Collect, Store, and Market!

Explore how to store customer information, track
interactions, and manage marketing efforts.

Recommended Platforms for Customer Database & Marketing

There are many tools that business owners can use to collect, store, and market to customers. Below are some options to explore to see what best meets your business needs.

Customer Database & Customer
Relation Management (CRM) Tools

These platforms allow business owners to store customer information, track interactions, and manage marketing efforts.

  • Google Sheets (Free) – A simple and effective way to track customer information, purchase history, and contact details. Can be shared and accessed easily but requires a bit more manual input.
  • HubSpot CRM (Free plan available) – A robust customer relationship management (CRM) system that helps retailers manage contacts, track communications, and automate emails.
  • Zoho CRM (Free plan available) – Offers customer data management, email marketing, and automation tools.

Email Marketing Platforms

Once you have a database, you need a tool to send emails and promotions to customers. Check out our guide to email marketing with the link below!

SMS Marketing Platforms

For retailers looking to reach customers via text messages, these platforms offer free or low-cost options:

  • TextMagic (Free trial available) – Send bulk texts to customers for promotions or reminders.
  • EZ Texting (Free trial available) – SMS marketing tool with automation features.
  • Twilio (Pay-as-you-go) – Allows for SMS marketing with customizable automation.

How to Collect Customer Information

Now that you’ve chosen a platform, lets explore ways to get customers information for your database. To build an effective customer database, you need to collect information from your customers in a way that is natural and enticing. Click below to find out more!

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