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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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87% 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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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 | The Engagement Package provides marketing automation and social media marketing tracking, along with everything that is included in the Outreach package. The Lifecycle Package is a signature package for advanced marketing teams who are ready to create customers for life. Marketing starts with consistently engaging customers. The first package, the Outreach Package, focuses on email marketing and web analytics. This information will show you how prospects are engaging with your marketing messages and help you win new business. Read more |
Pricing Options |
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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
|
87% 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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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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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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User Rating |
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Rating Distribution |
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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 |
Not Available
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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. |
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Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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Total Expert Custom |
CLM Starter $300.00 $300.00 per month CLM Standard $1,800.00 $1,800.00 per month |
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: Indianapolis, Indiana Founded in: 2006 |
Contact Details |
1800-830-9085 |
(317) 225-5868 |
Social Media Handles |
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