Creating contact records: Adding new contacts, like a potential buyer you met at an exhibition, and organizing them so they're easy to find later.

Adding detailed notes: Recording conversations, preferences, and interests so you remember what matters to each person.

Setting follow-up reminders: Scheduling automated reminders so you can stay in touch without keeping track of it yourself.

Sharing work with prospective collectors: Sending artwork reports or Private Rooms straight from a contact record.

Connecting contacts to your inventory: Seeing each contact's purchase history, sales, and gallery consignments alongside their record.

Managing every type of relationship: Using the CRM for interior designers, curators, press, and collaborators, not just buyers.

Add contacts while the connection is fresh. Create the record right after an opening, studio visit, or fair, while you still remember the details.

Write notes you'll thank yourself for later. A quick note about which piece caught someone's eye makes your next follow-up personal.

Let reminders do the remembering. Set a follow-up whenever a conversation ends with "let's be in touch."

Link sales and consignments to contacts. Each connection builds a complete history of who owns your work and where it's been.

Share work directly with interested contacts. When a collector asks about a series, send a report or Private Room while the interest is still there.