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Contacts and prioritiesYou record the person, their need and the next action. The Free plan includes contacts. Solo and Plus add the explained score and your own manual note. This page does not claim that a score predicts a signature.Saved listsA saved list finds the contacts that match criteria you set, without rebuilding the search each morning. Sends tied to a list are set up in mailing, which is on Plus.Properties and matchingA property keeps the facts you entered. Matching compares those facts with the buyer’s written criteria. Free includes up to 10 properties and 3 matches a month. Solo and Plus include properties and matching without that monthly cap.DocumentsFree provides Dakimmo-branded documents. Solo and Plus add personalised documents. A brochure in your brand is included on Plus. An electronic signature uses Dakis. This page does not supply a template contract.PipelinesEach matter sits in a stage, with a next action. Free includes one pipeline, Solo two, and Plus three customisable pipelines. Plus also includes three users with roles.Calendar and tasksThe calendar and the task list exist so you can see the day’s work. Free includes the personal calendar, without a public booking page. Online booking starts on Solo.Appointment bookingThe person picks a slot on a booking page. You see the appointment on the calendar. It is not included on Free.Email follow-upPlus includes 1,000 follow-up emails a month, written by you. An entry in a list can start an email you wrote. Dakis can also be used for marketing-email bundles. Mail stays email that you write.Reports and goalsReports read what is recorded: pipeline, observed conversion, period. You set a team goal for the period you choose. Figures in a demo are fictional and are not customer results. Reports are on Plus.Connected websiteAn essential website is offered with Plus annual. Other website projects are quoted separately. Published properties stay tied to the CRM, and enquiries from that site arrive there. Domain, hosting and maintenance are scoped with Dakimmo. No ranking is guaranteed.Public profileThe public profile presents the practice and a way to reach you. The stated need comes back into Dakimmo. It is available on Free, Solo and Plus. Daki-Link is the format meant for social profiles.Daki-LinkExclusiveDaki-Link is the link you place where people find you. Free and Solo include one Daki-Link. Plus includes four. The enquiry and its source show up in Dakimmo. Profiles shown in a demo are examples, not customers.Daki CoinsExclusiveDakis are used for electronic signatures, AI HDR photo editing and marketing-email bundles. Annual Solo includes 50 Dakis. Annual Plus includes 300. Per-action consumption and pack prices are not published here.Automations and integrationsOptions and connections scoped with your team.

13 featuresAll features

Free tools

Contact CSV checkerCheck uploaded CSV fields and duplicate candidates; export a corrected file Follow-up plannerGenerate an editable follow-up schedule from an enquiry type and date Buyer briefGenerate a buyer brief from supplied criteria Seller intakeGenerate a seller intake brief Property factsheetGenerate a property factsheet without inventing details Viewing reportGenerate a viewing report from notes and next actions Prospect readiness checklistProvide an editable prospect-readiness checklist; no predictive probability claims Pipeline spreadsheetExport a configurable pipeline spreadsheet Activity countsCalculate descriptive activity counts/rates from entered figures; handle zero denominators CRM requirements briefGenerate a CRM requirements brief

10 free toolsAll free tools

Pricing Solutions Resources

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Features+

Overview Contacts and prioritiesSaved listsProperties and matchingDocumentsPipelinesCalendar and tasksAppointment bookingEmail follow-upReports and goalsConnected websitePublic profileDaki-LinkExclusiveDaki CoinsExclusiveAutomations and integrations

Free tools+

See all 10 tools Contact CSV checkerFollow-up plannerBuyer briefSeller intakeProperty factsheetViewing reportProspect readiness checklistPipeline spreadsheetActivity countsCRM requirements brief

Pricing Solutions Resources Log in Start free (FR)

Home Free toolsBuyer brief

Buyer brief in the real estate CRM

Buyer brief: this tool supports follow-up in the real estate CRM.

Generate a buyer brief from supplied criteria

The file and the document stay on this page.

NameAreaBudget noteProperty typeBedroomsTimingMust-havesNotes

Enter at least one buyer criterion.

The result appears here when the fields are valid.

Writing a buyer brief CRM overview Demo

The CRM that helps every real estate team keep the next action visible.

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