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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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79% 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 TouchLead stands out as the ultimate tool for professionals eager to enhance their marketing strategies and boost sales. At its core, TouchLead offers an intuitive Leads Management system, ensuring that all potential clients are organized efficiently. This eliminates the chaos of disorganized spreadsheets and lost data. With robust features like Data Encoding, Notes Tracking, and Task Scheduling, TouchLead streamlines daily operations. Additionally, it supports Social Media Planning and emailing and even comes with a Web Forms Builder for seamless data collection. The platform also offers Workflow Automation, making repetitive tasks a thing of the past. For those looking to create visually engaging content, the Email Template Designer and Landing Page Builder are invaluable. Designed with user-friendliness in mind, TouchLead empowers users to focus more on content creation and less on logistical hurdles, positioning itself as a supportive partner in their professional growth. Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
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%

79% 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
    90%
  • Reviews
    60%
  • Momentum
    62%
  • Popularity
    62%

Features

Total Features
5 Features
7 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.
  • + 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.
  • + 4 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Individuals
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • Online
    • Online

    Reviews & Ratings

    User Rating
    4.6/5 153 user ratings
    Not Available
    Rating Distribution
    • Excellent

      68.6%
    • Very Good

      26.1%
    • Average

      3.3%
    • Poor

      0.7%
    • Terrible

      1.3%
    Not Available
    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.

    Not Available
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Not Available
    Pricing Plans
    Monthly Plans Annual Plans

    Total Expert Custom

    Touchlead Others

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail
    + 1 More
    Video Thumbnail

    Vendor information

    Company Details Located in: St. Louis Park, Minnesota Located in: Sambreville, Belgium
    Contact Details

    1800-830-9085

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

    Not available

    https://touchlead.app

    Social Media Handles

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