Client records & history
One record per contact with addresses, ID and bank details, tags, consignments, bids, invoices and a complete activity history shared by the whole team.
- Prospect, client and supplier records, with automatic conversion of prospects into clients
- Activity feed of calls, meetings, notes, documents, emails and system events
- Consignments, appraisals, bidder numbers, invoices, balances and shipments on the same record




























