Pipeline
Sales pipeline
Board, proposals, and offer emails on the same record as the work, collector, and invoice.
Reserves, expiring holds, and open proposals surface on the dashboard and follow-ups queue.
From first interest to settled sale
Pipeline board
Move deals across stages with artwork, contact, and price on each card. Filter by owner or artist line.
Gallery CRMProposals & holds
Send structured proposals with selected works. Holds reserve inventory until expiry or invoice conversion.
InventoryOffer emails
Transactional offer messages with open and click history on the contact, alongside campaigns.
CampaignsClose to invoice
Convert a won proposal to a Stripe invoice or let the agent draft it.
Stripe guidePipeline that names the work
Every card references a real inventory row: edition number, availability, consignment terms, and location.
- Collector and works under discussion stay linked on every opportunity.
- Expiring reserves appear on follow-ups with the salesperson named.
- Confidential party modes carry into proposals and rooms where required.
- Associates see their pipeline; principals see the full board.
Offers that become invoices
An accepted proposal becomes an invoice line for the same work at the agreed price. Deposits and installments inherit proposal context.
- One conversion path without re-keying title, dimensions, or edition number.
- Playbooks and agent actions can create the invoice from the open proposal.
- Send deposit links from the proposal or invoice record.
- Stripe refunds and credits write back to the same deal record.
Follow-up wired to the board
The follow-ups queue unions overdue proposals, room engagement, and holds so the next chase is obvious.
- When a collector reopens a viewing room, the owner gets context before calling.
- Offer sends log on the contact timeline alongside marketing campaigns.
- Pipeline value and stage counts feed gallery analytics.
- Pair with room alerts to call while interest is live.
FAQ
- Is sales pipeline included on every plan?
- Sales pipeline 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 proposal send, hold, offer email, and close workflow from start to finish.
Try sales pipeline on free Core
Bring real works and contacts into the workspace, then run one loop from shortlist to invoice.