--- 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: '2026-08-02' 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-02+19%3A41%3A17+-0500&secure%5Bsession_id%5D=9424b4e3-cd6d-48c7-bba4-dd5ca4ac4487&secure%5Btoken%5D=2cd83da1b0fe1a31dc5a6c0501e975cc18be7aadd690c1744d4f61a15ee383e2&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 **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 - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - 4.4/5.0 (14,234 reviews) - [HighLevel](https://www.g2.com/products/highlevel/reviews) - 4.6/5.0 (634 reviews)