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Keap vs Total Expert Comparison (2026)
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Good recommendations?
Keap
4.1
(1.2K)5
613
4
419
3
149
2
57
1
61
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Total Expert
4.3
(48)5
26
4
18
3
1
2
0
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Improve Your Email Marketing With Keap Let our software make your email marketing easier and more effective than ever. Better delivery, better growth.
Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
No videos yet
Pricing
User reviews
4.1
1.2K
5
4
3
2
1
613
419
149
57
61
- Value for money
- Ease of use
- Features
- Customer support
61%
would recommend this app4.3
48
5
4
3
2
1
26
18
1
0
3
- Value for money
- Ease of use
- Features
- Customer support
85%
would recommend this appPros
“The system's automated and entirely customizable method for capturing leads from the website, responding automatically and keeping communication ongoing with potential customers is what I appreciate about it.”
Jackie S.
Self employed
“The best marketing reporting tool and the ability to manage contacts and marketing campaign monitoring thectool is excellent.”
FG
Fabrizio G.
Design Lead
“Email scheduling and various saved email lists make it easy to create content in advance to send out and to send at the best time of day to ensure best engagement with your audience!”
JD
Jeremy D.
Support Team Leader
Pros
“From creating emails, fliers, or social posts to creating automated campaigns and journeys, Total Expert keeps things organized and easy to use for the common user.”
JP
Jake P.
CRM Marketing Manager
“Support all the way from our CSM to the actual Support team at TE is absolutely incredible and highly responsive!”
KC
Kyle C.
Marketing Operations Manager
“I do trainings on the whole platform when someone new comes on board with our company”
Shelby R.
Brand Specialist
Cons
“It is really lacking for marketing, it doens't even add UTMs automatically in email blasts and it is very hard to keep track of opt ins.”
HT
Hilary T.
Marketing
“The level of complexity that you can quickly get to with this software makes it easy to get in over your head and become frustrated with the processes they have available.”
David V.
Lead Developer
“Limited customization, and unreliable, the software is clearly very old hobbled together code that is not really able to keep up with its competitors”
Jerry W.
CEO
Cons
“The rate flyers have been really bad due to a lack of integration with our LOS.”
ms
marvin s.
Sr. Graphic Designer
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review3 years ago
Key features
- Total features180
- A/B Testing
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Audit Trail
- Autoresponders
- Availability Management
- Batch Processing
- Behavior Analytics
- Billing & Invoicing
- Business Process Automation
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Catalog Management
- Channel Management
- Chat/Messaging
- Click Tracking
- Client Database
- Client Management
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Accounts
- Customer Database
- Customer Engagement
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Design Management
- Discount Management
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Payments
- Email Campaign Management
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- File Management
- For Financial Institutions
- For Insurance Industry
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Form Builder
- Forms Management
- Image Library
- Inbox Management
- Interaction Tracking
- Interactive Content
- Inventory Management
- Invoice Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- List Management
- Live Chat
- Marketing Automation
- Mass Texting
- Media Library
- Mobile Access
- Mobile App
- Mobile Optimization
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Management
- Multi-Channel Marketing
- Multi-Location
- Multi-Store
- Newsletter Management
- Online Booking
- Online Forms
- Online Payments
- Order Management
- Order Tracking
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Pricing and Cost Calculations
- Prioritization
- Promotions Management
- Prospecting Tools
- Quotes/Estimates
- ROI Tracking
- Real Time Editing
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Recurring Appointments
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Responsive Web Design
- Role-Based Permissions
- SEO Management
- SMS Marketing
- SMS Messaging
- Sales Activity Management
- Sales Forecasting
- Sales Order Management
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search Marketing
- Search/Filter
- Segmentation
- Shared Contacts
- Shopping Cart
- Social Marketing
- Social Media Integration
- Social Promotion
- Source Tracking
- Subscriber Management
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Templates
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Visitor Tracking
- Visual Analytics
- Web Forms
- Web-based Deployment
- Website Integration
- Website Management
- Website Publishing Options
- Website Visitor Tracking
- Widgets
- Workflow Management
- eCommerce Management
- Total features35
- A/B Testing
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Audit Trail
- Autoresponders
- Availability Management
- Batch Processing
- Behavior Analytics
- Billing & Invoicing
- Business Process Automation
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Scheduling
- Campaign Segmentation
- Catalog Management
- Channel Management
- Chat/Messaging
- Click Tracking
- Client Database
- Client Management
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Accounts
- Customer Database
- Customer Engagement
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Design Management
- Discount Management
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Payments
- Email Campaign Management
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- File Management
- For Financial Institutions
- For Insurance Industry
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Form Builder
- Forms Management
- Image Library
- Inbox Management
- Interaction Tracking
- Interactive Content
- Inventory Management
- Invoice Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- List Management
- Live Chat
- Marketing Automation
- Mass Texting
- Media Library
- Mobile Access
- Mobile App
- Mobile Optimization
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Management
- Multi-Channel Marketing
- Multi-Location
- Multi-Store
- Newsletter Management
- Online Booking
- Online Forms
- Online Payments
- Order Management
- Order Tracking
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Pricing and Cost Calculations
- Prioritization
- Promotions Management
- Prospecting Tools
- Quotes/Estimates
- ROI Tracking
- Real Time Editing
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Recurring Appointments
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Responsive Web Design
- Role-Based Permissions
- SEO Management
- SMS Marketing
- SMS Messaging
- Sales Activity Management
- Sales Forecasting
- Sales Order Management
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Search Marketing
- Search/Filter
- Segmentation
- Shared Contacts
- Shopping Cart
- Social Marketing
- Social Media Integration
- Social Promotion
- Source Tracking
- Subscriber Management
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Templates
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- Visitor Tracking
- Visual Analytics
- Web Forms
- Web-based Deployment
- Website Integration
- Website Management
- Website Publishing Options
- Website Visitor Tracking
- Widgets
- Workflow Management
- eCommerce Management
Integrations
- Total integrations67
- 40Nuggets
- Adobe Commerce
- Arborgold
- Bedrock Data
- BigCommerce
- Birdeye
- Booker
- Call Loop
- ClicData
- Cyfe
- Dropbox
- Eventbrite
- FuseDesk
- Gmail
- GoTo Webinar
- Google Calendar
- Google Contacts
- Google Drive
- Graphly
- Help Scout
- Higher Logic Thrive
- Instapage
- Interact
- Jotform
- Justuno
- LeadDyno
- Leadpages
- LeadsBridge
- LinkTrust
- LinkedIn for Business
- LiveChat
- MOBIT
- Meta for Business
- Microsoft Outlook
- Mobiniti
- OnceHub
- Operations Hub
- OptinMonster
- Picreel
- Pipedrive
- Privy
- QuickBooks Online
- QuickBooks Online Advanced
- QuickTapSurvey
- Salesforce Sales Cloud
- Setmore
- Shift4Shop
- Shopify
- Slack
- Slemma
- Speak2Leads
- Sync2CRM
- Trello
- Twilio
- Twitter/X
- Typeform
- Webgility
- WebinarJam
- Wisepops
- Wistia
- WooCommerce
- WordPress
- Workato
- Wufoo
- Xero
- Zapier
- Zen Cart
- Zendesk Suite
- Zoom Workplace
- Total integrations3
- 40Nuggets
- Adobe Commerce
- Arborgold
- Bedrock Data
- BigCommerce
- Birdeye
- Booker
- Call Loop
- ClicData
- Cyfe
- Dropbox
- Eventbrite
- FuseDesk
- Gmail
- GoTo Webinar
- Google Calendar
- Google Contacts
- Google Drive
- Graphly
- Help Scout
- Higher Logic Thrive
- Instapage
- Interact
- Jotform
- Justuno
- LeadDyno
- Leadpages
- LeadsBridge
- LinkTrust
- LinkedIn for Business
- LiveChat
- MOBIT
- Meta for Business
- Microsoft Outlook
- Mobiniti
- OnceHub
- Operations Hub
- OptinMonster
- Picreel
- Pipedrive
- Privy
- QuickBooks Online
- QuickBooks Online Advanced
- QuickTapSurvey
- Salesforce Sales Cloud
- Setmore
- Shift4Shop
- Shopify
- Slack
- Slemma
- Speak2Leads
- Sync2CRM
- Trello
- Twilio
- Twitter/X
- Typeform
- Webgility
- WebinarJam
- Wisepops
- Wistia
- WooCommerce
- WordPress
- Workato
- Wufoo
- Xero
- Zapier
- Zen Cart
- Zendesk Suite
- Zoom Workplace
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