Top Producer® X CRM

Top Producer® X CRM Quick Start Guide

Top Producer® X CRM is your complete real estate follow-up system designed to help you build your client database easily, make personal connections and stay top-of-mind with simple, effective follow-up […]

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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 […]

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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 […]

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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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Importing Top Producer® 8i CRM Closings

Import closings from Top Producer® 8i CRM in to Top Producer® X CRM to have them available to you under Transactions. The new transactions will include the important details of […]

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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® […]

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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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Creating and Sending Email Templates

Personalize your email marketing by creating custom email 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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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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Transactions

Manage your listings and closings in Transactions (Log in > Transactions). View statistics, add notes, tasks and more. For information on how to add a transaction, see Adding a Transaction. […]

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Settings

Set up your account and import contacts in Settings (Login > Settings). My Information Edit your name, address, contact information and more. Most of this information may already be filled […]

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Creating a Task Plan

A task plan is a series of tasks that can be quickly and conveniently applied to a contact or transaction. Add email tasks to your task plans to automatically send […]

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Applying a Task Plan

Quickly add a series of tasks to a contact or transaction by applying a task plan. See Creating a Task Plan for information on setting up task plans. Applying to […]

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Adding a Task

Add tasks for appointments, calls, to-dos, or email activities. Find your tasks under the Tasks tab of linked contacts/transactions, and on the main Calendar and Tasks pages. To add a […]

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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 […]

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Adding a Transaction

Stay organized and on top of your business by adding transactions to Top Producer® X CRM. You can import a transaction from your MLS, add a transaction manually, or create […]

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