Categorizing your clients doesn’t have to be just about their interests. There are a number of ways you can use the categories that you create to stay organized and market effectively. Wise Agent CRM allows you to create as many categories as you need. And each client can be in multiple categories! We’ve put together a list of example categories that you can take and utilize in your CRM to better sort and systematize your database.
- Buyers Leads
- Sellers Leads
- Past Buyers
- Past Sellers
- Sellers
- Buyers
- Sphere of Influence
- Friends
- Past Clients (you can even break this category down by years. Ie: past clients 2007)
- Clients
- Leads
- FSBO
- Farm
- VIP
- Family
- Referrers
- Expired
- Vendors
- Top #
- Monthly Newsletter
- Agents
- Retired
- Millennials
- Football Fans
- Basketball Fans
- Hockey Fans
- Baseball Fans
- Golf Fans
- Boating
- Disc Golf
- Equestrian
- Fishing
- Hunting
- Gardening
- Musicians
Click here to learn more about how you can Categorize the Contacts in Your CRM for the Best ROI!