JimNab CRM vs Total Expert
JimNab CRM
jimnab.ca
Total Expert
totalexpert.comSide by side
| Figure | JimNab CRM | Total Expert |
|---|---|---|
| Price from | — | $69/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Plans published | 0 | 4 |
| Spec score · Mortgage CRM Software | 7.1 (#24) | 8.5 (#6) |
| Headquarters | Laval, Quebec, Canada | Minneapolis, Minnesota, United States |
| Product | JimNab describes its product as a CRM adapted for residential mortgage transactions. | Total Expert describes itself as a Customer Operating System for financial services that unifies customer data, people, and outreach. |
| Security | The opened official page does not state specific security certifications or compliance claims. | The security page states that Total Expert is SOC 2 compliant and that its security approach is informed by the NIST Cybersecurity Framework and AWS Well-Architected Framework. |
| Support | The FAQ says Pipedrive offers instant chat support, including 24/7 assistance for modifications. | Standard support is offered through knowledge-base articles, email and in-platform chat, with live support hours listed in the help center. |
Plans
Total Expert
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
In their own words
Total Expert
Total Expert is a customer platform for financial services that brings customer data, teams, and outreach together. It is designed for mortgage lending, banking, credit unions, and insurance. Customer IQ enriches profiles with financial signals such as credit inquiries, equity changes, rate opportunities, new listings, and life events. Sales Center provides lead routing and nurturing, pipeline visibility, prioritized lead lists, text messaging, and a mobile app. Marketing Center supports multichannel Journeys and targeted campaigns, with a library of compliant email, social, and print content. Its AI Sales Assistant uses voice conversations to qualify prospects, schedule appointments, and warm-transfer them to loan officers. Total Expert lists more than 55 integrations and compliance workflows for email and SMS, including approvals, reporting, and auditing for TCPA and CAN-SPAM compliance. Access controls include single sign-on, multi-factor authentication, privileges, and adaptive authentication. A complimentary plan is available; Premium costs $100 a month per user.