Meet your always-on Account Coordinator

Gia organizes client conversations, tasks, and follow-ups so you can focus on delivering great work.

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"I don’t need a massive CRM. What I need is something that keeps track of client conversations and to-dos, almost like an account coordinator running in the background. Gia does exactly that."

Julie Meredith
Fractional CMO
Client Hub

Never lose track of what matters

A single view to manage all client discussions, action items, news and even upsell opportunities. Seamlessly sync the information to your CRM records.

Meeting Assistant

Turn meetings into action automatically

Automatically capture and summarize key points from each call into an easy to read overview. Identify action items and next steps from your calls, turn them into tasks with due-date and priority.

Pre-Meeting Research

Personalized research at your fingertips

Be prepared for every single meeting with detailed research about the person and the company you are meeting.

1-Click Email Drafts

Follow-up made fast, simple, and personal

Automatically draft personalized email follow-ups after every call to stay on top of your client work.

Works everywhere you work

Choose the platform that's actually built for professional service firms, agencies and consultants

Choose the platform that's actually built for professional service firms, agencies and consultants