Probably one of the largest available systems currently available is the Top Producer system. It is currently one of the most in-depth and well supported systems available, allowing for real estate agents to gain a considerable amount of help in regards to client management.
This review will be an on-going review. I will uncover my takes on different parts of the Top Producer system, and over time have a comprehensive review of the entire software. Currently, the system is far too extensive to be covered in one post.
The Address Book
I really like how they implemented the address book. Upon login, you can easily select the link to take you to your address book by selecting the “contacts” option on the main header bar. Once there, you may select your clients name by using the alphabetical links located to the right of the address book. The way this is implemented in my experience has been very smooth. I’m very easily able to select clients using this browser. You may also search by groups, which will be discussed later.
When single clicking on a contact, a brief peek at their contact information loads on the page to the left. This allows you to quickly get phone numbers, notes, or upcoming appointments. You may also enter contact notes using a link located on the preview page.
When double clicking on a contact, you are presented with a full blown highly detailed contact input form. You may edit all fields at any time, and it asks you for most of the usual: Full name, phone numbers, emails, addresses.
Soon, I will go into more detail on the contact manager and provide some insights into what has proven to be useful, and what hasn’t.
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