ClientHub Documentation

Complete guide to Gia's built-in CRM — manage deals, contacts, organizations, and sales pipelines all in one place.

CRM

1. ClientHub Overview

ClientHub is Gia's built-in CRM module. You can use it in two ways:

Mode	How It Works
Gia as your CRM	Create and manage deals, contacts, and organizations directly inside Gia. No external tools needed.
Connect your existing CRM	Connect HubSpot or PipeDrive — your deals, contacts, and organizations sync into ClientHub automatically.

Access ClientHub from the left sidebar navigation under Client Hub.

2. Deal Board

The Deal Board is a Kanban-style view that organizes all your deals by stage. Each column represents a stage, and each card represents a deal.

Each deal card displays the deal name, company name, website, and contact avatars. Use the toolbar to search, switch pipelines, or filter deals.

Deals move between stages by drag and drop on the board.

3. Creating & Importing Deals

There are three ways to add deals:

Option 1: Create Manually

Click + Create Deal on the deal board. Required fields: Deal Name, Company Name, Company Domain, First/Last Name, Pipeline, and Stage.

Option 2: Import via Excel

1. Go to ClientHub → Settings → Integrations
2. Scroll to Manual Import and click Download template
3. Fill in your deal data using the template format
4. Select the pipeline and upload the completed file

Option 3: Sync from a Connected CRM

If you've connected HubSpot or Pipedrive, your deals sync into ClientHub automatically.

4. Deal Detail View

Click any deal card to open its detail view. This is where you'll spend most of your time.

Tab	What's Inside
Activities	Chronological timeline of all interactions — meetings, calls, research
Tasks	Manage tasks related to the deal
Notes	Add internal notes and context
Contacts	View and manage people associated with this deal
Companies	See the organizations linked to the deal
Documents	Access any documents tied to the deal
Integrations	Manage integrations specific to this deal

Ask Gia (with ClientOS)

The Ask Gia panel on the right side lets you query your deal data. Suggested prompts:

• "What's the next step to move this deal forward?"
• "What objections are still unresolved?"
• "What's the overall health score and why?"

5. Contacts & Team Members

Contacts are external people linked to a deal. Team Members are internal people with access. Click Manage Deal Access to control which team members can collaborate.

6. Pipeline Management

Navigate to: Settings → Manage ClientHub → Pipeline Management

You can have multiple pipelines, each with its own stages. Default stages include: Active Client, Prospect, Active Project, Demo, Discovery, First Pitch, Proposal Sent, Past Client, and Closed/Lost. Use + Add Stage to customize.

7. CRM Integrations

Navigate to: Settings → Manage ClientHub → Integrations

Integration	What It Does
Gmail/Outlook	Communication tracking in deals (requires ClientOS)
HubSpot	Syncs deals, contacts, and organizations from HubSpot
Pipedrive	Syncs deals, contacts, and organizations from Pipedrive
Google Drive/SharePoint	Syncs documents related to deals

Manual Import (Alternative)

1. Scroll to the Manual Import section
2. Click Download template for the .xlsx file
3. Fill in your deal data and select the pipeline
4. Upload the completed file

8. ClientOS

ClientOS is an optional add-on you enable on individual deals for deeper AI intelligence.

To enable: Open a deal → Click Enable ClientOS (top-right)

What ClientOS Unlocks

Integration	What Syncs
Gmail / Outlook	Emails with deal contacts appear in the deal timeline
Google Drive	Connect and access documents relevant to the deal
SharePoint	Access and link SharePoint documents to the deal

Enhanced Ask Gia

With ClientOS enabled, Ask Gia can query across calls, emails, documents, and meeting transcripts. Example questions:

• "What was discussed in the last email with this client?"
• "Summarize the key points from our last three calls."
• "What documents have been shared with this contact?"

Setting Up Google Drive / SharePoint

1. Open the deal → go to the Integrations tab
2. Toggle on Google Drive or SharePoint
3. Go to the Documents tab → Browse & Sync
4. Browse folders, select the ones you want, and click Sync Selected

9. Quick Reference

I Want To…	Go To…
View my deals	Client Hub (sidebar)
Create a new deal	Client Hub → + Create Deal
Manage pipelines & stages	Settings → Manage ClientHub → Pipeline Management
Connect a CRM or import deals	Settings → Manage ClientHub → Integrations
View deal details	Client Hub → Click on a deal card
Enable ClientOS	Deal Detail → Enable ClientOS button (top-right)

Feature Comparison: Standalone vs. Connected CRM

Feature	Gia as CRM	Connected CRM
Create deals manually	Yes	No (synced)
Import deals via Excel	Yes	No (synced)
Manage pipeline stages	Yes	No (synced)
Automatic call matching	Yes	Yes
Deal health score	Yes	Yes
Ask Gia assistant	Yes	Yes
Company research	Yes	Yes