Aurea Process vs. Nutshell CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Aurea Process
Score 10.0 out of 10
N/A
Aurea Process (formerly CX Process) from Aurea Software in Austin is a business process management offering, based on Savvion BPM.
$200,000
per year
Nutshell
Score 8.9 out of 10
N/A
Nutshell offers a CRM with contact management, calendar sync, click-to-call, and collaboration features.
$19
per month per user
Pricing
Aurea ProcessNutshell CRM
Editions & Modules
License
$200,000
per year
Foundation
$19
per month per user
Growth
$32
per month per user
Pro
$49
per month per user
Business
$67
per month per user
Enterprise
$89
per month per user
Offerings
Pricing Offerings
Aurea ProcessNutshell
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details15% discount for annual pricing.
More Pricing Information
Community Pulse
Aurea ProcessNutshell CRM
Features
Aurea ProcessNutshell CRM
Reporting & Analytics
Comparison of Reporting & Analytics features of Product A and Product B
Aurea Process
5.3
1 Ratings
38% below category average
Nutshell CRM
-
Ratings
Dashboards6.01 Ratings00 Ratings
Standard reports6.01 Ratings00 Ratings
Custom reports4.01 Ratings00 Ratings
Process Engine
Comparison of Process Engine features of Product A and Product B
Aurea Process
5.8
1 Ratings
36% below category average
Nutshell CRM
-
Ratings
Process designer6.01 Ratings00 Ratings
Process simulation7.01 Ratings00 Ratings
Business rules engine5.01 Ratings00 Ratings
SOA support5.01 Ratings00 Ratings
Process player7.01 Ratings00 Ratings
Model execution5.01 Ratings00 Ratings
Collaboration
Comparison of Collaboration features of Product A and Product B
Aurea Process
4.0
1 Ratings
70% below category average
Nutshell CRM
-
Ratings
Social collaboration tools4.01 Ratings00 Ratings
Content Management Capabilties
Comparison of Content Management Capabilties features of Product A and Product B
Aurea Process
4.0
1 Ratings
68% below category average
Nutshell CRM
-
Ratings
Content management4.01 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Aurea Process
-
Ratings
Nutshell CRM
8.9
14 Ratings
13% above category average
Customer data management / contact management00 Ratings8.313 Ratings
Workflow management00 Ratings10.012 Ratings
Territory management00 Ratings10.07 Ratings
Opportunity management00 Ratings10.09 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings6.213 Ratings
Contract management00 Ratings10.01 Ratings
Quote & order management00 Ratings9.28 Ratings
Interaction tracking00 Ratings6.211 Ratings
Channel / partner relationship management00 Ratings10.02 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Aurea Process
-
Ratings
Nutshell CRM
10.0
7 Ratings
26% above category average
Case management00 Ratings10.06 Ratings
Call center management00 Ratings10.05 Ratings
Help desk management00 Ratings10.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Aurea Process
-
Ratings
Nutshell CRM
7.9
13 Ratings
2% above category average
Lead management00 Ratings9.612 Ratings
Email marketing00 Ratings6.211 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Aurea Process
-
Ratings
Nutshell CRM
9.8
12 Ratings
24% above category average
Task management00 Ratings9.511 Ratings
Billing and invoicing management00 Ratings10.01 Ratings
Reporting00 Ratings10.08 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Aurea Process
-
Ratings
Nutshell CRM
10.0
12 Ratings
26% above category average
Forecasting00 Ratings10.09 Ratings
Pipeline visualization00 Ratings10.011 Ratings
Customizable reports00 Ratings10.011 Ratings
Customization
Comparison of Customization features of Product A and Product B
Aurea Process
-
Ratings
Nutshell CRM
9.8
10 Ratings
24% above category average
Custom fields00 Ratings9.210 Ratings
Custom objects00 Ratings10.06 Ratings
Scripting environment00 Ratings10.02 Ratings
API for custom integration00 Ratings10.05 Ratings
Security
Comparison of Security features of Product A and Product B
Aurea Process
-
Ratings
Nutshell CRM
10.0
3 Ratings
17% above category average
Single sign-on capability00 Ratings10.02 Ratings
Role-based user permissions00 Ratings10.02 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Aurea Process
-
Ratings
Nutshell CRM
9.4
9 Ratings
23% above category average
Social data00 Ratings8.79 Ratings
Social engagement00 Ratings10.02 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Aurea Process
-
Ratings
Nutshell CRM
10.0
2 Ratings
29% above category average
Marketing automation00 Ratings10.02 Ratings
Compensation management00 Ratings10.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Aurea Process
-
Ratings
Nutshell CRM
8.3
13 Ratings
9% above category average
Mobile access00 Ratings8.313 Ratings
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Aurea ProcessNutshell CRM
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Score 9.7 out of 10
Creatio
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Score 9.0 out of 10
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Score 9.1 out of 10
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User Ratings
Aurea ProcessNutshell CRM
Likelihood to Recommend
5.0
(1 ratings)
9.0
(12 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(1 ratings)
Usability
-
(0 ratings)
7.0
(2 ratings)
Support Rating
-
(0 ratings)
9.5
(2 ratings)
Implementation Rating
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
Aurea ProcessNutshell CRM
Likelihood to Recommend
Aurea
The tool has potential. Its capabilities and visual aspects could be considered rather basic but this might improve, particularly if the business intelligence/analytics aspect is leveraged. Once running well, it could allow (perhaps smaller) companies to successfully improve their customers' experiences through digitalizing customer journey - and we all know that customer loyalty goes a long way. However, whether or not the tool is comprehensive enough to deliver this for larger companies with more complex, multi- and omni-channel interactions is yet to be seen...
Read full review
Nutshell Inc.
This can be used for different industries, healthcare, IT, retail or any company with a customer service line, big or small. if i had to ask, i would say "Do you have any type of filing system that you use?" "anything where you are keeping track of personal/ business information." Do you need access to information on a day to day basis? If they do , then this can be used , especially if you need to keep track of the numbers; we like how we can see if are things going up or down.
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Pros
Aurea
  • Face-lifted platforms: CX Messenger (formerly Sonic), CX Monitor (formerly Actional), CX Process (formerly Savvion)
  • User-friendly UI
  • Relatively painless implementation
Read full review
Nutshell Inc.
  • Customization - we are able to make Nutshell make the most sense for our company and processes
  • Scheduling - the ability to set tasks allows us to never forget a follow-up call or email
  • Tags - allow us to prioritize leads and segment our customers and potential customers
  • Communication - the ability to tag colleagues in notes for callbacks or updates to accounts is very helpful to keep everyone on the same page
  • Email History - being able to blind copy all our email communication to Nutshell, allows us to have email threads and notes all in one place
Read full review
Cons
Aurea
  • Standard edition is significantly lighter touch than the (pricier) Enterprise version
  • There are similar solutions on the market that are competitively prices and offer positive user experience
  • Data migration can be tricky at times
Read full review
Nutshell Inc.
  • integration with email doesn't work as advertised
  • would like integration with quickbooks
  • If there is a misspelling in any one email address, you can not send a mass email. You must go back and correct each error before it can send.
Read full review
Likelihood to Renew
Aurea
No answers on this topic
Nutshell Inc.
This is perfect for a small business / Home based business with SaaS. Nutshell constantly adds new features and the price is much better than more robust software like Salesforce.
Read full review
Usability
Aurea
No answers on this topic
Nutshell Inc.
Extremely easy to use and they help you throughout the process. I find it not challenging, an effective utility to help us prioritize and engage efficiently at a reasonable price point. We enjoy working with the team there and they're easy to access. I've already recommended it to two colleagues
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Support Rating
Aurea
No answers on this topic
Nutshell Inc.
Nutshell's support team has always been great and they tend to go above and beyond. They are polite, friendly, personable and great listeners. They are also great about sending follow up emails too.
Read full review
Implementation Rating
Aurea
No answers on this topic
Nutshell Inc.
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Read full review
Alternatives Considered
Aurea
No answers on this topic
Nutshell Inc.
When I first started with BCI, they were using ACT!. It was hard to navigate and there were a lot of spots for duplicate information that made it hard to know if you were in the right spot or not. Then if you had trouble, you would spend 3 hours on the phone with customer service and often they would not even be able to find a solution. I would not recommend ACT! to anyone. Since getting nutshell, I have learned a bit about Cosential and I know that it is more catered to the construction industry and can help with proposal creation, so I think that may be something we consider in the not-too-near future.
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Return on Investment
Aurea
  • As our customers vary in size and maturity, the ROI ranges accordingly.
  • For younger, smaller businesses this is a useful tool. Digitalization of he customer journey has certainly helped save time and efforts in many cases.
  • For more mature market players the tool is not always comprehensive enough. Dashboard and report personalization take time and efforts, and sometimes it feels that a dedicated BI tool would be a more suitable solution.
Read full review
Nutshell Inc.
  • Nutshell CRM has had a major impact on ROI. The last program we used cost more and had fewer features and accessibility.
  • One negative impact is its email functions. As stated before in this review I need to be able to send large attachments and pics through email and Nutshell is very limited when it comes to that.
Read full review
ScreenShots

Aurea Process Screenshots

Screenshot of CX Platform enables leading companies to modernize, automate, and monitor their back office by bridging legacy SOA solutions to modern micro-service and container-based architectures.

Nutshell Screenshots

Screenshot of Nutshell's dashboard, mobile app, and sales metrics.Screenshot of the interface to build custom pipelines.Screenshot of where to measure contact engagement with Nutshell Marketing emails, forms, website traffic, and landing pages.Screenshot of the interface to engage with website visitors and leads throughout the buying journey via multiple channels using Nutshell Engagement. Channels include SMS, AI webchat, WhatsApp, Facebook Messenger, and Instagram DMs.Screenshot of Quotes & Invoices, where users can create, send, and monitor custom quotes and invoices without leaving Nutshell.