--- title: Lead Management Reviews meta_title: 'Lead Management Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 157 reviews by the users' company size, role or industry to find out how Lead Management works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 157 scale: '5' date_modified: '2026-08-13' parent_category: name: Loan url: https://www.g2.com/categories/loan --- # Lead Management Reviews **Vendor:** Total Expert **Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 157 ## About Lead Management 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. ## Lead Management Pros & Cons **What users like:** - Users find Total Expert's **ease of use** exceptional, simplifying customer information management and marketing automation effortlessly. (15 reviews) - Users value the **exceptional customer support** from TotalExpert, appreciating their commitment and comprehensive assistance in operations. (11 reviews) - Users appreciate the **helpfulness** of Lead Management, praising its comprehensive support in client relations and loan tracking. (10 reviews) - Users commend the **seamless integration capabilities** of Total Expert, enhancing workflows and centralizing customer data effectively. (10 reviews) - Users highlight the **automation efficiency** of Total Expert, streamlining processes and enhancing engagement effortlessly. (6 reviews) - Users find the **easy setup** of Total Expert makes navigating options and building campaigns a breeze. (6 reviews) - Seamless Integration (6 reviews) - Easy Integration (5 reviews) - Email Marketing (5 reviews) - Users find Total Expert to be **incredibly intuitive** , significantly enhancing their CRM experience and overall efficiency. (5 reviews) **What users dislike:** - New users may find the **learning curve steep** due to overwhelming options and complex setup processes. (5 reviews) - Users find **navigation challenging** due to an overwhelming number of options, impacting the overall user experience. (5 reviews) - Users experience **poor customer support** with slow response times, affecting the overall efficiency during crucial moments. (4 reviews) - Users find **limited customization** options frustrating, as essential features lack flexibility and modern email capabilities. (3 reviews) - Users find the **missing features** in Lead Management frustrating, hindering effective usage and data retrieval. (3 reviews) - Users find the **platform limitations** frustrating, particularly regarding reporting and visibility for shared contacts. (3 reviews) - Users face **integration issues** with Total Expert, noting some lack robustness and struggles with rate alerts. (2 reviews) - Scheduling Issues (2 reviews) - Slow Performance (2 reviews) - Update Issues (2 reviews) ## Lead Management Discussions - [Is total expert free?](https://www.g2.com/discussions/is-total-expert-free) - 1 comment - [View Lead Management pricing details and edition comparison](https://www.g2.com/products/total-expert-lead-management/reviews?page=10&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+08%3A59%3A53+-0500&secure%5Bsession_id%5D=8f722e4b-529c-41b4-8d1a-eb089881939d&secure%5Btoken%5D=1925ce5f26ab0d4296b75e2733842317017e7ce3151151a7f1bcf01534992e60&format=llm_user) ## Lead Management Integrations - [AdWerx](https://www.g2.com/products/adwerx/reviews) - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - [Azure](https://www.g2.com/products/hopem-azure/reviews) - [BankingBridge](https://www.g2.com/products/bankingbridge/reviews) - [Birdeye](https://www.g2.com/products/birdeye/reviews) - [blend](https://www.g2.com/products/blend/reviews) - [BombBomb](https://www.g2.com/products/bombbomb/reviews) - [Capacity](https://www.g2.com/products/capacity/reviews) - [CardTapp](https://www.g2.com/products/cardtapp/reviews) - [Clever](https://www.g2.com/products/clever-portal-clever/reviews) - [Covered Insurance](https://www.g2.com/products/covered-insurance/reviews) - [Dark Matter Digital](https://www.g2.com/products/dark-matter-digital/reviews) - [Denim Social](https://www.g2.com/products/denim-social-denim-social/reviews) - [Digital Growth Institute](https://www.g2.com/products/digital-growth-institute/reviews) - [Encompass](https://www.g2.com/products/encompass/reviews) - [Encompass360](https://www.g2.com/products/ellie-mae-encompass360/reviews) - [Evocalize](https://www.g2.com/products/evocalize/reviews) - [Experience.com](https://www.g2.com/products/experience-com/reviews) - [Floify](https://www.g2.com/products/floify/reviews) - [Ice Mortgage Technology Platform](https://www.g2.com/products/ice-mortgage-technology-platform/reviews) - [Instagram for Business](https://www.g2.com/products/instagram-for-business/reviews) - [MAXA Designs](https://www.g2.com/products/maxa-designs/reviews) - [Newbold](https://www.g2.com/products/newbold/reviews) - [Newzip](https://www.g2.com/products/newzip/reviews) - [Okta](https://www.g2.com/products/okta/reviews) - [PCLender](https://www.g2.com/products/pclender/reviews) - [Polly.io](https://www.g2.com/products/polly-io/reviews) - [Roostify](https://www.g2.com/products/roostify/reviews) - [Stripe](https://www.g2.com/products/stripe-agentic-workflow-stripe/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Verse.ai](https://www.g2.com/products/verse-ai/reviews) - [ylopo](https://www.g2.com/products/ylopo/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - [Zillow](https://www.g2.com/products/zillow/reviews) ## Lead Management Features **Email Marketing** - Building and Personalizing Emails - Sending Outbound Emails - Manage Email Deliverability - Automated Email Responses **Online Marketing** - Landing Pages and Forms - Dynamic Content - A/B Testing - Mobile Optimized - Search Tracking and Optimization - Conversion Rate Optimization - Multivariate Testing - Customizable Forms **Loan Services** - LOS Integration - Mortage CRM - Alerts - Mortgage CRM - Lender Relationship - Mortgage CRM - Compliance - Mortgage CRM - Commercial Mortgages - Third-Party Integrations **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Email Tracking - Automated Alerts and Tasks - CRM Lead Integration - Third-Party Integrations - Real-Time Data - Social Marketing - Email Marketing - Multi-Channel Marketing - Conversion Tracking - ROI Tracking - Activity Tracking - Engagement Tracking - Campaign Segmentation - Search Marketing - SMS Marketing - Website Visitor Tracking **Client Management** - Contact Management - Mortgage CRM - Real Estate CRM - Mortgage CRM - Email Marketing Automation - Mortgage CRM - Workflow Management - Loan Management - Document Management - Escrow Management - Property Tax Management - Lead Management - Borrower Management - Pricing Management - Pipeline Management - Refinance Management - Task Management - Compliance Management - Residential Mortgages **Content** - Automation - Marketing Automation **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting - Campaign Management - Workflow Management - Template Management **Agentic AI - Mortgage CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Additional Functionality** - Third Party Loan Origination - Loan Servicing - Outsource Processing - Pre-Qualification - Loan Origination - Visual Presentation - Accounting - Activity Dashboard - For Brokers - Credit Reporting - Generative AI - API - Client Database - HUD Settlement Statements - Search/Filter - Government Loans - For Borrowers - Promissory Notes - Multi-Branch - AI Copilot - Lender Search - Reporting & Statistics - Document Storage - Marketing Automation - Contact Management - Amortization Schedule - Customer Statements - Electronic Applications - Payment Tracking **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising - Drip Campaigns - Multi-Campaign **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging - Activity Dashboard **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics - Behavior Analytics - Real-Time Analytics - Campaign Analytics - Website Analytics - Visual Analytics - Sales Analytics **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Customer Support Portal - Knowledge Base - Support Analytics - Calendar Management - Template Management - Client Management - Workflow Management - Territory Management - Financial Management - Document Management **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation - Lead Generation - Content Management - Lead Management - List Management - Mobile Access **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics - Email Management - Email Marketing **Sales Force Automation** - Pipeline Management - Task Management - Contact Management **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Campaign Planning **Agentic AI - Financial Services CRM** - Decision Making **Additional Functionality** - Search/Filter - Activity Tracking - Expense Tracking - CRM - Mobile Access - AI Copilot - Calendar Sync - Third-Party Integrations - Data Import/Export - Customizable Reports - Customizable Fields - Lead Capture - Relationship Tracking - Collaboration Tools - Alerts/Notifications - Email Templates - Generative AI - Customer Database - Task Scheduling - Reporting & Statistics - API - Team Assignments - Drag & Drop - Access Controls/Permissions - For Financial Institutions - Interaction Tracking - Sales Reports **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Social Media Integration **Additional Functionality** - Social Promotion - Customizable Branding - Monitoring - CRM - Reporting & Statistics - Live Chat - Customer Journey Mapping - Generative AI - Mass Texting - Drag & Drop - Email Templates - Automated Scheduling - Campaign Scheduling - AI Copilot - Social Media Monitoring - Activity Dashboard - Lead Capture - Customizable Templates - Marketing Automation - Event Triggered Actions - Marketing Calendar - Customizable CTAs - Multi-Channel Communication - Data Import/Export - Lead Qualification ## Top Lead Management Alternatives - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 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