Lead Manager

Every time someone makes a listing or service inquiry at your website, your name is on the line. Today’s web-savvy prospects want information and they want it fast. The promptness and quality of your response may mean the difference between getting their business or not.

Top Producer 8i gives you the industry’s most effective system for managing web leads. It automatically converts online leads from your personal website into contact records in your database, saving you data entry and enabling you to quickly respond or apply a follow-up Action Plan. In fact, Top Producer 8i will even auto-respond and apply a targeted Action Plan for you, ensuring fail-safe follow-up on every lead. There is a Lead Provider feature which allows you to integrate all online leads from sources such as REALTOR®.com web sites, Market Snapshot and affiliate programs into your Top Producer 8i database via your website.

If you have a Top Producer Mobility subscription you’ll also receive a lead alert on your mobility device, so you can email or call the prospect while they’re still at your site!

Contacts Manager

Top Producer’s 8i’s contact management features have been designed to help you effectively organize and build your sphere of influence so that you’re able to cultivate high-touch relationships that lead to more new business, repeat business and referral business. Top Producer 8i gives you the most complete Contact Record window in the business, enabling you to store detailed information, notes, multiple addresses, property data and photos for each of your prospects and clients.

Additionally, the feature now includes a Contacts Landing Page which provides you with a handy numerical overview of your contact database. You can view an array of statistics on your leads, contacts and referrals, and you can also easily create detailed reports. This analytics tool is designed to help you to understand your business better so you can strategically take action.

Plans Manager

Top Producer 8i’s Plans Manager lets you assign an appropriate follow-up plan to each contact. Each customizable campaign can contain a series of scheduled letters, emails, postcards, calls and to-dos. When campaign activities become due, the program’s task management features will automatically remind you to perform them. You can schedule each activity for a fixed date or as part of a “cascading” sequence where the activity’s date auto-adjusts according to the completion of a previously scheduled plan activity is completed. Now, no matter how busy you get, Top Producer 8i will ensure that your activities never get out of sequence.

Top Producer 8i includes over 60 plans in English and 40 in Spanish. You can also create and store your own plans to target any demographic segment or contact group. Flexible and easy-to-use, these plans are the best possible way to keep in touch with your contacts, leads and referrals through consistent follow-up.

Referral Manager

Top Producer 8i’s Referral Manager gives you a proven system for managing and building your referral business. In fact, it’s the coordination center for all your referral records in Top Producer 8i, providing instant access to all contacts who have sent and received referrals, to the details of each referral agreement, and more. The feature also includes:

• A Referral Business Summary Report that gives you monthly and yearly total for sent and received referrals, net commission on received referrals, total referral income, and more. These statistics are easily printable in report form
• A Referring Parties by Source window that helps you encourage and reward your top referral sources
• Access to Referral Action Plans for keeping in touch with existing referral sources and generating new sources

Search Features

Top Producer 8i gives you powerful tools for quickly finding and targeting specific contacts and contact groups by phone, letter or email. The Search feature lets you perform fast searches using basic contact information. In addition, search profiles can be saved so you can quickly recall selected contact groups for future target marketing. As your database of contacts grows, you will come to realize the full power of this tool.