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An agency sales pipeline in the real estate CRM

By Dakimmo · Published on

In the real estate CRM, the pipeline shows where each matter stands. Free includes one pipeline, Solo two, and Plus three customisable pipelines. The stages should be the ones the team already uses.

Steps

  1. Name the stages in the agency’s own words.
  2. Put each matter in one stage.
  3. Add the next action on the row, not in a separate notebook.
  4. Review matters that have been still for longer than your usual interval.

Example

The stages are “new enquiry”, “viewing booked”, “instruction”, “agreement”. A matter with no viewing does not sit in “viewing booked” to make the board look active.

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.

Agency workflowsAssigning enquiries in a small teamFollowing up a property enquiryPipelinesPipeline spreadsheet