Total Expert
133 reviews
- 1 profiles
- 3 categories
Average star rating
4.5
#1 in 2 categories
Grid® leader
Serving customers since
2012
Total Expert Reviews
MG
Megan G.
CRM Support SpecialistBIG FAN!
User interface, complexity in the sense that you all thought of everything, user friendly, support offered, integrations available,
CL
Chip L.
Digital Marketing Manager at First Heritage MortgageGreat out-of-the-box CRM for mortgage companies
Feature-set works as expected. There has not been any downtime since we've moved to the platform. It allows for logic-based journeys and robust reporting. The UI is very easy to get acclimated with as an end-user or administrator. The launch team and customer support have been excellent.
KS
Kasia S.
Marketing Leader / Brand Builder / Problem Solver / MentorMortgage Industry CRM
Total Expert has been a great partner for the past several years. They have done their best to assist us with a recent data issue. Jon, Abby, Nicole and Dan have been very helpful.
About
What is Total Expert?
Total Expert is the purpose-built customer engagement platform trusted by more than 00 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone. Total Expert turns customer insights into actions to increase loyalty and drive growth for banks, lenders, credit unions, and insurance companies.
Details
Year Founded
2012
Website
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