Top Producer® X CRM

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 […]

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Top Producer® X CRM Video Library

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 […]

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Managing Your Team

Manage your team to add, edit, or delete team members and set permissions for accessing, deleting, and exporting data. Note: To add a team member you must have an available […]

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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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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 […]

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Calendar Sync

Calendar sync allows you to sync appointments between Top Producer® X CRM and your iCloud, Google, Gmail or Microsoft (Outlook, Office 365) calendar. Existing appointments, new appointments, and updates will […]

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Adding a Property

Keep track of a contact’s primary and secondary properties by adding them to the contact record. You can import the property from your MLS, or add the property manually by […]

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Calendar

Keep on top of your schedule in the Calendar (Log in > Calendar). Set up Calendar Sync to sync appointments from your iCloud, Google, or Microsoft (Outlook, Office 365) calendar. […]

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Adding Important Dates

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 […]

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Notes

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 […]

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Tasks

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 […]

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Sending a Market Snapshot® report

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 […]

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Property Insights for Home Buyers

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 […]

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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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