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.
Edit Dashboard
Marketplace
Digits — Demo
Company
Widgets Drag to add
Stats
Total Leads
Converted Leads
Open Follow-ups
Overdue Follow-ups
Clock In / Out
My Open Tasks
Events / Follow-ups
Lead Pipeline Value
Charts
Leads Overview
All Tasks Overview
Pipeline Value Chart
Monthly Pipeline
Lead Status Chart
Lead Source Chart
Monthly Leads Trend
Team
Team Overview
Leads
Recent Leads
Upcoming Follow-ups
Utility
Quick Links
System Info
Add Row
Help Center
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