Cloudsquare
5.8#25 in financial services crm softwareFrom $75 a monthWebAPI
VisitCloudsquare vs Total Expert
Total Expert
8.0#2 in mortgage crm softwareFrom $69 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Cloudsquare | Total Expert |
|---|---|---|
| Founded | 2018 | 2016 |
| Integrations | Cloudsquare is built natively on Salesforce and says AppExchange apps for e-signature, telephony, and analytics can be installed. | Total Expert maintains a partner ecosystem covering CRM, loan-origination, pricing, insurance, lead-capture, direct-mail, social and other categories. |
Cloudsquare plans
- Cloudsquare Broker$75 a month
Total Expert plans
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
Pick Cloudsquare if…
Cloudsquare is designed for lending organizations such as brokers, lenders, brokerages, and ISOs using Salesforce. It fits teams needing lender connections, diligence tools, portals, and lending-specific workflows.
Pick Total Expert if…
It suits financial services teams in mortgage lending, banking, credit unions, and insurance that need tools for customer outreach, lead management, and marketing automation.