Resume Demo
Digits CRM
Choose your language
Choose your presenter
Choose your language
English
Arabic
Malayalam
Tamil
Hindi
Urdu
Pashto
French
Chinese
English (UK)
English (US)
➕
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.
QuickBooks Online Integration
Marketplace
Digits — Demo
Notifications Mark all read
No new notifications
View all notifications
Company
Not connected — Configure
Settings
0
Customers Synced
0
Invoices Synced
0
Bills Synced
—
Last Sync
Recent Sync Activity
No sync activity yet.
Help Center
Loading...
Guide
Example
Videos
Search
AI

Click a section to read the guide.

Chat
Loading...
Abu is guiding you — click any element and Abu will explain it  ·  Esc to exit