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Total Expert Logo

Marketing automation tool for financial services industry

Last updated: March 2026

Total Expert Alternatives & Competitors (2026)

Top 6 free alternatives

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Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


monday.com logo

Project management software

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monday.com
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Total Expert
4.3

Value for money

4.3
9
per user/per month

Starting price

69
flat rate/per month

0.5

4.5

Functionality

4.0

Accounting

5/5

360 Degree Feedback

4.8/5

Advertising Management

4.8/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Wrike logo

AI powered workflow management platform

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Wrike
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Total Expert

0.1

4.2

Value for money

4.3
10
per user/per month

Starting price

69
flat rate/per month

0.3

4.3

Functionality

4.0

Agile Methodologies

4.8/5

Activity/News Feed

4.7/5

Accounting

4.4/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Marketing 360 logo

Marketing Platform For Small Business

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Marketing 360
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Total Expert
4.3

Value for money

4.3
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
flat rate/per month

0.4

4.4

Functionality

4.0

Activity Dashboard

5/5

Alerts/Notifications

4.7/5

Access Controls/Permissions

4.3/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Intercom logo

AI-powered customer service with helpdesk

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Intercom
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Total Expert

0.3

4.0

Value for money

4.3
39
per user/per month

Starting price

69
flat rate/per month

0.4

4.4

Functionality

4.0

Access Controls/Permissions

5/5

Activity Dashboard

5/5

Activity Tracking

4.2/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

EngageBay CRM logo

Integrated sales & marketing software for growing teams

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EngageBay CRM
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Total Expert

0.4

4.7

Value for money

4.3
14.99
per user/per month

Starting price

69
flat rate/per month

0.6

4.6

Functionality

4.0

A/B Testing

5/5

Activity Tracking

5/5

Alerts/Notifications

4.8/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Bitrix24 logo

All in one business management workspace

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Bitrix24
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Total Expert

0.1

4.2

Value for money

4.3
69
flat rate/per month

Starting price

69
flat rate/per month

0.3

4.3

Functionality

4.0

Activity Tracking

4.4/5

Access Controls/Permissions

4.2/5

Accounting

4/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

LeadSquared logo

Marketing automation and sales execution platform

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LeadSquared
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Total Expert

0.1

4.2

Value for money

4.3
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
flat rate/per month

0.3

4.3

Functionality

4.0

Alerts/Notifications

4.5/5

API

4.5/5

Activity Tracking

4.3/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Creatio CRM
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Total Expert

0.4

4.7

Value for money

4.3
25
per user/per month

Starting price

69
flat rate/per month

0.7

4.7

Functionality

4.0

Access Controls/Permissions

5/5

Alerts/Notifications

5/5

Activity/News Feed

4/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Mailchimp logo

Email and SMS marketing automation platform

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Mailchimp
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Total Expert

0.1

4.4

Value for money

4.3
13
flat rate/per month

Starting price

69
flat rate/per month

0.4

4.4

Functionality

4.0

Alerts/Notifications

4.6/5

Activity Tracking

4.5/5

Activity Dashboard

4.4/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

ActiveCampaign logo

AI-first marketing platform

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ActiveCampaign
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Total Expert
4.3

Value for money

4.3
15
flat rate/per month

Starting price

69
flat rate/per month

0.5

4.5

Functionality

4.0

Activity Dashboard

4.6/5

A/B Testing

4.4/5

API

4.3/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Nimble logo

Contact management & social relationship solution

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Nimble
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Total Expert
4.3

Value for money

4.3
29.9
per user/per month

Starting price

69
flat rate/per month

0.2

4.2

Functionality

4.0

Activity Tracking

4.6/5

Contact Database

4.6/5

Calendar Sync

4.5/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Keap logo

An all-in-one CRM, sales and marketing automation solution

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Keap
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Total Expert

0.5

3.8

Value for money

4.3
299
usage based/per month

Starting price

69
flat rate/per month

0.1

4.1

Functionality

4.0

Activity Dashboard

4.5/5

Appointment Management

4.3/5

Activity Tracking

4/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Act! logo

More than CRM - Your total relationship solution.

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Act!
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Total Expert

0.4

3.9

Value for money

4.3
30
per user/per month

Starting price

69
flat rate/per month

0.1

3.9

Functionality

4.0

Access Controls/Permissions

5/5

Appointment Scheduling

4.6/5

Alerts/Notifications

4.3/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Thryv logo

All-in-one management solution built for small business

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Thryv
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Total Expert

0.3

4.0

Value for money

4.3
244
flat rate/per month

Starting price

69
flat rate/per month

0.1

4.1

Functionality

4.0

Appointment Management

4.6/5

2-Way Messaging

4.5/5

Automated Publishing

4.1/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Wishpond logo

Marketing and lead generation software

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Wishpond
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Total Expert

0.5

3.8

Value for money

4.3
199
flat rate/per month

Starting price

69
flat rate/per month
4.0

Functionality

4.0

A/B Testing

5/5

Campaign Analytics

4.4/5

Automated Scheduling

3.7/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Gold-Vision CRM logo

Sales, marketing & support CRM

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Gold-Vision CRM
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Total Expert

0.2

4.5

Value for money

4.3
35
per user/per month

Starting price

69
flat rate/per month

0.5

4.5

Functionality

4.0

Access Controls/Permissions

5/5

Alerts/Escalation

5/5

Alerts/Notifications

5/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Contactually logo

Turn relationships into results

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Contactually
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Total Expert

0.7

3.6

Value for money

4.3
69
flat rate/per month

Starting price

69
flat rate/per month
4.0

Functionality

4.0

Alerts/Notifications

5/5

Autoresponders

5/5

Campaign Management

5/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Sprinklr logo

Social media management, analytics & strategy planning.

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Sprinklr
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Total Expert

0.4

3.9

Value for money

4.3
249
per user/per month

Starting price

69
flat rate/per month

0.3

4.3

Functionality

4.0

Activity Tracking

4/5

Advocate Management

4/5

A/B Testing

N/A

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Surefire CRM logo

CRM and lead management software for mortgage businesses

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Surefire CRM
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Total Expert

0.1

4.4

Value for money

4.3
Empty state illustration for "No pricing info"

No pricing info

Starting price

69
flat rate/per month

0.4

4.4

Functionality

4.0

Contact Management

4.5/5

Customer Database

3/5

Activity Dashboard

2.3/5

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5

Sam.ai logo

AI-powered sales & marketing platform

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Sam.ai
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Total Expert

0.6

4.9

Value for money

4.3
95
per feature/per month

Starting price

69
flat rate/per month

0.7

4.7

Functionality

4.0

A/B Testing

N/A

Activity Tracking

N/A

AI Copilot

N/A

Top Features

API

4.8/5

Access Controls/Permissions

4.5/5

Campaign Management

4.4/5