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7.8

Spot Score

Total Expert - Marketing Automation Software

Total Expert Review: Is It The Right Marketing Automation Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

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Total Expert offers custom pricing plan

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What is Total Expert?

Total Expert helps you to develop marketing campaign that engages your audience, generates leads, and converts them into customers. This B2B marketing automation software allows you to effectively segment prospects and conducts tailored marketing campaigns, reaching every prospect in a personalized manner.

Pricing

  • Total Expert offers custom pricing plan

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

  • Data residency:🇺🇸

Total Expert Software Demo

Total Expert was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider Total Expert

Team types
Large Enterprises, Medium Business

Why teams choose Total Expert

  • Strong focus on B2B marketing needs.

  • Effective lead segmentation enhances targeting.

  • User-friendly interface simplifies campaign management.

Is Total Expert right for you?

What buyers should know before shortlisting Total Expert

Total Expert emerges as a highly robust and user-friendly platform tailored for professionals in the finance, real estate, and mortgage industries. Its innovative features empower organizations to streamline marketing efforts, improve communication with clients, and facilitate intuitive customer relationship management (CRM).

Users particularly appreciate the platform’s ease of use, customization capabilities, and the ability to centralize all marketing materials in one cohesive system. Total Expert's automated marketing features, integrations with third-party tools, and data management capabilities allow businesses to run campaigns efficiently, track performance, and maintain meaningful touchpoints with clients.

Additionally, its client intelligence and focus on personalizing customer experiences are standout aspects. However, as feature-rich as it is, the platform's immense breadth can feel overwhelming for new users or less technologically savvy individuals, necessitating significant training to unlock its full potential.

Some users have also noted minor issues like occasional system quirks, support delays, and limited customization in select areas. Despite these challenges, Total Expert consistently garners praise for its customer support, innovation, and ability to enhance productivity, solidifying it as a valuable tool for modern marketing and CRM needs.

Pros and cons

Total Expert pros and cons

  • Total Expert pros
  • Strong focus on B2B marketing needs.

  • Effective lead segmentation enhances targeting.

  • User-friendly interface simplifies campaign management.

  • Total Expert cons
  • Limited features for businesses focused on B2C.

  • Pricing may be higher for smaller companies.

4.5/5 rating
69 verified reviews

Ready to try it?

Get started with Total Expert

Connect with the team for a personalised demo.

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Still comparing?

See how it stacks up

Compare Total Expert side-by-side with top Marketing Automation Software alternatives.

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What is the pricing of Total Expert?

Total Expert uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.

Free TrialNot available
PricingTotal Expert offers custom pricing
Pricing Model
Quotation Based

Total Expert reviews and ratings

Buyer sentiment

Buyer sentiment is very strong across 69 reviews, with consistently positive feedback.

What buyers like

  • Intuitive user interface and ease of use, making it simple for both experienced and new users to navigate.
  • Excellent automation capabilities for marketing campaigns, allowing users to save time and focus on core tasks.
  • Highly customizable features that cater to the specific needs of businesses and individuals.

Common complaints

  • The platform's robust and expansive features can be overwhelming for new users without proper training.
  • Customer support for advanced technical issues occasionally lacks depth and efficiency, leading to longer resolution times.
  • Some features, particularly email customization and organization tools, have limitations or bugs that require improvement.

4.5

Very Good

Based on 463 ratings & 69 reviews

Rating Distribution

Excellent

(64)

Very Good

(5)

Good

(0)

Poor

(0)

Poor

(0)

What users are saying

JE

Jonathan E

11/06/23

5 out of 5

"VP Home Loans"

What do you like best about Total Expert? Ease of use and intiative nagivation. The team is very client centric and is always available to deliver ...

Read more

LB

Lesli B

10/18/23

5 out of 5

"Amazing Data Software Solution"

What do you like best about Total Expert? Total Expert allows us to communicate with our membership directly and strategically motivate our members ...

Read more

CJ

Carlos J

10/17/23

5 out of 5

"TE gives LOs everything they need to market to their clientele in one modern, clean & simple tool."

What do you like best about Total Expert? Outside of Total Expert's constant innovations, their support is top notch. When it comes to their library ...

Read more

AU

Anonymous User

10/17/23

5 out of 5

"Innovative technology with exceptional support"

What do you like best about Total Expert? Total Expert's platform is highly innovative. The technology is seamless and easy to use. Their efforts are ...

Read more

MV

Mac V

09/13/23

5 out of 5

"Total Expert - Game Changer"

What do you like best about Total Expert? Total Expert is great at keeping my potential client engaged and interested. Some times it can be tough to ...

Read more

AU

Anonymous User

09/12/23

5 out of 5

"Total expert is a great way to expand your network and show great customer service"

What do you like best about Total Expert? I enjoy giving my clients the best customer support possible and being able to have free marketing What do ...

Read more

What are the features of Total Expert?

20%

Feature coverage

5 of 25 tracked features

Analytics (ROI Tracking) is a method of calculating the return on investment from a company's marketing expenditures. Return on marketing in…

Marketers frequently use demographic information such as age, gender, residency, or region and a variety of other predetermined attributes t…

An organization creates and controls marketing and sales processes, people, policies, and platforms to offer goods and services indirectly t…

The lead management process is a series of activities in which businesses engage with leads and convert them into customers. It entails gath…

lead nurturing creates and reinforces relationships with customers, at every point of the sales funnel. A good lead nurturing plan concentra…

Security & Compliance

Total Expert security and data handling

Key compliance certifications and security features for IT and security teams evaluating Total Expert.

Certifications

HIPAA✗ Not certified

Developer & data

Data residency
🇺🇸

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Help & Contact

Total Expert Support Options

Customer ServiceOnline
LocationSt. Louis Park, Minnesota

Frequently Asked Questions About Total Expert

Common questions buyers ask before choosing Total Expert.

Total Expert is a Marketing Automation Software. Total Expert offers Lead Nurturing, Lead Management, Channel Management, Campaign Segmentation and many more functionalities.

Buyers commonly note the following limitations of Total Expert: Limited features for businesses focused on B2C.; Pricing may be higher for smaller companies.; Training may be necessary for optimal use..

Some top alternatives to Total Expert includes Outgrow, ActiveCampaign, CleverTap, Moosend and Contactspot.

Total Expert offers Quotation Based pricing model

We don't have information regarding integrations of the Total Expert as of now.

The starting price is not disclosed by Total Expert. You can visit Total Expert pricing page to get the latest pricing.

Ready to try it?

Get started with Total Expert

Get connected with the team for a personalised demo.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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