Keep a client book
Record who is looking and what for, then match them to listings.
4 steps
- 1Step 1
Add a client#
In Client requests, press Add client. Start with their email — an existing Shpia account fills in the rest — or add them without one. Note how they got in touch and the best way to reach them.
- 2Step 2
Record what they want#
Press Add search and describe it in plain words, such as "2+1 in Blloku, up to 160 thousand". It is read into filters; mark it as buying or renting and tick what is non-negotiable.
- 3Step 3
Find matches#
Find matches lists the listings that fit. Send to client creates a shortlist link to share with them.
- 4Step 4
Follow up#
From a client's record, book a viewing with them already filled in, or open your messages if they have a Shpia account. The record keeps every viewing and what they thought of it. My clients narrows the book to the ones assigned to you.
Related guides
Still stuck?
Write to support@shpia.org or call us — we usually answer within two hours on working days.