Resume Demo
Digits CRM
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➕
Add Client Go →
Create a new client with full details including company name, contact info, and assignment.
📋
View Details Go →
Click any client row to view complete profile, documents, invoices, and projects.
📄
Documents Tab Go →
Manage client documents with expiry tracking and compliance alerts.
📊
Pipeline View Go →
Track leads through stages: New → Qualified → Proposal → Won/Lost.
💰
Lead Value Go →
Each lead shows potential deal value for revenue forecasting.
👤
Lead Assignment Go →
Assign leads to team members for clear ownership and tracking.
📅
Document Expiry Go →
See all client documents with upcoming expirations and compliance deadlines.
🎨
Custom Reports Go →
Build reports by drag-and-dropping fields from any module — no coding needed.
📈
Export & Schedule Go →
Export reports to Excel or schedule them to email automatically.
Practice Dashboard
Marketplace
Digits — Demo
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Overdue
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Due next 30 days
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Due next 90 days
Deadline Load — Next 12 Months ("January survival")
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Jan 2027
Feb 2027
Mar 2027
Apr 2027
May 2027
■ January (Self Assessment crunch)   ■ Heavy month   ■ Normal
Next Deadlines
DateFilingClientModuleAssignee
No deadlines yet. Add companies in Companies House or generate MTD obligations.
Workload by Staff
  • No upcoming workload.
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