Top Producer® 8i CRM: New User Resources

You’ve logged in, you’ve imported your contact list, maybe you’ve had a look around in your Top Producer CRM account, and you’re starting to get an idea of all of the ways that this versatile, powerful program can help build your business and maintain your relationships with your clients.

With so many options though, it can be a challenge to know where to start. That’s why we’ve put together this list of links that will introduce you to the most effective and useful features that Top Producer CRM has to offer to new users.

Bookmark this page and refer back to it whenever you want to know more about what Top Producer CRM can do for you!

Setting your Agent Photo and Logo

Maintaining your branding is important, and Top Producer CRM can help you do it! Simply enter your desired agent photo and company logo once and it will be used in any flyers, presentations, email or printed material you send.

For more on how to set your agent photo and logo see Adding an Agent Photo or Company Logo

Power up Your Follow-Up

Top Producer CRM’s Follow-up Coach takes the guesswork out of keeping in touch with your contact list. It’s an automated system that will present contacts to you daily based on criteria you can set and recommend the next steps for keeping in touch. What could be easier? For more information check out our Follow-up Coach article.

Take Top Producer CRM with you wherever you go

Top Producer Mobile is our extremely popular mobile solution. It gives you access to almost every feature the desktop version of our program has to offer, and the best part is there’s no setup or synchronizing required!

To begin using Top Producer Mobile, go to using your mobile browser and log in.

For more information about Top Producer Mobile see Top Producer Mobile Support

Link Your Documents to Top Producer Contacts

Our document integration features allow you to keep all of the information you need close at hand in your contact records. By linking Top Producer CRM with either DropBox or Google Drive, you can link files, documents, even pictures to your contact records and send them off by email with the click of a button.

For more about Document Integration see Attaching Documents with Google Drive and Dropbox

So there you go. That’s probably enough to give you some idea of what Top Producer CRM can do for you, and I’m sure by now you have a few ideas of your own about how these features alone can save you time and effort. There’s much more too! Have a look around Top Producer Campus, watch videos, or even sign up for free online training using the links at the top.

Log in to Top Producer CRM.

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