Total Expert is a marketing automation and customer engagement platform built for banks, credit unions, and other financial services firms. It provides a centralized platform to manage sales, business transactions, compliance, and customer lifetime value. In this article, we cover Total Expert reviews and pricing. Ready to get started? Request a demo.
Total Expert Pricing
Total Expert pricing is currently not published on its website. However, according to a third-party site, its packages start at $69/user/month. Factors that affect pricing include the features included and the number of users. Interested users may contact Total Expert for a customized quote based on their specific business requirements.
Ready to get started with Total Expert? Request a demo.
Top Marketing Software Providers 2019
Summary of Positive Total Expert Reviews
Users who gave positive Total Expert reviews online commented that it is user-friendly and that its user interface is easy to understand and learn. They also liked that it offers a lot of tools that can help in growing businesses. They added that it provides sufficient training, communication, and tutorials to keep users up to date with all its features.
One user who gave a positive review on Capterra commented that it is easy to use and that its user interface is simple compared to a lot of other CRMs. She added that the platform is constantly evolving and building on its technology and function to ensure that it will never become obsolete. She also complimented its support team, saying that they take time to listen to clients and that they welcome feedback from users.
Summary of Negative Total Expert Reviews
As of the date this article was written (October 24, 2019), there are very few up-to-date negative Total Expert reviews online. Some users, however, commented that the system can sometimes be inflexible with small details and capabilities. Others complained that there is no way for users to directly upload marketing assets by themselves.
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Total Expert Features
Check out the list below of some of Total Expert’s features:
- Email and SMS marketing
- Landing pages
- Lead capturing
- And more
Total Expert FAQs
Can Total Expert help me with print marketing?
Yes. Total Expert helps users automate their marketing workflows for multiple channels, including print, social, and digital marketing campaigns.
How can Total Expert improve my customer interactions?
Total Expert has a Journey Creator that helps users with the task of messaging their customers. It also provides automated nurturing for multichannel marketing campaigns, communications, and other daily tasks.
Here is a list of some of Total Expert’s popular integrations:
- Office 365