Relationships
Working with your clients and their peeps just got a lot easier! You can now link (and unlink) client records with the click of a button, helping you stay organized […]
Read More...Contact Sync
Contact Sync allows you to sync your contacts with iCloud, Google Contacts and Microsoft Contacts (Outlook, Office 365). Contacts in the other system will be automatically brought to Top Producer® […]
Read More...Contact Types & Statuses
Organize and tag your contacts the easy way by assigning contact types and contact statuses in Top Producer® X CRM. Contact Types Contact Types are a powerful tool for helping […]
Read More...Viewing Contact History, Tasks, Properties, Transactions & Snapshot Reports
View your communication history, check upcoming tasks, view properties, manage Market Snapshot® reports, and much more on the Contact Details page. Customizing Tabs Rearrange the tabs on the Contact Details […]
Read More...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 […]
Read More...Organize Your Contacts
Organize your contacts, respond to new leads, and never miss an opportunity again. Go to Contacts to customize your contact tabs and set Follow-up Reminders. To Customize Contact Tabs Customize […]
Read More...Lead Integration
Regardless of where your leads come from, you’d like to see them all in Top Producer® X CRM, right? Follow these simple steps to integrate with over 150 lead sources […]
Read More...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 […]
Read More...Importing Contacts
We know how important importing contacts is to your business. That’s why we’ve made it quick and easy to import contacts into Top Producer® X CRM, so you can spend […]
Read More...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 […]
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