DivulgeTech Forex CRM vs. Total Expert

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
DivulgeTech Forex CRM
Score 0.0 out of 10
N/A
DivulgeTech 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
Score 9.8 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
DivulgeTech Forex CRMTotal Expert
Editions & Modules
No answers on this topic
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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
Best Alternatives
DivulgeTech Forex CRMTotal Expert
Small Businesses
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Medium-sized Companies

No answers on this topic

No answers on this topic

Enterprises

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All AlternativesView all alternativesView all alternatives
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.
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Pros
DivulgeTech
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Total Expert
  • Database
  • Customer Service is pretty good
  • Mass emailing
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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
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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
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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
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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