Was ist Total Expert?

Die Total Expert Platform ist ein zentraler Knotenpunkt, der es Hypotheken- und Immobilienfachleuten ermöglicht, zusammenzuarbeiten und ihre Geschäfte gegenseitig zu erweitern. Mit nur einem Login können Profis Marketing- und Lead-Generierung über mehrere Kanäle hinweg erstellen, implementieren und verfolgen. Die Plattform umfasst eine zum Patent angemeldete Technologie, die es ermöglicht, Kosten für Marketing und Lead-Generierung nahtlos zu teilen und gleichzeitig die Compliance für alle beteiligten Parteien nachzuverfolgen.

Wer verwendet Total Expert?

Hypotheken- und Immobilienprofis, die sich die Kraft des regelkonformen Co-Marketings zunutze machen möchten.

Wo kann Total Expert bereitgestellt werden?

Cloud, SaaS, webbasiert

Über den Anbieter

  • Total Expert
  • Ansässig in Minneapolis, USA
  • 2012 gegründet
  • Telefon-Support

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Über den Anbieter

  • Total Expert
  • Ansässig in Minneapolis, USA
  • 2012 gegründet
  • Telefon-Support

Erhältlich in diesen Ländern

Vereinigte Staaten

Sprachen

Englisch

Total Expert – Videos und Bilder

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Kosten ähnlicher Produkte wie Total Expert vergleichen

Total Expert

Nicht verfügbar
Kostenlose Version
Gratis Testen
N/A
Kostenlose Version
Gratis Testen
N/A
Kostenlose Version
Gratis Testen
895,00 $
Kostenlose Version
Gratis Testen

Total Expert Funktionen

  • Aktivitäts-Dashboard
  • Compliance Management
  • Drittanbieter-Integration
  • E-Mail Marketing
  • Immobilienverwaltung
  • Kalenderverwaltung
  • Kampagnenmanagement
  • Kommunikationsmanagement
  • Kontaktmanagement
  • Kundenmanagement
  • Lead-Erfassung
  • Leadmanagement
  • Multichannel-Marketing
  • Provisionsmanagement
  • Suchen / filtern
  • Verwaltung von Auflistungen
  • Vorlagen-Management
  • Workflow-Management

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Bewertungen über Total Expert

Durchschnittliche Bewertung

Gesamt
4,3
Benutzerfreundlichkeit
4,2
Kundenservice
4,7
Funktionen
4,1
Preis-Leistungs-Verhältnis
4,3

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Bewertungen nach Punktzahl finden

5
53%
4
39%
3
3%
1
6%
Sheena
Sheena
Divisional Marketing Director - CRM Trainer in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

The best CRM on the Market!

5,0 vor 4 Jahren

Kommentare: I love the level of support they offer. It is a huge task to learn a new software solution, but for LO's it is even harder when you're busy with loans. Total Expert has multiple forms of support including the chat function, help videos, guides and help desk. This shows how much they care about YOUR success. After you go live, they do on-site training's, which are awesome. This is something I haven’t seen other companies do. It’s a chance to navigate the platform with the people who are most knowledgeable about it. They want you to ask as many questions as possible and they take time before, throughout and after the training's to answer any questions. Even after implementation, they provide so much support you almost feel like they are a part of YOUR team. You are assigned a Customer Success Manager, which serves as your direct link to Total Expert. You aren’t left out there by yourself calling a 1-800 number or emailing a customer service email when you have issues or questions.

Vorteile:

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.

Nachteile:

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.

Jake
CRM Marketing Manager in USA
Marketing & Werbung, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Always Moving Forward

4,0 vor 3 Monaten

Kommentare: Total Expert is overall simple to use, especially once you get past year 1. Things start to click in the brain and scenarios start popping in your head and it's very easy to take those ideas and create them. The first year you are there and sometimes feel overwhelmed? That's ok! Their CSM and Customer Support teams are always there to help you! Ive built about 100 different journeys from single follow-up journeys to 40 email complicated journeys with split testing and dynamic content. My CSM was always there for me when I had questions.

Vorteile:

From creating emails, fliers, or social posts to creating automated campaigns and journeys, Total Expert keeps things organized and easy to use for the common user. It also allows the more advanced users space to create and grow ideas they have. Total Expert continues to improve and are constantly adding to their system.

Nachteile:

The only issue that I have run into is the communication of when something is down or there is a bug. They are getting better at this, but sometimes i feel completely in the dark when there is a server issue or a bug they are working on.

Betsy
CRM Specialist II in USA
Groߟhandel, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Use Total Expert for all your financial marketing needs.

3,0 vor 3 Monaten

Kommentare: It has been amazing. I love the team we work with, and the ability to add our own collateral/branding. The overall ease of using it makes training easy and marketing almost seamless for those who dive in and get to know the platform.

Vorteile:

What I like most about this software is that it seems to be the only platform that is structured to specifically be configured to meet the marketing needs of those in the banking/mortgage industry and covers everything: print; email; social; single property sites; lead capture apps; and most importantly syncing/updating financial information.

Nachteile:

When there is an issue it takes a long time to get it resolved. The updates sometimes cause a problem in a different area of the platform and getting information of how it's being resolved can be challenging, making it difficult to update our users on what's going on and when that functionality will work again.

Katie
Marketing Specialist in USA
Finanzdienstleistungen, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Positive Experience With Total Expert

4,0 vor 3 Monaten

Kommentare: Total Expert has solved many of our marketing short comings. Their team is always willing to help and work through any challenges. Overall a positive experience.

Vorteile:

The overall product is tailored to the mortgage and finance industry.

Nachteile:

Foundational updates can take a while to be enhanced and is not always of focus.

MD Abu
MD Abu
Administrator Officer in Bangladesch
Verifizierter Nutzer auf LinkedIn
Bildungsmanagement, 201-500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung
Quelle: GetApp

A great all-in-one CRM & Marketing management solution

5,0 vor 2 Monaten

Kommentare: Overall, It is a very prospective software with great possibilities. I am loving this software for our company because it is bringing great outcomes for our company.

Vorteile:

It helps to boost the marketing process of our company. It automatically manages our customer database & helps us with Email marketing. I have used several Marketing & CRM tools previously but I have found Total expert is a great performer compared to others available. It is helping us to create extra engagement.

Nachteile:

The UI is sometimes faulty & the customer support seems quite slow. Issues arise while updating contacts. I hope they will be fixing it soon. It will require more necessary third-party integration.