Top Producer CRM

Kommentare: The company I work for uses Top Producer for the transaction side of the deal. We do actually use another program for the drip campaigns and most of the marketing side. I dont remember why we switched but there were some bells and whistles that the other software gave that Top Producer did not, however it does not have the transaction side and I like the way that Top Producer has the front page set so that all your listings and transactions are very visable with close dates and such.

Vorteile: I like exactly what the title says, it imports the leads from the our Zillow account without any extra work. The drip campaigns and nurturing is easy to set up and customize. Once a lead becomes a client and writes a contract they are all right there in the system. No extra typing or moving of items. Also listings are easy to convert to a sale upon a contract. I have a lot of realtors under me and and I hate redoing things like typing in data again and again. This keeps it all together.

Nachteile: The only thing I can think of that I dont particularly like is that it allows for duplicates in contacts. There is a solution to it but it requires doing a search and would be helpful if it didnt allow duplicates in either the contacts or the transactions which I have also accidently duplicated or at least give a warning. Okay maybe one more thing. The reports are difficulty. Because all of our transaction info is in Top Producer, sometimes I need to pull a report or a spreadsheet of say closed buyers names addresses and emails maybe for a customer party we are throwing, the reports are very limited and not even able to be customized to create a usable spreadsheet that I could take and upload to the invitation site, so it requires a great deal of time to pull the info I need out and it would be much more helpful if the reports were customizable or at least a usable spreadsheet format.

Kommentare: My experiences with TopProducer have been nothing short of fabulous! The customer service is amazing and every person I have ever needed to speak with at TopProducer has been friendly and knowledgable.

Vorteile: TopProducer is a complete CRM with so many features that Realtors need! From contact management and lead conversion, to transaction management - this is the sole reason I have been successful as an individual agent for over 15 years and now my entire team of basically brand new agents are also incredibly successful as well!

Nachteile: To be perfectly honest - there isn't anything I don't like. It does everything I need to manage my business and my team! I'm excited about the new features coming out in 2020! This just keeps getting better and better!

Kommentare: Staying with all prospects and clients makes it all worth while. I have had prospects in my system for several years before they purchased a property. Not every lead is ready to pull the trigger immediately. I have had any clients say over the years that because I was consistent with my follow up is one reason they dealt with us!

Vorteile: Top Producer has been our go to software for over 15 years. I have several thousand contacts in my data base and it would be impossible to manage them without such a system. The pre written emails and letter are very appropriate for the real estate industry, although we have added dozens additional for individual specific applications. I insist that out new associates use the program, 1 so they can do the proper client follow up, 2 so I can over see that prospects and clients are being followed up the right way.

Nachteile: Sometimes getting the signatures correct on the bottom of our emails need extra work. The drafting sometimes needs adjustments before sending out the email. I always check the finished email before I hit send, so this can be somewhat cumbersome id doing 10 to 30 emails in the morning.

Vorteile: Reminders and tracking email exhchanges.

Nachteile: Your personnel cannot explain why all mass emails to hotmail.com can’t reach my clients.
Also, we cannot track who opens the mail.
Read receipt is also optional.

Kommentare: Our experience has been good overall. The customer service is terrific! What I love most about customer service is the clock to chat feature. Agents are always ready and able to answer my questions.

Vorteile: It is very robust! I love the way you can add tons of information about a contact. I also really appreciate the “Coach”. It reminds me to be in contact with 5 new people every day based on parameters I set up for different contact types. I also like how easy it is to send an email to select contact types making it even easier to stay top of mind.

Nachteile: The thing I dislike most is the way that contacts have to be entered when there is a household of two or more. For example, I help a husband and wife list and sell their home and buy a new one. I am normally working with both parties throughout the process and build a relationship with both. Unfortunately, Top Producer requires two individual records of I want both individuals to be included in the Coach feature, market snapshot and other very powerful tools. On the other hand, by creating two contact records for the same household, I have the risk of duplicates when sending a mailing. Plus that means there are two records to update with changes and notes.