CRM for auction houses

The CRM that was built
on an auction floor.

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.

Customer Service case board: KPI strip and urgency-coded case rows
Built for Estate & ConsignmentFine Art & AntiquesEquipment & VehiclesStorage & LienBenefit Auctions
The screens your team lives in

One case, from first email to final gavel

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.

Sales pipeline Kanban board from Handed Off through Consignment Assigned

Sales pipeline

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.

Case detail with signed consignment agreement, pickup scheduling, email thread, and photo box

The case hub

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.

Customer Service intake board with KPI strip and urgency-coded rows

Customer service intake

Every inquiry lands here. Red rows are untouched, yellow means unread customer email — your team always knows exactly what to work next.

Manager review dashboard with pending approval decisions

Owner's approval desk

Commission waivers, refunds over limit, reserve sign-offs — only the calls that truly need the owner land here. Everything else, the team handles.

What's inside

Auction-native, not adapted

No "deals" and "opportunities" renamed with duct tape. The vocabulary, stages, and workflows are the ones an auction house already uses.

Consignment cases

Estate sales, downsizing, nursing-home moves, buyer issues — each becomes a numbered case with its own permanent record.

Email built in

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.

E-sign agreements

Send the consignment agreement from the case, watch it flip to Signed, and keep the document on file — no printer, no chasing.

Pickup & intake scheduling

Book the pickup or drop-off right on the case, with crew notes. The warehouse sees what's coming before the truck does.

Manager approvals

Commission waivers, over-limit refunds, and reserve sign-offs route to the owner with one click — with every decision logged.

Built-in training mode

A guided walkthrough takes a new hire from first customer email to closed case. New staff learn the system in an afternoon.

How we work

Your house. Your branding. Your workflow.

The demo is the starting point, not the product. We tailor the platform to how your floor actually runs — then keep improving it.

STEP 01

Walk the floor

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.

STEP 02

Tailor the build

Your branding, your pipeline stages, your commission rules and approval limits — built on the platform you saw in the demo.

STEP 03

Launch & train

We migrate your open consignments, train the team with the built-in walkthrough, and stay on for tuning after go-live.

Why us

Made by people who work auctions

  • Proven in production. This platform runs the front office of a working Northern California auction house every business day — it isn't a mockup.
  • Nothing to install. It's a fast, secure web app. If your team can use a browser, they can use this.
  • You own your data. Your customers, cases, and history are yours — exportable any time, no hostage tactics.
  • Custom is the default. Every house runs differently. We build yours on the platform, not the other way around.
See it with your own cases

Try the demo, then let's talk about your house

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.