CRM & Marketing

This is where you manage all your client and contact relationships and where you initiate and develop you marketing initiatives.

  • Quickly find and add clients and other contacts and maintain their information.
  • Allocate your clients to an unlimited number of groups as needed.
  • Set up and allocate marketing tasks to staff.
  • Analyse key management information about your most productive clients and products.

The Gimbal Client module allows you to manage all your client relationships from adding and maintain client and contact details to running client-specific reports and analysis to setting up special groups and running campaigns and other client-centred activities and tasks.

gimbal management module-client relationship management