ActiveCampaign |
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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88% 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 
Get Free Advice
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| 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 | Platformly is a marketing automation and business management solution that helps organizations capture and nurture individual leads, understand customers’ journey and generate revenue. The in-built business dashboard within the particular, helps users receive real-time insights into their business data, enabling them to make smarter business decisions in the long run. The link tracking feature provides an additional advantage to understand customer behaviors. Besides, a lead scoring system within the particular, offers absolute flexibility to the sales teams approving greater business. Platformly, helps organizations segregate valuable leads in less time. Through email marketing, they can send the right message at the right time to the right individual. Drag and drop enabled marketing automation feature within the software, helps organizations automate their client engagement levels, including factors like sending welcome emails, text messages, birthday coupons etc. Moreover, it supports seamless integration with multiple useful applications like Zapier, SERPed.net, JotForm, Google Analytics increasing the overall flexibility and adaptability. Read more |
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| 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
|
88% 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 Features |
5 Features
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9 Features
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| Common Features for All |
Analytics (ROI Tracking)
Campaign Segmentation
Channel Management
Email Drip Campaigns
Landing Pages
Lead Management
Lead Nurturing
Lead Scoring
Website Visitor Tracking
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Analytics (ROI Tracking)
Campaign Segmentation
Channel Management
Email Drip Campaigns
Landing Pages
Lead Management
Lead Nurturing
Lead Scoring
Website Visitor Tracking
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| 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 |
Excellent Customer Support, Robust Marketing Automation, Affordable Pricing, Extensive Integrations Landing Page Builder Needs Improvement, Steep Learning Curve, Email Builder Needs Improvement, Limited Template Options |
| 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. |
Overall, Platformly receives mixed reviews from users. While some appreciate its ease of use, flexibility, and ability to streamline processes, others criticize its lack of advanced features, occasional bugs, and limited customer support. Common complaints include difficulty with customization, lack of integrations, and inadequate documentation. Users also express concerns regarding pricing and suggest exploring alternatives that offer more comprehensive features and better support. |
| Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
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Pricing Plans
Monthly Plans
Annual Plans
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Total Expert Custom |
Starter Free Growth $40.83 $49.00 per month Unlimited $82.50 $99.00 per month |
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View Detailed Pricing
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View Detailed Pricing
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| Screenshots | Not Available |
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| Videos |
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| Company Details | Located in: St. Louis Park, Minnesota | Located in: Tortola, British Virgin Islands Founded in: 2017 |
| Contact Details |
1800-830-9085 |
Not available |
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