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Compare Redtail Technology and Total Expert 
At a Glance
Market Segments
Small-Business (90.8% of reviews)
Mid-Market (71.4% of reviews)
Entry-Level Pricing
Contact Us
No pricing available
Redtail Technology
Star Rating
(211)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansTotal 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 ExpertSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Redtail Technology excels in user experience, with many users highlighting its intuitive navigation and user-friendly interface. Recent feedback mentions how easy it is to stay organized and check daily priorities, making it a strong choice for those who value simplicity in their workflow.
- Users say that Total Expert offers a robust marketing integration, effectively connecting CRM and marketing tools. Reviewers appreciate how it consolidates customer data for easy engagement, which is particularly beneficial for companies focused on personalized marketing campaigns.
- According to verified reviews, Redtail Technology has a significantly higher overall satisfaction score, indicating that users feel it meets their needs more effectively. The platform's ability to help users stay organized and manage contacts efficiently is frequently praised.
- Reviewers mention that Total Expert's initial setup is straightforward, making it easy for new users to get started. However, some users have noted that while the marketing tools are impressive, the platform can sometimes feel overwhelming due to its expansive features.
- G2 reviewers highlight that Redtail Technology provides excellent support, with many users rating the quality of assistance highly. This is a crucial factor for businesses that rely on timely help to resolve issues and maintain productivity.
- Users express mixed feelings about Total Expert's automation capabilities, with some finding it beneficial for lead management and campaign creation, while others feel it could improve in areas like reporting and analytics. This suggests that while it has strong marketing features, there may be room for enhancement in operational efficiency.
Pricing
Entry-Level Pricing
Redtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Total Expert
No pricing availableFree Trial
Redtail Technology
Free Trial is available
Total Expert
No trial information availableRatings
Meets Requirements
8.6
181
8.5
129
Ease of Use
8.6
186
8.3
127
Ease of Setup
8.5
98
7.7
98
Ease of Admin
8.8
60
8.4
100
Quality of Support
8.8
171
8.6
126
Has the product been a good partner in doing business?
9.0
62
8.9
103
Product Direction (% positive)
8.5
182
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
Text Messaging
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
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
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
Agentic AI - SMS Marketing
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
Functionality
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Not enough data
Usability
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Not enough data
Reliability
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Not enough data
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
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
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
7.2
105
8.2
29
Platform Additional Functionality
7.5
94
7.1
22
8.6
114
7.6
29
7.9
95
7.9
22
7.6
100
6.7
25
6.6
80
7.7
23
Platform Reporting and Analytics
8.0
92
6.5
28
6.9
78
6.5
20
Customer Support
8.4
96
Feature Not Available
8.0
98
7.6
26
8.1
102
8.1
25
7.9
94
7.3
24
Marketing Automation
7.0
81
8.1
28
7.6
90
7.8
27
6.6
82
7.5
29
Sales Force Automation
6.9
83
7.4
22
8.2
95
8.0
23
6.1
72
Feature Not Available
5.9
72
Feature Not Available
6.9
73
Feature Not Available
Agentic AI - Financial Services CRM
6.5
17
Not enough data
Categories
Categories
Shared Categories
Redtail Technology and Total Expert are categorized as Financial Services CRM
Reviews
Reviewers' Company Size
Redtail Technology
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
Financial Services
86.0%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.4%
Other
2.9%
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
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
Total Expert has no more discussions with answers
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