What users are saying about
1 Rating
21 Ratings
1 Rating
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Score 9 out of 100
21 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Custora

I think Custora is a great fit for B2C companies that are trying to take their relationship marketing programs to the next level and outside of basic segmentation. It's a great platform to consolidate all customer, order history, and campaign history type data into one platform to obtain a 360 degree view of the customer.Additionally I would say, if an organization is resource constrained from an analytics perspective, the platform also makes great sense to invest in. It provides out of the box predictive analytics, and custom lifecycle triggers to align a retention marketing program around. Outside of the upfront work to get the platform up and running, it's very marketer friendly to utilize
Anonymous | TrustRadius Reviewer

Nutshell

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.
Catherine Corass | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Custora
8.5
Nutshell
7.3
Customer data management / contact management
Custora
9.0
Nutshell
9.0
Workflow management
Custora
8.0
Nutshell
8.2
Territory management
Custora
8.0
Nutshell
6.0
Integration with email client (e.g., Outlook or Gmail)
Custora
9.0
Nutshell
7.5
Opportunity management
Custora
Nutshell
8.9
Quote & order management
Custora
Nutshell
6.7
Interaction tracking
Custora
Nutshell
9.5
Channel / partner relationship management
Custora
Nutshell
3.0

Customization

Custora
9.0
Nutshell
8.2
Custom fields
Custora
9.0
Nutshell
7.7
Custom objects
Custora
9.0
Nutshell
9.0
API for custom integration
Custora
9.0
Nutshell
7.0
Scripting environment
Custora
Nutshell
9.0

Integrations with 3rd-party Software

Custora
9.0
Nutshell
8.0
Marketing automation
Custora
9.0
Nutshell
8.0
Compensation management
Custora
Nutshell
8.0

Customer Service & Support

Custora
Nutshell
8.8
Case management
Custora
Nutshell
9.7
Call center management
Custora
Nutshell
8.0

Marketing Automation

Custora
Nutshell
8.2
Lead management
Custora
Nutshell
8.5
Email marketing
Custora
Nutshell
8.0

CRM Project Management

Custora
Nutshell
8.9
Task management
Custora
Nutshell
9.0
Reporting
Custora
Nutshell
8.8

CRM Reporting & Analytics

Custora
Nutshell
8.1
Forecasting
Custora
Nutshell
8.0
Pipeline visualization
Custora
Nutshell
7.8
Customizable reports
Custora
Nutshell
8.6

Security

Custora
Nutshell
7.5
Single sign-on capability
Custora
Nutshell
9.0
Role-based user permissions
Custora
Nutshell
6.0

Social CRM

Custora
Nutshell
7.8
Social data
Custora
Nutshell
7.6
Social engagement
Custora
Nutshell
8.0

Platform

Custora
Nutshell
7.5
Mobile access
Custora
Nutshell
7.5

Pros

Custora

  • Very clean user interface that allows a non-technical marketer to set up detailed segments for outbound marketing campaigns
  • Lifecycle triggers that are automatically programmed to set up triggered campaigns. One of the big benefits here is that they are individualized based off of a cusotmer's past purchase patterns
  • Reporting and analytics dashboards are great and allow a team that is resource constrained to quickly gauge status of customer retention
Anonymous | TrustRadius Reviewer

Nutshell

  • 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
Jennifer Callaghan | TrustRadius Reviewer

Cons

Custora

  • Currently there are limitations with the number of personas that can be built in the instance, it would be great to have more flexibility here
  • We occasionally see issues with lists delivered to our ESP from the platform. Not a major problem, but could be an area of improvement
Anonymous | TrustRadius Reviewer

Nutshell

  • SWOT analysis --- currently we put this in as custom fields but they don't link up at all and are hard to read/navigate. We also use the custom fields for other information we want to capture. It would be nice to build those in so they can show the info as bullet points or something --- currently paragraph form and hard to find things at a glance.
  • Funnel could use some work. Only shows how many leads are currently in that part of the pipeline which doesn't give us a good historical comparison.
Laci Fitch | TrustRadius Reviewer

Likelihood to Renew

Custora

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 10.0
Based on 1 answer
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.
Dan Aylward | TrustRadius Reviewer

Usability

Custora

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 9.0
Based on 1 answer
Very easy to use, great for small office
Dan Aylward | TrustRadius Reviewer

Support Rating

Custora

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 9.5
Based on 2 answers
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.
Jennifer Callaghan | TrustRadius Reviewer

Implementation Rating

Custora

No score
No answers yet
No answers on this topic

Nutshell

Nutshell 8.0
Based on 2 answers
Implementation is difficult everytime but this was relatively simple due to the small amount of data we moved
Dan Aylward | TrustRadius Reviewer

Alternatives Considered

Custora

Bluecore was a solid platform, but Custora is differentiated in that it provides individualized triggers for customers based on their past purchase history
Anonymous | TrustRadius Reviewer

Nutshell

Well, my team had trials for these others and they all prefer Nutshell for different reasons. I prefer it as I need a user-friendly software to help me out as I am not a big tech guy. I have heard others in the office say things like they like the way activities are scheduled better, or the way nothing ever gets accidentally erased if they hard crash or power goes out.
Gregory Palenschat | TrustRadius Reviewer

Return on Investment

Custora

  • Overall we have been able to increase the mix of triggered related revenue in email from 20% to 50% of total revenue after implementing Custora's lifecycle triggers
  • We've also seen one off email tests with incremental conversion rates up to 75% when utilizing Custora personas to personal communications
Anonymous | TrustRadius Reviewer

Nutshell

  • Nutshell's mobility has provided significant ROI for me since we've started using the CRM. I've been able to provide immediate feedback to clients, schedule meetings from the field with confidence, and much more.
  • Nutshell's tagging features have helped us craft custom mailing/email lists. We struggled to do this in the past.
Phil Curtolo | TrustRadius Reviewer

Pricing Details

Custora

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Custora Editions & Modules

Additional Pricing Details

Nutshell

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Nutshell Editions & Modules

Edition
Starter$201
Pro$351
Pro+$701
  1. per user, per month
Additional Pricing Details

Rating Summary

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