Compare CRMNEXT and Total Expert 
Featured Products
At a Glance
Market Segments
Enterprise (70.0% of reviews)
Mid-Market (71.4% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
CRMNEXT
Star Rating
(20)4.2 out of 5
Market Segments
Enterprise (70.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about CRMNEXTTotal Expert
Star Rating
(150)4.5 out of 5
Market Segments
Mid-Market (71.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Total ExpertCRMNEXT vs Total Expert
When assessing the two solutions, reviewers found CRMNEXT easier to use. However, reviewers felt that Total Expert was easier to administer and do business with overall. Finally, reviewers felt that the products are equally easy to set up.
- Reviewers felt that Total Expert meets the needs of their business better than CRMNEXT.
- When comparing quality of ongoing product support, reviewers felt that Total Expert is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Total Expert over CRMNEXT.
Pricing
Entry-Level Pricing
CRMNEXT
No pricing availableTotal Expert
No pricing availableFree Trial
CRMNEXT
No trial information availableTotal Expert
No trial information availableRatings
Meets Requirements
8.1
19
8.5
129
Ease of Use
8.5
19
8.3
127
Ease of Setup
7.7
11
7.7
98
Ease of Admin
7.9
11
8.4
100
Quality of Support
7.8
19
8.6
126
Has the product been a good partner in doing business?
7.9
11
8.9
103
Product Direction (% positive)
8.7
18
9.4
109
Features by Category
Email Marketing
Not enough data
7.8
77
|
Verified
Not enough data
8.4
72
|
Verified
Not enough data
8.0
74
|
Verified
Not enough data
8.0
70
|
Verified
Online Marketing
Not enough data
7.2
64
|
Verified
Not enough data
7.7
69
|
Verified
Not enough data
7.0
58
|
Verified
Not enough data
7.2
63
|
Verified
Not enough data
6.8
49
Lead Management
Not enough data
8.3
65
|
Verified
Not enough data
7.5
63
|
Verified
Not enough data
8.2
59
|
Verified
Not enough data
7.3
53
|
Verified
Not enough data
8.5
62
|
Verified
Not enough data
7.3
49
Not enough data
8.6
61
|
Verified
Not enough data
8.4
60
|
Verified
Campaign Management
Not enough data
8.0
59
|
Verified
Not enough data
7.6
55
|
Verified
Not enough data
7.0
47
|
Verified
Not enough data
6.8
45
Social
Not enough data
6.1
46
Not enough data
7.3
62
|
Verified
Not enough data
7.2
51
|
Verified
Not enough data
6.9
52
Not enough data
6.1
45
Reporting & Analytics
Not enough data
7.6
70
|
Verified
Not enough data
6.5
55
|
Verified
Not enough data
6.9
51
|
Verified
Not enough data
6.9
48
|
Verified
Not enough data
6.1
47
Platform
Not enough data
7.6
66
|
Verified
Not enough data
8.3
61
|
Verified
Not enough data
8.3
67
|
Verified
Not enough data
7.2
48
|
Verified
Not enough data
6.8
50
|
Verified
Not enough data
7.9
65
|
Verified
Not enough data
7.5
53
|
Verified
Agentic AI - Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
8.1
66
|
Verified
Not enough data
7.5
65
|
Verified
Not enough data
7.8
57
|
Verified
Loan Services
Not enough data
8.4
62
Not enough data
8.2
58
Not enough data
8.1
58
Not enough data
7.9
56
Client Management
Not enough data
8.4
60
Not enough data
8.2
58
Not enough data
8.6
63
Agentic AI - Mortgage CRM
Not enough data
5.3
10
Not enough data
5.7
10
Not enough data
5.8
10
Not enough data
5.9
9
Not enough data
5.7
10
Not enough data
6.0
10
Content
8.3
12
8.2
29
Platform Additional Functionality
8.8
12
7.1
22
7.8
13
7.6
29
8.3
7
7.9
22
7.9
11
6.7
25
9.0
7
7.7
23
Platform Reporting and Analytics
7.6
12
6.5
28
9.3
5
6.5
20
Customer Support
8.5
14
Feature Not Available
7.7
8
7.6
26
8.3
6
8.1
25
6.3
9
7.3
24
Marketing Automation
9.1
9
8.1
28
9.0
10
7.8
27
9.0
7
7.5
29
Sales Force Automation
8.7
9
7.4
22
8.7
9
8.0
23
9.7
5
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
CRMNEXT and Total Expert are categorized as Financial Services CRM
Unique Categories
CRMNEXT has no unique categories
Total Expert is categorized as Mortgage CRM and Marketing Automation
Reviews
Reviewers' Company Size
CRMNEXT
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Total Expert
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
35.0%
Banking
30.0%
Financial Services
10.0%
Professional Training & Coaching
5.0%
Medical Devices
5.0%
Other
15.0%
Financial Services
63.9%
Banking
14.3%
Real Estate
9.5%
Marketing and Advertising
5.4%
Wine and Spirits
0.7%
Other
6.1%
Alternatives
Discussions
What is a CRM tool?
2 Comments
PB
CRM is basically customer relationship management and it helps the organization in maintaining a single source of customer information. There are different...Read more
What is the best way to integrate systems without adding more layers
1 Comment
JG
Hey Sachin! We integrate directly into the core which allows us to not add extra layers but a single layer where all systems can speak to one another. Our...Read more
CRMNEXT has no more discussions with answers
Total Expert has no more discussions with answers
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