Top Producer® X CRM: Email & Texting

Sending a Group Email

Save time and effort when communicating with your contacts by sending a group email to up to 100 contacts at a time, autopopulated with their name and other information. Important: […]

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Creating and Sending Texting Templates

Streamline your text messaging by creating custom texting templates in Top Producer® X CRM. Templates you create can be set to auto-populate customer information, saving you time and maximizing your […]

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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 […]

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Drip Email Campaigns

Set up a series of emails and have them send automatically with drip email campaigns in Top Producer® X CRM. Create your personalized drip email campaign in three simple steps: […]

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Adding an Email Task

Email tasks allow you to schedule templated emails to be automatically sent to your contacts. Every morning at 2 a.m. (PST), our system will find any unsent email tasks scheduled […]

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Set up Texting

Set up texting to send texts from the contact record and see past conversations. To Set up Texting Go to Settings > Texting. Enter your mobile number and click Save […]

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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. We recommend that you first connect your email account in […]

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