Solutions to Build Pipeline in a Compressing Market

General availability on August 17, 2022

Build pipeline in a compressing market

Lead volume and quality

With enhancements to Lead management tools as well as new integrations to access new opportunities – never miss a lead coming through your door.

Referrals and sales productivity

Increase referrals through new integrations such as Clever, Ylopo, and Homebot – more integrations mean more data, right at your fingertips to drive pipeline. 

Sales and marketing efficacy

Among new integrations – Total Expert is making the support of your journeys more stable, as well as opening possibilities to support your team in its unique reporting of success.

Lead Management

Upping your efficiency and making sure you have total control of your choices – with updates to your ability to control leads, accessibility, and means of communication.


Total Expert’s integration portfolio is getting bigger – with more external data sources able to be added to your workflow, combined with the ability to report on your own success!

Summer Release

See the new features in action

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Preferred dialer

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User availability toggle

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Org-level scheduling

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Configurable dashboards (closed beta)

Recent releases

Looking for information or resources from a past release? You’ve come to the right place!