Segment by Twilio – The Data Infrastructure for Precise Targeting
Posted: Sat May 24, 2025 8:08 am
Segment, a part of Twilio, is not a traditional CRM but a Customer Data Platform (CDP) that enables precise segmentation across multiple channels. It helps businesses collect, clean, and activate first-party customer data. Segment allows you to create unified customer profiles and segment them by event tracking, user traits, and historical interactions. It integrates easily with marketing tools, analytics platforms, and data warehouses, making it ideal for data-driven companies. With Segment, you can ensure that each tool in your stack is working off the same real-time customer data, improving consistency and personalization across the customer journey. For tech-savvy teams looking for a robust backend for segmentation, Segment is a game-changer.
8. Keap (formerly Infusionsoft) – Small Business Automation and Segmentation
Keap, formerly known as Infusionsoft, is designed specifically for small businesses looking to combine CRM, email marketing, and automation. Its segmentation tools allow users to divide customers by interest, list to data behavior, or lead score. You can tag contacts based on where they came from (ads, referral, form submission) and customize campaigns accordingly. Keap’s visual automation builder makes it easy to set up workflows that nurture leads based on segment-specific behavior. It also provides appointment scheduling, invoicing, and payment collection, all of which can be tailored to different customer segments. For solopreneurs and small teams, Keap provides an all-in-one solution that’s easy to set up and use.
9. Pipedrive – Pipeline-Centric CRM with Segmentation Features
Pipedrive is known for its simple, visual interface that helps sales teams manage leads efficiently. While it's not as feature-rich as Salesforce or HubSpot, it still offers solid segmentation features for organizing contacts and deals. You can filter and segment by deal stage, communication history, territory, and more. Pipedrive allows sales managers to assign tasks and track progress based on customer segments. Its workflow automation feature lets you trigger actions like sending follow-up emails or moving deals along the pipeline based on segment criteria. For companies with a strong focus on pipeline management and sales segmentation, Pipedrive is an excellent choice.
8. Keap (formerly Infusionsoft) – Small Business Automation and Segmentation
Keap, formerly known as Infusionsoft, is designed specifically for small businesses looking to combine CRM, email marketing, and automation. Its segmentation tools allow users to divide customers by interest, list to data behavior, or lead score. You can tag contacts based on where they came from (ads, referral, form submission) and customize campaigns accordingly. Keap’s visual automation builder makes it easy to set up workflows that nurture leads based on segment-specific behavior. It also provides appointment scheduling, invoicing, and payment collection, all of which can be tailored to different customer segments. For solopreneurs and small teams, Keap provides an all-in-one solution that’s easy to set up and use.
9. Pipedrive – Pipeline-Centric CRM with Segmentation Features
Pipedrive is known for its simple, visual interface that helps sales teams manage leads efficiently. While it's not as feature-rich as Salesforce or HubSpot, it still offers solid segmentation features for organizing contacts and deals. You can filter and segment by deal stage, communication history, territory, and more. Pipedrive allows sales managers to assign tasks and track progress based on customer segments. Its workflow automation feature lets you trigger actions like sending follow-up emails or moving deals along the pipeline based on segment criteria. For companies with a strong focus on pipeline management and sales segmentation, Pipedrive is an excellent choice.