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Ratings and Reviews 0 Ratings

Total
ease
features
design
support

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What is Total Expert?

A tailored customer relationship management and engagement platform aimed at promoting expansion and establishing loyalty among modern lenders and financial institutions. As housing prices surge to record levels, interest rates increase, and inventory remains limited, numerous borrowers are left feeling apprehensive about achieving their homeownership dreams. Despite a significant drop in mortgage applications, homeownership continues to be a vital investment opportunity in the United States. In an interview with Global Markets Reporter Jill Malandrino, Joe Welu, the Founder and CEO of Total Expert, shared insights on how lenders can keep connections with potential homebuyers alive and assist them in fulfilling their aspirations for homeownership. The Total Expert system is specifically designed to meet the unique needs of lending and financial entities, ensuring that online interactions hold the same weight as traditional in-person engagements while focusing on scalable personalization. This strategy not only strengthens customer relationships but also equips lenders to adeptly manage the challenges present in today's housing market, ultimately fostering a more resilient financial landscape. With such tools, lenders are better positioned to adapt to shifts in market dynamics and consumer behavior.

What is PlanPlus Online?

Enhancing individual capabilities is essential for fostering a more successful business environment. PlanPlus Online Business Edition stands out as an innovative software solution that merges an effective personal productivity tool with a robust Customer Relationship Management system. This Business CRM offering from PlanPlus Online facilitates collaboration, sales, marketing, and project management, ultimately driving efficiency and reinforcing responsibility throughout your organization. By integrating these functions, businesses can achieve greater results and improve overall performance.

Media

Media

Integrations Supported

Capacity
Cyclr
Denim Social
Facebook
LinkedIn
X (Twitter)

Integrations Supported

Capacity
Cyclr
Denim Social
Facebook
LinkedIn
X (Twitter)

API Availability

Has API

API Availability

Has API

Pricing Information

$69 per user per month
Free Trial Offered?
Free Version

Pricing Information

$12 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Total Expert

Company Website

totalexpertinc.com

Company Facts

Organization Name

PlanPlus Online

Date Founded

2006

Company Website

www.planplusonline.com

Categories and Features

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

PIM

Content Syndication
Data Modeling
Data Quality Control
Digital Asset Management
Documentation Management
Master Record Management
Version Control

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

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