Consignment cases
Estate sales, downsizing, nursing-home moves, buyer issues — each becomes a numbered case with its own permanent record.
Generic CRMs don't know what a consignment is. Ours was built inside a working Northern California auction house and runs its front office every day — intake, qualification, contracts, pickup scheduling, and the auction pipeline, all in one screen.
// No signup. No sales call required. The demo runs on sample data — click anything.
Every consignor inquiry becomes a case — a permanent hub holding the contact info, the full email thread, the item photos, the signed agreement, and the pickup date. Nothing lives in someone's inbox.
A Kanban board that mirrors how an auction actually runs: handed off → contract sent → won → scheduling → warehouse intake → consignment assigned → live. Unread customer email lights the card up.
E-signed consignment agreement, pickup/drop-off scheduling, the full email thread (reply without leaving the page), and a photo box tied to the consignment number.
Every inquiry lands here. Red rows are untouched, yellow means unread customer email — your team always knows exactly what to work next.
Commission waivers, refunds over limit, reserve sign-offs — only the calls that truly need the owner land here. Everything else, the team handles.
No "deals" and "opportunities" renamed with duct tape. The vocabulary, stages, and workflows are the ones an auction house already uses.
Estate sales, downsizing, nursing-home moves, buyer issues — each becomes a numbered case with its own permanent record.
The whole conversation lives on the case. Anyone on the team can pick it up cold and reply — nothing trapped in one person's inbox.
Send the consignment agreement from the case, watch it flip to Signed, and keep the document on file — no printer, no chasing.
Book the pickup or drop-off right on the case, with crew notes. The warehouse sees what's coming before the truck does.
Commission waivers, over-limit refunds, and reserve sign-offs route to the owner with one click — with every decision logged.
A guided walkthrough takes a new hire from first customer email to closed case. New staff learn the system in an afternoon.
The demo is the starting point, not the product. We tailor the platform to how your floor actually runs — then keep improving it.
A short call (or a visit, if you're in the Bay Area) to map how inquiries, contracts, and intake flow through your house today.
Your branding, your pipeline stages, your commission rules and approval limits — built on the platform you saw in the demo.
We migrate your open consignments, train the team with the built-in walkthrough, and stay on for tuning after go-live.
Poke around the live demo first — it takes two minutes and there's no signup. Then book a free walkthrough and we'll show you what it looks like branded as your auction house.