# AdvisorEngine CRM vs Total Expert Comparison

| | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Star Rating** | 4.0 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 26 | 157 | 
| **Largest Market Segment** | Small-Business (92.3% of reviews) | Mid-Market (72.1% of reviews) | 
| **Entry Level Price** | $65.00 Per Month | No pricing available | 

---
## Top Pros & Cons

### AdvisorEngine CRM

**Not enough data**

### Total Expert

Pros:
- Ease of Use (15 reviews)
- Customer Support (11 reviews)

Cons:
- Learning Curve (5 reviews)
- Not Intuitive (5 reviews)

---
## Ratings Comparison
| Rating | AdvisorEngine CRM | Total Expert | 
|---|---|---|
  | **Meets Requirements** | 8.5 (19 reviews) | 8.4 (135 reviews) | 
  | **Ease of Use** | 7.7 (21 reviews) | 8.3 (133 reviews) | 
  | **Ease of Setup** | 8.1 (8 reviews) | 7.7 (103 reviews) | 
  | **Ease of Admin** | 7.7 (8 reviews) | 8.4 (100 reviews) | 
  | **Quality of Support** | 8.7 (19 reviews) | 8.6 (128 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (8 reviews) | 8.9 (103 reviews) | 
  | **Product Direction (% positive)** | 8.8 (20 reviews) | 9.4 (113 reviews) | 

---
## Pricing

### AdvisorEngine CRM

#### Entry-Level Pricing

Plan: AdvisorEngine CRM

Price: $65.00 Per Month

Description: Price is per user / month. Billed Annually.

✔ Complimentary training
✔ Industry's Best Technical Support
✔ 98% Customer Satisfaction Rating

Key Features:
- Build your business on a strong foundation built on a cutting edge tech stack with modern deployment strategies and the ability to securely store unlimited amounts of data at no additional cost
- Capture important client demographic and financial information in one place
- Manage workflow to ensure tasks are communicated and completed

[Learn more about AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews)

#### Free Trial

Yes

### Total Expert

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Marketing Automation

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Total Expert** | 7.5/10 | 95 |

#### Email Marketing

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Building and Personalizing Emails** | Not enough data | 7.7 (78 reviews) ✓ Verified | 
| **Sending Outbound Emails** | Not enough data | 8.4 (73 reviews) ✓ Verified | 
| **Manage Email Deliverability** | Not enough data | 8.0 (74 reviews) ✓ Verified | 
| **Automated Email Responses** | Not enough data | 8.0 (70 reviews) ✓ Verified | 

#### Online Marketing

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Landing Pages and Forms** | Not enough data | 7.3 (65 reviews) ✓ Verified | 
| **Dynamic Content** | Not enough data | 7.7 (69 reviews) ✓ Verified | 
| **A/B Testing** | Not enough data | 7.0 (58 reviews) ✓ Verified | 
| **Mobile Optimized** | Not enough data | 7.2 (63 reviews) ✓ Verified | 
| **Search Tracking and Optimization** | Not enough data | 6.8 (49 reviews) | 

#### Lead Management

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Marketing Lead Database** | Not enough data | 8.3 (65 reviews) ✓ Verified | 
| **Data Quality Management** | Not enough data | 7.4 (65 reviews) ✓ Verified | 
| **Segmentation** | Not enough data | 7.9 (63 reviews) ✓ Verified | 
| **Lead Scoring and Grading** | Not enough data | 7.3 (53 reviews) ✓ Verified | 
| **Lead Nurturing** | Not enough data | 8.5 (62 reviews) ✓ Verified | 
| **Online Behavior Tracking** | Not enough data | 7.3 (49 reviews) | 
| **Automated Alerts and Tasks** | Not enough data | 8.6 (61 reviews) ✓ Verified | 
| **CRM Lead Integration** | Not enough data | 8.4 (60 reviews) ✓ Verified | 

#### Campaign Management

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Program Management** | Not enough data | 8.0 (59 reviews) ✓ Verified | 
| **Event / Webinar Marketing** | Not enough data | 7.6 (55 reviews) ✓ Verified | 
| **Calendaring** | Not enough data | 7.0 (47 reviews) ✓ Verified | 
| **Budgeting** | Not enough data | 6.8 (45 reviews) | 

#### Social

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Social Listening** | Not enough data | 6.1 (46 reviews) | 
| **Social Sharing** | Not enough data | 7.3 (62 reviews) ✓ Verified | 
| **Social Campaigns** | Not enough data | 7.1 (53 reviews) ✓ Verified | 
| **Social Media Engagement** | Not enough data | 6.9 (52 reviews) | 
| **Social Media Advertising** | Not enough data | 6.1 (45 reviews) | 

#### Reporting & Analytics

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Basic Reporting** | Not enough data | 7.6 (71 reviews) ✓ Verified | 
| **Web Analytics** | Not enough data | 6.5 (55 reviews) ✓ Verified | 
| **ROI Analytics** | Not enough data | 6.9 (51 reviews) ✓ Verified | 
| **Revenue Analytics** | Not enough data | 6.9 (48 reviews) ✓ Verified | 
| **SEO / Keyword Analytics** | Not enough data | 6.1 (47 reviews) | 

#### Platform

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Customization ** | Not enough data | 7.6 (67 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.3 (63 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.3 (67 reviews) ✓ Verified | 
| **Internationalization** | Not enough data | 7.2 (48 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | Not enough data | 6.8 (50 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 7.9 (66 reviews) ✓ Verified | 
| **Output Document Generation** | Not enough data | 7.5 (53 reviews) ✓ Verified | 

#### Agentic AI - Marketing Automation

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

#### Integration

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 8.0 (67 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | 7.5 (66 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | Not enough data | 7.7 (58 reviews) ✓ Verified | 

### Mortgage CRM

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | N/A | N/A |
| **Total Expert** | 7.1/10 | 75 |

#### Loan Services

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **LOS Integration - Mortage CRM** | Not enough data | 8.4 (62 reviews) | 
| **Alerts - Mortgage CRM** | Not enough data | 8.2 (58 reviews) | 
| **Lender Relationship - Mortgage CRM** | Not enough data | 8.1 (58 reviews) | 
| **Compliance - Mortgage CRM** | Not enough data | 8.0 (57 reviews) | 

#### Client Management

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Contact Management - Mortgage CRM** | Not enough data | 8.3 (63 reviews) | 
| **Real Estate CRM - Mortgage CRM** | Not enough data | 8.2 (58 reviews) | 
| **Email Marketing Automation - Mortgage CRM** | Not enough data | 8.6 (64 reviews) | 

#### Agentic AI - Mortgage CRM

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 5.3 (10 reviews) | 
| **Multi-step Planning** | Not enough data | 5.7 (10 reviews) | 
| **Cross-system Integration** | Not enough data | 5.8 (10 reviews) | 
| **Adaptive Learning** | Not enough data | 5.9 (9 reviews) | 
| **Proactive Assistance** | Not enough data | 5.7 (10 reviews) | 
| **Decision Making** | Not enough data | 6.0 (10 reviews) | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **AdvisorEngine CRM** | 9.1/10 | 7 |
| **Total Expert** | 7.5/10 | 32 |

#### Content

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Automation** | 8.1 (7 reviews) | 8.2 (29 reviews) | 

#### Platform Additional Functionality

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Pre-Built Connectors** | 9.3 (5 reviews) | 7.0 (23 reviews) | 
| **Dashboard** | 9.0 (7 reviews) | 7.6 (29 reviews) | 
| **Cloud** | 9.8 (7 reviews) | 7.9 (22 reviews) | 
| **Mobility** | 8.7 (5 reviews) | 6.7 (26 reviews) | 
| **Messaging** | Not enough data | 7.7 (23 reviews) | 

#### Platform Reporting and Analytics

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Reporting** | Not enough data | 6.5 (28 reviews) | 
| **Forecasting** | Not enough data | 6.5 (20 reviews) | 

#### Customer Support

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Case Management** | 8.6 (6 reviews) | Feature Not Available | 
| **Customer Support Portal** | 9.3 (5 reviews) | 7.6 (26 reviews) | 
| **Knowledge Base** | 9.7 (5 reviews) | 8.1 (25 reviews) | 
| **Support Analytics** | Not enough data | 7.3 (24 reviews) | 

#### Marketing Automation

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Campaign Management** | Not enough data | 8.1 (28 reviews) | 
| **Lead Management** | 9.7 (5 reviews) | 7.8 (27 reviews) | 
| **Marketing Analytics** | Not enough data | 7.5 (29 reviews) | 

#### Sales Force Automation

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Pipeline Management** | Not enough data | 7.4 (22 reviews) | 
| **Task Management** | 9.0 (5 reviews) | 8.1 (24 reviews) | 
| **Product and Price List Management** | Not enough data | Feature Not Available | 
| **Quote and Order Management** | Not enough data | Feature Not Available | 
| **Contract Management** | Not enough data | Feature Not Available | 

#### Agentic AI - Financial Services CRM

| Feature | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Decision Making** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)


**Unique to Total Expert (2):** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm), [Marketing Automation Software](https://www.g2.com/categories/marketing-automation)


---
## Reviewer Demographics

### By Company Size

| Segment | AdvisorEngine CRM | Total Expert | 
|---|---|---|
| **Small-Business** | 92.3% | 9.7% | 
| **Mid-Market** | 7.7% | 72.1% | 
| **Enterprise** | 0% | 18.2% | 

### By Industry

#### AdvisorEngine CRM

- **Financial Services:** 69.2%
- **Investment Management:** 19.2%
- **Accounting:** 7.7%
- **Computer Software:** 3.8%

#### Total Expert

- **Financial Services:** 64.7%
- **Banking:** 14.4%
- **Real Estate:** 9.8%
- **Marketing and Advertising:** 5.2%
- **Wine and Spirits:** 0.7%
- **Primary/Secondary Education:** 0.7%
- **Internet:** 0.7%
- **Information Technology and Services:** 0.7%
- **Human Resources:** 0.7%
- **Hospital & Health Care:** 0.7%
- **Other:** 2.0%

---
## Alternatives

### Alternatives to AdvisorEngine CRM

- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews)
- [Practifi](https://www.g2.com/products/practifi/reviews) — 4.3/5 stars (79 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [vcita](https://www.g2.com/products/vcita/reviews) — 4.5/5 stars (81 reviews)
- [Irwin](https://www.g2.com/products/irwin/reviews) — 4.5/5 stars (57 reviews)
- [Affinity](https://www.g2.com/products/affinity/reviews) — 4.4/5 stars (72 reviews)

### Alternatives to Total Expert

- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews)
- [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) — 4.4/5 stars (14821 reviews)
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (643 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14702 reviews)
- [Adobe Marketo Engage](https://www.g2.com/products/adobe-marketo-engage/reviews) — 4.1/5 stars (3136 reviews)
- [WebEngage](https://www.g2.com/products/webengage/reviews) — 4.5/5 stars (764 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Bloomreach](https://www.g2.com/products/bloomreach-bloomreach/reviews) — 4.6/5 stars (768 reviews)
- [Constant Contact Advanced Automation](https://www.g2.com/products/constant-contact-advanced-automation/reviews) — 4.4/5 stars (960 reviews)
- [Oracle Eloqua](https://www.g2.com/products/oracle-eloqua/reviews) — 3.9/5 stars (626 reviews)

---
## Top Discussions

### AdvisorEngine CRM

- Title: [What is the use of Junxure?](https://www.g2.com/discussions/what-is-the-use-of-junxure) — 1 comment
  > **Top comment:** "it is our CRM"
- Title: [What is junxure cloud?](https://www.g2.com/discussions/what-is-junxure-cloud) — 1 comment
  > **Top comment:** "Junxure Cloud is a cloud based CRM, Client Relationship Manager where we keep all our client info and actions/workflow associated with them."
- Title: [Does Junxure Cloud integrate with email programs?](https://www.g2.com/discussions/does-junxure-cloud-integrate-with-email-programs) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Send emails from Junxure Cloud to addresses in your database through a PC browser and either Google (Gmail) or Microsoft Exchange. Outgoing emails only are..."

### Total Expert

- Title: [Is total expert free?](https://www.g2.com/discussions/is-total-expert-free) — 1 comment
  > **Top comment:** "No"

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/advisorengine-crm-vs-total-expert)