Organizing and Classifying COIs in Quivr CRM

One of the first questions new users ask when setting up Quivr CRM is: “Where do I put my attorney, CPA, or vendors?” These types of professional contacts—commonly called Centers of Influence (COIs)—play a crucial role in an advisor’s network, but they don’t always fit neatly into the same categories as client households. That’s where Quivr makes the process simple and effective.

Why COI Organization Matters

Advisors often maintain a long list of COIs: attorneys, accountants, insurance professionals, and other key referral partners. Without a clear system for tracking and organizing these relationships, valuable information can get buried—or worse, lost altogether. When COIs are managed as thoughtfully as client households, advisors gain efficiency, streamline workflows, and open new opportunities for collaboration.

Using Picklists for Consistency

Quivr CRM offers powerful customization options to help classify COIs in a way that makes sense for your firm. By leveraging picklists, you can assign standardized categories that keep your data clean and consistent. Instead of typing in “CPA” one time and “Accountant” another, a picklist ensures your team uses the same terminology across the board. This level of consistency eliminates guesswork when filtering, reporting, or building workflows.

For example, you can create a picklist to classify COIs by profession:

• Attorney

• CPA

• Insurance Professional

• Vendor

• Other

Once applied, these categories can be used just like any other client field in Quivr—filtering views, triggering workflows, or segmenting reports.

Going Beyond the Basics with Tags

While picklists provide structure, tags allow for flexibility and creativity. Many advisors use tags for fun, practical, or seasonal needs. For instance, you might tag COIs by referral source, communication preference, or even who receives cookies during tax season 🍪.

Tags give you quick filtering power without requiring rigid categorization, making them a perfect complement to picklists. Together, these tools ensure that your COIs are not only organized but also actionable in day-to-day use.

Clean Data = Better Workflows

When COIs are properly classified, it’s easier to pull reports, identify referral trends, and build workflows that engage these relationships in a meaningful way. Imagine creating a workflow that reminds your team to reach out to CPAs each spring, or generating a report of top referral partners at the end of the year. With Quivr, that level of organization is built right into your CRM process.

Building Stronger Connections

At the end of the day, managing COIs in Quivr CRM isn’t just about clean data—it’s about strengthening the professional relationships that help your clients succeed. By giving COIs the same structure and attention as households, you set your firm up for smoother collaboration, better insights, and stronger growth.

👉 Ready to see how Quivr can simplify COI management and elevate your workflows? Schedule a demo today.