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

  • Calendar sync
  • Transactions (Listings/Closings)
  • Task plans
  • More Market Snapshot Integration
  • Custom email and texting templates
  • Dashboard

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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