Fast entry while you're out in the field — just the essentials.

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Full Client Intake Form

Captures Medicare, Medicaid, medications, PCP info, insurance plan, and lead source tracking.

Working an HEB or Walmart table? Tap below to start the form pre-tagged with the retail source.

🛒 Quick Add — HEB Lead 🏬 Quick Add — Walmart Lead 🏪 Quick Add — Other Retail Lead

Export to a CSV file that opens directly in Excel or Google Sheets. Edit it there, then import it back to update or add records.

⬇️ Export My Clients (CSV) ⬆️ Import from CSV

🔄 Sync data now Sign Out

📲 Install GIC CRM App

Add this app to your home screen for the best mobile experience — works offline too!