DealCloud vs. Total Expert

DealCloud is excellent for tracking the relationship with a contact and how they've added value to the firm by helping with specific request. Where I think it could improve is in offering more modern, AI powered reporting; where AI can tap into available data to generate richer insights, such as a company's key highlights from the past six months

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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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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Database
• Customer Service is pretty good
• Mass emailing

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Its excellent for tracking the investment and portfolio Management Lifecycle. Its a platform that helps organize and centralized all information in on place, making it especially useful for reviewing everything done for a portfolio companies and identifying business opportunities with other companies. It also tracks contact interactions, which makes it easy to assess relationships strength and evaluate how valuable that connections has been to the firm. Overall, the platform is solid and functional, but there's always room for improvement, implementing internal AI capabilities would be a huge plus

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Increased engagement with prospects
• Increased engagement with realtors
• Increased reach with realtors and clients

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info