Top Producer CRM updates technology again
While some aren’t enthusiastic about the customer relationship management (CRM) technology world, but for real estate professionals, it is the backbone of their business, their “backup brain,” as Top Producer CRM calls it. Although the company has been around for quite some time, they piqued our attention when they became the first to develop in HTML5, and have just announced integration of Dropbox and Google Drive to better manage online documents from one place. Reducing how many steps any process takes is the name of the game these days.
In a statement, Top Producer notes, “Often the real estate process starts with an inquiry and then follows a path of collaboration with an agent until the customer closes on a property. In the days after a listing is signed or a contract is written, there are more, not less communications between customer and agents. Because legal and contractual agreements are in play, the communications become detailed and documents become important to track and associate with your client.”
Some are inclined to use electronic signature and document management services specific to real estate, and those can be bulk uploaded to cloud storage, and in addition to contracts, much of the communication process happens before there is ever a contract in play, so many agents rely heavily on storing those communications and documents on Dropbox and Google Drive, the two most popular cloud storage services.
Other updates to Top Producer
The company has also released a new feature to merge duplicate contacts and add action plans from anywhere.
Top Producer says there is now “a simple and powerful duplicate contact check so that you can easily combine contacts without losing any data. We’ve also added the ability to apply action plans from your mobile device allowing you to schedule immediate and meaningful follow-up for all your clients the second you get off the phone with them! Smarter lead alerts help keep you on target to make the right connection at the right time.”