What users are saying about
1 Rating
2 Ratings
1 Rating
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Score 9 out of 100
2 Ratings
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Score 8.2 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

Teamleader

It is great for making proposals, sending invoices and for keeping time. It is also a great CRM tool. I love the business card scanner in the app.
Suzanne Glorie | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Custora
8.5
Teamleader
9.0
Customer data management / contact management
Custora
9.0
Teamleader
10.0
Workflow management
Custora
8.0
Teamleader
Territory management
Custora
8.0
Teamleader
Integration with email client (e.g., Outlook or Gmail)
Custora
9.0
Teamleader
10.0
Quote & order management
Custora
Teamleader
10.0
Interaction tracking
Custora
Teamleader
6.0

Customization

Custora
9.0
Teamleader
Custom fields
Custora
9.0
Teamleader
Custom objects
Custora
9.0
Teamleader
API for custom integration
Custora
9.0
Teamleader

Integrations with 3rd-party Software

Custora
9.0
Teamleader
Marketing automation
Custora
9.0
Teamleader

CRM Project Management

Custora
Teamleader
8.0
Task management
Custora
Teamleader
7.0
Billing and invoicing management
Custora
Teamleader
9.0
Reporting
Custora
Teamleader
8.0

Security

Custora
Teamleader
9.0
Single sign-on capability
Custora
Teamleader
9.0

Platform

Custora
Teamleader
9.0
Mobile access
Custora
Teamleader
9.0

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

Teamleader

  • Make proposals: It is very easy to create, send, monitor and manage proposals. Once a proposal is accepted you create an invoice with one mouseclick.
  • Integrations: It is very easy to integrate Teamleader with all kinds of solutions like Gmail for storing mails in your projects or in a customer record, Google Calendar for synching appointments, and Mailchimp for managing opt-ins for mailings. These are just a few but there are many more integrations that truly make your life easier.
  • Invoicing: Easy to use invoicing solution. When you create projects it is easy to invoice upon set milestones. You can create product lists and subscriptions so recurring invoicing takes just a second.
  • Mobile app: I always have TeamLeader with me on my phone. I can manage my calendar, register my time, find my contacts and check deals and invoices while I am on the road.
Suzanne Glorie | 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

Teamleader

  • Synching contacts between iPhone and Teamleader could be easier.
  • Integration with Aweber would be great.
Suzanne Glorie | 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

Teamleader

Act-On I used for a client. It is more a marketing automation tool than a CRM solution and it is also more suited for bigger organizations.
Suzanne Glorie | 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

Teamleader

  • Positive: invoices are easy to pay thanks to the direct link, invoices are mostly paid timely
  • Positive: it is easy to monitor deals and proposals. When followed up timely, more opportunities become deals.
Suzanne Glorie | TrustRadius Reviewer

Screenshots

Pricing Details

Custora

General

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

Custora Editions & Modules

Additional Pricing Details

Teamleader

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$29.00*

* 2 users/month

Teamleader Editions & Modules

Edition
Projects$59.001
Project Management$59.001
Support tickets$59.001
  1. 2 users/month
Additional Pricing Details
extra user is + $12.00/user/month

Rating Summary

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