Follow-up after a viewing in the real estate CRM
By Dakimmo · Published on
In the real estate CRM, the viewing note is written the day of the visit. It contains what was said on site and the next step. It does not record an intention nobody stated.
Steps
- Write the property, the person and the viewing date.
- Summarise the remarks you heard, not your interpretation.
- Decide on one next action.
- Date that action before you leave the record.
Example
After a viewing the person says the kitchen is too small and they want to see another property on Thursday. The note says that. It does not say “80 percent interested”.
A move to Dakimmo is scoped with the team from a file you prepare. Nothing is imported on its own, and this page adds no connection that is absent from the published catalogue. Capabilities are checked on a demo.
Follow-upFollowing up a property enquiryOrganising property enquiriesCalendar and tasksViewing report