Client Relationship Management
Every client interaction logged. Every follow-up tracked. Nothing lost.
Gigin CRM keeps the full activity and relationship history of every client contact in the same platform as hiring, placement, and delivery. Account managers see what was discussed, what was promised, and what needs to happen next — without opening a separate tool.
Unified Client Contact Hub
Keep every hiring manager, decision-maker, and stakeholder in one place with full interaction history. Gia surfaces the right contact before you dial.
Pipeline Stage Tracking
Move client accounts through custom deal stages from first outreach to signed retainer. Spot stalled deals instantly and re-engage before revenue slips away.
Gia Follow-Up Nudges
Never let a warm client go cold. Gia flags overdue touchpoints and drafts follow-up messages you can send in one click — no manual chasing required.
Activity & Notes Timeline
Log calls, emails, and meetings against every client record in a shared timeline. Your whole team stays briefed without a single status meeting.
What Gigin CRM tracks
Every element of the account relationship — in one place, connected to delivery.
| CRM element | What it tracks |
|---|---|
| Activity log | Every interaction with a client contact — calls, emails, meetings, messages — logged against the contact record with account manager name, date, and summary. Full chronological history. |
| Tasks | Tasks assigned to account managers against specific clients or contacts. Due date, priority, status, and owner. Tasks appear in the account manager's task queue across all clients. |
| Relationship notes | Free-text notes capturing context about the client relationship — preferences, sensitivities, agreed terms, relationship history. |
| Engagement history | Timeline view of all activity, tasks, and notes across the full client relationship. Useful for onboarding new account managers and account reviews. |
| Contact records | Named contacts at each client — role, email, phone, preferred contact method, and associated activity. |
How CRM connects to delivery
When a client contact is also configured as a timesheet or expense approver (in Client Management), their CRM record and their approval contact record are the same person. Account managers see activity history and approval status in one view — no reconciliation between systems.
See this in action
See how Gia handles Gigin CRM for a real role.
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Platform
CRM connects to the rest of your client workflow
Delivery records, projects, and approval routing for every client.
Overview of all client-facing tools in Gigin.
Billable hours tracked and approved against client projects.
Timesheet and expense approval chains configured per client.
FAQ
Frequently asked questions
No. Gigin CRM covers ongoing account management — activity, tasks, notes, engagement history. It does not cover sales pipeline stages, lead scoring, revenue forecasting, or marketing automation. For teams with complex sales pipelines, Salesforce or HubSpot handles the pipeline; Gigin CRM handles the ongoing account relationship from the first placement onward.
Yes. Client records are visible to all team members with the appropriate access level. Account manager assignment is configurable per client. The assigned account manager receives activity notifications.
Yes. Tasks have configurable due dates. When a task due date is approaching or past, the assigned account manager receives an in-platform alert and an email notification. Notification delivery is via email and in-platform — no separate app download required.
Have questions? We're here to help.
Reach out to our team and we usually reply within one business day.
Let's talk
See every client relationship in one place.
Book a 20-minute walkthrough with our team. Bring a real role - we'll run it through GIA live and you'll walk away with a concrete plan.
