Top Producer® X CRM Quick Start Guide

Top Producer® X CRM is your complete real estate follow-up system designed to help you build your client database easily, make personal connections and stay top-of-mind with simple, effective follow-up tools.

Getting started is quick and easy. Once you set up your account and organize your contacts, you’ll be good to go! Get started at (make sure you bookmark this URL!).

Want someone to walk you through the whole thing, live?

Click HERE to register for an upcoming live webinar!

Or, watch a recording of our most recent webinar so you can pause, rewind, and follow along at your own pace:

Alternatively, you can follow the simple guide below!:

First, complete the quick setup

Next, add and organize your contacts and leads

You’re now ready to start building relationships in Top Producer® X CRM! Just follow these best practices:

Not sure how often to follow up with your contacts? Read our tips for when and how to follow up with leads, active clients, past clients and your sphere of influence.

For further best practices, tips and strategies, attend our weekly Facebook Live webinar every Wednesday at 10am PST on our Facebook page.

Log in to Top Producer® X CRM

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