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.
Leads Dashboard
Marketplace
Digits — Demo
What's new
New features and improvements in your CRM
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See all updates
Company
Finish setting up your CRM — 6 of 12 steps done Continue setup
By status
By owner
By source
New leads — last 6 months
Funnel
Where leads are being lost
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Agent Leads Called Demo Demo / called Won Won / demo Won / lead Never called Called, no demo Demo, not won No follow-up Overdue FU Focus on
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By lead status
By owner
Follow-up activity — last 6 months

Buckets, colour bands and talk time come from the Tele Call queue itself, so these figures always match /leads/telecall. Every tile and every agent row opens the exact list it counted.

Leads by call outcome
Each agent's outcome pattern — who is producing which result
Follow-up freshness
Talk by agent (decimal min)
Leads waiting, by agent
Calls placed per day — every call logged, not just the latest
When this team calls — hour of day
Agent board
Agent Leads Calls Outcome set No outcome Overdue Talk (m.ss) Avg / lead (m.ss) Green Orange Red Most common outcome
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