Top Producer® X CRM Quick Start Guide

Welcome!

Top Producer® X CRM is your complete real estate follow-up system designed to help you generate more repeat-and-referral business. 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 add your contacts, take two minutes to connect your email account and set up texting and you’ll be good to go!

Contacts

It all starts with getting your contacts in the system so you can enjoy a 360° view of every contact, get automatic prompts to follow up, and more.

>> Set up contacts

Email

Then you can connect your email account to see who’s opening your email, get a complete communication history in your clients’ records, and more.

>> Set up email

Texting

Lastly, set up texting to send texts from within Top Producer® X CRM and see a complete texting history in your clients’ records.

>> Set up texting

Next steps

What to do next? Here are a few suggestions.

  1. Check out Contacts > Follow-up. We’ll suggest contacts to check in with so no one slips through the cracks.
  2. Click the cog icon on the Contacts page to add custom contact buckets based off contact type, status, or a search.
  3. Use the Wrap up call pop-up on task completion to record details and schedule follow-ups.

For further best practices, tips and strategies, attend our weekly Facebook Live webinar every Wednesday at 10am PST on our Facebook page.

Remember, we’re here to help! If you have any further questions or concerns don’t hesitate to contact Customer Care via Live Chat or by phone at 1-800-830-8300.

Log in to Top Producer® X CRM


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