Collector portal

Collector client portal

Give collectors a signed-in view of what they bought, what they owe, and which rooms you shared.

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Scoped to the collector contact. Separate from the consignor statement portal.

Client-facing clarity without opening the CRM

Purchases appear with images, provenance summary, and diligence packs where you attached them.

Inventory

Open invoices show balance due. Collectors pay the next installment through Stripe without staff resending a link.

Payments

Active and past viewing rooms sent to that contact stay in the same session.

Viewing rooms

Mint a portal link from the contact record or via the AI agent.

Gallery CRM

Share links scope to the collector contact. They see their purchases, balances, and rooms, not another client's data.

Revoke a link mid-session. Public routes carry noindex so portals stay out of search.
Confidential consignor or buyer labels follow the same redaction rules as staff records.
Mobile-friendly layout for review between meetings.
Portal mint and email events log on the contact timeline.

Payment plans surface the next installment with correct currency and line items, tied to the live invoice.

Collectors pay the upcoming slice; staff see the same paid transition as manual mark-paid.
Paid installments run the same edition commit rules as full payment.
Past payments stay visible for the collector's records.
Funds settle to your connected Stripe account.

Directors send the portal after a fair meeting. Registrars attach diligence once. Finance trusts balances match the workspace.

Agent action to mint and email a portal link in one confirmed step.
Purchase rows can link to shared diligence grants with condition and provenance files.
Staff keep working in Gallery CRM; the portal is the collector-facing slice.
Consignors keep their statement portal; collectors use this view.

Is collector client portal included on every plan?: Collector client portal runs on the same workspace as inventory, CRM, rooms, and invoicing. See pricing for plan details.
Can we migrate from spreadsheets?: Yes. Start with works, artists, contacts, and current statuses. Add documents, locations, and price history once the main records are in.
Does it work for small teams?: Yes. A two-person gallery and a larger team share the same records. Permissions and capacity grow with the workspace.
How does this connect to the public website?: Website Studio publishes pages from the inventory, exhibitions, and posts you already maintain.
What should I try first?: Load real works and contacts, then run one portal link send, owned-work review, and installment payment workflow from start to finish.

Bring real works and contacts into the workspace, then run one loop from shortlist to invoice.

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