14 features in this area
Clients & CRM
A collector database with 360-degree profiles, revenue metrics, duplicate merging and a full GDPR toolkit.
Rebuilt
Client Directory & 360° Profiles
Every client page pulls contact details, addresses, tags, interests, leads, tasks, notes, purchase history and linked contacts into one view.
- Instant search across name, email and phone with pagination and sorting
- Categories from Potential through Regular, Premier and VIP, plus custom statuses per gallery
- Assign each client to a consultant and a gallery location
- Inline editing of every field and archive-without-losing-history (soft delete)
New
Client Revenue & Engagement Metrics
A live metrics strip on every client: what they have spent, what is in the pipeline, and how they engage with your emails.
- Revenue to date computed from paid and partially-paid invoices
- Projected revenue from in-flight leads plus active lead count
- Last purchase with invoice number, date and amount; open and overdue task counts
- Email engagement per client: sent, opened, clicked
- Purchased Artwork panel with past invoices, artwork images and artist names
New
Linked Contacts (Relationships)
Link related clients — spouse, partner, family — so relationships are visible from both clients' pages.
- Up to 3 linked contacts per client with a free-text relationship label
- Links display bidirectionally with duplicate-link protection
New
Colour-Coded Tagging for Clients & Artworks
Organise clients and artworks with custom colour-coded tags grouped into categories, created on the fly.
- Custom tag names with hex colour and optional category, with live usage counts
- Type a new tag name on a client page and it is created instantly (case-insensitive duplicate prevention)
- Tag-based rules feed directly into dynamic marketing lists
New
Contact Preferences & Do Not Contact Controls
Record how each client wants to be contacted and hard-stop outreach with a Do Not Contact flag that can be locked to admins.
- Per-client channel preferences: email, phone, WhatsApp, in-person
- Do Not Contact toggle plus a separate email-marketing opt-out
- Gallery policy can restrict Do Not Contact changes to Admin/Owner roles
- GDPR consent automatically timestamped when granted
New
Multiple Addresses per Client
Store as many addresses as a client has — home, work, delivery — with a designated primary for shipping and invoicing.
- Address types (Delivery, Home, Work, Other) with custom nicknames
- One-click primary address switching
- Full UK-style address fields with a Google Places field ready for autocomplete
Rebuilt
Notes with Author Attribution
Timestamped notes on clients, artworks, leads and tasks, with the author's name preserved even if they later leave the gallery.
- Notes up to 10,000 characters attach to clients, artworks, leads or tasks
- Author captured at write time; edits stamped with who and when
- Editing/deleting can be restricted for consultants by gallery policy
New
Duplicate Detection & One-Click Merge
Scan the whole client book for likely duplicates, ranked by confidence score, then merge them safely in one click.
- Exact email match (95%), phone match (85%) and fuzzy name matching with title stripping and reversed-name detection
- Results bucketed into high and medium confidence with plain-English reasons
- Merge fills empty fields, reassigns addresses, tags, interests, leads, tasks, notes and event attendance — deduplicating as it goes
- Runs in a single transaction; the archived duplicate keeps a '[MERGED]' audit note
New
GDPR Compliance Toolkit
Consent tracking and reporting, one-click Subject Access Request exports, and a transactional right-to-erasure workflow.
- Consent report across the whole client book with consent dates and channel preferences
- SAR export: everything held on a client — profile, addresses, tags, interests, leads, tasks, notes and event attendance — as structured JSON
- Right to Erasure (Admin/Owner only) anonymises all PII while preserving non-identifying business statistics
- Consent and erasure events recorded in the audit trail
New
Client Spaces (Curated Rooms)
Curate named spaces for a client — their living room, office, yacht — and drop candidate artworks into each to plan placements.
- Unlimited named spaces per client with descriptions
- Each space shows works with image, price, medium, artist and full dimensions for fit-checking
- Fast Redis-backed storage so spaces load instantly during client meetings
Rebuilt
Task Management for Gallery Teams
Assign and track follow-ups with priorities, due dates, email reminders and links to the client, deal and location each task is about.
- Kanban and list views; priorities (Low to Urgent) and gallery-customisable task types
- Due dates plus a separate email-reminder time
- Link tasks to a client, lead and location; assign to any team member
- Deleting cancels rather than erases, preserving the audit trail; task events feed the workflow engine
Rebuilt
Events Calendar with Guest Lists
Plan exhibitions, openings, art fairs and viewings on a colour-coded calendar with per-client RSVP tracking.
- Seven colour-coded event types with all-day and timed events and locations
- Guest lists: invite clients from the CRM and track invited/confirmed/declined/attended status
- Calendar filtering by date range and event type; attendee counts and contact details per event
New
Exhibition Management
End-to-end exhibition planning — beyond calendar events — is on the roadmap.
- Planned as a dedicated module building on events, guest lists and data capture
Rebuilt
Global Search
One search box across the whole CRM: clients, artworks, artists, leads and tasks.
- Matches names, emails, phones, artwork titles, stock references, descriptions and task titles
- Optional type filter; most-recently-updated results first
