Assigning enquiries in a small team in the real estate CRM

By Dakimmo · Published on 22 October 2026

In the real estate CRM, assigning an enquiry means naming the person who owns the next action. Plus includes three users with roles. Seats beyond that are not priced on this page.

Steps

1. Decide the rule: area, property type, or a rota.
2. Write the rule in one sentence the team can see.
3. When an enquiry arrives, name the owner and the date.
4. If that person is away, change the owner rather than letting the date pass.

Example

Coastal houses go to Amina, everything else to Youssef. A house enquiry arrives while Amina is on a viewing. Youssef logs it and leaves the action “Amina calls tomorrow” instead of half-handling it.

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 workflowsAn agency sales pipelineOrganising property enquiriesPipelinesPipeline spreadsheet