Top Producer® X CRM

Top Producer® X CRM Quick Start Guide

Welcome! Top Producer® X CRM is your complete real estate follow-up system designed to help you generate more repeat-and-referral business. Build your client database easily, make personal connections and stay top-of-mind with simple, effective follow-up tools. Getting started is quick and easy. Once you add your contacts, take two minutes to connect your email account

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Contacts

Relationship building and follow-up is easier than ever in Contacts (Log in > Contacts). Organize your contacts, respond to new leads, and never miss an opportunity again. Adding Contacts Add contacts manually by clicking the Add Contact button. Enter in the contact’s details, set their status, type, source, etc. as desired and click Save Contact

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Settings

Set up your account and make import contacts in Settings (Login > Settings). There are seven main sections to explore: My Information Edit your name, address, contact information and more. Most of this information may already be filled out for you, but you’ll want to check it for accuracy. Click Save My Info to save

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Calendar

Keep on top of your schedule in the Calendar (Log in > Calendar). Add your Google account to sync appointments from Google Calendar. Choose between Month, Week, and Day views. Navigate between time periods with the arrows in the top left, and quickly jump back to today with the Today button. Click a task or

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Tasks

See your incomplete tasks in Tasks (Log in > Tasks). Adding Tasks Click Add Task to add a call, appointment (appt.), or to-do task. Add additional contacts to the task for it to appear under multiple contacts. Tasks added here will show in the main Tasks page, as well as in the Tasks tab of

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Notes

Find all your notes in one place and quickly add new notes in Notes (Log in > Notes). Adding Notes Click Add Note to add a new note. Note that when adding notes from the Notes page, no contacts are associated by default. Use the Search to add… field to find contacts to add to

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Following up With Your Contacts

Okay, so you know that consistent communication with core groups is key to achieve repeat business and referrals, but you’re busy. We get it! Coming up with a system that can help you reach out to just a few a day would help, right? That’s what we’ve done! Each day we’ll give you 5 clients

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Adding a Note

If you regularly add notes to your tasks and contacts, you’ll not only have complete records, but the additional info will pay off when you’re dealing with clients. Add call or appointment details, or just general notes associated with a contact, like what their dog’s name is or where their kids go to school. To

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Adding a Task

You can add tasks for appointments, calls and to-do activities. Saved tasks will be viewable on the Tasks tab of linked contacts and on the Calendar and Tasks pages. To add a task click Add Task in a contact record, the Tasks page, or the Calendar page. Set the task type to Call, Appointment (time-specific),

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Sending an Email

You can compose your own email or send an email in seconds by using one of our pre-written email templates. And if you’ve connected your email account in Top Producer® X, you’ll also be able to see who’s opened what! Sent emails are viewable under the Emails tab of the contact record. Click Compose Email

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Sending a Text

Sent messages are tracked and will appear to come from your Top Producer® number. Any messages sent to your Top Producer® number will be routed to your mobile phone and tracked. Tracked texts are available in the contact record under Texts. Click Send Text in a contact record to send a text. Note: Due to

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Sending a Market Snapshot® report

Send Market Snapshot® reports to your clients to keep them in the loop on what’s going on in the market. You’ll provide hard-to-find info on the real estate market, including new listing and sold data. Click Snapshot in a contact record to send a snapshot. Enter Contact details, Address, Buyer preferences, and choose the Snapshot

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Viewing Contact History & Upcoming Tasks

The bottom row of tabs in a contact record contains several options for viewing your communication history with a contact and checking on upcoming tasks. Notes View contact notes. Click a note to expand it, displaying the full text. To edit an expanded note, make your changes directly in the note then click Save Note.

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Adding Important Dates

Of course you have more than just birthdays to remember, which is why we’ve given you an easy way to enter important dates for anything you want. You’ll never miss a birthday, property anniversary or lease renewal again! Adding Your Important Dates Click Add Date in a contact record. Enter a description, set a date,

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