Smartr365 vs. Total Expert

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Smartr365
Score 0.0 out of 10
N/A
Mortgage technology CRM and platform Smartr365 unites mortgage advisers and technology to empower better financial decisions and planning for clients. Smartr365 gives clients access to all of their financial data – mortgages / insurance / pensions / investments.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
Smartr365Total Expert
Editions & Modules
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Offerings
Pricing Offerings
Smartr365Total 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
Smartr365Total 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

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Enterprises

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User Ratings
Smartr365Total Expert
Likelihood to Recommend
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Smartr365Total Expert
Likelihood to Recommend
Smartr365
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
Smartr365
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Total Expert
  • Database
  • Customer Service is pretty good
  • Mass emailing
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Cons
Smartr365
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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
Smartr365
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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
Smartr365
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