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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Rapidtrade offers a robust customer relationship management solution tailored for our clients, facilitating seamless communication with their customers. This platform not only enhances interactions but also scales them effectively. It is recognized for strengthening customer engagement, driving sales growth, and ensuring efficient aftersales support. As the quality of your business relationships improves, so too does your brand's reputation. We are at the forefront of order management systems and software development. Our commitment to enhancing your business operations motivates us to deliver top-notch systems and services. By increasing automation, your order processing becomes simpler and more cost-effective, allowing you to shift your focus from customer payments and product delivery confirmations. The flexibility of our system means you can manage your orders from any location, at any time, ensuring you remain connected and informed. Thus, our innovative approach not only streamlines operations but also empowers you to prioritize what truly matters—your customers.

Description

Enhance your connections with top-tier integrations and reporting tools to maximize the utility of your data. By establishing a unified source of truth, you can glean more actionable insights that facilitate a profound understanding of your customers and their financial paths, ultimately transforming engagement and enhancing the overall customer experience. Build a data-driven ecosystem at the heart of your sales and marketing efforts. Use these insights to analyze performance metrics and gain a clearer picture of your return on investment. Total Expert serves as a uniquely designed CRM and customer engagement platform tailored specifically for banks. Institutions that collaborate with Total Expert experience growth at 2.2 times the industry average, fostering stronger customer relationships, increasing retention rates, and achieving higher levels of customer satisfaction—all through a balanced blend of digital and human interactions. This approach not only streamlines operations but also ensures that customer needs are prioritized at every touchpoint.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

COZYROC SSIS+ Suite
TrustEngine

Integrations

COZYROC SSIS+ Suite
TrustEngine

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Rapidtrade

Country

South Africa

Website

www.rapidtrade.biz

Vendor Details

Company Name

Total Expert

Founded

2012

Country

United States

Website

totalexpert.com

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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