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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.
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Company
Finish setting up your CRM — 6 of 12 steps done Continue setup
6/12 50% 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
Project statuses & categories

Set the stages a project moves through (Not Started, In Progress, Completed, …) and the categories it is filed under, before the first project is added.

Done Review
Task statuses

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

Done Review
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