Top Producer® 8i CRM: The Template Library

Top Producer CRM allows you to create personalized marketing messages for your contacts by including specific information that’s directly relevant and of interest to them. The template library comes pre-loaded with an extensive library of over 440 default templates.

Each template contains merge codes that are linked to fields in your database records, such as contact name, address, etc. Top Producer CRM uses the merge codes to pull in the information from the linked records to produce a unique personalized document in a matter of seconds.

To access the template library, click the Marketing main menu icon to open the Marketing landing page.


The template library divides templates into 7 categories.

  1. Flyer Library: See Create feature sheets and flyers for more details.
  2. Presentation Library: See Create reports and presentations that help your clients buy or sell a property for more details.
  3. Letter Library: See Create and print out letters to send to clients for a variety of marketing scenarios for more details.
  4. Email Library: See Create emails to send to clients for a variety of marketing scenarios for more details.
  5. Envelope Library: See Print out envelopes of various sizes with the return and mailing address for more details.
  6. Label Library: See Print out labels of various sizes that include clients’ mailing information for more details.
  7. Postcard Library: See Create and print postcards to send to clients for more details.

Log in to access the template library.

Please rate this post

Click a star to rate this post out of five:

Average rating / 5. Vote count:

Sorry that this post was not useful for you!

Let us improve this post!

Still have questions? Please contact us at the information below.