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CRM / Sales

An all-in-one business growth solution.

Give Your Sales Force A Platform Designed To Drive Massive Growth.

Simplify your contact management.

Amplify the productivity of your sales force with robust contact and database management tools for every facet of your business.

Manage Client Lifecycle

Manage the lifecycle of your clients from lead to closing and beyond with automated campaigns, action plans and customized contact grouping.

Harness The Power of Big Data

Harness the power of an intelligent system of record that is powered by big data to keep your business connected and thriving.

Centralize Recruiting

Organize your entire contact list from a central location by managing your recruiting efforts from the same database as your contacts and co-marketing activity.

Track your pipeline growth.

Manage your loan pipeline by tracking loans and transactions through our integrated loan tracking dashboards.

Simplify Integration

Improve the efficiency of your sales force and post-close marketing campaigns by integrating with your LOS directly.

Analyze The Data

Gain valuable insight to your organization’s data with Total Expert’s advanced reporting function to help you increase sales velocity.

Distinguish Co-Borrower Profiles

Manage each co-borrower as it’s own contact and communicate with co-borrowers individually to deepen your relationships.

Robust lead aggregation technology.

Funnel leads from across the web into your Total Expert CRM with numerous integration, aggregation, and customization features.

Any lead, any source

Simplify your lead generation across all your lead sources with simple lead forwarding and integration into the most popular platforms.

Customize lead flow

Set up your organization the way that works for you with customizable routing, sharing and assignments.

Accelerate sales by removing cross department friction.

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