List of Total Expert CRM Customers
Minneapolis, 55416, MN,
United States
Since 2010, our global team of researchers has been studying Total Expert CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Total Expert CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Total Expert CRM for CRM include: Lake Michigan Credit Union, a United States based Banking and Financial Services organisation with 1534 employees and revenues of $490.0 million, NFM Lending, a United States based Banking and Financial Services organisation with 1100 employees and revenues of $300.0 million, Wintrust Mortgage, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Total Expert CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Total Expert CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Lake Michigan Credit Union | Banking and Financial Services | 1534 | $490M | United States | Total Expert | Total Expert CRM | CRM | 2023 | n/a |
In 2023, Lake Michigan Credit Union implemented Total Expert CRM to power CRM customer intelligence and automated Journeys for member engagement and mortgage marketing in the United States. The Total Expert CRM deployment centralized member profiles and intent signals to support targeted outreach across member engagement and mortgage channels.
Implementation emphasized Total Expert Customer Intelligence for intent scoring and segmentation, and automated Journeys for campaign orchestration and outreach sequencing. Configuration included contact and lead management, engagement tracking, and journey templates to operationalize mortgage marketing workflows across the credit union's marketing and lending functions. These modules reflect CRM category capabilities to enable coordinated campaign automation and behavioral targeting.
Operational scope covered member engagement and mortgage marketing teams within the United States, with governance aligning campaign standards and journey approval processes to ensure consistent messaging and clear handoffs between marketing and loan origination. Lake Michigan Credit Union reported over $30M in funded loan volume within the first four months of leveraging Total Expert Customer Intelligence, reflecting improved intent-driven outreach and conversion.
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NFM Lending | Banking and Financial Services | 1100 | $300M | United States | Total Expert | Total Expert CRM | CRM | 2025 | n/a |
In 2025, NFM Lending implemented Total Expert CRM as its enterprise CRM in the United States. The deployment positioned Total Expert CRM to centralize customer records and coordinate loan officer and partner engagement across the organization.
Implementation emphasis included Total Expert Customer Intelligence, Journeys, and co-marketing modules, configured to support campaign orchestration, contact and account consolidation, and automated journey-based communications. Configuration work focused on improving loan officer productivity through lead-to-loan workflows, event-driven communications, and shared co-marketing asset distribution for channel partners.
Operational scope covered retail lending teams and partner channels across the United States, with the CRM serving as the primary system of record for prospect and borrower engagement. The deployment leveraged CRM-standard capabilities for segmentation, campaign management, and journey orchestration to unify customer touchpoints across origination and partner engagement functions.
Governance shifted toward centralized campaign governance and standardized journey workflows to align loan officer activity with partner co-marketing. According to the vendor case study, NFM generated $37M in funded loan volume and created hundreds of loans within six months of using Total Expert Customer Intelligence, an outcome reported after the implementation.
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Wintrust Mortgage | Banking and Financial Services | 10 | $1M | United States | Total Expert | Total Expert CRM | CRM | 2024 | n/a |
In 2024, Wintrust Mortgage implemented Total Expert CRM to centralize customer data and scale loan originator outreach. The deployment leverages Total Expert CRM Customer Intelligence and automated Journeys, and integrates with Encompass to synchronize loan and borrower data across the organization, enabling coordinated outreach across the United States.
Total Expert CRM was configured to provide Customer Intelligence-driven segmentation, campaign orchestration through automated Journeys, and email engagement tracking, aligning CRM capabilities with loan origination and borrower engagement workflows. This CRM deployment supports loan originators and marketing teams by operationalizing intelligence into sequenced outreach and personalized communications.
Integrations with Encompass were used to maintain a single source of truth for loan records while the centralized Total Expert CRM instance provided cross-functional visibility for origination and relationship management. Total Expert reports Wintrust tied $200M in 2024 loan volume to Customer Intelligence-driven insights and Wintrust saw strong platform adoption and high email engagement metrics, indicating adoption and engagement gains as part of the rollout.
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Buyer Intent: Companies Evaluating Total Expert CRM
- Brander Group, a United States based Professional Services organization with 25 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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