Action Plans

Top Producer 8i’s Action planner lets you assign an appropriate, automated follow-up plan to each of your contacts, helping you create clients for life. Each customizable plan from our extensive library can contain a series of letters, emails, postcards, calls, to-dos and appointments scheduled to occur on a time-released basis.

Today’s Business

Each time an activity generated from an action plan or created using the integrated scheduler comes due, your Today’s business feature acts as an electronic assistant reminds you so that nothing falls through the cracks.

The Dashboard

The Dashboard provides a snapshot of the day's activities, displays any new leads, and provides shortcuts to many of the program's main features including adding new contacts or activities. Use the Dashboard to stay organized and efficiently perform tasks from one main page. View sample

Comprehensive Client Management

These features are directly linked to your comprehensive contact management features so you can effectively keep all your prospecting, follow-up, listing, and closing activities on the same page.

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