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 tools. Getting started is quick and easy. Once you set up your account and organize your contacts, you’ll be good to go! Get started at
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 contacts manually by clicking the Add Contact button. Enter in the contact’s details, set their status, type, source, etc. as desired and click Save Contact
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 140 lead sources: Log in to Top Producer® X CRM. Go to Settings > Lead Providers. Click Copy to copy your @myleads.io email address. Sign in to your
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 time growing your business—not entering contact information. Log in to Top Producer® X CRM. Go to Settings > Import Contacts. Click Choose File to Import
Read More...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 to organize all of the contacts in your database. Think of a contact type like a category, label, or group that you assign to your
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 connect Top Producer® X CRM to your MLS under Settings > MLS Credentials. Click Add Insight to add a new property. In the search field,
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 out for you, but you’ll want to check it for accuracy. Click Save My Info to save any changes. Billing Information If you’re a solo
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 for it to appear under multiple contacts. Tasks added here will show in the main Tasks page, as well as in the Tasks tab of
Read More...The bottom row of tabs in a contact record contains several options for viewing your communication history with a contact, checking on upcoming tasks, and viewing property insights. Notes View contact notes. Click a note to expand it, displaying the full text. To edit an expanded note, make your changes directly in the note then
Read More...Keep on top of your schedule in the Calendar (Log in > Calendar). Add your Google account to sync appointments from Google Calendar. Choose between Month, Week, and Day views. Navigate between time periods with the arrows in the top left, and quickly jump back to today with the Today button. Click a task or
Read More...Find all your notes in one place and quickly add new notes in Notes (Log in > Notes). Adding Notes Click Add Note to add a new note. Note that when adding notes from the Notes page, no contacts are associated by default. Use the Search to add… field to find contacts to add to
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 can help you reach out to just a few a day would help, right? That’s what we’ve done! Each day we’ll give you 5 clients
Read More...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 or appointment details, or just general notes associated with a contact, like what their dog’s name is or where their kids go to school. To
Read More...You can add tasks for appointments, calls and to-do activities. Saved tasks will be viewable on the Tasks tab of linked contacts and on the Calendar and Tasks pages. To add a task click Add Task in a contact record, the Tasks page, or the Calendar page. Set the task type to Call, Appointment (time-specific),
Read More...You can compose your own email or send an email in seconds by using one of our pre-written email templates. And if you’ve connected your email account in Top Producer® X, you’ll also be able to see who’s opened what! Sent emails are viewable under the Emails tab of the contact record. Click Compose Email
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 tracked. Tracked texts are available in the contact record under Texts. Click Send Text in a contact record to send a text. Note: Due to
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 new listing and sold data. Click Snapshot in a contact record to send a snapshot. Enter Contact details, Address, Buyer preferences, and choose the Snapshot
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 a birthday, property anniversary or lease renewal again! Adding Your Important Dates Click Add Date in a contact record. Enter a description, set a date,
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