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DivulgeTech Forex CRM vs. Total Expert

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    DivulgeTech Forex CRM

    N/AN/ADivulgeTech Forex CRM is a custom-built CRM platform for forex brokerages, developed by a team boasting 18+ years of industry experience and headquartered in Limassol, Cyprus. It centralises client, partner, and back-office operations in a single platform with native MetaTrader 4 and MetaTrader 5 integration. Core capabilities: Client onboarding — KYC/AML verification, document storage, automated workflows IB & affiliate management — multi-tier commissions,…N/A

    Total Expert

    Score9 out of 10
    N/ATotal 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
    DivulgeTech Forex CRMTotal Expert
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    DivulgeTech Forex CRMTotal Expert
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details——
    More Pricing Information
    User Ratings
    DivulgeTech Forex CRMTotal Expert
    Likelihood to Recommend
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    DivulgeTech Forex CRMTotal Expert
    Likelihood to Recommend
    DivulgeTech
    No answers on this topic
    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.
    Incentivized
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    Pros
    DivulgeTech
    No answers on this topic
    Total Expert
    • Database
    • Customer Service is pretty good
    • Mass emailing
    Incentivized
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    Cons
    DivulgeTech
    No answers on this topic
    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
    Incentivized
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    Alternatives Considered
    DivulgeTech
    No answers on this topic
    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
    Incentivized
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    Return on Investment
    DivulgeTech
    No answers on this topic
    Total Expert
    • Increased engagement with prospects
    • Increased engagement with realtors
    • Increased reach with realtors and clients
    Incentivized
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    ScreenShots

    DivulgeTech Forex CRM Screenshots

    Screenshot of the Tasks Management module of DivulgeTech Forex CRM. It provides a centralized interface for brokers and administrators to track and manage client-related requests and operational tasks.Screenshot of Forex CRM Software for MT4 & MT5Screenshot of Forex CRM - Payments Integration