Social tools - connecting with integration feature is super helpful, and includes automation which the sales team uses a lot for LinkedIn for engagement purposes Review collected by and hosted on G2.com.

Data (contact) workflow/less integration tool settings (Instagram). I was not apart of the implementation process, so there was a lot of errors we noticed - however, we were able to connect with TE for support on what features needed to be turned off, etc. Review collected by and hosted on G2.com.

The ability to customize everything. We can make so much that is company-specific, which allows us to keep everything on brand. At the same time we can utilize their custom content and customize that as well. We never run out of options. Review collected by and hosted on G2.com.

NOTHING! There is nothing that I dislike, maybe the cost, but when you see what Total Expert can do you understand the cost and it is completely justified! There is nothing this CRM can't do! And they are adding more every day! I actually get excited about the releases. Review collected by and hosted on G2.com.

I like the large amounts of engagement resources available to Admins and the support that we have available to us. Other CRM platforms that I've worked with are not as helpful in this aspect or charge loads extra for it. Review collected by and hosted on G2.com.

System UI and UX can be a bit overwhelming for end users that aren't "techy" or experienced in using CRM's - not an issue with proper training.

Personally, I'd like to see improvements in Single Property Sites. They should be dynamic enough to update on their own based on status in MLS (active, pending, sold, etc. ).

The inability to make custom forms and landing pages within TE is a bit disappointing and a product gap when compared to other CRMs. This gap can be filled through integrations with other platforms, but that is not ideal.

This may be possible and I don't know how but I don't believe there is any way to download a PDF "handbook" of a journey. In other CRMs, you can download an entire workflow/campaign in a visually appealing PDF handbook that helps you better visualize the campaign and what goes out and when. Review collected by and hosted on G2.com.

It feels like Total Expert is not an out-of-the-box product, but more configurable to our needs. This can be a blessing and headache at times, but it feels like they are working to make more integrations and configurations available to the user as needed. Total Expert allows for journey builds that are useful for reaching our prospects in a very timely/circumstantial case-by-case scenario helping us reach better segmented audiences. It's nice to have a lot of support channels available. Review collected by and hosted on G2.com.

The interface feels clunky or rushed to market. Things get held up/frozen/lost from time to time causing work to take longer than any other CRM I've used in any industry. Emails almost never save correctly causing us to work harder to figure out workarounds than actually working on figuring out content/strategy from within. Review collected by and hosted on G2.com.

I like scheduling social media for MLOs in it. Also organizing their marketing materials in the platform. Review collected by and hosted on G2.com.

Sometimes customization can get tricky as well as making sure groups are all correct. I'm still learning about creating journeys. They do have IM for customer service to help with that. Review collected by and hosted on G2.com.

Total Expert (TE) is the optimal platform for marketing material and contact management. In an industry where every salesperson is a manager of their own business, TE delivers marketing teams of financial organizations the ability to easily manage and create marketing assets and a database management tool. The UX is overall very good and provides all the basic tools for a salesperson to manage and market to their database. Integrations such as Facebook, BombBomb, Mortgage Coach, MBS Highway, and more makes it easy to centralize all the marketing tools our teams are using. Review collected by and hosted on G2.com.

TE is a great tool for beginner to moderate users. For advanced CRM users, there are some pretty big gaps in terms of contact organization, reporting, and supporting non-retail mortgage teams. The lack of a "shark tank" makes organization-level lead management difficult and account improvements (such as creating new marketing templates, lead app templates, advanced reporting) are somewhat prohibitive to create due to cost. TE checks 8/10 boxes though and is an amazing tool. Review collected by and hosted on G2.com.

I love the print marketing, social media sharing/scheduling, email marketing and organization features and tools. Review collected by and hosted on G2.com.

I love the journey feature but find the initial setup to be a little confusing and time-consuming. Review collected by and hosted on G2.com.

Contact management via groups makes it easy to deliver mass communication. The use of BombBomb aids in this. Review collected by and hosted on G2.com.

Not really a dislike but i'd like to see if be more mobile responsive. Review collected by and hosted on G2.com.

Integration functions work well. The ability to create print and email marketing for distribution, as well as campaigns and journeys, helps to reach contacts and groups easily. Tasks and reminders help to stay on top of daily work as well. The support desk is available for any questions! Review collected by and hosted on G2.com.

Does not have the ability to add a delegate without creating a team. Review collected by and hosted on G2.com.

They are all about their relationships with their customers. Working on enhancements to expand on functionality. They want to be the best in the industry and are always looking for feedback to do so. Review collected by and hosted on G2.com.

There are so many good ideas and so many moving pieces that there can be a delay in receiving new features and enhancements. They are growing at such a rate they need more support. Review collected by and hosted on G2.com.