--- 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: '2026-08-01' 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 Reviews ### 1. System Administrator **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Lead Management?** Versatility of options and ability to customize. Overall support and our relationship with the customer success manager are excellent. We haven't found any other solution as complete. **What do you dislike about Lead Management?** The user interface can sometimes be less than intuitive. The lack of access users have to make changes to their own marketing profile is a pain point. It would be nice if the catalog of emails available had a thumbnail image of what it actually looks like. **What problems is Lead Management solving and how is that benefiting you?** The software allows our loan officers to market themselves and our services during slower times. We are hoping that once we achieve full utilization we will see increase of business and productivity with our loan teams. ### 2. Alerus TE Review **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Lead Management?** The ability to mark documents for RESPA compliance marketing. The basics of the platform are strong. **What do you dislike about Lead Management?** The lack of support from TE partners and the time it takes to customize anything has caused a lot of frustration for our team over the past year. Social media and other marketing materials should be enhanced on an ongoing basis to compete with other competitors in this space. We drive all enhancement conversations with our AE's at RE. Our other vendor partners like Blend, Encompass, and OB come to us with enhancements and then train us on how to best use the new technology. **What problems is Lead Management solving and how is that benefiting you?** Simplified and ongoing marketing to real estate partners and clients. ### 3. Very solid CRM in the RE/Mortgage space. **Rating:** 5.0/5.0 stars **Reviewed by:** Chris F. | Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2022 **What do you like best about Lead Management?** My favorite parts of being a TE customer are the support, the vast capabiliteies of the system and the polished UX - all top-notch! **What do you dislike about Lead Management?** Out-of-the-normal integrations usually cost money. The system is so big that training requires much more effort. **What problems is Lead Management solving and how is that benefiting you?** We now offer our entire sales force of over 100 MLOs, this one robust platform for all of their marketing needs, including print-on-demand and realtor accounts. ### 4. Great platform! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2022 **What do you like best about Lead Management?** It's very user-friendly & our not-so-tech-savvy Loan officers love it. Also, it is straightforward for admins to set permissions for different marketing pieces easily. **What do you dislike about Lead Management?** There currently isn't a way for admins to view all contacts in the database easily for all users. We now have to individually go into each user's account to see their contacts, which means we cannot see overall who has overlapping contacts. **What problems is Lead Management solving and how is that benefiting you?** We are solving for customer retention & lead management. We needed an all in one platform for our sales team to assist with productivity + also make it easy for them to quickly manage their database. ### 5. Great platform & customization with great customer service! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about Lead Management?** Very dynamic, customizable systems with integrations, updates & great customer service! Big fans of Total Expert with our business **What do you dislike about Lead Management?** There are some wires that get crossed occasionally w/ the system, but usually can always figure it out with the support team! **What problems is Lead Management solving and how is that benefiting you?** Uniting multiple systems & integrations in one place for CRM ### 6. Total Expert Changes the Marketing Game **Rating:** 5.0/5.0 stars **Reviewed by:** Erica P. | Chief Credit of Policy, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Lead Management?** I love the ability to be able to store and organize marketing pieces and categories! **What do you dislike about Lead Management?** Just the connection between your loan origination system and Total Expert takes a bit of work. **What problems is Lead Management solving and how is that benefiting you?** We aren't having problems but have realized getting artifacts in the hands of our origination team. ### 7. The support team is amazing! **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin G. | Marketing Assistant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Lead Management?** How quick the response time is really allows me to help out my LOs. **What do you dislike about Lead Management?** Sometimes when the support ticket gets passed around from team to team, the communication sometimes slows down. **What problems is Lead Management solving and how is that benefiting you?** Making MMC one of the first choices for our referral partners and clients. ### 8. Truly a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2022 **What do you like best about Lead Management?** Being able to have automated marketing for our loan officers is so key! **What do you dislike about Lead Management?** There are some disconnects when it comes to the support service in TE. **What problems is Lead Management solving and how is that benefiting you?** Automated and easy marketing! ### 9. Recruiting Using TE - OUR PEOPLE LOVE IT **Rating:** 5.0/5.0 stars **Reviewed by:** Peyton M. | Social Media and Public Relations Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Lead Management?** I really like the functionality to make it easier for LOs to generate and post compliant content **What do you dislike about Lead Management?** The difficulty for LOs to understand all functionality **Recommendations to others considering Lead Management:** Consider all of the additional features and companies that you can integrate with the platform to enhance your overall experience. **What problems is Lead Management solving and how is that benefiting you?** Contacting clients, creating journeys, maximizing necessary touchpoints ### 10. What's Not to Like? **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Lead Management?** Total Expert's entire staff has been helpful from the very beginning! From the initial vetting process to implementation to ongoing support, they are there when you need them! **What do you dislike about Lead Management?** My only wish is that they had a bigger library of available email campaign templates to choose from. **What problems is Lead Management solving and how is that benefiting you?** We have gained the ability to onboarding our clients digitally, meeting a long-time need for our organization. It has also allowed us to more efficiently cross-sell our products throughout our client base. ### 11. TE **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2022 **What do you like best about Lead Management?** Automation makes releasing new marketing materials easy and clean. It gives our loan officers the power to take control of their marketing. **What do you dislike about Lead Management?** Sometimes the new features have a lot of bugs. The support team via chat is not the most informed. **What problems is Lead Management solving and how is that benefiting you?** TE let's our employees get in front of customers without any extra effort. It also provides an excellent platform for all marketing materials. ### 12. Head of Marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Lead Management?** Email Marketing, I like how east it is to make email content and send it out. Easy is what I need for my loan officers. **What do you dislike about Lead Management?** The small bugs that neither support can help with and they always suggest contacting my csm, which is an email and a meeting to discuss. Sometimes the CSMs arent very technical so they don't have all the answers you need and need to go back. And before you know it, 1 month has passed and you still havent fixed something small. **What problems is Lead Management solving and how is that benefiting you?** how to automate more, I have realized that TE has come out with new features that I havent been aware of and that there is more I can be doing. Going to accelerate has taught me that many companies out there are doing so much. ### 13. Great Progam **Rating:** 4.5/5.0 stars **Reviewed by:** John H. | Chief Marketing Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 10, 2022 **What do you like best about Lead Management?** Always expanding development and good support. **What do you dislike about Lead Management?** Sometimes features are difficult to work around when they don't exist. **What problems is Lead Management solving and how is that benefiting you?** marketing with dynamic media. Social Media posts for the Loan Officer ### 14. Easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 13, 2022 **What do you like best about Lead Management?** The ability to automate communication to customers and partners. **What do you dislike about Lead Management?** Reporting ability and ability to see the entire organization at a higher lever. **What problems is Lead Management solving and how is that benefiting you?** LO engagement ### 15. Total Expert **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Lead Management?** Intuitive UI, tools, and upgraded email builder **What do you dislike about Lead Management?** Some quirks with the campaign builder. A few limitations keeping track of emails within the email stats. **Recommendations to others considering Lead Management:** Get it. It's good stuff đź‘Ť **What problems is Lead Management solving and how is that benefiting you?** Creating professional-looking email content easily shareable etc. ### 16. Total Expert is everything we need to stay in touch with past clients and engage with new leads. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Lead Management?** Contact management and marketing automation are the two keys of Total Expert. Neither of those were easy or scalable with our previous CRM solution. Total Expert allows me to control the entire experience for our end users and for their contacts. **What do you dislike about Lead Management?** As an admin, it would be nice to a little more control over things like group/contact management such as the ability to delete a group from an account. **What problems is Lead Management solving and how is that benefiting you?** Marketing auotmation is quick and scalable. I can launch a campaign literally in minutes and push it out to every end user or select end users. ### 17. Total Expert Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 14, 2021 **What do you like best about Lead Management?** I like that there is a tool for every facet of Marketing - digital, social, email, print, etc. **What do you dislike about Lead Management?** That there isn't a direct integrations with Instagram - which isn't Total Expert's fault! **What problems is Lead Management solving and how is that benefiting you?** Efficiency, automation, follow-through, digital presence! ### 18. TE Knocks It Out Of The Park **Rating:** 5.0/5.0 stars **Reviewed by:** Jelaire G. | Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Lead Management?** When you work work with TE, you always feel like you have an advocate on your side. Always available to listen, always up for the challenge. You feel heard. **What do you dislike about Lead Management?** We always wish things moved faster or that our problems were solved - we know it's not always that easy but it can be hard to grow when the platform feels like it is not. **What problems is Lead Management solving and how is that benefiting you?** We are always looking to solve for bettering our relationships with our agents and clients through the journey. Always looking for ways to leverage our databases and TE provides great solutions to both of these. ### 19. Customizable platform specific to financial industry needs. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Lead Management?** Total Expert allows us to customize our marketing and contact your customers at the right time with the right message. Because it is built for the financial industry, the right checks and balances are in place and enhancements are targeted which makes them valuable to all clients of Total Expert. **What do you dislike about Lead Management?** Waiting on enhancements is less than desirable. Would like to see them happen faster. Specifically data reporting **What problems is Lead Management solving and how is that benefiting you?** Total Expert helps to ensure we are staying top of mind with our customers throughout the full loan process and once they are in our servicing portfolio. ### 20. Total Expert has been a great source for our Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** March 09, 2022 **What do you like best about Lead Management?** The thing I like best is being able to keep track of notes and exchanges with our customers. **What do you dislike about Lead Management?** Not being able to stay logged in the entire day. If you go to another application, after so long, it logs you out. **Recommendations to others considering Lead Management:** N/A **What problems is Lead Management solving and how is that benefiting you?** Being able to follow up with customers in a timely manner ### 21. Total Expert Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Lead Management?** Features, Support, and Future Initiatives all point towards an incredible solution for lenders, partners and clients. **What do you dislike about Lead Management?** There is some inflexibility on often standard technical requests that require some outside intervention. this will not impact all users, but more sophisticated workflows may be affected. **Recommendations to others considering Lead Management:** I would recommend Total Expert to any organization looking for a Mortgage Marketing CRM solution. **What problems is Lead Management solving and how is that benefiting you?** We're solving retail and Direct-To-Consumer marketing and lifecycle campaigns. It's our deployment method of choice for marketing at our organization. ### 22. Total Expert a Good Fit for the Majority of Loan Officers **Rating:** 4.0/5.0 stars **Reviewed by:** Michelle S. | National Director, Marketing and Sales Support, Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Lead Management?** The overal ease of use for our sales folks. We have found that it is a good fit for the majority. **What do you dislike about Lead Management?** It has been hard to accept all of the added costs, including APIs that don't come with the expected integrations. **Recommendations to others considering Lead Management:** Do as much as you can for the Loan Officer - if you wait for them to implement and deploy, it will delay results. **What problems is Lead Management solving and how is that benefiting you?** We are managing and driving increased engagement, as well as offering partner benefits. ### 23. Total expert is awesome!!! **Rating:** 5.0/5.0 stars **Reviewed by:** Luke M. | R, Enterprise (> 1000 emp.) **Reviewed Date:** December 16, 2021 **What do you like best about Lead Management?** I like total expert for lead generation as it's very important to the success of my business **What do you dislike about Lead Management?** Nothing. It's easy to use. Wouldn't change a thing. **What problems is Lead Management solving and how is that benefiting you?** I'm able to sort out and manage lead generation through total expert especially with open houses! ### 24. Easiest CRM to use in the Housing Space **Rating:** 4.5/5.0 stars **Reviewed by:** Romi M. | Board Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 03, 2021 **What do you like best about Lead Management?** Ease of use and intuitive categorization- most attuned to an actual sales process in this sector. **What do you dislike about Lead Management?** Would like a full set of connections to all other sources of client/prospect information. **Recommendations to others considering Lead Management:** Try before you buy **What problems is Lead Management solving and how is that benefiting you?** Not a question of problems, more about the time to ROI which is high. No systems are perfect and no systems are natively connected to all otehrs. ### 25. Total expert is a pretty interesting and evolving solution **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Lead Management?** It provides a finance specific data model right out of the gate. It's unlike the other marketing and crm platforms where you need to build your own data model. **What do you dislike about Lead Management?** There's not as much extensibility through code when the existing features don't hit the mark. **Recommendations to others considering Lead Management:** Try to work within the best practices that total expert provides. **What problems is Lead Management solving and how is that benefiting you?** Communicating with customers at the right time. ### 26. Total Value Add **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Lead Management?** Impressed with this event. I've never been provided with all this value add with just being a customer! **What do you dislike about Lead Management?** I wish I had more of my team here! We are new to TE, I wish I could have had my core team involved. **Recommendations to others considering Lead Management:** Come to this conference!! **What problems is Lead Management solving and how is that benefiting you?** Moving away from disparate current marketing technology. ### 27. Great time! Great info! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicole H. | Marketing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Lead Management?** The experience itself and everyone involved! Great location too. **What do you dislike about Lead Management?** Nothing that I can really think of. It was a fun event **What problems is Lead Management solving and how is that benefiting you?** The gap between customers and LO. Bridging that gap and making them feel like they are family - being taken care of. ### 28. Highly recommend! **Rating:** 4.0/5.0 stars **Reviewed by:** Kristin B. | Marketing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Lead Management?** Love all of the capabilities Total Expert offers for our team. **What do you dislike about Lead Management?** Struggling to get our users to adopt it. **What problems is Lead Management solving and how is that benefiting you?** Providing our customers with the regular updates they want to know on an automated basis. ### 29. Total Expert increases your profitability through marketing campaigns **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 10, 2021 **What do you like best about Lead Management?** Total Expert is a platform that is based entirely on the web responsible for boosting marketing in any company that wants its services; in particular, I like Total Expert because it has essential qualities for the financial well-being of companies forming high-level marketing campaigns where specializes in the ideal attraction of potential customers through unique contact management to increase the income of the company managing to boost profitability obtaining an excellent leadership **What do you dislike about Lead Management?** Mainly what I don't like about Total Expert is that although it is a tool that drives the creation of marketing campaigns to capture potential customers, it lacks a CRM tool to maintain perfect customer satisfaction, which generates the implementation of internal options to preserve the dedication of customers **Recommendations to others considering Lead Management:** I would mainly recommend that after you start running this product, you should look for integration alternatives with CRM tools or implement internal solutions to maintain a satisfactory contact with the customers you obtain, as this is one of the things that Total Expert lacks **What problems is Lead Management solving and how is that benefiting you?** Without any doubt, Total Expert is minimizing the problems that we had with our marketing campaigns to attract the attention of more lucrative customers; also, this tool is giving us great financial benefits that have been occurring due to our growth in the customer base by marketing campaigns that have been created which have increased our profitability to more than 5% with a very effective contact management ### 30. Forward Thinking **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Lead Management?** Total Expert constantly innovates their services and provides a futuristic experience to our customers. **What do you dislike about Lead Management?** Needs more training on content creation. **What problems is Lead Management solving and how is that benefiting you?** Following up with potential borrows and cross selling between mortgage and banking clients. ### 31. Frank's Review **Rating:** 5.0/5.0 stars **Reviewed by:** Frank B. | President, Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Lead Management?** Functionality. All in one marketing system. **What do you dislike about Lead Management?** Learning how to use it. Need more assistant to learn how to use all the systems **What problems is Lead Management solving and how is that benefiting you?** Customer Contact ### 32. Accelerated Marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly B. | PR Director, Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Lead Management?** All of the marketing is accelerated to the next level and looking around the curve towards the future! **What do you dislike about Lead Management?** Can be overwhelming at first getting ready for launch **What problems is Lead Management solving and how is that benefiting you?** Mortgage first CRM ### 33. Robust platform **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Lead Management?** Customer journeys will be key to automation. **What do you dislike about Lead Management?** We are brand new to TE....so far so good! **What problems is Lead Management solving and how is that benefiting you?** Faster customer automation creating referrals and long lasting relationships. ### 34. Total Expert changed the game **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Lead Management?** Total expert is a one stop shop for our independent mortgage broker company. It has made contact with the consumer a breeze. **What do you dislike about Lead Management?** The adoption of certain features are low and the help or advice is minimal. We would like more suggestions based on case studies and what other companies are doing successfully **What problems is Lead Management solving and how is that benefiting you?** Communication. The milestone emails are a favorite feature ### 35. Managing Director of Marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** October 04, 2021 **What do you like best about Lead Management?** Total Expert is a great tool that brings sales and marketing together adding value to the bottom line. **What do you dislike about Lead Management?** Total Expert is working hard to grow and expand its offering, but there has been lots of staffing changes that has causeed us disruption. **What problems is Lead Management solving and how is that benefiting you?** Total Expert has helped us manage our growth through the use of innovation. ### 36. So many capabilities **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 05, 2021 **What do you like best about Lead Management?** The ability to automate and help drive sales through our marketing campaigns. **What do you dislike about Lead Management?** There is so much that can be done on the system that it can be overwhelming at times but it's great once you learn them! **What problems is Lead Management solving and how is that benefiting you?** Bringing in custom fields to fit our business needs ### 37. Total Expert the ideal marketing platform for financial services. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 09, 2020 **What do you like best about Lead Management?** Total Expert is an innovative marketing platform born to help drive the growth of financial services. One aspect that distinguishes Total Expert is that it is a perfect tool to help companies humanize customer relationships. With this platform, it is very easy to implement marketing strategies according to the needs required to ensure the success of users. The platform provides a large amount of resources that are perfect for managing the brand at an enterprise level, obtaining greater supervision, ensuring compliance with audits, which provides a clear vision for better decision making. The service stands out for being web-based, it has very useful functions that allow from managing calendars, contacts, listings, websites, commissions, advertising emails among others. Its usability is very simple, since the interface has a very simple structure that allows users to work at all times with great agility to achieve their goals. **What do you dislike about Lead Management?** Your ability to make customization's can become quite limiting, as the software has very few customization options. This is really an aspect that I would like developers to take into account when executing improvements to Total Expert. One disadvantage of this service is that it is currently very difficult to obtain support support, as it is a rather slow running computer. **Recommendations to others considering Lead Management:** Total Expert is a very optimal marketing tool to implement in any company or finance business, the service provides very good resources to boost the growth of your company, improve customer relationships and increase income, I recommend the service because it is very easy to implement, use and its operation is highly stable. **What problems is Lead Management solving and how is that benefiting you?** In our financial company, Total Expert is a tool that has allowed us to greatly boost our marketing, enabling us to build customer relationships, increase revenue streams and drive growth for our brands. The service has really been very timely for our marketing team, as it has allowed us to tackle great challenges, we have been able to obtain practically instantaneous improvements and we can say that the service is very profitable for our business. ### 38. Total Expert a program to manage commissions and administer marketing campaigns **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2020 **What do you like best about Lead Management?** Total Expert is a modern enterprise level marketing software that offers very important and really effective functions such as calendar management, commission management, website management and advertising mail, offers a very complete free version that allows the user to have a first experience with the operation of the application, includes excellent technical support during business hours, offers other alternative products such as RIO Genesis Office and Back Office GURU finally has a large storage space to handle really large databases **What do you dislike about Lead Management?** Total Expert is a complex software and the learning curve is extremely high, the mobile applications still require a little more work to be really useful, cost of the plans offered by Total Expert are very expensive what can be a barrier for smaller organizations to decide to buy this software finally is not a useful tool to manage documents and manage leadership **Recommendations to others considering Lead Management:** This software is a perfect solution for real estate, banking and credit organizations because it offers very powerful tools to manage all the financial part and at the same time manage all your marketing campaigns of your organization in one place this is one of the main reasons why I would recommend this program, I do not recommend this application for small businesses because it is a very expensive software **What problems is Lead Management solving and how is that benefiting you?** Total Expert has provided us with many facilities and has allowed us to solve many problems such as commission management, calendars and advertising mailings, it has been of great help to create really innovative and effective marketing content through our customer database, it has also given us the opportunity to manage potential customers and increase our sales opportunities, we have acquired a lot of knowledge thanks to Total Expert and we have further improved all our services by meeting all the needs of our customers ### 39. Total Expert a platform with which you can create winning marketing campaigns **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2020 **What do you like best about Lead Management?** In our organization, it is the first marketing platform that has given us real tools that improve customer participation by making it a business level one. It is the most efficient way to drive the growth of the company and our revenues, and it is also the perfect opportunity with which we can create potential customers for life considering that attracting and pleasing customers is a vital part of the growth of our financial services. With this platform we can implement a powerful modern and effective marketing strategy with the capacity of a modern and agile technology, and perfectly designed for us to navigate through the lines of business or with our marketing partners together **What do you dislike about Lead Management?** A negative aspect is the manual management of contacts, which must be entered into the platform one by one and eliminate if there are duplicates, which could be much easier and therefore would be more motivating, even we ignore this feature and continue to use it without any inconvenience to satisfy us of its powerful tools that provide a better business flow **Recommendations to others considering Lead Management:** It is a powerful platform that gives results all in one, that is, you can use functions of marketing, sales, CRM, co-marketing and all with great possibility of automation, making its operation a very comfortable experience. It is the perfect solution for any company with which to cultivate prospects, staying with them by giving them a pleasant experience, through a series of automations throughout the process, and everything is possible from the moment the interaction begins. It is very easy to move within the market and innovate to obtain a better reputation, anticipating the growing expectations of the consumers with customized routes that continuously climb **What problems is Lead Management solving and how is that benefiting you?** All teams are now focused on how to be more efficient in managing the system at the enterprise level, feeding into this software for greater monitoring and compliance ready for real-time audits, allowing us to propose quick and reliable decisions. We break down the data silos to provide a clear view of all customers so we can put them at the center of our entire workflow. We scale up our business marketing and optimize our client's participation to improve the organization's main financial sources ### 40. An application for Marketing Operating System. **Rating:** 4.5/5.0 stars **Reviewed by:** Justin W. | Junior Consumer Marketing Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 22, 2020 **What do you like best about Lead Management?** Total Expert is a specific application and it provides a policy few different mixtures geared towards the actual property. The policy involves a way to design websites, lead buyer through a CRM, a compliance policy, and a marketing management system. The policy allows buyer-facing teams sales, marketing, and compliance to work cooperatively seamlessly to hand over marketing offensive and engagement that is material to each special buyer based on their step in life. Unlike established CRM systems and marketing instruments that were constructed to serve different industries, Total Expert focuses on the special needs of financial services organizations that must combine industry-specific data and applications to covey a cohesive buyer experience covering the whole buyer lifecycle. **What do you dislike about Lead Management?** Total Expert software appears to lack some ability that would appear to be qualified in this type of CRM and its technology is unmoving fall behind some other challenger, and the turnaround on long-term combination can be very slow. I feel that there is a limited choice of post-secure gifts available, but the company has a road map and scheme to address this matter. **What problems is Lead Management solving and how is that benefiting you?** We have had a superb experience with Total Expert and view them as a colleague in the success of our company. They are always looking for a method to stay forwards of the struggling with their technology and features to give our crew the advantage in the markets we provide. ### 41. A web-based, cloud-based, and SaaS storage system. **Rating:** 4.5/5.0 stars **Reviewed by:** Mike J. | Senior Marketing Executive, Enterprise (> 1000 emp.) **Reviewed Date:** July 16, 2020 **What do you like best about Lead Management?** There is no need to worry about product’s tracking and tagging in the market when Total Expert is there to hold these things. It’s not a fantastic software to mark the product price by comparing it with other brands but also provide a good client pivot to develop a business. All newbies can use this application without any hassle as this is the best application to store and save the data. Data is also protected with a codification and that should hold hidden. **What do you dislike about Lead Management?** An amazing application in its domain for all types of commercial enterprises. Naught is as comfortable starting as this big storage box, but there might be more or less difficulty in sharing data initially, there must be some fast keys to cause an access so transfer rate would be more honest than in front. Again up gradation is a good way to promote this application for companies. **What problems is Lead Management solving and how is that benefiting you?** What should I say about this beneficial application as this is the best software to provide a platform to clients for selecting their desired product by comparing and seeing reviews from other masses. Our study is just to establish it in the system and allocates the details, remaining work will be performed by this non-stop software. No any application is compatible with this in working. It provides a good way to communicate with people all over the world and the whole information is just a click away. ### 42. A remarkable supervisor and advertiser. **Rating:** 4.5/5.0 stars **Reviewed by:** Jayleen L. | Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2020 **What do you like best about Lead Management?** Total Expert a fantastic application to build plans and then tracking that plans like a professional. It helps in promoting any product and provides the best comeback of that product. Clients feel easy to approach the marketplace and find flexible rates to the clauses. This software provides good price details by comparing it in the market. All business circles run with full strategic support. Client’s communication and project management are the primary purpose of this diligence. No one can deny its powerful effect on the economic system. A potent beginning of managing business details and implementing ideas to present more serious options. **What do you dislike about Lead Management?** The working of this software depends on its complete installing. Make indisputable to a fast internet connection that will be helpful in its memory and further processing. A highly compatible software with good master skills, but there might be some issues with its speed. If storage is large then one has to wait for some time to get the desired file. **What problems is Lead Management solving and how is that benefiting you?** Total Expert is the all-time favorite application to take online work and it offers the total support of our business set-up by making modified email and beautiful messages with attractive artwork for clients. Guests experience an approach to the website and can find easily what they desire. They are free to leave feedback and it aids us to improve our output. Business thoughts are different and unique based on marketplace movements. ### 43. A remarkable managing and marketing tool. **Rating:** 4.5/5.0 stars **Reviewed by:** Micheal W. | Business Development Executive, Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2020 **What do you like best about Lead Management?** Total Expert is a good tool to take care of business plans and product reviews whenever a product comes into the market. There are tools to customize emails and messages as well. It's over-views the production detail and provides the new ideas when and where to allocate a product in the marketplace. It aids in documentation and prepare the plan for assistance. **What do you dislike about Lead Management?** This software is not less than any other application in function. There is a full range of features that supports a customer to a greater extent, but this application doesn’t take initiative to start anything itself. There is a lack of compatibility when the internet is slow. **What problems is Lead Management solving and how is that benefiting you?** A good support system for my company as it has all the features to communicate with people. My clients can have easy access to the products and can see the rating that helps them to choose the best one for them. In that location are certain striking characteristics to customize email and use beautiful graphics for line cards. My full-time helper and manager is Total Expert. ### 44. Dynamic Platform & Marketing Automation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** June 10, 2019 **What do you like best about Lead Management?** Multiple marketing mediums are integrated into one platform - ranging from Email, Print, Direct Mail, Social, SMS, Websites, etc. **What do you dislike about Lead Management?** Usability for end users needs improvement. **What problems is Lead Management solving and how is that benefiting you?** Solved an inability to market companywide and ensure all contacts were housed in one systems. Have also empowered our users to achieve a greater ROI in quickly marketing to the appropriate party in their database. ### 45. Great organization for contacts **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** November 21, 2018 **What do you like best about Lead Management?** I really like that the website is very mobile comparable. I use my phone ALL the time so being able to fully use it on the go is a plus. I also really like the open rate for emails, this way I don't send constant emails that won't be open. **What do you dislike about Lead Management?** I don't like that some of the marketing options have to be approved before being able to actually print or use them. I'm not sure if that is a software thing or user thing. **What problems is Lead Management solving and how is that benefiting you?** I have been able to keep a better pipeline with my clients. I've been solving lots of marketing issues like content. ### 46. Total Expert has been a game changer for our business **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2018 **What do you like best about Lead Management?** While the technology and UX of the CRM system come second to none, the best part of working with Total Expert is their service. Training, communication and tutorials are extensive and always readily available, keeping our admin and coordinator teams out of the weeds and day-to-day inquiries. Due to their strong financial backing and promising future, developmental updates and improvements are made regularly, keeping their customers' needs at the forefront of process and technology improvements. With competitive tools to help grow and scale business for our sales field, this system has become a morale booster and game changer for our business. **What do you dislike about Lead Management?** Being a new system, certain features have yet to reach full maturity; however, constant improvements and updates are being made regularly. The system and team behind it are working hard to make sure customers are happy and though there are certain features that are still pending release, I'm confident Total Expert will get there. **Recommendations to others considering Lead Management:** Make sure you document each conversation and keep them filed in an organized fashion. With lots of communication and months of implementation, you will need a strong, dedicated number of admins assisting with the rollout. Ongoing training schedules for your sales field will be critical to your organization's success with adopting this tool. **What problems is Lead Management solving and how is that benefiting you?** Scalability, adoption of new digital tools and deepening ties with our referral partners thanks to the features our field is able to offer them. ### 47. Total Expert is a great CRM Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** October 16, 2018 **What do you like best about Lead Management?** The user interface is very easy to navigate and simple to use which is key for LOs. The Customer support that we receive is second to none. Our Customer Success Managers have always gotten us quick responses and consistently see things through to conclusion. **What do you dislike about Lead Management?** Keeping up with all of the enhancements can be challenging at times, yet they are creating integration after integration which ultimately benefits the client. **What problems is Lead Management solving and how is that benefiting you?** It has been great with the ability to phase into LO accounts and troubleshoot problems for them is a huge advantage. Being able to see exactly what they see allows the admin level to support them in a more efficient way. ### 48. Overall Great System **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff S. | Director, Marketing Operations, Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2018 **What do you like best about Lead Management?** The entire platform is very intuitive for the end user and the team at Total Expert is extremely helpful, knowledgable, and flexible to work with. **What do you dislike about Lead Management?** If I had to choose something, the CRM features could be more robust. Sometimes it's hard to get that portion of the product to do exactly what you want. **What problems is Lead Management solving and how is that benefiting you?** Total Expert is our complete solution for marketing assets, including flyers, postcards, emails, business cards, and more. ### 49. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Blue Line R. | Realtor, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2019 **What do you like best about Lead Management?** My favorite part of it is how we split it with a lender. We learn that by using a lender we can have access to all of the marketing materials for free. **What do you dislike about Lead Management?** So far there's nothing I just like. I actually only started using it at the beginning of 2019 **What problems is Lead Management solving and how is that benefiting you?** Sending out branded postcards to open houses and splitting the cost with a lender ### 50. Versy Useful and Simplified **Rating:** 3.5/5.0 stars **Reviewed by:** Katie N. | Cashier Customer Service, Food Production, Enterprise (> 1000 emp.) **Reviewed Date:** November 02, 2018 **What do you like best about Lead Management?** I like the fact that Total Expert is very user friendly and I can pull it up on my laptop or phone whatever is easiest. **What do you dislike about Lead Management?** It doesn't have as many tools and settings as I'd like. So although I enjoy using it I am in search of a new program **What problems is Lead Management solving and how is that benefiting you?** It helps me stay organized and on top of my game, which is usually my main issue, because I usually get behind in my tasks. I've realized that my business would not be near as successful as it is today without the use of Total Expert. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-01+05%3A52%3A11+-0500&secure%5Bsession_id%5D=f2557a7b-5b69-43d8-a468-58f4d2a0d408&secure%5Btoken%5D=055e16f68f5d6f45ba26b8d04afc05296c7ada669a4860ff1bc971588ec27a1c&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) - 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[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 **Loan Services** - LOS Integration - Mortage CRM - Alerts - Mortgage CRM - Lender Relationship - Mortgage CRM - Compliance - Mortgage CRM **Lead Management** - Marketing Lead Database - Data Quality Management - Segmentation - Lead Scoring and Grading - Lead Nurturing - Online Behavior Tracking - Automated Alerts and Tasks - CRM Lead Integration **Client Management** - Contact Management - Mortgage CRM - Real Estate CRM - Mortgage CRM - Email Marketing Automation - Mortgage CRM **Content** - Automation **Campaign Management** - Program Management - Event / Webinar Marketing - Calendaring - Budgeting **Agentic AI - Mortgage CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Social** - Social Listening - Social Sharing - Social Campaigns - Social Media Engagement - Social Media Advertising **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Reporting & Analytics** - Basic Reporting - Web Analytics - ROI Analytics - Revenue Analytics - SEO / Keyword Analytics **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Customer Support Portal - Knowledge Base - Support Analytics **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Performance and Reliability - Output Document Generation **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management **Agentic AI - Marketing Automation** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Agentic AI - Financial Services CRM** - Decision Making **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications ## Top Lead Management Alternatives - 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