best For: Social Media Segmentation
Sprout Social is a social media management tool with customer segmentation features. You can create social campaigns and segment your followers based on their accounts. For instance, contact lists are created based on the types of social media accounts that your customers have or their number of followers. These lists help you engage the most valuable customers at your business and track what they’re saying about your company.
This customer segmentation tool is ideal for social media customer service. It helps you monitor what people say about your business and respond to your most loyal followers. That keeps customers happy and creates a good digital experience for your brand.
Sprout Social: Best for Social Media Segmentation
Pros
- The AI assistant can read and respond to customer reviews.
- Sprout Social helps you connect with social media influencers who can promote your brand.
Cons
- Sprout Social is a social media tool. It doesn’t offer a CRM or email marketing features.
- Sprout Social is designed for social media teams. Small business owners might not need a dedicated social media tool.
- Review Management
- Team Reports
- Social Listening
$199/user/month for Standard plan; $299/user/month for Professional plan; $399/user/month for Advanced plan
6. Mailchimp
Best For: Email Segmentation
Mailchimp is an email marketing platform that also has customer segmentation tools. In fact, there are pre-built segments within the software, so you don’t have to create your own or manually categorize each contact.
Mailchimp uses customer data to personalize your email campaigns. For example, it emails contacts based on recent interactions, and if a customer doesn’t open an email, it sends them a personalized message reminding them about your offer or update. These messages include their name, purchase history, and other information Mailchimp gathers on your customers.
MailChimp: Best for Email Segmentation
Pros
- The drag-and-drop builder and AI assistant make it easy to create marketing emails.
- Mailchimp provides a free website builder and landing page tools.
Cons
- Mailchimp accounts have a limited number of emails you can send monthly.
- Mailchimp’s website makes finding and signing up for its free plan a bit tricky.
- Social Media Marketing
- Pre-Designed Email Templates
- Marketing Automation
- AI Marketing Tools
Free to get started; $13/month for Essentials plan; $20/month for Standard plan; $350/month for Premium plan
7. Userpilot
Best For: Product Usage Segmentation
Userpilot works a little differently than the other solutions on this list. Rather than working off your existing data, Userpilot integrates directly into your product, so you obtain customer data as people use it.
Here’s the catch: Userpilot is designed for apps and web-based businesses. It installs a piece of code into your website or mobile app, and that code provides insights about your customers. If you sell a physical product or service, Userpilot may not be the best option for your business.
Userpilot: Best for Product Usage Segmentation
Pros
- Userpilot is easy to navigate and use.
- There are pre-built templates for customer surveys.
- The “product tour” feature helps you onboard new customers to your app or website.
Cons
- Userpilot is not very useful for businesses that offer physical products and services.
- Starter plans are limited to 10 customer segments.
- Product Analytics
- Customer Feedback Tools
- Session Recording
- In-App Support
$249/month for Starter plan; $799/month for Growth plan
8. Salesforce
Best For: Enterprise Customer Segmentation
Salesforce is one of the most popular customer segmentation tools on the market. It appeals to bigger businesses with multiple teams and extensive customer information. While it may not be the first choice for small business owners, Salesforce has plenty of advanced features that can help you understand your audience and improve your marketing campaigns.
For example, you can create customer segmentation rules that automatically segment new customers as you collect their information. Salesforce even provides templates for this, so you don’t have to create a set of rules from scratch. That saves you time and ensures your segmentation process is consistent and every customer is categorized in your CRM.
Salesforce: Best for Enterprise Customer Segmentation
Pros
- You can view marketing reports for individual customers or customer segments.
- The AI assistant suggests potential offers to promote based on customer behavior.
Cons
- Salesforce is designed for larger businesses. Smaller brands may not have as many uses for all its features.
- Marketing Analytics
- Sales Team Productivity Reports
- Customer Service Tools
$25/user/month for Standard Suite plan; $100/user/month for Pro Suite plan; $165/user/month for Enterprise plan; $330/user/month for Unlimited plan; $500/user/month for Einstein 1 Service plan
Free Customer Segmentation Tool
If you’re new to customer segmentation, you might not be ready to buy a dedicated tool. But, that doesn’t mean you shouldn’t explore customer segments. Google Analytics can help you get started and provide valuable insights about your customer base for free.
9. Google Analytics
Best For: Free Customer Segmentation
Google Analytics is a free customer segmentation tool that connects directly to your website. While it can’t show you customer information like a CRM can, it can show you how people interact with your website pages and the types of web visitors most likely to purchase your products.
Google Analytics provides demographic data like location, age, and gender. It also tells you how people discovered your website through search engines, social media, direct links, or more. Lastly, the “event” tracking feature records important interactions on your website, like clicks and form submissions. When you combine this data, you can see who visited your website, how they discovered it, and what pages they looked at before they purchased.
Google Analytics: Best for Free Customer Segmentation
Pros
- Google Analytics is easy to install on your website.
- Google Analytics is a feature-rich platform. You get access to a variety of tools for free.
Cons
- You have limited customer support options.
- The platform is confusing, and it takes time to learn and master Google Analytics.
- Website Analytics
- Demographic Data
- Activity Tracking
Free
Finding the Right Customer Segmentation Tool
If you want to improve your marketing campaigns, you need a customer segmentation tool. Customer segmentation helps you personalize interactions, and it’s much easier to use one of the solutions above than to segment your customers manually. If you’re unsure which one to pick, check out the guide below to help you make the right decision.
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