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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 Juniper Square?

Elevate your fundraising efforts and streamline your closing procedures with a comprehensive suite that features data rooms, lead management, online subscriptions, and a customized CRM tailored for private fundraising endeavors. Say goodbye to cumbersome spreadsheets by utilizing user-friendly tools designed to calculate returns, manage waterfalls, and automate workflows for your investors. Provide your clients with outstanding reporting and immediate access to their investments via the industry's leading investor portal. Enhance your fundraising strategies and speed up closings through adaptable data rooms and online subscription options that cater specifically to your needs. Effortlessly create and securely share personalized notifications, financial reports, and statements that adhere to industry standards. Manage partnership accounting with ease while automating distribution calculations and tracking payments, all from a single, unified dashboard. This holistic approach not only simplifies workflows but also significantly boosts client satisfaction and engagement. By embracing these innovative solutions, you can transform your fundraising landscape and foster stronger relationships with your investors.

Media

Media

Integrations Supported

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

Integrations Supported

Gmail
Mailchimp
Compudyne
Docusign
Google Analytics
Lob
MaxPatrol
Microsoft Outlook
Oracle S&OP
Vectra AI
Vyzer

API Availability

Has API

API Availability

Pricing Information

$109/month/user

Pricing Information

Pricing not provided
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
Webinars
Online Training

Company Facts

Organization Name

Top Producer Systems

Date Founded

1982

Company Location

United States

Company Website

www.topproducer.com/

Company Facts

Organization Name

Juniper Square

Date Founded

2014

Company Location

United States

Company Website

www.junipersquare.com

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

Commercial Real Estate

CRM
Critical Date Alerts
For Investors
Portfolio Management

Investment Management

Accounting Management
Client Management
Compliance Reporting
Fund Management
Performance Metrics
Risk Management

Real Estate Transaction Management

Accounting
CRM
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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