Getting Started — Digits CRM

5/11 45% done

Set up your CRM

Finish these steps to get the most out of your CRM. Each one takes just a minute, and the checklist updates automatically as you complete them.

Still to do — 6 steps left

Company profile Business basics Theme & branding Business basics Currency & format Business basics Email sending (SMTP) Communication Roles & permissions Team & access Taxes & payment methods Your workflow

Business basics

Company profile

Your company name, contact details and timezone appear on invoices, emails and the client portal.

To do Set it up

Theme & branding

Match the CRM to your brand colours so your team and clients see a familiar look.

To do Set it up

Currency & format

Set the currency used across quotes, invoices and reports.

To do Set it up

Communication

Email sending (SMTP)

Connect your mail server so the CRM can send invitations, invoices and reminders from your address.

To do Set it up

Email templates

Review the wording your clients receive — welcome emails, invoices, proposals and reminders.

Done Review

Team & access

Roles & permissions

Decide what each type of user can see and do before you invite your team.

To do Set it up

Invite your team

Add the colleagues who will use the CRM so work can be assigned and tracked.

Done Review

Your workflow

Lead pipeline

Define your lead statuses and sources so your sales pipeline reflects how you actually work.

Done Review

Taxes & payment methods

Add your tax rates and accepted payment methods so invoices total correctly.

To do Set it up

Departments

Organise employees into departments for cleaner HR reporting and approvals.

Done Review

Task statuses

Set the stages your tasks move through (To Do, In Progress, Done, …).

Done Review