TrustRadius: an HG Insights company

IQProspects™ vs. Total Expert

Save this comparison

Save this comparison

Add Product

Recommended Comparisons

    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    IQProspects™

    N/AN/AIQProspects is a complete CRM solution for community banks and credit unions. The module is used by commercial bankers, mortgage bankers, cash management, branch managers and others within the bank to keep track of customer appointments, meetings, notes, and products. The module includes sales pipeline management and workflow so that every deal can be processed quickly. A mobile app for Apple iPhone, Apple iPad, and Android phone is available to mobilize your salesforce.N/A

    Total Expert

    Score9.8 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
    IQProspects™Total Expert
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    IQProspects™Total 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
    User Ratings
    IQProspects™Total Expert
    Likelihood to Recommend
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    IQProspects™Total Expert
    Likelihood to Recommend
    Quest Analytics
    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
    Read full review
    Pros
    Quest Analytics
    No answers on this topic
    Total Expert
    • Database
    • Customer Service is pretty good
    • Mass emailing
    Incentivized
    Read full review
    Cons
    Quest Analytics
    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
    Read full review
    Alternatives Considered
    Quest Analytics
    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
    Read full review
    Return on Investment
    Quest Analytics
    No answers on this topic
    Total Expert
    • Increased engagement with prospects
    • Increased engagement with realtors
    • Increased reach with realtors and clients
    Incentivized
    Read full review
    ScreenShots