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Total Expert

Total Expert | 1

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External reviews

133 reviews
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    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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