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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description Total Expert is a robust CRM, that can be used to enhance engagement and amp up sales productivity on the go. The software features a seamless work module and is quite easy to tackle around. It provides a 360-degree contact view, accompanied by a dedicated dashboard and reporting structure, detailed lead & contact management metrics. As per reports, Total Expert has helped relationship managers and loan officers to get their business productivity enhanced by 20%. Also, they have noticed a 10% hike in the lead to application ratio. A dedicated customer support manager and support team are always at service, providing necessary solutions, to the problems raised by individual customers. Also, the latter are provided access to seamless integration facilities with third-party platforms. Unmatched training facilities are available at Total Expert, educating businesses on their customer driving skills and member engagement opportunities to be precise. Read more Customer.io is a comprehensive marketing platform that helps marketers to send data-driven emails, SMS, and push notifications. The platform’s RESTful API helps marketers create, update and delete customers from their database easily. It also enables users to add third-party integrations, such as Segment, Hull, mParticle, RudderStack, and more. With Customer.io, businesses can easily divide their audience into different segments and target a particular group of people as per their designed marketing strategy. Apart from the group, users can even separate an individual from the group and easily monitor their event-wise logs, attribution data, messages received by them, and more. The transactional API facility offered by the platform enables marketers to customize transactional messages in their own way. Customer.io can be used to send multichannel newsletters within customers’ timezones. Users can also monitor their message leaderboard, conduct active A/B tests, streamline metrics delivery, and segment memberships, all from a single dashboard. Apart from that, marketers also get to compare campaigns, newsletters, and other metrics with the help of detailed analytical reports offered by the same. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $100.0. Offers Custom plan.
SW Score & Breakdown

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    82%
  • Reviews
    80%
  • Momentum
    60%
  • Popularity
    80%

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    79%
  • Momentum
    63%
  • Popularity
    85%
SaaSworthy Awards
Not Available
# 10 Fastest Growing # 15 Most Popular

Features

Total Features
5 Features
10 Features
Common Features for All
    Analytics (ROI Tracking) ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.
    Campaign Segmentation A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.
    Channel Management It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.
    Email Drip Campaigns An email drip campaign helps you automatically send a series of emails at regular intervals.
    Landing Pages Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Nurturing Timely following up with your leads in order to convert them into a prospective customer.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    Multivariate Testing Allows testing different variations of multiple webpage elements to find the best one among them
    Website Visitor Tracking This feature allows you to analyze and understand the behavior of your website visitors.
  • + 2 More - Show Less
    • Analytics (ROI Tracking) ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.
      Campaign Segmentation A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.
      Channel Management It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.
      Email Drip Campaigns An email drip campaign helps you automatically send a series of emails at regular intervals.
      Landing Pages Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email
      Lead Management A systemized and organized way of managing all your leads and their conversation.
      Lead Nurturing Timely following up with your leads in order to convert them into a prospective customer.
      Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
      Multivariate Testing Allows testing different variations of multiple webpage elements to find the best one among them
      Website Visitor Tracking This feature allows you to analyze and understand the behavior of your website visitors.
  • + 7 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • Online
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    4.6/5 153 user ratings
    4.5/5 77 user ratings
    Rating Distribution
    • Excellent

      68.6%
    • Very Good

      26.1%
    • Average

      3.3%
    • Poor

      0.7%
    • Terrible

      1.3%
    • Excellent

      55.8%
    • Very Good

      40.3%
    • Average

      2.6%
    • Poor

      0%
    • Terrible

      1.3%
    User Sentiments

      User-Friendly Interface, Excellent Customer Support, Extensive Marketing Automation Capabilities, Wide Range of Integrations

      Occasional System Bugs & Glitches, Slow Feature Rollouts and Enhancements, Complex System Navigation for New Users, Inconsistent Support Team Expertise

      Not Available
    Review Summary

    Total Expert receives mixed feedback from users. Common praises include its ability to automate workflows, improve efficiency, and facilitate comprehensive client management. Reviewers highlight the platform's user-friendly interface, customizable features, and robust reporting capabilities. However, some users express concerns regarding occasional technical glitches, limited customization options, and a learning curve associated with implementation. Additionally, there have been complaints about the software's stability, occasional bugs, and customer support responsiveness.

    Customer.io is praised for its ease of use, powerful automation features, and integration with other platforms, particularly Segment. Users find it a valuable solution for building complex marketing workflows and nurturing leads. However, some users note limitations in the email editor, reporting capabilities, and a steep learning curve for non-technical users. There is also concern about pricing for larger user bases.

      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Available
    • Starts at $100.0. Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Total Expert Custom

    Essentials $100.00 $100.00 per month

    Premium $1,000.00 $1,000.00 per month

    Enterprise Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Not Available New Dashboard
    + 1 More
    Videos Video Thumbnail
    + 1 More
    Video Thumbnail
    + 1 More

    Vendor information

    Company Details Located in: St. Louis Park, Minnesota Located in: Portland, Oregon Founded in: 2012
    Contact Details

    1800-830-9085

    https://totalexpert.com/crm-sales/

    Not available

    https://customer.io/

    Social Media Handles

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