CRM
COMMERCIAL LAYER
- Activity logs against contracts
- Tasks for account managers and clients
- Relationship notes and call logs
- Engagement history timeline
Clients & CRM
Every client relationship and every delivery - in one place.
Gigin's Clients and CRM layer covers both sides of the client relationship: the commercial side (activity logs, tasks, relationship notes, engagement history) and the delivery side (projects, placed employees, timesheets, approval contacts). From first engagement to ongoing account management - one record, one view.
Unified Client Record
One client profile covering contacts, open orders, placed employees, approval contacts, and billed hours - commercial and delivery in one view.
CRM Activity Layer
Log calls, tasks, and relationship notes against every client contact. Account managers track engagement history without switching tools.
Delivery Tracking
Track open orders, active placements, project milestones, and billed hours against every client - updated in real time as the engagement progresses.
Approval Contact Routing
Configure which client contact approves timesheets and expenses per project - no chasing the right approver on every billing cycle.
Other Interesting Features
SLA Tracking Revenue Reports Contact Hierarchy Engagement History Document Storage Client Portal
Explore each layer
Commercial and delivery - both covered
Client Management
DELIVERY LAYER
- Client profile and contacts
- Open orders and active placements
- Approval contacts for timesheets
- Billed hours and project records
Explore each layer
A coordinator's morning - before and after Gigin.
Without Gigin
Time
- 7:30 AM 25 inbound applications overnight. Coordinator begins calling down the list.
- 9:00 AM 6 connected calls. 2 qualified. 4 not right for the open order. 19 voicemails.
- 11:00 AM Still calling. 4 more connected. 1 more qualified. 3 not interested.
- 1:00 PM Coordinator had 3 qualified candidates after 4 hours. 2 accepted other offers while waiting.
With Gigin
Time
- 7:30 AM 25 inbound applications overnight. Gia has already called all 25. 8 pre-qualified candidates in the inbox.
- 9:00 AM Coordinator books 8 placement conversations - candidates already qualified by Gia.
- 11:00 AM 4 placement conversations completed. 3 candidates advancing to offer stage.
- 1:00 PM 3 placements confirmed. Coordinator spends the afternoon on relationship calls and new order intake.
Frequently asked questions
No. Gigin CRM covers ongoing account management - activity, tasks, notes, engagement history after the first placement. For complex sales pipelines, Salesforce or HubSpot handles the pipeline; Gigin CRM handles the account relationship.
CRM is the commercial layer - activity logs, tasks, relationship notes. Client Management is the delivery layer - projects, placements, timesheet approvals, billed hours. Both sit on the same client record.
Have questions? We're here to help.
Reach out to our team and we usually reply within one business day.
Let's talk
See how Gigin manages clients end-to-end.
From first brief to active placement to timesheet approval - one client record.
