- Customer database tools at a glance
- Ten ways to store and organise customer records
- What to look for in a customer database
- Database, spreadsheet or CRM: which suits your customer list?
- Looking after customer data in your database
- Questions to ask before you move your customer list
- Why a smaller customer database tool can be a smart choice
- Trying out your shortlist of customer database tools
- Frequently asked questions
Good customer database software should link customers to orders, offer saved views and forms, and let you export everything. Check how it handles imports and what the free option covers. This page lists ten options in no particular order, then covers how to choose and what to ask first.
Every business has a customer list somewhere. For some it's a spreadsheet with seven tabs. For others it's the sent folder of an email account. The trouble starts when you want to answer a simple question, such as which customers bought twice or who hasn't heard from you in months, and the answer lives in three different places.
Here's a list of ten tools for building and keeping a customer database, in no particular order, sorted alphabetically. They're mostly flexible databases rather than sales CRMs, which suits owners who want to shape their own records. A few are familiar names and the rest are smaller or more specialised. I've taken every description from each tool's own website, so check the current details on each site before you import anything. If you're also thinking about the data you collect from your own website, my mini guide to first-party data capture is a handy starting point.
Customer database tools at a glance
In the free plan column, Yes means the tool's own site describes a permanent free plan or free open-source software. Trial only means a free trial but no ongoing free plan. Free plans normally cap rows, storage or users, so check the limit against your own customer list.
| Tool | Type | Good for | Free plan |
|---|---|---|---|
| Airtable | Spreadsheet-style database | Linked tables, views and simple apps | Yes |
| Baserow | Open-source database | Cloud or self-hosted customer tables | Yes |
| Caspio | Low-code database platform | Custom customer portals on a database | Trial only |
| Grist | Spreadsheet-database hybrid | Formulas and relations in one document | Yes |
| Knack | No-code database and app builder | Customer records with a front-end | Trial only |
| NocoDB | Open-source no-code database | Turning data into a shared spreadsheet | Yes |
| Notion | Workspace with databases | Customer notes beside docs and tasks | Yes |
| SmartSuite | Work platform with databases | Structured records, automation and forms | Trial only |
| Stackby | Spreadsheet-database hybrid | Linked tables with ready-made templates | Yes |
| Teable | No-code database | Fast tables with a spreadsheet feel | Yes |
Ten ways to store and organise customer records
Airtable
Best for: Owners who think in spreadsheets but want linked tables, forms and views for customer records.
Baserow
Best for: Teams who want an open-source database they can use online or host on their own server.
Caspio
Best for: Businesses who want a customer database with logins, search pages and forms built on top.
Grist
Best for: People who love spreadsheet formulas but need linked tables and a self-hosting option.
Knack
Best for: Owners who want a searchable customer database with simple apps and forms, without coding.
NocoDB
Best for: Technical teams who want an open-source, spreadsheet-style interface on top of their own data.
Notion
Best for: Small teams who already keep notes and tasks in one workspace and want customers there too.
SmartSuite
Best for: Teams who want customer records, forms and workflows inside a structured work platform.
Stackby
Best for: Small teams who like starting from a template and connecting customer data to other tools.
Teable
Best for: Teams who want a quick, spreadsheet-like database, either hosted online or on their own server.
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What to look for in a customer database
A good one makes it easy to put information in and easy to get answers out. Think about the questions you ask about your customers every month.
- Linked tables. Customers, orders and enquiries should connect, so one customer shows everything that belongs to them.
- Views and filters. You'll want to save views such as customers added this quarter or people who haven't ordered lately.
- Forms. A form that feeds records straight into the database beats retyping from emails.
- Import and export. Check you can bring in a spreadsheet and take everything back out as a file.
- Permissions. Decide who may view, edit or delete, especially if freelancers will help.
- Connections. See whether it links to your email, payment tool or website forms, directly or through an automation service.
Database, spreadsheet or CRM: which suits your customer list?
- A spreadsheet is fine while one person edits a short list and nothing links to anything else.
- A flexible database fits once you want linked records, forms and different views for different jobs.
- A CRM suits businesses with a sales pipeline, follow-up tasks and email tracking built in.
- An open-source database appeals to teams with technical help who want control over where data lives.
- A workspace tool works when notes and tasks matter as much as the customer record.
If retyping details is where your hours go, my review of a data entry automation tool shows one way to cut that down.
Looking after customer data in your database
A customer database is full of personal data. In the UK, UK GDPR and PECR apply to how you store it and how you send marketing, and in the US rules such as CAN-SPAM apply to email. Ask each provider where data is stored, who can access it and how you'd delete a record on request. Only keep what you need. This is general information, not legal advice, so check the official guidance for your own situation.
Questions to ask before you move your customer list
- What do the free limits cover: rows, users, storage or all three?
- Can I import my spreadsheet and keep my column names?
- Can customers or colleagues fill in forms without having a login?
- Where is the data hosted, and can I choose a region?
- How easily can I export everything if I change tools?
- Will it still suit me when the list is ten times longer?
Why a smaller customer database tool can be a smart choice
Smaller database tools often move quickly and listen to feedback. Some are open source, so you can see how they work and host them yourself. Before you commit, check that the product is still being updated, read the data terms and test it with a copy of your customer list instead of the live version.
Do you make a customer database or no-code database tool? Tool makers can ask to be considered for a featured place on this list.
Trying out your shortlist of customer database tools
Pick two or three, then import the same sample of fifty or so customers into each. Build one form, one filtered view and one link between a customer and an order. Keep the one that feels natural to you and note anything you'd like to ask the maker.
Frequently asked questions
What is customer database software?
It's a tool that stores information about your customers in an organised, searchable way. Records can include contact details, orders, notes and history, and many tools let you link them together.
Do I need a CRM or a database?
A CRM adds sales pipelines, tasks and email tracking. A flexible database suits you if you want to shape your own records. Many small businesses start with a database and move to a CRM later.
Can I use a spreadsheet as a customer database?
For a short list and one editor, yes. Once you want linked records, forms and different views for different people, a database tool tends to be easier to keep tidy.
Is there a free customer database?
Several tools offer a permanent free plan or open-source software, and others offer a free trial instead. Free options usually limit rows, storage or users, so check before you rely on one.
What data rules apply to customer records?
In the UK, UK GDPR and PECR apply, and US email marketing falls under rules such as CAN-SPAM. This isn't legal advice, so check the official guidance for your own situation.

