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7.8

Spot Score

Total Expert - Marketing Automation Software

Total Expert Reviews in May 2025: User Ratings, Pros & Cons

Transform leads into loyal customers.

4.5

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Total Expert Reviews & Ratings

4.5

Very Good

Based on 463 ratings & 69 reviews

Rating Distribution

Excellent

(64)

Very Good

(5)

Good

(0)

Poor

(0)

Terible

(0)

Expert's Review

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 ...Read more

Total Expert pros and cons

  • 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.

  • Strong integration with third-party platforms, reducing the need for multiple tools and creating a consolidated system.

  • 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.

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Showing 41-50 out of 69

KB

Karissa B

12/17/21

5 out of 5

"Game Changer"

What do you like best about Total Expert? For me the best thing is the customer support and the innovation they provide. Total Expert is truly there to help us grow our company and provide value to our loan officers. What do you dislike about Total Expert? Nothing! They go above and beyond to address our needs. Whenever we feel that there is a gap, their team works extremely hard to ensure that they resolve the issue and continue to provide value What problems is Total Expert solving and ...

Read more

KB

Karissa B

12/17/21

5 out of 5

"Game Changer"

What do you like best about Total Expert? For me the best thing is the customer support and the innovation they provide. Total Expert is truly there to help us grow our company and provide value to our loan officers. What do you dislike about Total Expert? Nothing! They go above and beyond to address our needs. Whenever we feel that there is a gap, their team works extremely hard to ensure that they resolve the issue and continue to provide value What problems is Total Expert solving and ...

Read more

LM

Luke M

12/16/21

5 out of 5

"Total expert is awesome!!!"

What do you like best about Total Expert? I like total expert for lead generation as it's very important to the success of my business What do you dislike about Total Expert? Nothing. It's easy to use. Wouldn't change a thing. What problems is Total Expert solving and how is that benefiting you? I'm able to sort out and manage lead generation through total expert especially with open houses!

LM

Luke M

12/16/21

5 out of 5

"Total expert is awesome!!!"

What do you like best about Total Expert? I like total expert for lead generation as it's very important to the success of my business What do you dislike about Total Expert? Nothing. It's easy to use. Wouldn't change a thing. What problems is Total Expert solving and how is that benefiting you? I'm able to sort out and manage lead generation through total expert especially with open houses!

FB

Frank B

10/21/21

5 out of 5

"Frank's Review"

What do you like best about Total Expert? Functionality. All in one marketing system. What do you dislike about Total Expert? Learning how to use it. Need more assistant to learn how to use all the systems What problems is Total Expert solving and how is that benefiting you? Customer Contact

FB

Frank B

10/21/21

5 out of 5

"Frank's Review"

What do you like best about Total Expert? Functionality. All in one marketing system. What do you dislike about Total Expert? Learning how to use it. Need more assistant to learn how to use all the systems What problems is Total Expert solving and how is that benefiting you? Customer Contact

AU

Anonymous User

10/19/21

5 out of 5

"Total Expert is everything we need to stay in touch with past clients and engage with new leads."

What do you like best about Total Expert? 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. What do you dislike about Total Expert? 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. What problems ...

Read more

AU

Anonymous User

10/19/21

5 out of 5

"Head of Marketing"

What do you like best about Total Expert? Email Marketing, I like how east it is to make email content and send it out. Easy is what I need for my loan officers. What do you dislike about Total Expert? The small bugs that neither support can help with and they always suggest contacting my csm, which is an email and a meeting to discuss. Sometimes the CSMs arent very technical so they don't have all the answers you need and need to go back. And before you know it, 1 month has passed and you ...

Read more

AU

Anonymous User

10/19/21

5 out of 5

"Head of Marketing"

What do you like best about Total Expert? Email Marketing, I like how east it is to make email content and send it out. Easy is what I need for my loan officers. What do you dislike about Total Expert? The small bugs that neither support can help with and they always suggest contacting my csm, which is an email and a meeting to discuss. Sometimes the CSMs arent very technical so they don't have all the answers you need and need to go back. And before you know it, 1 month has passed and you ...

Read more

AU

Anonymous User

10/19/21

5 out of 5

"Total Expert is everything we need to stay in touch with past clients and engage with new leads."

What do you like best about Total Expert? 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. What do you dislike about Total Expert? 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. What problems ...

Read more

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