Follow Up Any Time, From Anywhere with Follow-up Coach
Following up with your sphere could not be an easier with Follow-up Coach. With Top Producer® CRM on your mobile device you can follow up with 5 clients a day, in 15 minutes or less, no matter where you are. Plus, you have the option to follow up by phone, text, email, or send a Market Snapshot® report (we’ll talk more about Market Snapshot® later).
With pre-written templates, you can follow up while you wait for your coffee or between listing appointments.
You are a few taps away from fast follow-up from your mobile phone
Open Top Producer® CRM from your mobile device (see below for desktop instructions).
From the home screen, tap Follow-up Coach.
The Follow-up Coach will surface 5 contacts you should connect with every day.
Click the Take Action button and select an action: call, text, email or send a Market Snapshot® report.
You can write your own email or use one of the quick-response emails available in your account.
Access Follow-up Coach from Your Desktop Computer
Log in to Top Producer® CRM.
The Follow-up Coach will automatically appear on your Home screen.
Click one of the contact cards to take action.
Next select an action: you can call, email or send a Market Snapshot® report. When you’re done, don’t forget to click Wrap Up so you can record details, add a note and schedule the next follow-up!
To see new contacts to contact click the blue Refresh List button on the right.
Don’t Have Market Snapshot®?
Market Snapshot® reports are the perfect companion to Top Producer® CRM. With Market Snapshot® you can automatically send your clients and prospects accurate, real-time market reports tailored to their requirements. Plus, Market Snapshot® reports have an 18% average click through rate - that’s 16% higher than the industry average!*