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Sign into your accountProduct Review: Top Producer CRM™
May 14 2012
Top Producer's CRM (Customer Relationship Management software) is a cloud-based solution designed specifically for real estate professionals. Those of you who have been around awhile probably remember that Top Producer used to be software that you installed on your computer. Now, because Top Producer is cloud-based, you can leverage the platform from any touch screen mobile device, tablet or desktop computer. We took a look at the product from the perspectives of both a computer user and a mobile user.
The Basics
The goal of any CRM is to help you organize, manage, and stay connected to your contacts. Most CRM solutions have many functions in common – adding contacts, editing contacts, making notes in contact records, etc. However, Top Producer is one of the CRM providers that have chosen to go beyond the basics and offer marketing plans to help you keep in touch.
Referring to them as "action plans," Top Producer offers a great variety of these predetermined series of touchpoints. Among these plans are some that extend out as far as 10 years. Any of the emails or other materials included in the action plans can be edited as much as the user desires. Here's a peek at a typical action plan:
