Best Practices

Top Producer® CRM is your sales pipeline in the palm of your hand. You're just 4 steps away from leveraging the power of your CRM. Watch these videos to get started!

  • Set up your profile

    Set up your profile

    Learn how to easily log in to Top Producer and add your contact info, website, agent photo, and more. Plus, connect your MLS and other Top Producer solutions to supercharge your business.

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  • Get your leads and contacts into the system

    Get your leads and contacts into the system

    We’ve made importing your data a snap! You can import from lots of sources—Outlook, Google, and LinkedIn, to name a few. Plus, Top Producer® CRM plays well with over 140+ lead sources.

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  • Access Top Producer® CRM on the go

    Access Top Producer® CRM on the go

    Learn how to easily access Top Producer CRM on your phone so you can always have your sales pipeline in the palm of your hand.

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  • Use Follow-Up Coach to become a lead conversion superstar

    Use Follow-Up Coach to become a lead conversion superstar

    Learn how to use Follow-Up Coach from Top Producer® CRM on your mobile device or desktop so you can follow up with 5 clients a day, in 15 minutes or less, no matter where you are.

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