You’ve logged in, you’ve imported your contact list, maybe you’ve had a look around in your Top Producer CRM account, and you’re starting to get an idea of all of the ways that this versatile, powerful program can help build your business and maintain your relationships with your clients.
With so many options though, it can be a challenge to know where to start. That’s why we’ve put together this list of links that will introduce you to the most effective and useful features that Top Producer CRM has to offer to new users.
Bookmark this page and refer back to it whenever you want to know more about what Top Producer CRM can do for you!
Setting your Agent Photo and Logo
Maintaining your branding is important, and Top Producer CRM can help you do it! Simply enter your desired agent photo and company logo once and it will be used in any flyers, presentations, email or printed material you send.
For more on how to set your agent photo and logo see Adding an Agent Photo or Company Logo
Sync Top Producer CRM with Gmail or Outlook
Imagine being able to take an existing calendar, address book, and all of your email messages and bring them into Top Producer CRM. With a few simple setup steps, you can integrate Top Producer CRM with either Gmail or Outlook and begin synchronizing your appointments, contacts, and even your sent and received emails! Take a look at our instructions on how to set up Google Sync and how to set up Outlook Sync.
Power up Your Follow-Up
Top Producer CRM’s Follow-up Coach takes the guesswork out of keeping in touch with your contact list. It’s an automated system that will present contacts to you daily based on criteria you can set and recommend the next steps for keeping in touch. What could be easier? For more information check out our Follow-up Coach article.
Top Producer Email History
You probably have a long history of email messages received from your past and present clients. Top Producer CRM makes it easy for you to bring that email history into your contact records and keep track of all the communication between you and the people you need keep in touch with.
For instructions on how to set up Email History see Viewing Email History in your Contact Records
Take Top Producer CRM with you wherever you go
Top Producer Mobile is our extremely popular mobile solution. It gives you access to almost every feature the desktop version of our program has to offer, and the best part is there’s no setup or synchronizing required!
To begin using Top Producer Mobile, go to m.tpcrm.com using your mobile browser and log in.
For more information about Top Producer Mobile see Top Producer Mobile Support
Link Your Documents to Top Producer Contacts
Our document integration features allow you to keep all of the information you need close at hand in your contact records. By linking Top Producer CRM with either DropBox or Google Drive, you can link files, documents, even pictures to your contact records and send them off by email with the click of a button.
For more about Document Integration see Attaching Documents with Google Drive and Dropbox
So there you go. That’s probably enough to give you some idea of what Top Producer CRM can do for you, and I’m sure by now you have a few ideas of your own about how these features alone can save you time and effort. There’s much more too! Have a look around Top Producer Campus, watch videos, or even sign up for free online training using the links at the top.