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 https://crm.topproducer.com (make sure you bookmark this URL!).
First, complete the quick setup
Next, add and organize your contacts and leads
You’re now ready to start building relationships in Top Producer® X CRM! Just follow these best practices:
- If you starting your database from scratch, focus on your past clients and sphere of influence
- Make sure every contact has an address, contact types and status
- Add property insights for your active buyers
- Add tasks to keep track of next steps on your calendar
- Add important dates (birthdays, home anniversary, wedding anniversary, etc.)
- Use your custom tabs and the Follow-up Coach daily so no one slips through the cracks
- Improve your follow up by subscribing your contacts to Market Snapshot reports
- Use the Feedback button inside Top Producer® X CRM to suggest improvements!
Not sure how often to follow up with your contacts? Read our tips for when and how to follow up with leads, active clients, past clients and your sphere of influence.
For further best practices, tips and strategies, attend our weekly Facebook Live webinar every Wednesday at 10am PST on our Facebook page.
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