Organising property enquiries in the real estate CRM

By Dakimmo · Published on 22 October 2026

In the real estate CRM, organising an enquiry means you can resume it in a week without rereading the whole thread. The minimum is the need, the source and the next date.

Steps

1. Separate buyers, sellers, landlords and tenants when your work treats them differently.
2. Write the need in one sentence, using the constraints the person stated.
3. File only the enquiries that have a next action.
4. Review undated enquiries every Friday.

Example

A message says “a house with a garden, not too far from work”. The agent records that sentence and asks for the area. They do not turn “not too far” into a kilometre radius.

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 enquiryReconnecting inactive enquiriesSaved listsFollow-up planner