enVisual360 vs. Total Expert

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
enVisual360
Score 8.0 out of 10
N/A
A modular solution for financial advisors, an integrated KYC compliance CRM, Wealth Management, trust and company administrations software with document management, AML / FATCA / CRS compliance and Accounting / Asset management software. Users only need to license the modules needed, and is offered in both an entry-level Boutique version to the larger Enterprise edition. enVisual360 is a product from enSynergy Professional Services in Doncaster.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
enVisual360Total Expert
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
enVisual360Total 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
Best Alternatives
enVisual360Total Expert
Small Businesses
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Medium-sized Companies

No answers on this topic

No answers on this topic

Enterprises

No answers on this topic

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All AlternativesView all alternativesView all alternatives
User Ratings
enVisual360Total Expert
Likelihood to Recommend
8.0
(1 ratings)
10.0
(1 ratings)
User Testimonials
enVisual360Total Expert
Likelihood to Recommend
enSynergy Professional Services
It is well suited for a small to medium size organization with 0 to 200 employees. It is well suited where customer is willing to share financials with SaaS based application. It is not suited for organization who want lot if customizations as per their business needs as this software works on mostly standard business processes.
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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
enSynergy Professional Services
  • Compay & Trust Management
  • Transaction monitoring and insights
  • Asset Management
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Total Expert
  • Database
  • Customer Service is pretty good
  • Mass emailing
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Cons
enSynergy Professional Services
  • UI/UX
  • License Pricing
  • Change Management
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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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Alternatives Considered
enSynergy Professional Services
enVisual360 is more of a finance management tool whereas SAP HANA Cloud is comprehensive enterprise management ERP solution. enVisual360 is relatively easy to use solution. enVisual360 is very much economical as compared to SAP HANA Cloud. enVisual360 has low scope of customizations as compared to SAP HANA Cloud. Overall enVisual360 is suited for organizations with employee count 0 to 100.
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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
enSynergy Professional Services
  • 5% growth in overall profit
  • 10% reduction in manpower
  • More comprehensive dashboards and MIS reports
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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