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.
Xero Integration
Marketplace
Digits — Demo
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Not configured. Enter your Xero API credentials below.
API Credentials
Setup Guide
  1. Go to developer.xero.com/app/manage and create a Web App.
  2. Add the redirect URI:
    https://crm.digitsonline.com/integrations/xero/oauth/callback
  3. Copy Client ID and Client Secret above.
  4. Click Save Settings then Connect to Xero.
  5. Xero uses PKCE — no client secret is sent to Xero directly during OAuth.

Webhook URL

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

Add in Xero Developer Portal → Your App → Webhooks. Xero will perform an Intent To Receive (ITR) validation.

Scopes requested:

accounting.transactions accounting.contacts accounting.settings offline_access
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