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
Read More...Add tasks for appointments, calls or to-do activities. Find your tasks under the Tasks tab of linked contacts/transactions, and on the main Calendar and Tasks pages. To add a task,
Read More...A task plan is a series of tasks that can be quickly and conveniently applied to a contact or transaction. See Applying a Task Plan for more information on how
Read More...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.
Read More...View your communication history, check upcoming tasks, see property insights and manage Market Snapshot® reports from within the contact record. Dashboard View the important details you need most here. View
Read More...Stay on 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
Read More...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...Top Producer® X CRM allows you to conveniently view and manage your Market Snapshot® reports, so you can easily showcase your expertise and stay top of mind by providing consumers
Read More...Send Market Snapshot® reports to your clients to keep them in the loop on what’s going on in the market. You’ll provide hard-to-find info on the real estate market, including
Read More...Please enjoy our library of Top Producer® X CRM support videos below. Click a link below to jump to the video. Importing Contacts – Top Producer® X CRM Quick Start
Read More...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
Read More...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...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
Read More...Approach each conversation with more insight and information than ever before by tracking your buyers’ interested properties under Property Insights in the contact record. Note: Before using this feature, first
Read More...Of course you have more than just birthdays to remember, which is why we’ve given you an easy way to enter important dates for anything you want. You’ll never miss
Read More...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
Read More...See your incomplete tasks in Tasks (Log in > Tasks). Adding Tasks Click Add Task to add a call, appointment (appt.), or to-do task. Add additional contacts to the task
Read More...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
Read More...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...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
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