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What is Top Producer CRM?

The Top Producer CRM equips agents with essential resources to nurture client relationships throughout every phase of the client lifecycle. This platform offers more than mere contact management; it integrates MLS data, email communication, websites, text messaging, intelligent insights, and automated marketing strategies to ensure you remain memorable. Additionally, Top Producer is packed with a variety of conversion campaigns, transaction workflows, and customizable templates that can significantly enhance your productivity. Stay connected with your contacts by leveraging comprehensive 360 views and X-Factor insights derived from social media, which automatically refresh profiles, photographs, interests, jobs, and locations. With MLS Property Insights, you can effortlessly monitor the properties that captivate your clients, thanks to a complimentary MLS Connection for tracking listings that they have shown interest in or inquired about. Develop adaptive workflows that initiate with a fresh lead and conclude with a successful closing, all while dynamically adjusting as tasks are finished, perspectives shift, or deadlines are missed. This flexibility allows you to manage your client interactions more effectively and efficiently.

What is Folio by Amitree?

Folio enables real estate agents to efficiently manage their transactions directly from Gmail or Outlook, while providing seamless integration with GSuite and Microsoft 365. With the trust of over 100,000 agents, Folio aids in timely closings, impresses clients, and generates more referrals. This tool simplifies the process of wow-ing clients and keeping transactions organized, even during the busiest of times. Folio operates within your existing email environment, utilizing AI to automatically identify emails pertinent to real estate transactions. It allows for the swift creation of shareable timelines for clients and colleagues with just a single click. Additionally, Folio ensures your deals remain on schedule by offering transaction timelines and reminders that sync with your Google or Outlook Calendar. By consolidating all necessary emails, documents, and contacts into Smart Folders, Folio streamlines your workflow, making it unnecessary to search for important files ever again. Everything you need is conveniently organized and accessible!

Media

Media

Integrations Supported

Gmail
Google Drive
123FormBuilder
BoldLeads
Dropbox
FiveStreet
Mailchimp
Open House Wizard
ProspectBoss
Swiftleads AI
Zillow
realtor.com

Integrations Supported

Gmail
Google Drive
Docusign
Google Calendar
Google Contacts
Microsoft 365
Microsoft Outlook

API Availability

Has API

API Availability

Pricing Information

$109/month/user

Pricing Information

$29/user
Folio Basic - Free Forever, no credit card required
- Manage up to 3 transactions at a time for free
- Shareable transaction timelines and email organization
- Send reminders, notes and tasks straight from Gmail
- Sync events/tasks with your Google or Outlook Calendar
- Sync contacts for up to 3 Smart Folders

Folio Pro - $29/month
- Everything in the Basic Plan, plus:
- Unlimited transactions and Smart Folders
- Unlimited custom timeline templates to save you even more time
- Unlimited contacts for every Smart Folder
- DocuSign integration with Gmail to get all needed signatures
- Automatic attachment syncing to Google Drive
- One-click transaction history export to PDF
- Custom image background and logo for your timelines

Folio Team - starts at $27.50/user/month
- Everything in the Pro Plan, plus:
- Centralized billing
- Shared timeline features
- Discounted pricing for larger teams. Contact us for a quote for 11+ accounts.

Folio Enterprise
- Contact us for custom integrations.
Free Trial Offered?

Supported Platforms

SaaS
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Top Producer Systems

Date Founded

1982

Company Location

United States

Company Website

www.topproducer.com/

Company Facts

Organization Name

Amitree

Date Founded

2012

Company Location

United States

Company Website

www.amitree.com/try-folio/

Categories and Features

Real Estate

Not specified

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Lead Management
Property Database
Website Management

Real Estate CMA

Contact Management
Lead Capture
Market Charts
Price Forecasting

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Marketing

CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Reporting / Analytics
Social Media Marketing
Website Builder

Real Estate Property Management

Contact Management
Portfolio Management
Residential Properties

Real Estate Transaction Management

Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
File Sharing
Task Management
Transaction Review

Categories and Features

Real Estate Agency

Calendar Management
Client Database
Contact Management
Contract Management
Listing Management

Real Estate Transaction Management

Appointment Scheduling
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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