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.
QuickBooks Online Integration
Marketplace
Digits — Demo
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Not configured. Enter your QuickBooks Online API credentials below.
API Credentials
Setup Guide
  1. Go to developer.intuit.com and create an app.
  2. Select QuickBooks Online and Payments as the scope.
  3. Add Redirect URI:
    https://crm.digitsonline.com/integrations/quickbooks/oauth/callback
  4. Copy Client ID and Client Secret and paste above.
  5. Click Save Settings then Connect to QuickBooks.
  6. Use Sandbox for development, uncheck for production.

Webhook URL

https://crm.digitsonline.com/api/integrations/quickbooks/webhook

Add in Intuit Developer Portal → Webhooks. Set the same Verifier Token above.

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