Clients, proposals, collections, and invoicing in one place. Plus a white-glove portal your collectors will love.
$75/mo · No contracts · Cancel anytime
“Exactly the kind of tool the art advisory field needs.”
“A thoughtful and highly practical innovation.”
No onboarding calls. No complex setup. Just sign up and start running your practice like a professional.
Sign up with your email. Add your business name and logo in under 2 minutes.
→Import your existing client list or add them one by one. Catalog artworks, track collections, set up your pipeline.
→Generate a professional proposal in minutes. Your clients see a portal, not a PDF attachment.
Most art advisors piece together six or more tools just to run their practice. Your clients deserve better. So do you.
Every feature designed for how art advisors actually work. Not retrofitted from generic business software.
Replace your spreadsheet, email threads, Word proposals, PDF invoices, scheduling tool, and file storage with one system.
Centralized profiles with full history, preferences, acquisition records, and collection data. Never lose context on a client again.
Create professional proposals with artwork imagery, pricing, and provenance. Your clients get the white-glove experience they expect.
Generate professional invoices and accept payments through Stripe. Encrypted banking details and automatic payment tracking in one click.
Two-way Google Calendar integration. Art fair dates, client meetings, and consultations, all in one view, always in sync.
Track artworks, provenance, valuations, and locations across every client collection. Full audit trail and portfolio analytics.
Shareable intake forms and scheduling pages. Turn website visitors into booked consultations without the back-and-forth.
Not a concept. Not a mockup. This is the live product, ready for you to use today.
Sample data from a working Opusfolio account.
Every advisor gets a dedicated client portal. Your clients log in with a secure magic link. No passwords, no friction. They see your logo, your proposals, your professionalism.
Art advisors have always worked alone. The Easel is the community the field never had: a place to connect, compare notes, and grow alongside the next generation of independent advisors.
Connect with independent advisors building modern practices. No gatekeeping, no tenure requirements.
Trade knowledge, ask the questions you can't ask anywhere else, and learn from peers who do exactly what you do.
Meet in person where the art world already is, from gallery openings to the major fairs.
See how Opusfolio compares to the alternatives art advisors currently rely on.
| Capability | Spreadsheets | Generic CRM | Opusfolio |
|---|---|---|---|
| Built for art advisors | ✗ | ✗ | ✓ |
| Client management | Manual | ✓ | ✓ |
| Art proposal builder | ✗ | ✗ | ✓ |
| Artwork & collection tracking | Manual | ✗ | ✓ |
| Client portal | ✗ | ✗ | ✓ |
| Invoicing with payments | ✗ | Add-on | Built in |
| Calendar sync | ✗ | Add-on | Built in |
| Bank-grade encryption | ✗ | Varies | AES-256 |
| Third-party integrations | Manual | Extensive | Limited (growing) |
| Setup time | Hours | Days | 10 minutes |
Bank-grade encryption for all sensitive data at rest
Stripe is PCI-DSS Level 1 certified, the highest compliance tier
End-to-end encryption on every connection
Magic link auth. No passwords to compromise
While earning her MA at Sotheby's Institute of Art, Tahlia founded her own advisory, The Art Girl. She was sourcing and placing real work for real collectors, and running all of it on a Word doc, a hundred-message email thread, and a Dropbox folder named "FINAL FINAL USE THIS ONE v3."
The software was never built for the art world. Salesforce doesn't understand provenance. QuickBooks doesn't understand consignment. So she built the system she needed, alongside her technical co-founder, with every feature drawn from a problem she had lived firsthand. In the first three months of running her own practice on Opusfolio, she scaled it to four times its size.
Every feature in Opusfolio exists because I needed it. I built the platform I wished existed.
Start with Professional. Grow into Studio or Enterprise when your practice demands it.
Join art advisors who are done wrestling with generic tools. Set up Opusfolio in 10 minutes and see the difference.
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