1. [Home](https://www.g2.com/) 2. ... 3. [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) 4. [Lead Management Discussions](https://www.g2.com/products/total-expert-lead-management/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_cb62c1e94c41f57c31d0e9199c421054/total-expert-lead-management.jpg "Product Avatar Image") ![Reward for good Lead Management reviews](https://images.g2crowd.com/uploads/report_medal_translation/image/37303/medal.svg "Reward for good Lead Management reviews") ](/products/total-expert-lead-management/reviews) [ Lead Management ](/products/total-expert-lead-management/reviews) (158)4.5/5 Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies. Show More * * * ### 66.0 Nps Score Already have Lead Management? ### All Lead Management Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 1 year ago More Options - [ # What advice do you have for others considering Total Expert for marketing automation? ](/discussions/what-advice-do-you-have-for-others-considering-total-expert-for-marketing-automation) What advice do you have for others considering Total Expert for marketing automation? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software)[ Marketing Automation Software ](https://www.g2.com/tags/marketing-automation-software)[ Marketing Automation Software Questions ](https://www.g2.com/topics/marketing-automation) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.&title=Lead+Management+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Lead+Management+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Lead+Management+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss%0aAsk+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.) 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[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software)[ Marketing Automation Software ](https://www.g2.com/tags/marketing-automation-software)[ Marketing Automation Software Questions ](https://www.g2.com/topics/marketing-automation) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.&title=Lead+Management+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Lead+Management+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Lead+Management+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss%0aAsk+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.) 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[ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software)[ Marketing Automation Software ](https://www.g2.com/tags/marketing-automation-software)[ Marketing Automation Software Questions ](https://www.g2.com/topics/marketing-automation) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.&title=Lead+Management+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Lead+Management+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Lead+Management+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss%0aAsk+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Lead+Management+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss%0aAsk+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 4 years ago More Options - [ # Is total expert free? ](/discussions/is-total-expert-free) Is total expert free? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software)[ Marketing Automation Software ](https://www.g2.com/tags/marketing-automation-software)[ Marketing Automation Software Questions ](https://www.g2.com/topics/marketing-automation) * * * (true)\<0\>0\>Upvotes (false) * * * 1 Comment [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.&title=Lead+Management+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Lead+Management+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Lead+Management+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss%0aAsk+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Lead+Management+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss%0aAsk+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • over 4 years ago More Options - [ # What does Total Expert do? ](/discussions/what-does-total-expert-do) What does Total Expert do? [ Financial Services CRM Software ](https://www.g2.com/tags/financial-services-crm-software)[ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software)[ Marketing Automation Software ](https://www.g2.com/tags/marketing-automation-software)[ Marketing Automation Software Questions ](https://www.g2.com/topics/marketing-automation) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.&title=Lead+Management+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Lead+Management+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Lead+Management+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss%0aAsk+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Lead+Management+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss%0aAsk+Lead+Management+questions+and+get+answers+from+expert+users+in+our+Lead+Management+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/total-expert-lead-management/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/0a5407caba4b6fc7ed93d4e1623ae20e/total-expert-lead-management.svg "Product Avatar Image") ### Have you used Lead Management before? Answer a few questions to help the Lead Management community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Ftotal-expert-lead-management%2Fdiscuss%3Fsmall_ask%3Dtotal-expert-lead-management) No ## Top Contributors in Lead Management 1 ![Debora C.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Debora C.") DC Loading... ### [Debora C.](https://www.g2.com/users/ef5ebd3a-b64e-439a-bfd0-dde1d155177a "Debora C.") Marketing consulta 1 pt