Top Producer® 8i CRM: Quick Start Guide

Top Producer CRM’s strength lies in the intuitive and responsive intelligence it has to offer, so we’ve laid out 4 simple steps you should follow to make sure you reap the benefits from it.

While this is a must read if you’re new to Top Producer CRM, even the seasoned veterans should take a look to see if there’s a tip or 2 they can add to their arsenal.

Step 1: Get your contacts into the system resized learnmorebutton

We’ve made importing your data a snap. You can import from lots of sources—Outlook, Google, LinkedIn to name a few.

import contacts1

Step 2: Funnel your leads into Top Producer CRM resized learnmorebutton

It doesn’t get easier than this—Top Producer CRM plays well with over 100+ lead sources. Not only that, when a lead inquires about a listing, we’ll automatically create a new contact for you in Top Producer CRM. Cool, right? And we know how important your online leads are, so you’ll never, ever have to worry about losing a lead again.

lead aggregation

Step 3: Apply a simple recipe for lead conversion that works resized learnmorebutton

New leads are awesome, but you’ve got to build the trust that will convert them to lifetime, loyal clients. This takes a delicate balance of consistent follow-up, neighborhood expertise and timely responsiveness. A tall order, but we’ve laid it out for you in simple steps so you can rest easy knowing your leads are taken care of.

lead conversion plan resized

Step 4: Last but most certainly not least—let the Follow-up Coach lead you to effortless follow-up perfection resized learnmorebutton

Consistent follow-up leads to more transactions and repeat & referral business, but you don’t know who to follow up with. Don’t worry—the Follow-up Coach has you covered. Knowing who’s who in your database, you’ll be handed 5 clients a day you should reach out to. And if you’re at a loss for words, the Coach will suggest what to say based on your relationship. It doesn’t get better than that.

1follow up coach

Now some of us like to be walked through setting stuff up, while others prefer following step-by-step instructions. If you’re the self-service type, each step above has a link you can click for further instructions. Or, if you’d rather we walk you through it, just give us a call at 1-800-830-8300 or click Chat Now below, Mon-Fri, 7:30AM to 4:00PM (PST).

We can’t wait to see the follow-up magic we create together!

Log in to start the steps to success!

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