Customer.io's Open CDP Strategy
Colin Nederkoorn, founder & CEO at Customer.io, on the CDP layer in messaging
This reveals that Customer.io is trying to make the data layer a wedge, not a cage. By letting a company use Data Pipelines to collect, shape, and route customer data into Customer.io Journeys or into rivals like Braze and Iterable, it lowers the risk of adoption and makes the first buying decision easier. That matters because CDPs became powerful by sitting in the middle of the stack, where they can either reduce switching costs or increase them.
-
Customer.io built Data Pipelines as a standalone product on purpose. The logic is simple. A company may be ready to buy customer data routing before it is ready to replace its messaging tool. Selling the CDP separately creates a foot in the door, then makes Journeys an easier add on later.
-
This is the opposite of Klaviyo’s ecommerce playbook. Klaviyo’s CDP helps create an all in one system around email, SMS, in app, and customer profiles, which supports retention and expansion by keeping more of the workflow inside one vendor. Customer.io is positioning around interoperability instead.
-
The deeper market backdrop is that neutral CDPs like Segment lowered switching costs by turning messaging tools into interchangeable destinations. Customer.io is borrowing that openness, but bundling it with its own messaging product and pricing, so it can undercut standalone CDP cost while still benefiting when customers later consolidate spend.
The next step is a more open customer engagement stack where the winning vendors are the ones easiest to adopt first and hardest to justify removing later because they work well, not because data is trapped. If that model keeps compounding, Customer.io can expand from messaging into broader PLG infrastructure while preserving partner trust.