Compare DealCloud and Total Expert 
At a Glance
Market Segments
Small-Business (69.2% of reviews)
Mid-Market (71.4% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
DealCloud
Star Rating
(31)4.3 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about DealCloudTotal 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 ExpertDealCloud vs Total Expert
When assessing the two solutions, reviewers found Total Expert easier to use, set up, and administer. Reviewers also preferred doing business with Total Expert overall.
- Reviewers felt that DealCloud meets the needs of their business better than Total Expert.
- When comparing quality of ongoing product support, reviewers felt that DealCloud is the preferred option.
- When assessing product direction, DealCloud and Total Expert received similar ratings from our reviewers.
Pricing
Entry-Level Pricing
DealCloud
No pricing availableTotal Expert
No pricing availableFree Trial
DealCloud
No trial information availableTotal Expert
No trial information availableRatings
Meets Requirements
9.0
21
8.5
129
Ease of Use
8.0
22
8.3
127
Ease of Setup
7.5
12
7.7
98
Ease of Admin
8.3
5
8.4
100
Quality of Support
9.4
21
8.6
126
Has the product been a good partner in doing business?
8.7
5
8.9
103
Product Direction (% positive)
9.4
21
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
Investment Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Fund Management
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Agentic AI - Venture Capital Management
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Deal Identification - Deal Sourcing
4.7
5
Not enough data
7.0
5
Not enough data
5.3
5
Not enough data
5.7
5
Not enough data
Market Intelligence - Deal Sourcing
Not enough data
Not enough data
6.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
Workflow & Customization - Deal Sourcing
6.3
5
Not enough data
6.3
5
Not enough data
7.7
5
Not enough data
8.0
5
Not enough data
Content
7.3
14
8.2
29
Platform Additional Functionality
6.9
14
7.1
22
8.3
14
7.6
29
8.3
13
7.9
22
7.3
13
6.7
25
6.2
13
7.7
23
Platform Reporting and Analytics
8.5
13
6.5
28
6.5
13
6.5
20
Customer Support
9.0
13
Feature Not Available
9.0
13
7.6
26
8.5
13
8.1
25
Feature Not Available
7.3
24
Marketing Automation
7.9
13
8.1
28
8.2
12
7.8
27
7.3
13
7.5
29
Sales Force Automation
8.5
13
7.4
22
8.1
12
8.0
23
7.1
12
Feature Not Available
7.2
12
Feature Not Available
Feature Not Available
Feature Not Available
Agentic AI - Financial Services CRM
6.0
7
Not enough data
Categories
Categories
Shared Categories
DealCloud and Total Expert are categorized as Financial Services CRM
Unique Categories
DealCloud is categorized as Deal Sourcing and Venture Capital Management
Total Expert is categorized as Mortgage CRM and Marketing Automation
Reviews
Reviewers' Company Size
DealCloud
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
Venture Capital & Private Equity
26.9%
Financial Services
19.2%
Information Technology and Services
11.5%
Investment Banking
7.7%
Real Estate
3.8%
Other
30.8%
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
DealCloud has no discussions with answers
Is total expert free?
1 Comment
ZS
NoRead more
Total Expert has no more discussions with answers
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