Smart CRM Tagging for Realtors – How to Organize Your Leads and Boost Future Income

Why Every Missed Tag is a Missed Opportunity

There’s a quiet little feature hiding in your CRM that could be worth thousands of dollars if you use it right.

It’s not your email templates.
It’s not your task reminders.
It’s your tags.

At Big Frontier Group, we teach our agents how to use smart CRM tagging to build better relationships, unlock future business, and make follow-up feel easy instead of overwhelming.

If your database is a digital junk drawer—or if you’re still keeping track of leads in your head—this blog is for you.

🧠 Why Tagging Matters (a Lot)

Tags allow you to organize your people by who they are, what they want, and where they are in the process.

That means:

  • You can send the right message to the right people at the right time

  • You never forget who told you “maybe next year”

  • You stop treating every contact the same—and start treating them like people

A messy CRM = missed income. A tagged CRM = a goldmine.

🏷️ Common Tags That Work (and Make You Money)

Here are foundational tags we recommend:

🔥 Intent-Based Tags

  • Hot Buyer

  • Warm Seller

  • Cold Lead

  • Watching the Market

  • Wants Land

  • Wants to Downsize

  • Investor

📍 Location Tags

  • Pueblo

  • Trinidad

  • San Luis Valley

  • Custer County

  • Off-Grid Properties

  • Rural Cabins
    (Pro tip: use county, city, or niche-based geo tags)

🧭 Relationship Tags

  • Sphere of Influence

  • Past Client

  • Referral Partner

  • Fellow Agent

  • Vendor or Local Biz Owner

  • Realtor Friend at eXp

📆 Timing Tags

  • 30 Days Out

  • 6 Months Out

  • Next Year

  • Not Yet Ready

  • Lease Ends July

Bonus: Add tags for special interests like “Horse Properties,” “Creative Financing,” or “Looking for Multi-Gen.”

🛠️ How to Start Tagging Without the Overwhelm

Don't try to tag 2,000 contacts in one sitting.

Start with:

  1. New leads going forward—tag them right as they enter

  2. Your warmest 50 contacts—the ones closest to converting or referring

  3. Past clients—tag by location, deal type, and timing for future follow-up

From there, you can gradually add bulk tags as you go. (Most CRMs let you do this fast.)

📬 Use Tags to Create Smart Follow-Ups

Once tagged, you can:

  • Build smart lists by intent, location, or timing

  • Send customized check-ins:

    “Hey! Thought of you when I saw this land parcel pop up in Custer County.”

  • Run campaigns for specific groups (e.g., “Investors who want duplexes”)

  • Keep your automations and newsletters relevant

The more dialed-in your tags, the more personal your business feels—without more work.

📈 The Payoff: Why This Actually Makes You More Money

Here’s the math:
If you lose track of 10 warm leads a year because you didn’t tag and follow up, and each one is worth $5–10K in commission…
That’s $50K–$100K in missed income. Just because your CRM looked like a junk drawer.

Tagging is free.
The return is massive.

🧱 Final Thought: The Fortune Is in the Tags

You don’t need to be perfect. You just need to be organized enough to stay top of mind.

Your future income lives in the relationships you maintain.
And relationships get maintained through systems.
Tag it—or lose it.

🎯 Join the Team