Top Producer® CRM - Updates to 'X'

Here's a list of updates we've made to Top Producer® X CRM so far this year. Many features are currently in development, so you can expect to see lots more soon! 

And we are committed to continually evolving Top Producer® X CRM with feedback from our valued customers, so please keep the feedback coming! Just click the Feedback button in the bottom left in Top Producer® X CRM or submit your ideas in our Facebook group.

Coming soon

  • Custom email and texting templates
  • Team management capabilities
  • Calendar sync
  • And much more!

Update - March 19, 2021

  • Canadian Market Snapshot® users—we've migrated the majority of the Canadian MLS boards to the new platform! There's a good chance your board is one of them. See this article for everything you need to know.
  • Tab name now displays the contact name or transaction address when you’re viewing a client or transaction record. (We’ll be updating the tabs for other pages in Top Producer® X CRM in the future.)

  • Transaction notes now display in the related clients’ records as well as in the transaction record.
  • You can now sort by transaction-related tasks in the main Tasks list.

  • Fixed an issue updating the task description on repeating activities.
  • Fixed a “null” error that displays when working with tasks.
  • More bug fixes and enhancements.

Update - February 18th, 2021

  • You can now add a contact while creating a new transaction! Just click the Add New Contact button from the Add transaction page.

  • Fixed an issue with the Expected commissions totals. Manually-added transactions are now included in the summary total.

  • When adding a task, you can now enter a title and long description. This improves support for task data syncing with third-party providers like Google Calendar.
  • More bug fixes and enhancements.


Update - February 5th, 2021

  • Attention Teams! You can now assign a transaction to a specific agent, so only the assigned agent & the "responsible" agent (aka team lead) can see the transaction. Just add the agent(s) to the transaction from the Parties tab in the transaction and the permissions you've set in Top Producer® Classic (8i) will be applied. 


Update - January 20th, 2021

  • For teams, you can now see all of the tasks your team members are  responsible for and the status of each by using the Assigned to filter in the main Tasks list:

  • All task list items, whether on the main Tasks list, inside a contact, or part of a transaction now have a delete icon.

Update - January 14th, 2021

  • You can  now add recurring activities with ease! Add a simple recurrence based on the task date or click Custom to set up a custom set of rules.

  • Ability to add dollar amounts for your transaction commissions, and commission rates now support 3 decimals.

  • Fix an issue so that spouse/partner names now appear correctly on tasks.
  • Other bug fixes and enhancements.

Update - January 5th, 2021

  • Ensure assistants can be assigned when creating tasks for Plans.
  • Fix an issue with 0 day tasks in Task Plans.
  • Improve support for land-only addresses in Transactions.
  • Other bug fixes and enhancements.

Update - December 16th, 2020

  • Ability to assign plan tasks to a team member.
  • Now add a transaction from the contact record.

  • Spouse name included when viewing transaction parties, and ability to search for and add parties when creating a transaction.
  • Ability to duplicate a plan while viewing the plan details.
  • Other bug fixes and enhancements.


Update - December 8th, 2020

  • New task filters in transactions & contacts allow you to filter by status & date range.

  • New Property Insights status - Sent to Client - helps you track which properties you’ve sent to your clients.
  • New key date added to transactions & task plans - Financial commitment date.

Update - November 30th, 2020

  • You can now manually add a transaction before it's on the MLS, in addition to being able to import them from your MLS. No more waiting for a listing to be added to your MLS before you can add a transaction to Top Producer® X CRM!
  • You can now add “one-off tasks” to your transactions that are dependent on key dates (for example, check in with a client 5 days prior to the closing date). Now you can just add a task directly to the transaction without having to associate the task with a plan. When viewing the transaction, just add a task and then specify the important date you want the task to be dependent on: 

  • If you don’t need to calculate the broker split in your transaction commissions, you can now just leave the broker split empty or enter zero.
  • You now have more details on the status of your contact sync, so if there’s ever an issue syncing your contacts, you’ll be the first to know.

Update - November 3rd, 2020

  • We are so excited to announce that Transactions & Task Plans are now available! From MLS integration that allows you to import transaction data, to task plans that dynamically update your workflow as things change, transaction and task management is about to get a lot simpler. See this article for details. 

  • If your Market Snapshot® reports have moved to the new platform (65 boards currently with more coming every week), two highly-requested features have been added - the ability to search by subdivision and ability to preview the properties found by your report criteria! 
  • New & improved Contact Sync is now live for all users. Sync directly with the programs you use every day (Gmail and Google apps, MS Exchange / / Office 365, and Apple’s iCloud!)
  • Photos are now visible for incoming text messages from your clients inside Top Producer® X CRM.
  • A number of other bug fixes and enhancements.

Update - September 16, 2020

  • It’s now easier than ever to manage your Market Snapshot® reports! Just click the new ‘Snapshots’ menu item to see a list of all your reports, and click to see specific report details and make changes. 

  • We want you to have as much client info as possible, so you can now add up to 10 websites per contact! 
  • The new Market Snapshot® consumer email we released a couple of weeks ago to improve deliverability is now available to all Market Snapshot® subscribers, regardless of whether we’ve moved your reports to the new platform yet.   
  • And a highly-requested tweak - when marking an activity done, any previous notes are included.

Update - August 26, 2020

  • Market Snapshot® updates to improve email deliverability AND the ability to create a report by school district! See this article for details 
  • See more of your contacts’ tasks from the Tasks tab in their record. You’ll now see tasks dating back 30 days and upcoming tasks up to a year from now.
  • Now display tasks that are complete, incomplete or both from within the Tasks list.
  • A number of bug fixes and enhancements.

Update - August 7, 2020

  • It just got easier to track details about the properties you show your buyers! You can now add notes to your Property Insights, so all the important details about the buyer journey are at your fingertips. Just click the Add note icon to the right of the property. 
  • A number of bug fixes and enhancements.

Update - August 5, 2020

  • Early access to the all new Contact Sync - we'll be rolling out access to different user groups over the coming weeks. The new version includes the ability to sync with:

Gmail and Google Apps and Office365 

 Apple’s iCloud 

  • Ground work for a number of new features including calendar sync.
  • A number of bug fixes and enhancements.

Update - July 14, 2020

  • Property Insights just got better! The property status in your clients' records is now pulled from your MLS, so you can rest easy knowing you've got the most detailed info at your fingertips.
  • Ground work for a number of major features coming soon.
  • A number of bug fixes and enhancements.

Update - June 17, 2020

  • A new Quick Connect button let's you compose a note, email, text, task, or snapshot from anywhere in the product! Click the round blue button with the pencil icon on the left of the screen to get started.

  • Market Snapshot integration at the contact level is here! Open a contact and click "Snapshot Reports." You can now start, stop, and review your snapshot statistics all from within Top Producer® X CRM.
  • A new contact dashboard inside the contact lets you see some of your key information at a glance.
  • Contact search is now available from all screens.
  • Improved contrast and new design refinements (mobile improvements coming soon).
  • Lots of bug fixes and enhancements.

Update - May 7, 2020

  • Fixed issue with text message display.
  • You can now filter your tasks by completion and search by a custom date range.
  • When adding a property insight, you can now search by MLS ID in addition to property address.
  • Solo US agents can now update their Top Producer® billing info & view invoices via the® professional dashboard. (In Top Producer® X CRM, just go to Settings > Billing Information.)
  • Our fabulous Customer Care team is now available in Top Producer® X CRM via chat! (Just look in the bottom right of the program.)
  • Improved accuracy of email open/view tracking.
  • Other bug fixes and enhancements.

Update - April 14, 2020

  • Announcing Property Insights! It's now super easy for you to keep track of all the properties you show your buyers in Top Producer® X CRM! Listing details are pulled from your MLS, so you don’t have to manually enter any info, and you'll have the current status of a property and other details right at your fingertips.  See this article for details on the 2-minute setup.

  • You can now manage your Market Snapshot® settings and the agent info that appears on your snapshot reports from within Top Producer® X CRM . See the My Information or Market Snapshot settings pages in Top Producer® X CRM to manage your preferences.
  • Other bug fixes and enhancements.

Update - March 9, 2020

  • Follow-up Reminders are here! Take client follow-up into your own hands with customizable reminders. Simply set the custom reminder for each group of contacts to meet the follow-up needs of your business. Click the Add Follow-Up Reminder button at the top of each contact tab to get started, and see this article for details.

  • You can  now add important dates while adding a task from within the Calendar.
  • Other bug fixes and enhancements.

Update - February 21, 2020

  • Email signatures are here! You can now add a signature for each email account you have set up in Top Producer® X CRM.
  • Set your default email address by clicking the settings cog icon when composing an email.
  • Add links & images to your emails.
  • Add buyer preferences when adding a contact.
  • Set your display preferences for the calendar by clicking the settings cog icon when viewing the calendar).
  • View your important dates in the calendar.
  • Lots of other bug fixes and enhancements.

Update - February 6, 2020

  • Mass selection is now available! Use mass select to add contact types to all your contacts.

  • Get all your leads in one place! Set up all of your lead providers by using the email listed on the Lead Providers page in Settings. 
  • Bug fix: Social Bio information from is fixed

Update - January 27, 2020

  • You can now add your own Source when adding or editing a contact. Select "other" from the list to add a new lead source.
  • 2 new Market Snapshot® email templates! Click the 'Insert template' button when composing an email and look for 'Market Snapshot follow-up' for both buyers & sellers.
  • The contact name associated with a call or to-do task is now shown in the Calendar day view task list.
  • Other bug fixes and enhancements.

Update - January 10, 2020

  • Fixed an issue where the Safari browser was misreading dates in Calendar events.
  • Fixed an issue where the compose email toolbar menu items were not reflecting the proper selected value.
  • Fixed an issue when clicking on Important Dates would cause an error message.

Update - January 3, 2020 

  • Top Producer® X CRM now includes a contact's social media photo if available. See this article for details on the social media integration and watch the 1-minute video below.

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