Edit: Dashboard — Digits CRM

➕

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.