Total Expert vs. Wealthbox CRM

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

Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.

Incentivized

• Database
• Customer Service is pretty good
• Mass emailing

Incentivized

• Workflow Customization
• Ease of Use with setting up Advisor and Contact Info

Incentivized

• 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

• Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
• Issues do not get resolved timely.

Incentivized

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

Wealthbox is more user friendly and has a better view

Incentivized

• Increased engagement with prospects
• Increased engagement with realtors
• Increased reach with realtors and clients

Incentivized

• Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.

Incentivized