G2

Victoria B.

Founder

Small-Business (50 or fewer emp.)

11/11/2026

"Designed around the unique needs of Art Advisors: not Galleries!"

5/5

What do you like best about Collection Pilot?

Collection Pilot is beautifully designed, remarkably fast, and genuinely intuitive. Its “Smart Search” feature instantly finds what I need and saves me countless hours each week. The analytics and reporting tools also add a level of professionalism to our presentations that we were never able to achieve with the solutions we used in the past.

One of the most valuable features is the way Collection Pilot handles gallery previews. We receive dozens every week (and hundreds leading up to international art fairs), and what used to be a tedious process—reviewing emails, extracting information to share with clients, and manually entering artwork details—is now automated. If this were its only feature, it would still be worth the subscription price.

Collection Pilot receives gallery previews, extracts images, details, and pricing for each artwork, and automatically links everything to the appropriate gallery and artist in our database. When it identifies an artist we don’t already track, it asks whether we’d like to add them. If we do, it automatically builds the artist’s record, including background information and images of their work.

It also gives us multiple ways to review the works and select what we want to share with each client. From there, we can send beautifully presented emails that include the artwork details and supporting information. This used to mean manually building emails with lots of downloading PDFs, copying, pasting, cropping, and researching. Now it’s effortless, fun, professional, and consistent.

Collection Pilot has fundamentally changed how we manage information and communicate with our collectors. It eliminates hours of administrative work while allowing us to deliver a higher level of service. It’s one of those rare applications that makes you wonder how you ever managed without it.

The software integrates with our QuickBooks Online and MailChimp accounts, giving us a single place to conduct business.

Perhaps the single most valuable thing about Collection Pilot is the feature request area. We submit requests for reports or features we could use, and often within hours it’s built and delivered. For example, when we asked for certain reports to give us control regarding which data points to include, that feature was built and delivered within an hour! For less than $1,500/year for my advisory, it’s amazingly affordable for what it delivers. Review collected by and hosted on G2.com.

What do you dislike about Collection Pilot?

It requires an internet connection, but that isn’t much of a problem anymore since we’re almost always connected wherever we go. Review collected by and hosted on G2.com.

What problems is Collection Pilot solving and how is that benefiting you?

We used to store our company information manually in folders and on servers, and it could take forever to find what we needed. Files were often misfiled, and dates sometimes changed when we moved servers, which made things even more confusing. Now, with Collection Pilot, our data is clearly organized and accessible wherever we are. Nothing gets lost, and we no longer waste time searching for documents.

As an example, when we receive an invoice for framing, not only does Collection Pilot link it to the vendor, but it links to the acquisition record. When we run financial reports for our clients, that framing invoice would be included in their capital expenses for that artwork. In the past, these small details were often forgotten. Review collected by and hosted on G2.com.