May Product Roundup

May was our biggest release month yet — sales, marketing, finance, and agent tools shipped together.

Sales and CRM

• Pipeline board. Kanban at /pipeline with stage filters, deal metrics, and drag-and-drop stage changes.
• Offer emails. Send proposals with PDF attachments, per-recipient viewing room links, and a contact timeline of sends.
• Follow-ups queue. Unified reminders, pipeline, receivables, and contracts on /follow-ups with one-click workflow runs.
• Contact engagement. Heat scores, email open/click rollups, recency segments, and an engagement panel on contact detail.
• Custom contact fields. Define workspace fields in Settings; edit on contact and artist INFO tabs.
• Log activity. Manual CRM notes appear on the contact timeline.
• Saved segments. Save contact filters and attach segment members to campaign audiences.

Marketing and email

• Emails hub. Broadcasts, triggered sends, and starter templates replace the old campaigns-only model.
• Messages. Unified outbound log for campaigns, offers, viewing-room invites, receipts, and automations at /messages.
• Campaign depth. A/B subject tests, AI copy suggest, conditional merge tags, deliverability dashboard, and send-rate throttling.
• Automations v2. Send-email steps, run history, and triggers for room opens and mailing-list signup.
• Viewing room in email. Campaign blocks embed a room with per-recipient share grants and merge tags for URL and password.

Finance and operations

• Consignor statements. Create, close, PDF, and email settlement statements from consignment contracts.
• Credit notes. Issue draft credit notes from paid invoices with optional sale reversal.
• Contract trust. Confidential parties, discount ceilings, auto invoice sourcing, and bulk contract renewal.
• Hold to invoice. Create an invoice directly from a hold on the hold detail page.
• Audit log. Owner-visible workspace audit events in Settings.
• Payment receipts. Optional branded receipt email when Stripe marks an invoice paid.

Storefront and website

• Storefront shipping. Multi-parcel quotes, international toggle, label buy/void, customs, and admin cross-workspace orders.
• Public viewing rooms. Comments, favorites, and diligence-pack share links on public room pages.
• Viewing room currency menu. Per-artwork display prices when multi-currency is enabled.
• Embedded viewing room. Site block to iframe a room on your public website.
• Analytics. Inventory, storefront, and comparative MoM/YoY tabs on the Dashboard.

Agent

• Tool-calling planner. Workspace turns run a multi-step LLM tool loop with a visible trail in the dock.
• Playbooks. One-click workflows for proposals, rooms, consignments, invoices, campaigns, and more.
• Commerce actions. Create invoices from proposals, record payments, update contracts, and send campaigns from suggestions.

Polish

• Notification center. In-app bell, email and push preferences, and viewing-room view alerts.
• Inventory bulk edit. Category vs structure split, insurance fields, and status-event availability writes.
• Contact import/export. Duplicate handling, birthday reminders, and expanded CSV columns.