Set Up Client Hub (Your CRM in Gia)

Gia's built-in CRM eliminates manual data entry and creates a searchable client memory.

Initial Setup

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Settings — Pipeline & Deal Stages

Show the Settings page with pipeline creation and deal stage configuration.

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1. Go to Settings and create your pipeline
2. Create or edit deal stages (defaults provided)
3. Optionally connect HubSpot or Pipedrive (one-click in Settings)

Adding Deals

From Signals (faster): Find the contact → click Add Deal → Gia auto-fills everything. Name the deal (e.g. "Nexus Annual") and click Create.

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Add Deal from Signals — Auto-Filled

Show the Add Deal modal triggered from Signals with auto-populated company name, domain, and contact info. Highlight the deal naming field.

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From Settings: Click Add Deal and fill in company name, domain, pipeline, and contact manually.