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.
Two layers. One client record.
Commercial relationship management and delivery management are different disciplines. Gigin keeps them separate in structure but unified in view — so account managers and delivery managers work from the same client record without stepping on each other.
| Capability | What it manages | Who uses it |
|---|---|---|
| CRM | Activity logs against client contacts. Tasks assigned to account managers or clients. Relationship notes. Engagement history. The commercial relationship layer. | Account managers and business development teams. |
| Client Management | Client profile, contacts, open orders, active placements, approval contacts, billed hours. The delivery relationship layer. | Delivery managers, HR ops, and account managers managing active placements. |
CRM in Gigin covers activity and tasks against clients — not sales pipeline, leads, or opportunities.
Commercial and delivery — both covered
Commercial layer
- Activity logs against contacts
- Tasks for account managers and clients
- Relationship notes and call logs
- Engagement history timeline
Used by: Account managers, BD teams
Delivery layer
- Client profile and contacts
- Open orders and active placements
- Approval contacts for timesheets
- Billed hours and project records
Used by: Delivery managers, HR ops, account managers
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.
