# Irwin vs Total Expert Comparison

| | Irwin | Total Expert | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.5 out of 5 | 
| **Total Reviews** | 57 | 150 | 
| **Largest Market Segment** | Small-Business (75.4% of reviews) | Mid-Market (71.4% of reviews) | 
| **Entry Level Price** | Contact Us Per Year | No pricing available | 

---
## Top Pros & Cons

### Irwin

Pros:
- Customization (1 reviews)

Cons:
- Limited Accessibility (1 reviews)
- Limited Data (1 reviews)

### Total Expert

Pros:
- Ease of Use (9 reviews)
- Integrations (7 reviews)

Cons:
- Not Intuitive (5 reviews)
- Learning Curve (3 reviews)

---
## Ratings Comparison
| Rating | Irwin | Total Expert | 
|---|---|---|
  | **Meets Requirements** | 8.9 (35 reviews) | 8.4 (129 reviews) | 
  | **Ease of Use** | 8.9 (35 reviews) | 8.3 (127 reviews) | 
  | **Ease of Setup** | 9.1 (13 reviews) | 7.6 (98 reviews) | 
  | **Ease of Admin** | 8.9 (12 reviews) | 8.4 (100 reviews) | 
  | **Quality of Support** | 9.5 (35 reviews) | 8.5 (126 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (12 reviews) | 8.9 (103 reviews) | 
  | **Product Direction (% positive)** | 9.6 (30 reviews) | 9.4 (109 reviews) | 

---
## Pricing

### Irwin

#### Entry-Level Pricing

Plan: Irwin Pricing

Price: Contact Us Per Year

Key Features:
- The most powerful investor relations software made for modern IR teams

[Learn more about Irwin](https://www.g2.com/products/irwin/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 |
|---|---|---|
| **Irwin** | N/A | N/A |
| **Total Expert** | 7.5/10 | 90 |

#### Email Marketing

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Building and Personalizing Emails** | Not enough data | 7.8 (77 reviews) ✓ Verified | 
| **Sending Outbound Emails** | Not enough data | 8.4 (72 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 | Irwin | Total Expert | 
|---|---|---|
| **Landing Pages and Forms** | Not enough data | 7.2 (64 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 | Irwin | Total Expert | 
|---|---|---|
| **Marketing Lead Database** | Not enough data | 8.3 (65 reviews) ✓ Verified | 
| **Data Quality Management** | Not enough data | 7.5 (63 reviews) ✓ Verified | 
| **Segmentation** | Not enough data | 8.2 (59 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 | Irwin | 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 | Irwin | 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 | 7.2 (51 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 | Irwin | Total Expert | 
|---|---|---|
| **Basic Reporting** | Not enough data | 7.6 (70 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 | Irwin | Total Expert | 
|---|---|---|
| **Customization ** | Not enough data | 7.6 (66 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.3 (61 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 (65 reviews) ✓ Verified | 
| **Output Document Generation** | Not enough data | 7.5 (53 reviews) ✓ Verified | 

#### Agentic AI - Marketing Automation

| Feature | Irwin | 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 | Irwin | Total Expert | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 8.1 (66 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | 7.5 (65 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | Not enough data | 7.8 (57 reviews) ✓ Verified | 

### Financial Research

| Product | Score | Reviews |
|---|---|---|
| **Irwin** | 8.5/10 | 7 |
| **Total Expert** | N/A | N/A |

#### Financial Information

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Data Visualization** | 8.9 (6 reviews) | Not enough data | 
| **Document Search** | Not enough data | Not enough data | 

#### Analysis

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Financial Analysis** | 8.3 (5 reviews) | Not enough data | 
| **Charting** | 8.6 (6 reviews) | Not enough data | 
| **Risk Analysis** | Not enough data | Not enough data | 
| **Document Annotation** | Feature Not Available | Not enough data | 
| **Collaboration** | Not enough data | Not enough data | 

#### Market News

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Alerts and Monitoring** | Not enough data | Not enough data | 
| **Market Information** | 8.0 (5 reviews) | Not enough data | 
| **Market News** | Not enough data | Not enough data | 

#### Platform Basics

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Mobility** | Not enough data | Not enough data | 
| **Interoperability** | Not enough data | Not enough data | 

#### Agentic AI - Financial Research

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 

### Mortgage CRM

| Product | Score | Reviews |
|---|---|---|
| **Irwin** | N/A | N/A |
| **Total Expert** | 7.1/10 | 72 |

#### Loan Services

| Feature | Irwin | 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 | 7.9 (56 reviews) | 

#### Client Management

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Contact Management - Mortgage CRM** | Not enough data | 8.4 (60 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 | Irwin | 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 Analytics

| Product | Score | Reviews |
|---|---|---|
| **Irwin** | 9.1/10 | 6 |
| **Total Expert** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Dashboard** | 9.2 (6 reviews) | Not enough data | 
| **Cloud** | Not enough data | Not enough data | 

#### Platform Content

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Automation** | Not enough data | Not enough data | 
| **Content Library** | Not enough data | Not enough data | 

#### Platform Data

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Visualization** | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | Irwin | Total Expert | 
|---|---|---|
| **API** | Feature Not Available | Not enough data | 

#### Platform Performance

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Reporting** | 9.0 (5 reviews) | Not enough data | 

#### Agentic AI  - Financial Analytics

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | 

### Investor Reporting

| Product | Score | Reviews |
|---|---|---|
| **Irwin** | 8.0/10 | 16 |
| **Total Expert** | N/A | N/A |

#### Platform Additional Functionality

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Portal** | 8.9 (9 reviews) | Not enough data | 
| **Messaging** | Feature Not Available | Not enough data | 
| **White-Labeling** | Feature Not Available | Not enough data | 

#### Platform Data

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Report Manipulation** | 7.0 (9 reviews) | Not enough data | 
| **Platform Search** | 8.8 (13 reviews) | Not enough data | 
| **Document Automation** | Feature Not Available | Not enough data | 

#### Platform Content

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Email Templates** | 7.3 (8 reviews) | Not enough data | 
| **Email Automation** | 7.8 (10 reviews) | Not enough data | 
| **Custom Reports** | 8.0 (11 reviews) | Not enough data | 
| **Alerts** | 8.3 (6 reviews) | Not enough data | 

### Investor Relationship Management

| Product | Score | Reviews |
|---|---|---|
| **Irwin** | 7.9/10 | 27 |
| **Total Expert** | N/A | N/A |

#### Sales Force Automation

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Segmenting** | 8.4 (16 reviews) | Not enough data | 
| **Contract Management** | Feature Not Available | Not enough data | 
| **Pipeline Management** | Feature Not Available | Not enough data | 
| **White-Labeling** | Feature Not Available | Not enough data | 

#### Platform Analytics

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Forecasting** | Feature Not Available | Not enough data | 
| **Reports** | 8.1 (19 reviews) | Not enough data | 
| **Analytics** | 8.3 (21 reviews) | Not enough data | 

#### Marketing Automation

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Email Templates** | 7.1 (13 reviews) | Not enough data | 
| **Email Automation** | 7.6 (17 reviews) | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **Irwin** | 8.7/10 | 6 |
| **Total Expert** | 7.5/10 | 30 |

#### Content

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Automation** | 8.3 (5 reviews) | 8.2 (29 reviews) | 

#### Platform Additional Functionality

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | 7.1 (22 reviews) | 
| **Dashboard** | 8.6 (6 reviews) | 7.6 (29 reviews) | 
| **Cloud** | Not enough data | 7.9 (22 reviews) | 
| **Mobility** | Not enough data | 6.7 (25 reviews) | 
| **Messaging** | Not enough data | 7.7 (23 reviews) | 

#### Platform Reporting and Analytics

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Reporting** | 8.0 (5 reviews) | 6.5 (28 reviews) | 
| **Forecasting** | Not enough data | 6.5 (20 reviews) | 

#### Customer Support

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Case Management** | 8.7 (5 reviews) | Feature Not Available | 
| **Customer Support Portal** | 9.2 (6 reviews) | 7.6 (26 reviews) | 
| **Knowledge Base** | 8.9 (6 reviews) | 8.1 (25 reviews) | 
| **Support Analytics** | Feature Not Available | 7.3 (24 reviews) | 

#### Marketing Automation

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Campaign Management** | 9.0 (5 reviews) | 8.1 (28 reviews) | 
| **Lead Management** | 8.9 (6 reviews) | 7.8 (27 reviews) | 
| **Marketing Analytics** | 9.2 (6 reviews) | 7.5 (29 reviews) | 

#### Sales Force Automation

| Feature | Irwin | Total Expert | 
|---|---|---|
| **Pipeline Management** | Feature Not Available | 7.4 (22 reviews) | 
| **Task Management** | 8.0 (5 reviews) | 8.0 (23 reviews) | 

#### Agentic AI - Financial Services CRM

| Feature | Irwin | 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 Irwin (4):** [Investor Reporting Software](https://www.g2.com/categories/investor-reporting), [Investor Relationship Management Software](https://www.g2.com/categories/investor-relationship-management), [Financial Analytics Software](https://www.g2.com/categories/financial-analytics), [Financial Research Software](https://www.g2.com/categories/financial-research)

**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 | Irwin | Total Expert | 
|---|---|---|
| **Small-Business** | 75.4% | 9.5% | 
| **Mid-Market** | 17.5% | 71.4% | 
| **Enterprise** | 7.0% | 19.0% | 

### By Industry

#### Irwin

- **Mining & Metals:** 28.1%
- **Financial Services:** 14.0%
- **Capital Markets:** 7.0%
- **Biotechnology:** 5.3%
- **Chemicals:** 5.3%
- **Information Technology and Services:** 5.3%
- **Oil & Energy:** 3.5%
- **Management Consulting:** 3.5%
- **Consumer Goods:** 3.5%
- **Accounting:** 1.8%
- **Other:** 22.8%

#### Total Expert

- **Financial Services:** 64.6%
- **Banking:** 14.3%
- **Real Estate:** 9.5%
- **Marketing and Advertising:** 5.4%
- **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%

---
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---
## Top Discussions

### Irwin

No discussions available for this product.

### 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/irwin-vs-total-expert)