The Lead Management feature in Gallery View CRM empowers art galleries to seamlessly capture, track, and nurture potential and existing clients from initial interest to point of sale. Tailored specifically to the unique demands of galleries, this feature ensures that you can prioritise and personalise every follow-up. With integrated tools for reminders and interaction history, you’ll never miss an opportunity to turn an enquiry into a meaningful client relationship.
The Order Management feature in Gallery View CRM enables galleries to effortlessly manage their entire sales workflow. Track orders, manage inventory, and process payments, view refunds, all while providing a seamless client experience. By keeping everything organised in one platform, you maintain complete visibility of each transaction, ensuring nothing falls through the cracks. Tailored for art galleries, this feature simplifies the sales process, helping you build lasting connections with clients by ensuring smooth and professional interactions from start to finish.
The Sales Management feature in Gallery View CRM gives galleries the tools to manage every aspect of their sales pipeline with ease. From tracking leads and managing inventory to closing deals, this feature ensures that nothing is overlooked. With built-in reporting, you can monitor performance in real time, allowing you to identify trends, capitalise on opportunities, and refine your sales strategy. The result? A smoother process for your sales team and a more rewarding experience for your clients.
The 360 View feature in Gallery View CRM provides a complete and detailed snapshot of your gallery’s operations. With access to real-time data on sales, inventory, leads, tasks, upcoming events and target figures, you can stay ahead of every aspect of your business. This feature brings all essential information together in one place, allowing you to spot trends, identify opportunities, and make data-driven decisions that drive growth. Whether it’s improving efficiency or enhancing client experiences, you and your team have full visibility at your fingertips.
The Consultant Targets feature in Gallery View CRM gives gallery owners and managers the tools to set, track, and adjust individual sales targets for each consultant. With real-time performance data and progress tracking, you can easily monitor how each consultant is performing against their goals. This feature helps you identify top performers, provide tailored coaching where needed, and maintain a motivated sales team. By aligning your consultants’ efforts with your gallery’s objectives, you ensure a consistent, results-driven sales drive.
The Gallery Locations feature in Gallery View CRM allows gallery owners and managers to oversee multiple gallery sites within a single platform. Whether you have one location or several, you can track sales, inventory, and client interactions across all galleries from one centralised dashboard. This feature makes it easy to compare performance, manage resources, and ensure consistency in operations, regardless of the location. With everything in one place, managing multiple galleries has never been more efficient.
The Advanced Search feature in Gallery View CRM allows you to effortlessly search through your entire platform with a word search—whether it’s a note made, an artwork title, client details, sales records, or inventory. With powerful filters and precision results, you can quickly locate any piece of information with just a few clicks and a word. This feature saves time and ensures you always have the information you need at your fingertips, making it easier to manage client relationships, track inventory, leads and oversee sales.
The Granular Filtering feature in Gallery View CRM empowers you to refine your search results with highly specific criteria, ensuring you only see the data that matters at that time. Whether you need to filter by artist, collection, price bracket, or medium to name but a few, this feature gives you full control over how you view your gallery’s data. It’s designed to help you focus on the most relevant information, allowing you to quickly and easily manage inventory, sales, and client interactions without wasting time on irrelevant details.
The Notes feature in Gallery View CRM allows you to track every detail of your sales process and client interactions in one central place. Whether you’re following up on a lead, managing an ongoing sale, or building a long-term relationship with a collector, this feature lets you record important insights and updates at every step. Easily accessible to your team, these notes ensure that everyone stays informed, helping to provide a personalised and seamless experience for your clients.
The Artwork Management feature in Gallery View CRM gives galleries complete control over their inventory, whether they are managing a single location or multiple galleries. With real-time updates and intuitive tools, you can easily track the status, availability and pricing of any item. You also enjoy a full description and a detailed high quality image of each piece in your collection. Designed to handle inventories of all sizes, this feature ensures you always have accurate, up-to-date information, making it easier to organise, manage, and showcase your artworks, regardless of where they’re located.
The Client Portfolio feature in Gallery View CRM allows you to create comprehensive profiles for each client, capturing key details such as purchase history, preferences, interactions, and more. This centralised database gives you a clear understanding of each client’s journey, enabling you to personalise your communication and offer tailored recommendations. By keeping everything in one place, you can manage your relationships more effectively and foster long-term loyalty from collectors and clients alike.
The Email Tracking feature in Gallery View CRM ensures that you can easily manage and monitor your email communications with clients. From seeing when an email was sent and opened to knowing which messages prompted engagement, this feature provides valuable insights into your communication effectiveness. With a full history of emails sent and received, you can track client interactions, follow up at the right time, and refine your messaging to strengthen connections and drive sales.
The Tasks feature in Gallery View CRM enables consultants to break down every client interaction into detailed, manageable tasks. Whether it’s scheduling follow-ups, confirming client viewings, or managing pre and post-sale activities, this feature ensures that nothing slips through the cracks. Consultants can create, track, and prioritise tasks throughout the entire sales process, helping them stay organised and fully focused on delivering a personalised, seamless and exceptional experience for every client.
The Leads feature in Gallery View CRM streamlines the process of adding new leads or following up on existing ones. With the ability to include detailed information—such as created date, updated date, close date, notes, artwork of interest, and value of lead —your sales team can personalise each interaction and make more informed decisions. This feature ensures that no opportunity is missed, empowering your team to manage leads effectively, nurture client relationships, and move prospects smoothly through the sales process.
The Gallery Calendar feature in Gallery View CRM provides a powerful, centralised tool to manage all gallery and consultant activities. From exhibitions and events to client meetings and follow-ups, this calendar offers a clear, real-time overview of every important date and event. Seamlessly integrated with each consultant’s calendar, it ensures that your team can coordinate schedules, avoid conflicts, and stay on top of deadlines. Whether managing one location or multiple galleries, this feature helps keep everything running smoothly.
The Consultant Calendar in Gallery View CRM gives each user a personalised, intuitive tool to manage their schedule. Integrated with client profiles and leads, it ensures that consultants can efficiently organise their time and priorities. Whether scheduling meetings, follow-ups, or events, the calendar is seamlessly linked to all activities, helping consultants stay organised and focused on delivering exceptional client service while managing time effectively. Calendar entries made in the consultant calendar, automatically appear in the gallery calendar for team efficiency.
The Artwork Labels feature in Gallery View CRM streamlines the often time-consuming process of creating and printing labels for your gallery’s curation. With just a few clicks, you can generate professional, customisable labels that include essential details like artist name, title, medium, and price. This feature is designed to save you time while ensuring accuracy, helping your gallery maintain a consistent and professional presentation without the hassle.
The Activity Monitoring feature in Gallery View CRM offers an easy-to-read dashboard displaying all key metrics from both individual consultants and overall gallery activity. Track number of new clients added, new & open leads and tasks, number of emails sent, quantity of notes added to client profiles, sales, refunds, and more, all in one place. This feature provides you with detailed insights into daily operations, helping you identify trends, measure productivity, and ensure your gallery is on the right track. With real-time data at your fingertips, you can make quick adjustments to boost performance.
The WordPress Integration feature in Gallery View CRM ensures that your online art portfolio and CRM are always up to date. Automatically sync artwork details, pricing, and availability between your WordPress website and CRM, ensuring both platforms reflect the latest changes without the need for manual updates. This seamless integration keeps your gallery’s public-facing website aligned with your internal CRM records, so you can focus on client interactions and sales rather than data management.
TC: Using the CRM to create / edit products will give you a central point to push new / updated / products to your WordPress website instantly. Single pane to fully manage all your products.
TC: Realtime purchase information is synced both ways between Website and CRM when pruchases are made reducing stock levels with each completed purchase.
The Data Protection feature in Gallery View CRM combines advanced security with complete control over data permissions. Built by IT and data security specialists, the platform ensures all client and gallery information is securely stored with encryption, backups, and access controls. Additionally, the CRM tracks and registers data permissions from end users, ensuring that client consent is recorded and managed in compliance with data protection regulations. This ensures your gallery not only stays secure but also assists you in adhering to GDPR guidelines.
Gallery View Ltd
The Danes
2 Reindeer Court
Potterspury
Towcester
Northamptonshire
NN12 7FB
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