8 Best Customer Intelligence Tools for Actionable Insights

8 Best Customer Intelligence Tools for Actionable Insights cover

Customer intelligence (CI) data and insights are instrumental in product management. They also help create a personalized customer experience and improve product adoption. However, with so many customer intelligence tools available, how do you select the right one?

If you’re in two minds about which customer intelligence software to use, we’ve got you covered. In this article, we’ll take you through a list of the top customer intelligence tools.


  • Customer intelligence is the key to personalizing the customer experience and creating products that live up to user expectations. CI insights can help improve customer satisfaction and loyalty.
  • These platforms collect and analyze customer data and turn it into meaningful insights. They help businesses understand user needs and make data-driven decisions.
  • Customer intelligence tools use first- and third-party customer data, such as in-app behavior, purchase history, feedback, customer service interactions, and social media data.
  • Data collection, segmentation, and analytics are must-have features of customer intelligence platforms. Integration with your existing tech stack is equally crucial.
  • Qualtrics, ActionIQ, Staircase AI, Leadspace, Mixpanel, Heap, and Amplitude are some of the best customer intelligence tools.
  • Userpilot lets you collect customer data in the form of event tracking, feature tags, and surveys. You can also analyze the data and turn it into relevant reports to extract actionable insights. Book a demo now to see it in action.

Try Userpilot and Take Your Product Management to the Next Level

What is a customer intelligence platform?

A customer intelligence platform is a tool that collects and analyzes customer data and extracts actionable insights from it.

Typically, customer intelligence solutions use a variety of first- and third-party customer data. These include in-app activity, purchase history, customer feedback from surveys, customer service interactions, and social media engagement.

The right customer intelligence platform offers in-depth insights into user behavior and needs and helps businesses make data-based decisions.

Must-have features of customer intelligence software

Not all customer intelligence platforms are created equal. While some let you collect and analyze customer data, others come with more powerful features like predictive analytics.

However, there are a few features that are non-negotiable for any standard customer intelligence software. These include:

  • Customer intelligence data collection capabilities – You should be able to collect user data in the form of custom events, feature tags, feedback surveys, and more.
  • Analytics features – You can turn customer data into easily understandable charts, graphs, and other formats. Also, you get custom dashboards to view these reports and filter the data.
  • Segmentation – You can segment customers based on shared characteristics. It helps break down data and retrieve more meaningful insights.
  • Integration with your existing tool stack – The platform must be compatible with other tools you’re using for customer support, feedback collection, data analytics, and more.

Top 8 customer intelligence platforms for SaaS

Customer intelligence tools are a valuable asset for marketing and product teams alike. Customer success teams, too, can use them to deliver personalized experiences and drive user retention and loyalty. Similarly, sales teams can use these platforms to improve customer interactions and strengthen customer relationships.

Without further ado, let’s look at our picks for the best customer intelligence tools.


Userpilot user event tracking.

It’s a full-fledged product platform that comes with built-in customer intelligence capabilities. From user engagement and analytics to customer feedback collection, Userpilot’s features come in handy for marketing and product teams.

With this customer intelligence tool, you can create in-app surveys to collect user feedback. You can even analyze survey responses and use them to trigger in-app experiences. Additionally, you can create custom event and feature tags to dig deeper into user activity and behavior.

Userpilot even offers in-depth insights into the user journey with reports like funnel analysis and path analysis.

It even comes with powerful segmentation capabilities. You can group users based on shared characteristics, such as in-app activity and survey responses. It helps you extract more granular customer insights. Plus, the platform integrates with other analytics tools like Amplitude and Google Analytics.

Main features of Userpilot

  • Code and no-code event tracking to monitor customer behavior.
  • In-app surveys and NPS surveys for customer satisfaction and customer loyalty insights.
Surveys in Userpilot.
Dashboards in Userpilot.
  • Analytics for other customer engagement features, such as onboarding flow performance and in-app resource center analytics.
Resource center in Userpilot.

Pricing of Userpilot

Userpilot offers a 14-day free trial. Paid plans include:

  • Starter – Pricing starts at $249 per month (billed annually).
  • Growth – Pricing starts at $749 per month (billed annually); includes more advanced customer intelligence and analytics features.
  • Enterprise – Pricing is available on request.
Userpilot pricing plans.


Qualtrics dashboard.

This customer intelligence tool offers a range of products to help businesses improve customer and employee experience. The AI-powered platform also comes with a robust customer intelligence strategy and research features.

For instance, the platform lets you use videos to perform quantitative and qualitative UX research. You get various tools to measure customer behavior and feedback, too.

You can even use built-in survey templates to conduct concept tests and identify product ideas that resonate with your audience.

Plus, the platform lets you store insights from all your research, serving as a single source of truth.

Main features of Qualtrics

  • Quantitative and qualitative tools for customer research.
  • Feedback surveys.
  • Run concept tests, pricing studies, and prototyping using both internal (your user base) and external (Qualtrics resources) sources.
  • Real-time reporting.
  • AI-powered search for insights management.

Pricing of Qualtrics

Qualtrics offers a 30-day free trial (for up to 500 responses). Pricing for paid plans is based on the volume of customer interactions, such as survey responses and video feedback. You have to request a quote to get pricing details.

Qualtrics pricing plans.



If you’re looking for a customer data platform, ActionIQ is an excellent fit. It’s particularly useful for enterprises that use large tech stacks and want to minimize data silos.

With ActionIQ, you can connect multiple data sources, including data warehouses, marketing platforms, and sales tools. The best part is that the data remains intact in the original source while you analyze and manipulate it on ActionIQ.

Once you have all the data in one place, you can use it to create detailed customer profiles and segment your user base. For instance, you can identify at-risk and loyal users. You can even identify users who engage with a specific campaign. That, in turn, allows you to create hyper-personalized marketing campaigns and experiences.

Main features of ActionIQ

  • Audience segmentation.
  • Customer journey orchestration.
  • In-depth customer profiles.
  • First-party data-driven customer acquisition tools.
  • Real-time insights and communication.

Pricing of ActionIQ

Pricing details are available on request.

Staircase AI

Staircase AI.

This powerful customer intelligence platform captures data from various sources, including emails, tickets, meetings, and product usage. Plus, it uses machine learning models to generate meaningful insights from these customer signals.

Whether you want to analyze user sentiment or health scores, you can do it with Staircase AI. Plus, the platform uses predictive analytics to help you identify at-risk customers. Similarly, you can identify cross-sell and upsell opportunities to grow your business.

Main features of Staircase AI

  • Directly collects data from original sources, such as emails and Slack messages.
  • Automated data collection and analysis.
  • Predictive analytics to prevent customer churn.
  • Insights into qualitative metrics like customer sentiment.
  • AI-generated summaries for user accounts and interactions.

Pricing of Staircase AI

Staircase AI doesn’t offer any pricing information on its website. You have to get in touch with the sales team for a quote.


Leadspace personas.

Are you looking for a customer intelligence platform to maximize the impact of your account-based marketing strategies? Leadspace could be just the solution you need.

This B2B customer data platform (CDP) combines third-party data from top-notch B2B data sources with first-party data to help you create detailed buyer profiles. You can choose from 80 ready-to-use templates or build buyer profiles from scratch.

You can even create company hierarchies to gain complete insights into buyer accounts.

Leadspace also helps identify user accounts that are more likely to close or upgrade. That, in turn, allows sales teams to focus their efforts on the right leads.

Main features of Leadspace

  • Designed for B2B marketing and sales teams.
  • 30+ leading third-party B2B data sources.
  • Easy API access to capture first-party data.
  • A library of standard buyer profiles and personas.
  • Real-time updates to third-party data.
  • Data Health Report to benchmark and monitor customer data.

Pricing of Leadspace

Leadspace doesn’t offer a free trial or plan. Pricing information isn’t publicly listed. However, data from Capterra shows that paid plans start at $25,000 per year.


Mixpanel analytics.

This is a feature-packed product analytics platform that works for both mobile and web applications. It lets you set up and track custom events to monitor user behavior and product usage. The best part is that you get real-time insight into how users interact with your product.

Also, Mixpanel is compatible with several leading data warehouses and CDPs, which ensures seamless transfer of data across your tech stack.

Main features of Mixpanel

  • User segmentation and cohorts.
  • Custom analytics dashboards with interactive reports.
  • Event tracking (including live events).
  • Flow analytics to identify drop-off points.
  • Impact analysis to monitor the adoption of new features and updates.

Pricing of Mixpanel

Mixpanel offers a forever-free plan for up to 2 million monthly events. Paid plans start at $28 per month for 10k events. Pricing scales with the number of events.


Heap path analysis.

If you’re looking for a customer intelligence platform that lets you take a deep dive into user journeys, Heap is the way to go. The software automatically collects a wide array of data, from user actions and properties to page views.

Heap analyzes the data and generates insights to help product teams understand how customers interact with a product. Its automatic data capture eliminates the need to set up events or feature tags and even allows you to track user behavior retrospectively.

Main features of Heap

  • Automatic event tracking across multiple devices.
  • User journey analysis tools, including heatmaps and session replays.
  • Segmentation based on event data and user attributes.
  • Built-in performance monitoring.
  • Pre-built templates for analytics dashboards.

Pricing of Heap

With Heap, you get a forever-free plan that lets you access core analytics charts and stores 6 months of data history. Pricing for paid plans is available on request. All plans come with a 14-day free trial.

Heap pricing.


Amplitude paths.

This is the analytics platform of choice for leading brands across various industries, from automotive and retail to SaaS. The software offers everything you’d expect from a standard customer intelligence solution, including analytics dashboards, event segmentation, and reporting.

What makes Amplitude stand out, however, is cross-platform tracking. That means you can collect and analyze user behavior data from multiple channels and even generate real-time insights. Plus, you can use session replays to visualize how users navigate your product and what drives them to take specific actions.

Main features of Amplitude

  • Automated reports with actionable insights.
  • Instant data visualization.
  • Industry-specific templates with event recommendations.
  • Cross-platform user-behavior monitoring.
  • Event segmentation.

Pricing of Amplitude

Amplitude’s forever-free plan includes basic product analytics and is best suited for individual users. Paid plans start at $49 per month (billed annually).

Pricing of Amplitude.


Customer intelligence insights play a key role in shaping product design, marketing, and experience decisions. They help develop a thorough understanding of user needs and preferences and build products that resonate better with the target audience. That makes customer intelligence platforms an indispensable tool for all teams, from marketing and product to customer support.

Userpilot is an all-in-one product growth platform that lets you collect and analyze customer data. If you want to use Userpilot for customer intelligence and analytics, schedule your demo today.

Try Userpilot and Take Your Product Management to the Next Level

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