Deals
Sales pipeline
Coordinated private sales: board, holds, and offer emails on the same record as the work, collector, and invoice.
Expiring holds and open draft offers surface on the dashboard and follow-ups queue. Storefront checkout is commerce; this board is deals.
The deals side of your sales operation
Pipeline board
Move deals across stages with artwork, contact, and price on each card. Filter by owner or artist line.
CRMHolds with release dates
Reserve selected works for a collector with a release date. Holds free inventory at expiry or convert to a draft invoice.
InventoryOffer emails
Transactional offer messages with open and click history on the contact, alongside campaigns.
CampaignsClose to invoice
Finalize the draft Stripe invoice when the offer is accepted, or let the agent draft it.
Stripe guideBuilt for deals, not cart checkout
The pipeline tracks coordinated private sales: holds, negotiated offers, and draft invoices, not self-serve storefront orders. Commerce and deals share inventory; this board is where the deals team works.
- 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.
- When a storefront sale closes, availability updates here too. No second catalogue.
Pipeline that names the work
Associates see their own deals; principals see the full board. Confidential party modes carry into offers and rooms where required.
- Filter by owner, artist line, or stage without exporting to a spreadsheet.
- Pipeline value and stage counts feed gallery analytics.
- Pair with room alerts to call while interest is live.
- Room engagement and offer sends log on the contact timeline alongside campaigns.
Offers that are already invoices
The offer is a draft invoice for the same work at the agreed price. When the collector accepts, you finalize and collect without re-keying. Deposits and installments inherit the deal context.
- One path from hold to paid without re-keying title, dimensions, or edition number.
- Playbooks and agent actions can draft the invoice from an active hold.
- Send offer emails and deposit links straight from the draft invoice.
- After acceptance, the open invoice appears in the collector's client portal for Stripe pay and PDF download.
- Stripe refunds and credits write back to the same deal record.
Follow-up wired to the board
The follow-ups queue unions expiring holds, open draft offers, and room engagement 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 the pipeline for storefront sales too?
- No. Storefront checkout is commerce: self-serve cart orders at fixed prices. The pipeline is for deals: holds, negotiated offers, and draft invoices that may take days or weeks. Both update the same inventory record when a sale completes.
- How does a hold become an invoice?
- Place a hold on selected works with a release date. When the collector accepts, convert the hold to a draft Stripe invoice without re-keying title, edition number, or price.
- Can associates see only their own deals?
- Yes. Permissions scope pipeline cards by owner; principals and directors see the full board.
- Does the pipeline work with viewing rooms?
- Yes. Room opens and artwork views feed follow-ups alongside expiring holds and open offers. See viewing room alerts.
- Does the pipeline connect to Stripe invoicing?
- Yes. Draft offers are draft Stripe invoices. Finalize and send payment links from the same record when the collector accepts.
Try sales pipeline on free Core
Bring real works and contacts into the workspace, then run one loop from shortlist to invoice.