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!