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Choosing a CRM for a small agency

By Dakimmo · Published on

In the real estate CRM, a small agency needs a shared file, not software that assumes a marketing department. The useful test is knowing who must act, on which contact, before Friday.

Steps

  1. Count the people who log enquiries, not an ideal org chart.
  2. Write the stages you actually use, from the first enquiry to an agreement.
  3. Check how a contact moves from one person to another without a spreadsheet copy.
  4. Ask for a demo on one of your own matters, not on an unknown sample.

Example

A three-person agency separates “new enquiry”, “viewing” and “instruction”. Each person sees the day’s actions. The principal reads the pipeline. They do not buy a module nobody will keep up to date.

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.

Choosing a CRMCRM for an independent agentChecklist for selecting a CRMPipelinesCRM requirements brief