Total Expert
4.2
36

Not Claimed

Total Expert is a fintech software company that offers a CRM and customer engagement platform for financial institutions. Their platform integrates data, marketing, sales, and compliance solutions to provide a seamless customer experience. Total Expert helps financial services firms increase loyalty and drive growth.
Strengths
  • Integrations

    Seamless integration with various CRMs and marketing tools

  • Customization

    Highly customizable platform to fit specific business needs

  • Automation

    Automated marketing campaigns and lead nurturing

Weaknesses
  • Pricing

    Relatively high pricing compared to competitors

  • Learning Curve

    Steep learning curve for new users

  • Limited Features

    Limited features for social media management

Opportunities
  • Opportunity to expand into new markets and industries
  • Potential partnerships with other SaaS companies
  • Opportunity to add new features and functionalities
Threats
  • Intense competition from established players and new entrants
  • Potential impact of economic downturn on customer acquisition and retention
  • Increasing concerns around data privacy and security

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Review Distribution

  • 👍
    High - rated users

    Total Expert is actually very easy to use and the UI is simplified compared to a lot of other CRM's. It is 100% mobile friendly so I've shown all my LO's how to get it on their home screen and manage the system from their phones. They are constantly evolving and building on their technology and function as the times change. This ensures they will never become obsolete, they are timeless. They take time to listen to their clients and welcome as much feedback and enhancements as we have to offer.Everything I've had issues with in the past have been taken care of or enhanced, so I really don't have any cons at this time.

  • 👎
    Low - rated users

    Integration works with other apps.Can't use it as a proper CRM. Doesnt let you track leads.

Media

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Total Expert Plan

Total Expert offers a tiered pricing model with features such as lead management, marketing automation, and compliance management, starting at $1,500 per month.
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