Total Expert

Automate, deploy and track your marketing activities from the top down and simplify your daily process for producing print and digital marketing assets.

Languages supported:

8.8/10 (Expert Score) ★★★★★
Product is rated as #11 in category Financial Services CRM Software
Ease of use
8.8
Support
8.8
Ease of Setup
9.3

Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era. For more information, visit totalexpert.com.

Total Expert
Total Expert

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Customer Reviews

Total Expert Reviews

User in Information Technology and Services

Advanced user of Total Expert
★★★★★
Total Expert increases your profitability through marketing campaigns

What do you like best?

Total Expert is a platform that is based entirely on the web responsible for boosting marketing in any company that wants its services; in particular, I like Total Expert because it has essential qualities for the financial well-being of companies forming high-level marketing campaigns where specializes in the ideal attraction of potential customers through unique contact management to increase the income of the company managing to boost profitability obtaining an excellent leadership

What do you dislike?

Mainly what I don't like about Total Expert is that although it is a tool that drives the creation of marketing campaigns to capture potential customers, it lacks a CRM tool to maintain perfect customer satisfaction, which generates the implementation of internal options to preserve the dedication of customers

Recommendations to others considering the product:

I would mainly recommend that after you start running this product, you should look for integration alternatives with CRM tools or implement internal solutions to maintain a satisfactory contact with the customers you obtain, as this is one of the things that Total Expert lacks

What problems are you solving with the product? What benefits have you realized?

Without any doubt, Total Expert is minimizing the problems that we had with our marketing campaigns to attract the attention of more lucrative customers; also, this tool is giving us great financial benefits that have been occurring due to our growth in the customer base by marketing campaigns that have been created which have increased our profitability to more than 5% with a very effective contact management

Review source: G2.com

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