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Product Reviews
Product Review: Top Producer CRM™
By RE Technology Staff
3.25 out of 5 by (4) User/s
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The Basics
The goal of any CRM is to help you organize, manage, and stay connected to your contacts. Most CRM solutions have many functions in common – adding contacts, editing contacts, making notes in contact records, etc. However, Top Producer is one of the CRM providers that have chosen to go beyond the basics and offer marketing plans to help you keep in touch.
Referring to them as "action plans," Top Producer offers a great variety of these predetermined series of touchpoints. Among these plans are some that extend out as far as 10 years. Any of the emails or other materials included in the action plans can be edited as much as the user desires. Here's a peek at a typical action plan:
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Product Review: Top Producer CRM™