Good day.
Here is what needs your attention.
Acquisition pipeline
Today
Priority requests
| Client | Piece | Stage | Value | Updated |
|---|
Deal pipeline
Buying from clients and selling to clients stay in separate, clear workflows.
Clients
One private record for every client and conversation.
Pieces
Submitted, appraised, purchased and commissioned pieces.
Tasks
Every promise and next action in one place.
Websites
Every live form enters CRM under the correct brand and pipeline.
Website requests are saved before notifications are sent. Stable submission IDs prevent double-clicks and retries from creating duplicate deals.
Knowledge Base
Teach the system your rules, pricing observations, client answers and deal outcomes.
New text, imports and voice notes enter Inbox. Gemini may only use current Approved records; conflicts and expired information remain blocked and auditable.
Reports
A simple live view of volume and active opportunity.