One-stop shop
Use Cases and Deployment Scope
Top Producer helps house all of our contacts (current clients, past clients, active leads, new leads, prospects, vendors, etc.) in one place. We use it as our main client database and for our communication (especially mass emails/campaigns). We utilize basically every feature that it offers (and there are a lot!), i.e. drip campaigns, calendar, emails, tagging, notes, etc. It helps make it a one-stop shop for almost everything we want to do when it comes to our database.
Pros
- Campaigns
- Mass emails
- Tagging
Cons
- Customize copied campaign templates
- Searching by property address, phone number, and email address
- More concise pre-made export options
Most Important Features
- Drip campaigns
- Excel/CSV exporting feature
- Housing contacts in one place
Return on Investment
- Streamlined communication
- Helped customize campaigns
- House all info about a contact (properties owned, status, important dates, contact info, etc.) all in one place
Other Software Used
kvCORE, tawk.to, Dotloop