Your Specialist Client Management CRM Has Arrived.

Modern Client Lifecycle Management Software with a linked Client Portal

GAINNS-crm platform

Deliver professional experience and revolutionise your client servicing

Centralise and Manage All Client Data

Empower your client insights with Gainns centralised database. It’s the single source of truth for all client details—accounts, documents, and communication—designed for a 360° client view at a glance.

Stress-Free Servicing So You Can Get to Business.

Manage clients in half the time by eliminating daunting paperwork and manual data entry. Embrace the beauty of streamlined digital forms and leave first impressions that last.

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Task Management: Prioritised and Efficient.

Keep your asset management tasks organised and accessible, ensuring you’re always on top of your game.

Communication Tools

Open the gates to constant communication. Forge enduring client relationships with an all-encompassing messaging, alerting, and content-sharing hub.

A Safe Vault for Client Documents

A fortress for document security meets the peak of convenience. Store, organise, and share client documents without a second thought.

What Other Firms Have to Say

Managers who transformed their daily grind into a streamlined success with the technology powering Gainns Platform.

Frequently Asked Questions

What is a CRM?
How intuitive is Gainns for someone wary of complex tools?

Simplicity is our signature. Gainns is engineered to be as simple to navigate as it is powerful. A seamless experience with a support team always on standby.

Data privacy and protection is critical to our business. With multi-layered security measures, including two-factor authentication and robust data encryption hosted in AWS data centres with BCP/DR strategies, your clients’ data is shielded with high security standards and well protected.

Undoubtedly. Our platform is an ecosystem encompassing comprehensive onboarding, insightful reporting, and vibrant client engagement—your all-in-one digital command center.

Diversity in practice deserves a flexible platform. Gainns’s customisable nature ensures it complements your style, empowering you to deliver daily operations your way.

We believe in the capabilities of our platform, and we respect your need for flexibility. That’s why we welcome you with a 1-month complimentary trial. Try for yourself and transform your workflows.

Ready to Become The Professional Your Clients Adore?