Backstop vs. Total Expert

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Backstop
Score 10.0 out of 10
N/A
Backstop Solutions Group in Chicago provides cloud-based technology supporting hedge funds. These applications include tools for investment research and analytics, accounting, a financial services specific CRM, and investor relations and document sharing tools, as well as investment portfolio management and due diligence tracking.N/A
Total Expert
Score 8.5 out of 10
N/A
Total Expert in St.Louis Park is a fintech software company that offers a Marketing Operating System (MOS) purpose built for the financial services industry. The platform enables customer facing teams (sales), marketing and compliance to work together to deliver marketing campaigns and engagement that is relevant to each unique customer based on their stage in life. Unlike CRM systems and marketing tools built to serve multiple industries, Total Expert focuses on the unique needs of financial…N/A
Pricing
BackstopTotal Expert
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
BackstopTotal Expert
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
BackstopTotal Expert
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Best Alternatives
BackstopTotal Expert
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Creatio
Creatio
Score 9.1 out of 10
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Score 9.1 out of 10
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All AlternativesView all alternativesView all alternatives
User Ratings
BackstopTotal Expert
Likelihood to Recommend
10.0
(3 ratings)
10.0
(1 ratings)
Support Rating
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
BackstopTotal Expert
Likelihood to Recommend
Backstop Solutions Group
Backstop makes planning and selecting the portfolio efficiently. There is a candid assistance in matters of resource utilization. Moreso, Backstop has a cost accounting notion, which makes the company control the expenses they make. Finally, Backstop has classical research procedures where analysis and decisions arrive after extensive assistance and evaluations.
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Total Expert
It is well suited to mass marketing and as a database. Also well suited to parsing the database into sub categories. I also like its ability to schedule marketing at specific times and days. It is not as well suited for listing print material. Listing meaning grabbing from MLS listings.
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Pros
Backstop Solutions Group
  • Storage of notes from calls and meetings.
  • Tracking portfolio holding balances, transactions, and IRRs/MOICs.
  • Allowing flexibility for client-defined uses.
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Total Expert
  • Database
  • Customer Service is pretty good
  • Mass emailing
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Cons
Backstop Solutions Group
  • Poor communication procedures
  • Lack of specific OS support
  • No mobile version for Backstop
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Total Expert
  • To create co-branded material without having to have realtor opt-in first
  • Home flyers are difficult to use. List reports is much easier
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Support Rating
Backstop Solutions Group
Backstop support is fantastic. They always pick up the phone without a wait and are highly knowledgeable, I rarely need more than 5 minutes to fix an issue.
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Total Expert
No answers on this topic
Alternatives Considered
Backstop Solutions Group
I have not used or evaluated any Backstop competitors. Freestone already used Backstop when I started.
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Total Expert
Total Expert was chosen by management and for good reason. I didn't like Follow Up Boss because Total Expert was much more intuitive and also much more integrated with the other programs we use (Encompass, Rebel I Q, Sales Boomerang, etc). Its just a much better program overall than Follow Up Boss
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Return on Investment
Backstop Solutions Group
  • Business ends up profiting
  • The chances of investing in the wrong projects don't exist
  • The analytical assistance from Backstop increases more investment plans
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Total Expert
  • Increased engagement with prospects
  • Increased engagement with realtors
  • Increased reach with realtors and clients
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ScreenShots