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Preparing a CRM change

By Dakimmo · Published on

In the real estate CRM, changing tools starts with a file the agency understands. Dakimmo scopes the move with the team. The published product does not start that move on its own, and accepted formats are confirmed on a demo.

Steps

  1. Export contacts, properties and open matters, each in its own file.
  2. Document what each column means.
  3. Remove test rows and obvious duplicates.
  4. Bring a sample to the demo and decide together what will be taken across.

Example

An agency prepares 40 open contacts and leaves the 2014 history in the archive. On the demo, only the name, need, stage and next-date columns are taken across in the first pass.

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.

Files and metricsCleaning a contact spreadsheetPreparing a CRM demoContacts and prioritiesCRM requirements brief