Email history united

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We’re really fired up about the updates we’ve been working on this month, and the pre-Halloween candy has nothing to do with our excitement. This is a really cool release! Read on to see what we’ve been up to.

Enhance your contact records with complete email history

Tired of having to sign in to your email account and search for emails outside of Top Producer CRM? Frustrated because you have to copy and paste emails into a contact record’s notes to keep track of what you’ve sent/received? We feel your pain and you will feel it no longer… Now you can have those all-important emails you send/receive directly in your Top Producer CRM contact records!

All you have to do is tell Top Producer CRM where to get your email, then bring up a contact record to see all email you’ve sent since the beginning of time.

Hook you up? Okay!

Wondering if this will work with your email? This works with Gmail and any IMAP email account. If you don’t know what IMAP is, you’re not alone. (I’ll be honest—I had to do some research before writing this post.) In plain English, this plays nice with Gmail, AOL, Yahoo!, Outlook.com, GMX, Mail.com, and others. If you want more setup details and FAQs, hop on over here.

Get the lowdown on your leads

Knowledge is power, especially when it comes to leads. So we’ve given you a report that will give you a clear overall picture of where most of your leads come from, what stage they’re in, and your conversion rate.

More email templates to make follow-up a snap

And last but not least, we’ve added 3 new email templates for you to use with the Follow-up Coach! One you can send to your sphere, and the other two you can send to new leads that are perusing your web site!

And another exciting update is literally just days away! Stay tuned and Happy Halloween!

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