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Total Expert

Total Expert | 1

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External reviews

126 reviews
from G2

External reviews are not included in the AWS star rating for the product.

    Financial Services

Great for Marketing | CRM is in development

  • October 24, 2018
  • Review verified by G2

What do you like best about the product?
MLS integration as well as digital lead capture and Marketing templates
What do you dislike about the product?
CRM and reporting are in the works for more details
What problems is the product solving and how is that benefiting you?
24/7 use mobile as well as excellent thought drive into next developments and future enhancements
Recommendations to others considering the product:
Great product. Do it; you'll love it.

    Financial Services

Total Expert has been a game changer for our business

  • October 22, 2018
  • Review provided by G2

What do you like best about the product?
While the technology and UX of the CRM system come second to none, the best part of working with Total Expert is their service. Training, communication and tutorials are extensive and always readily available, keeping our admin and coordinator teams out of the weeds and day-to-day inquiries. Due to their strong financial backing and promising future, developmental updates and improvements are made regularly, keeping their customers' needs at the forefront of process and technology improvements. With competitive tools to help grow and scale business for our sales field, this system has become a morale booster and game changer for our business.
What do you dislike about the product?
Being a new system, certain features have yet to reach full maturity; however, constant improvements and updates are being made regularly. The system and team behind it are working hard to make sure customers are happy and though there are certain features that are still pending release, I'm confident Total Expert will get there.
What problems is the product solving and how is that benefiting you?
Scalability, adoption of new digital tools and deepening ties with our referral partners thanks to the features our field is able to offer them.
Recommendations to others considering the product:
Make sure you document each conversation and keep them filed in an organized fashion. With lots of communication and months of implementation, you will need a strong, dedicated number of admins assisting with the rollout. Ongoing training schedules for your sales field will be critical to your organization's success with adopting this tool.

    Jeff S.

Overall Great System

  • October 17, 2018
  • Review verified by G2

What do you like best about the product?
The entire platform is very intuitive for the end user and the team at Total Expert is extremely helpful, knowledgable, and flexible to work with.
What do you dislike about the product?
If I had to choose something, the CRM features could be more robust. Sometimes it's hard to get that portion of the product to do exactly what you want.
What problems is the product solving and how is that benefiting you?
Total Expert is our complete solution for marketing assets, including flyers, postcards, emails, business cards, and more.

    Financial Services

Best of the best!

  • October 17, 2018
  • Review verified by G2

What do you like best about the product?
Total Expert has an extremely user-friendly interface, the best I have seen out there! Very easy to navigate and create marketing collateral. The TE team is always willing to take suggestions on improvements and does their best to implement them.
What do you dislike about the product?
The social media tool could use some improvements, however it is headed in the right direction! Better reporting on the email library and social library from an admin level is needed.
What problems is the product solving and how is that benefiting you?
Having an extensive marketing library that is easy to use helps us in the Marketing Department not have to create thousands of custom pieces.

    Real Estate

Total Expert is a great CRM Solution

  • October 17, 2018
  • Review verified by G2

What do you like best about the product?
The user interface is very easy to navigate and simple to use which is key for LOs. The Customer support that we receive is second to none. Our Customer Success Managers have always gotten us quick responses and consistently see things through to conclusion.
What do you dislike about the product?
Keeping up with all of the enhancements can be challenging at times, yet they are creating integration after integration which ultimately benefits the client.
What problems is the product solving and how is that benefiting you?
It has been great with the ability to phase into LO accounts and troubleshoot problems for them is a huge advantage. Being able to see exactly what they see allows the admin level to support them in a more efficient way.

    Real Estate

CRM of your database

  • December 13, 2017
  • Review provided by G2

What do you like best about the product?
DRIP Campaign being available for use. Mostly for mortgage but quite usable for real estate
What do you dislike about the product?
Not user friendly for real estate agents.
What problems is the product solving and how is that benefiting you?
Drip campaign to stay in touch with clients
Recommendations to others considering the product:
This is a free CRM if you work with the right loan company.

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