KudosCRM vs Total Expert
KudosCRM
kudoscrm.com
Total Expert
totalexpert.comSide by side
| Figure | KudosCRM | Total Expert |
|---|---|---|
| Price from | $9/mo | $69/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 5 | 4 |
| Spec score · Mortgage CRM Software | 9.0 (#1) | 8.5 (#6) |
| Documentation | The help center advertises 135 articles across 14 topics covering setup, CRM records, automation, projects, support, AI, reporting and administration. | The administrator help center contains guides for journeys, campaigns, email, workflows, reporting, dashboards, data import, Salesforce and many other modules. |
| Headquarters | Hong Kong | Minneapolis, Minnesota, United States |
| Rating on Capterra | 0.0 out of 5 from 0 reviews. | 4.3 out of 5 from 48 reviews |
| Rating on GetApp | 0 out of 5 from 0 reviews. | 4.3 out of 5 from 48 reviews |
| Support | The vendor says founders provide support and lists community, email, priority and dedicated customer-success tiers by plan. | Standard support is offered through knowledge-base articles, email and in-platform chat, with live support hours listed in the help center. |
| Webhooks | Webhooks send real-time JSON events with HMAC signatures, per-account secrets and automatic backoff retries. | Release documentation describes contact-activity webhooks for sending events such as email clicks and print-asset delivery to external systems. |
| What it does | KudosCRM combines lead capture, sales, delivery, billing, support and growth workflows on one customer record. | Total Expert is a customer-engagement and marketing platform built for financial institutions such as lenders, banks, credit unions and insurers. |
Plans
KudosCRM
- FreeFree
- Basic$9 a month
- Professional$24 a month
- Enterprise$49 a month
- FreeFree
Total Expert
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
In their own words
KudosCRM
KudosCRM is a customer relationship management tool for organizing sales activity, available on the web, iOS, and Android. Its listed features include a visual sales pipeline, email sync, marketing automation, and AI features. The free plan lasts indefinitely and covers up to 3 users, 1,000 contacts, and 1 pipeline, with tasks, activities, and one email inbox. Basic is $9 a month billed annually, with limits of 25 users, 25,000 contacts, 3 pipelines, and 10 automations; meetings, forms, and invoicing are also included. Professional is $24 a month billed annually and provides unlimited users and pipelines, up to 250,000 contacts, 50 automations, Kudos AI allocation, webhooks, API, and lead scoring. Enterprise is $49 a month billed annually for 50+ seats, with SSO, SAML, SCIM, unlimited audit log and export, a dedicated customer success manager, and a 99.9% uptime SLA. A 14-day trial is listed. The maker is based in Hong Kong.
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.