Total Expert Reviews & Product Details - Page 10

The ability to automate communication to customers and partners. Review collected by and hosted on G2.com.

Reporting ability and ability to see the entire organization at a higher lever. Review collected by and hosted on G2.com.

Intuitive UI, tools, and upgraded email builder Review collected by and hosted on G2.com.

Some quirks with the campaign builder. A few limitations keeping track of emails within the email stats. Review collected by and hosted on G2.com.

Contact management and marketing automation are the two keys of Total Expert. Neither of those were easy or scalable with our previous CRM solution. Total Expert allows me to control the entire experience for our end users and for their contacts. Review collected by and hosted on G2.com.

As an admin, it would be nice to a little more control over things like group/contact management such as the ability to delete a group from an account. Review collected by and hosted on G2.com.

I like that there is a tool for every facet of Marketing - digital, social, email, print, etc. Review collected by and hosted on G2.com.

That there isn't a direct integrations with Instagram - which isn't Total Expert's fault! Review collected by and hosted on G2.com.

When you work work with TE, you always feel like you have an advocate on your side. Always available to listen, always up for the challenge. You feel heard. Review collected by and hosted on G2.com.

We always wish things moved faster or that our problems were solved - we know it's not always that easy but it can be hard to grow when the platform feels like it is not. Review collected by and hosted on G2.com.

Total Expert allows us to customize our marketing and contact your customers at the right time with the right message. Because it is built for the financial industry, the right checks and balances are in place and enhancements are targeted which makes them valuable to all clients of Total Expert. Review collected by and hosted on G2.com.

Waiting on enhancements is less than desirable. Would like to see them happen faster. Specifically data reporting Review collected by and hosted on G2.com.

The thing I like best is being able to keep track of notes and exchanges with our customers. Review collected by and hosted on G2.com.

Not being able to stay logged in the entire day. If you go to another application, after so long, it logs you out. Review collected by and hosted on G2.com.

Features, Support, and Future Initiatives all point towards an incredible solution for lenders, partners and clients. Review collected by and hosted on G2.com.

There is some inflexibility on often standard technical requests that require some outside intervention. this will not impact all users, but more sophisticated workflows may be affected. Review collected by and hosted on G2.com.

The overal ease of use for our sales folks. We have found that it is a good fit for the majority. Review collected by and hosted on G2.com.

It has been hard to accept all of the added costs, including APIs that don't come with the expected integrations. Review collected by and hosted on G2.com.

I like total expert for lead generation as it's very important to the success of my business Review collected by and hosted on G2.com.

Nothing. It's easy to use. Wouldn't change a thing. Review collected by and hosted on G2.com.