Top Producer CRM

Kommentare: Our whole database, follow up systems, listing systems, closing systems and business is in Top Producer. We use Top Producer to remind us to stay in front of our prospects and clients - and to ensure we do not drop the ball with anything. Great software at an affordable price!

Vorteile: The best part about Top Producer is the ability to customize the content that is within it. You are able to build your systems, action plans, listing plans, closing plans and follow up campaigns all in one spot. What I have found when working with a team of agents over the past 11 years is that when building systems, the best thing to do is to have them all in one place - Top Producer does that. You can grow your business and/or team as big as you want - Top Producer is scale-able by being able to add users (either admin or agents). Our team would be lost with out it.

Nachteile: Some of the content in Top Producer is a little dated or irrelevant. We use all custom content that we have built so it is really a non-issue for us.

Vorteile: This software is definitely the "Cadillac" of all CRM software as far as I'm concerned. I'm in Real Estate and have dabbled in several different CRM's. So many are determined to "dumb it down" so much that it doesn't have all the items you need to keep track of and some are determined to make the system super confusing it seems. Top Producer is a robust CRM that can put action plans into place, keep track of birthdays/anniversaries for a main contact/spouse/kids/etc., integrate with leads coming in. and so much more.

Nachteile: The only con I can really state is that some people may find that it's such a robust system, they may get overwhelmed initially. My main advice is to review their help section. There are several how-to videos and topics that can help in almost any area.

Vorteile: The closing coordination plans and ability to customize them as well as the option to create all your own personalized follow up plans to meet the needs of your clients depending on your pipeline and where you are acquiring leads.

Nachteile: The lack of mobile friendly access & functions. It would be a game changer if top producer could have follow up activities sent as text reminders directly to your cell phone with the ability to open the action with the notes directly from your phone. Most agents are on the go all the time and this would be AWESOME.

Vorteile: This is a great product with great customer service and tutorial videos! If you have a database this is a must have to keep track of everyone! You can mass email, tag your customers with different tags explaining what kind of customer they are, search for contacts, save birthdays, and so much more!

Nachteile: It takes awhile to get used to this software and there is just so much to learn! Luckily there is the internet and tutorials to teach you!

Kommentare: Team collaboration and task management. Listing management.

Vorteile: Customer support at Top Producer is friendly, knowledgeable, and professional. The software is easy to use once it's set up. Tasks can be assigned to assistants or agents and easily changed when there's turnover on the team.

Nachteile: Scheduling by date can be complicated for long term action plans, like annual/holiday marketing plans. Set up can be a beast but this likely the case with any new CRM set up.