Total Expert

46 Best Total Expert Marketing Automation Alternatives

star

POPULARITY

98%

APPROVED BY

1918 users

What is Total Expert?

Total Expert is software that offers CRM and customer engagement for financial institutions. This software is offered by a company that also goes by the name Total Expert  It automates data, sales, and marketing to improve the client’s entire experience.

Total Expert is web-based. It is highly recommended for small businesses, medium-sized businesses, as well as large businesses. Different industries that can use this software include banking, mortgage lending, credit unions, and other related institutions.

Total Expert Features

Features

This software comes with various features that fall under data, marketing, CRM, and compliance.  Some of  these features include;

  • Email Marketing
  • Marketing Automation
  • Client Database
  • Commission Management
  • Calendar Management
  • Contact Management
  • Compliance Management
  • Listing Management
  • Lead Management
  • Website Management
  • Property Management

Integrations

Total Expert can integrate with a lot of applications and services. These include Facebook, Twitter, LinkedIn, Capacity, and more.

Pricing

Total Expert can be accessed and used for free. You can also give it a try through a free trial version. However, there is a subscription fee if you want to access more features and services. Unfortunately, the company does not display pricing information publicly. You can get pricing details and other related information directly from here.

Support

When it comes to support, this platform provides various communication channels to keep its users and potential customers up to date. There is an email/help desk, phone support, knowledge base, and various social media platforms that can be used for communication.

Additionally, the company offers documentation,  webinars, in-person training as well as live online.

Customer Reviews

According to the Total Expert site, the product has been used by a fair share of different big names in the financial industry. Some of these institutions include Finance of America  – Mortgage, North American Savings Bank, US Bank, and many others.

Interestingly, there are different customers that have shared their experiences regarding the Total Expert software. Here are some of the customer review highlights

Client Management

There are a number of users who recommended Total Expert platform as the best service provider in improving client engagement and client experience. The platform makes the customers more connected to the service providers.

Simplicity

Customers vouch for the platform’s simplicity in customer engagement. The media that they use for communication is simple and also effective. The user interface is also easier to navigate through other institutions that sales personnel fail to learn.

Fails To Handle Duplicate Contacts

The platform fails to automatically update entered contacts, and that means there will be duplicates. Hence updating contacts and databases can be done the hard way – manually.

Advantages

  • Offers various marketing services
  • Various forms of customer support
  • Offers multiple CRM features
  • Simple user interface
  • Can be integrated with different applications

Disadvantages

  • Platform fails to handle duplicate contacts and data
  • It is difficult to upload media
  • There are a lot of steps to follow to get things done

Conclusion

Total Expert is a competitive platform that is highly recommended for financial institutions who want to improve CRM and customer management with marketing automation abilities. The platform has room for improvement, but its simplicity and great CRM services keep it moving.

45 Best Total Expert Alternatives

Simplero

Simplero

Introduction It is a fact that most Marketing Automation Software is expensive, complicated, and does not have all that you.

Features

  • Affiliate Plugin Support
  • Email & Marketing Automation
  • Zapier Integration
  • No Technical Knowledge Required
Optimove

Optimove

What is Optimove? Optimove is the leading platform in the Customer Relation Management industry. It is an excellent marketing platform.

Features

  • Behavioral Analytics
  • Campaign Management
  • Marketing Automation
  • Channel Management
Demandbase

Demandbase

Introduction You’re not alone if you also desire to experience the advantages of ABM or account based marketing. The marketing.

Features

  • ABM Platform
  • Targeted Solutions
  • ABM Analytics
  • Engagement Solutions
Symplify

Symplify

Symplify is a marketing platform appreciated and renowned by 600 users around the globe. Symplify is an email marketing, marketing.

Features

  • Auto-Responders
  • Drip Campaigns
  • Dynamic Content
  • WYSIWYG Editor
Axtria

Axtria

Axtria is a large technology firm that renders cloud-based big data analytics services to biological science businesses. Apart from that,.

Features

  • Data Operationalization
  • Useful Products
  • Extensive Customer Support
Chatfuel

Chatfuel

What is a Chatfuel? Chatfuel is a marketing automation tool that helps businesses build AI conversational chatbots without any knowledge.

Features

  • Chatfuel Dashboard
  • Intuitive Flow Builder
  • Readymade Templates
  • Automate Communications
Wishpond

Wishpond

What Is Wishpond? A Wishpond is a marketing automation tool that is good for increasing conversion rates. The platform makes.

Features

  • Marketing Automation
  • Drip Email Campaigns
  • Contest & Promotions
  • Real-time Analytics & Conversion Tracking
TapClicks

TapClicks

What is TapClicks? TapClicks is a superior private company holding Marketing Technology and nailing marketing automation workflows, performance analytics, reporting.

Features

  • Analytics
  • Reports
  • Competitive Intelligence
  • Orders & Workflow
Kizen

Kizen

Introduction Kizen platform helps the teams to work smarter, save time, and deliver personalized experiences that will drive faster growth..

Features

  • Time Saving
  • Effective Data Driven Campaigns
  • Set Priorities
  • 14 Day Trial
FMG Suite

FMG Suite

FMG Suite is seen as the industry’s leading automated marketing tool available for financial professionals. They provide an all-in-one integrated.

Features

  • Affordable Pricing
  • Versatile Automation Features
  • Mobile App Available
  • End To End Lead Generation
Eloqua

Eloqua

Introduction Eloqua aims at helping marketers and B2B organizations for managing marketing campaigns and sales lead generation. Eloqua features a.

Features

  • Complete Marketing Solution
  • Drive Higher ROI
  • Grow Customer Loyalty
  • Increase Customer Lifetime Value
LeanData

LeanData

Organizations have become more efficient by accepting software services, mainly lead management software services. Using the software, a firm can.

Features

  • Relationships
  • Security
  • Drag And Drop
  • Insights
Lytics

Lytics

Introduction In the olden days, storing and collecting data was one of the major factors, but thanks to this digital.

Features

  • Cloud Connect
  • Decision Engine
  • Starter Price Plans
  • Professional Price Plans
Womply

Womply

What is Womply? It is a cloud-based platform designed to support local businesses and help them flourish in the digital.

Features

  • Best Customer Engagement
  • Better Communications
  • Custom Offers
  • Better Relationships
Mautic

Mautic

Introduction “Instead of one-way interruption, marketing is about delivering valuable content at just the right moment that a buyer needs.

Features

  • Campaign Building
  • Lead Generation & Contact Scoring
  • Email & Page Builder
  • Lead Nurturing
UNIM

UNIM

Introduction “New marketing is all about the relationships, not the medium.” - Ben Grossman.  UNIM is a marketing automation tool.

Features

  • Complete Marketing Automation Solution
  • Workflow Management
  • Relationship Nurturing
  • Business Growth
Emarsys

Emarsys

Introduction It’s a no-brainer; marketing automation can give you impressive business outcomes. A marketing automation software gives marketers the ability.

Features

  • Automation
  • Customer Engagement Platform
  • AI Marketing
  • Key Integrations
Aprimo

Aprimo

Introduction We all know that management and productivity come with practice. However, it’s not only the practice but selecting the.

Features

  • Digital Asset Management
  • Productivity Management
  • Plan & Spend
  • Serves Various Industries
SharpSpring

SharpSpring

“What is SharpSpring Automation?” Let’s understand the marketing automation services briefly before we’ll have an in-depth discussion on SharpSpring! Marketing.

Features

  • Smart Email Campaigns
  • Dynamic Forms
  • Simplified Marketing Automation Service
  • CRM Integrations
Listrak

Listrak

Introduction “How do I automate my marketing?” Marketing is essential, and by automating this sector, we’re sure of the most.

Features

  • Journey Hub
  • Text Message Marketing
  • AI Recommendations
  • Behavioral Triggers
Responsys

Responsys

Tired of managing, optimizing, and executing marketing campaigns manually? Oracle Responsys is an excellent tool that helps companies automate all.

Features

  • Manage & Execute Multiple Campaigns
  • Distributed Collaboration
  • Data Management
  • Simplifies Targeting
ManyChat

ManyChat

What is ManyChat? In this daily growing digital era, marketing using technology is also speeding by discovering new techniques. ManyChat.

Features

  • Integration
  • Analysis
  • Free Video Course
  • Automated Broadcast
Iterable

Iterable

Iterable is an online cross-channel marketing platform that helps you create merged customer experiences by creating, measuring, and optimizing every.

Features

  • Advanced Email Marketing
  • Mobile Messaging
  • Personalize Catalog
  • Artificial Intelligence
Sendinblue

Sendinblue

What is Sendinblue? Sendinblue is basically an email marketing solution developed to serve small and medium-sized (SMB) businesses that need.

Features

  • Complete Marketing Tool
  • Cheap Price
  • Drag & Drop Editor
  • Idea For Small & Medium Sized Businesses
Klaviyo

Klaviyo

What is Klaviyo? Klaviyo is essentially an email and SMS marketing solution for e-commerce businesses. It helps online businesses to.

Features

  • Email & SMS Marketing
  • One Stop Marketing Solution
  • Affordable Pricing
  • Email Templates Support
Adobe Campaign

Adobe Campaign

What is Adobe Campaign? Adobe Campaign is a Marketing Automation Software that is used to handle marketing campaigns in various.

Features

  • Cross Channel Marketing
  • Email Management
  • Customer Profiles
  • Segmentation & Targeting
Encharge

Encharge

Encharge Review Encharge is a marketing automation platform that enables you to send automated emails based on what your users.

Features

  • AB Testing
  • Analytics/ROI Tracking
  • Customizable CTAs
  • Lead Qualification
Sailthru

Sailthru

What is Sailthru? Sailthru is a comprehensive, united, and cohesive marketing solution that offers companies an opportunity to increase their.

Features

  • Personalized Customer Interactions
  • Increased Efficiency
  • Easy Customer Profile Development
Higher Logic

Higher Logic

What is Higher Logic? Higher Logic is a platform through which organizations can access a private social network for their.

Features

  • Effective Email Campaigns
  • Online Community Support
  • Strategic Services
Pardot

Pardot

The booming of businesses and the invention of great marketing tools characterize today’s world. Unlike many years ago, entrepreneurs now.

Features

  • ROI Reporting
  • Use Artificial Intelligence
  • Effortless E-mail Marketing
  • Lead Generation & Management
Kartra Marketing Automation Tool, Features, Pros, Cons, Pricing & Best Alternatives

Kartra

Kartra is a cloud-based and one of the best marketing automation tools for the business to increase sales and CRM.

LeadSquared - Marketing Automation, Features, Pros, Cons, Pricing & Best Alternatives

LeadSquared

Paying too much for marketing and still not getting enough leads? LeadSquared is here with its exclusive features like Funnel.

Parllay - Marketing Automation Tool, Features, Pros, Cons, Pricing & Best Alternatives

Parllay

Parllay is devoted to its customers to provide personalized, efficient, and accurate marketing solutions. Its marketing automation service identifies sales.

activecampaign alternatives

ActiveCampaign

ActiveCampaign's category-defining Consumer Experience Automation (CXA) System aids over 130,000 companies in 170 nations meaningfully engage with their customers. The.

omnisend alternatives

Omnisend

Sign up with fellow eCommerce businesses who choose Omnisend's e-mail & SMS marketing to boost their sales, not the workload..

autopilot alternatives

Autopilot

Auto-pilot is marketing automation software made aesthetic. We assist you to record, transform brand-new leads, get in touch with customers,.

sendlane alternatives

Sendlane

Drive 30-40% of your revenue with Sendlane e-mail advertising and marketing automation system. Sendlane assists create even more income, increase.

ontraport alternatives

Ontraport

Ontraport is an integrated platform. They supply important company features consisting of a powerful CRM system, advertising automation, subscription sites,.

vendasta alternatives

Vendasta

Vendasta offers an end-to-end eCommerce platform to 40,000+ companions. They sell digital products or services to greater than 4 million.

backbencher alternatives

BenchmarkONE

BenchmarkONE offers all-in-one sales and also advertising and marketing system. The services incorporate e-mail advertising, CRM, and advertising automation to.

superoffice CRM alternatives

SuperOffice CRM

With SuperOffice CRM, our objective is to aid businesses to create sustainable customer connections. Relationships have always gone to the.

clickdimensions alternatives

ClickDimensions

ClickDimensions is the only complete advertising and marketing remedy for Microsoft Characteristics. It is specifically for and natively developed within.

salespanda alternatives

SalesPanda

SalesPanda is an inbound digital advertising and marketing software. Use SalesPanda to boost your site web traffic, create solid internet.

mothernode alternatives

Mothernode

From Mothernode, you can expect every little thing you require to grow sales as well as automate your marketing programs..

mailchamp alternatives

Mailchimp

Mailchimp's all-in-one Marketing System aids local business market smarter so you can expand faster. As the backbone for your customer.