CRM
Segmentation & smart lists
Classify contacts with tags and collecting areas, then save dynamic lists that update themselves from bids, invoices, consignments and activities.
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Smart search & filters
Find any contact, lot or sale in seconds, from a global search box to multi-criteria filters on bids, invoices, estimates and consignments.
One search box for the whole database
A global search window, opened from the header on any page or with a keyboard shortcut, looks across lots (by ID, title or reference), lot numbers in the sale you are working on, contacts (by number or name) and sales (by number or name) at once. Results are grouped in tabs, exact matches are flagged first, and a history tab brings back the records you opened recently.
The dashboard also has its own quick contact search by name or contact number.
Advanced contact search
The contact list searches keywords across all contact fields and filters by type: prospects, clients, suppliers, consignment representatives, brokers or auction agents. The advanced search goes much further, with operators such as "starts with", "contains", "is empty" or "is not":
- contact data, birth date, external references and remarks
- email status and marketing subscriptions
- tags, collecting areas, activities, opportunities and campaigns
- consignments, bids and invoices, with sales, lot ranges and minimum amounts
Advanced lot search
Lots can be filtered by consignment or receipt number, consignor name or reference, reference catalogue, packaging type, quantity or weight, main category, catalogue image size, tags, status and sale. Estimates, low and high estimates and reserves accept "greater than", "less than" and "equals". The description can be searched as free text.
From results to action
Search results feed straight into daily work: export the lot inventory to Excel, assign selected lots to a catalogue, or apply a bulk change to estimates and reserves. Contact searches can be kept as smart lists.
Frequently asked questions
How do I find a lot quickly during a sale?
Open the global search and type the lot number: Selloff looks it up in the sale you are working on, alongside lot IDs, titles and references. Exact matches are flagged at the top, so the right lot is one click away.
Can I search for several consignment or receipt numbers at once?
Yes. The advanced lot search accepts comma-separated lists with "starts with", "contains", "equals" or "does not equal", so you can pull the lots of several consignments or receipts in a single search.
Can I save a contact search and reuse it?
Yes. The criteria of the advanced contact search can be saved as a smart list, which recalculates its results each time you open or export it.
Related features
CRM
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.
Learn more
Inventory & catalogue
Lot references & barcode labels
Give every lot a unique reference in your chosen format, print barcode labels on Zebra printers from the browser and scan them at every step.
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See Selloff running on a sale like yours.