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Following up buyers in the real estate CRM

By Dakimmo · Published on

In the real estate CRM, buyer follow-up rests on written criteria: area, property type, constraints, timing. A budget is recorded only when it was stated.

Steps

  1. Open a brief with at least one real criterion.
  2. Attach the properties you propose to that brief, without quietly widening the area.
  3. After each send, date the next review.
  4. When the criteria change, keep the old wording in a note.

Example

Paul wants “near his son’s school” and a three-room home. The agent records the named school and three rooms. They do not replace the school with a whole district until Paul says so.

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-upWriting a buyer briefCriteria for matching a property and a buyerProperties and matchingBuyer brief