Total Expert vs Ortto Comparison

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

Total Expert

Marketing Automation Software

4.6 153 user ratings

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89% 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

Ortto

Marketing Automation Software

4.7 3 user ratings

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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	Use no-code integrations to unlock data from marketing, finance, support, sales, and product into a single customer profile to reveal actions that are important to business. Powerful segmentation allows to target audiences based on any combination of demographic, firmographic, behavioral, event-based and transactional data. Read more
Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Available Starts at $509.0.
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%	89% 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 98% Reviews 66% Momentum 66% Popularity 83%
SaaSworthy Awards	Not Available	# 7 Fastest Growing

Features

Total Features	5 Features	9 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. 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. Website Visitor Tracking This feature allows you to analyze and understand the behavior of your website visitors. + 6 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	4.7/5 3 user ratings
Rating Distribution	Excellent 68.6% Very Good 26.1% Average 3.3% Poor 0.7% Terrible 1.3%	Excellent 66.7% Very Good 33.3% Average 0% Poor 0% Terrible 0%
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.	Ortto is a popular CRM and marketing automation tool lauded for its user-friendly interface, particularly for setting up visual journeys and email campaigns. Users praise its robust automation capabilities, seamless integration with Salesforce, and efficient lead management. However, some users find the learning curve steep, particularly for complex workflows. While the platform offers a wide range of features, some users may find the pricing to be high, and the lack of native integrations can be frustrating. Additionally, the transition from Autopilot to Ortto can be challenging, with users reporting confusion and occasional technical issues. Overall, Ortto is a powerful tool for businesses looking to improve their email marketing and customer engagement strategies, but it requires a time investment to fully master its capabilities.
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Pricing

Pricing Options	Free Trial Not Available Offers Custom plan.	Free Trial Available Starts at $509.0.
Pricing Plans Monthly Plans Annual Plans	Total Expert Custom	Professional $509.00 $599.00 per month Enterprise $1,699.00 $1,999.00 per month
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