CRM & Clients4 min read
Setting Client Search Criteria and Automatic Property Matching
Record buyer or tenant search requirements and immediately view matching properties from your inventory.
Configuring Client Search Requirements
Inside any client profile (`/companies/:company_id/clients/:id`), configure their Client Requirement profile: target locations, property type, minimum bedrooms and bathrooms, minimum surface area, and budget range.
- Structured requirement profile stored directly on the client record.
- Instant matching properties tab (`/clients/:id/matching_properties`).
- Automatically evaluates new listings as soon as they are published.
Reviewing Matching Inventory
Click Matching Properties on the client card to see all available properties in your portfolio that satisfy their budget, location, and room requirements.
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