⚡ Quick Field Lead
Fast entry while you're out in the field — just the essentials.
📋
Full Client Intake Form
Captures Medicare, Medicaid, medications, PCP info, insurance plan, and lead source tracking.
🛒 Retail event quick-add
Working an HEB or Walmart table? Tap below to start the form pre-tagged with the retail source.
🗑 Trash
View and restore deleted clients
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💾 Save / Backup Data
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.
📱 Mobile App Info
Version: 1.0.0
Database: Supabase (real-time sync)
Offline support: ✅ Yes
Install: Use "Add to Home Screen" in your browser
📲 Install GIC CRM App
Add this app to your home screen for the best mobile experience — works offline too!
