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Banking and mortgage professionals.
1. Real estate brokers and agents 2. Anyone who manages a database of contacts who wants to remain top of mind with their clients
I appreciate the responsiveness of the team and the ability to provide solutions or be willing to entertain any solutions presented to them.
The rate flyers have been really bad due to a lack of integration with our LOS.
Overall, It is a very prospective software with great possibilities. I am loving this software for our company because it is bringing great outcomes for our company.
There are too many steps for creating a social post. It is way too difficult and confusing for our LO's.
Overall, Total Expert is one of the best CRM's I have worked with as an Admin and they are always finding new and innovative ways to update he platform and bring the best to our company.
As of right now, I have yet to have a negative experience with the platform.
It has been great and the ability to phase into LO accounts and troubleshoot problems for them is a huge advantage.
The technology is still lagging behind a few other competitors, and the turnaround on long-term integrations can be very slow.
I love the clean interface. Support was always very responsive, if somewhat limited in their ability to provide answers.
Glitches that result in lost work. Poor CService, long time delays.
Fantastic customer service and support, great understanding of the real-world challenges of their market, solid CRM features.
Contactually - Pure Disappointment - Terrible Service - AVOID.
Ease of use, intelligent organization, perfect for showing me who I should follow up on and when the last time I spoke to them was.
When i say the price I canceled my two people immediately and I am still being charged. They never actually used the program.
This software does a great job of staying on top of your client relations and reminding you to keep in touch with them. I really like the bucket system for the contacts.
It felt as though it was being swept under the rug, which was a little frustrating.
Total Expert
Contactually
Top FeaturesTotal Expert
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Contactually
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