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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.
Reports
Marketplace
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Company
Finish setting up your CRM — 6 of 12 steps done Continue setup
Leads Clients Proposals Services Projects Tasks Timesheets Finance Receivables Meetings Doc Expiry Daily Staff Custom Export CSV
0
Expiring Soon
0
< 30 Days
0
30–60 Days
40
Already Expired
Expiring Documents 40 records
Today: 03/10/2026
0 selected
SourceTypeHolder / TitleClientReferenceExpiry DateDays LeftAdded By Remind
Documents Legal Trade License — Premium Services LLC Premium Services LLC — 05/04/2026 Expired (181d) Super Admin
Documents Legal Trade License — Luxury Retail Group Luxury Retail Group — 05/04/2026 Expired (181d) Super Admin
Documents Legal Trade License — Industrial Solutions Industrial Solutions — 05/04/2026 Expired (181d) Super Admin
Documents Legal Trade License — Finance Advisors Finance Advisors — 05/04/2026 Expired (181d) Super Admin
Documents Legal Trade License — Construction Co Construction Co — 05/04/2026 Expired (181d) Super Admin
Documents Legal Trade License — Healthcare Plus Healthcare Plus — 05/04/2026 Expired (181d) Super Admin
Documents Legal Trade License — Fashion Design Studio Fashion Design Studio — 05/04/2026 Expired (181d) Super Admin
Documents Legal Trade License — Real Estate Partners Real Estate Partners — 05/04/2026 Expired (181d) Super Admin
Documents Legal Trade License — Tech Consulting Tech Consulting — 05/04/2026 Expired (181d) Super Admin
Documents Legal Trade License — Import Export Trading Import Export Trading — 05/04/2026 Expired (181d) Super Admin
Documents Financial VAT Certificate — Premium Services LLC Premium Services LLC — 25/05/2026 Expired (131d) Super Admin
Documents Financial VAT Certificate — Luxury Retail Group Luxury Retail Group — 25/05/2026 Expired (131d) Super Admin
Documents Financial VAT Certificate — Industrial Solutions Industrial Solutions — 25/05/2026 Expired (131d) Super Admin
Documents Financial VAT Certificate — Finance Advisors Finance Advisors — 25/05/2026 Expired (131d) Super Admin
Documents Financial VAT Certificate — Construction Co Construction Co — 25/05/2026 Expired (131d) Super Admin
Documents Financial VAT Certificate — Healthcare Plus Healthcare Plus — 25/05/2026 Expired (131d) Super Admin
Documents Financial VAT Certificate — Fashion Design Studio Fashion Design Studio — 25/05/2026 Expired (131d) Super Admin
Documents Financial VAT Certificate — Real Estate Partners Real Estate Partners — 25/05/2026 Expired (131d) Super Admin
Documents Financial VAT Certificate — Tech Consulting Tech Consulting — 25/05/2026 Expired (131d) Super Admin
Documents Financial VAT Certificate — Import Export Trading Import Export Trading — 25/05/2026 Expired (131d) Super Admin
Documents Compliance MOA — Premium Services LLC Premium Services LLC — 24/06/2026 Expired (101d) Super Admin
Documents Compliance MOA — Luxury Retail Group Luxury Retail Group — 24/06/2026 Expired (101d) Super Admin
Documents Compliance MOA — Industrial Solutions Industrial Solutions — 24/06/2026 Expired (101d) Super Admin
Documents Compliance MOA — Finance Advisors Finance Advisors — 24/06/2026 Expired (101d) Super Admin
Documents Compliance MOA — Construction Co Construction Co — 24/06/2026 Expired (101d) Super Admin
Documents Compliance MOA — Healthcare Plus Healthcare Plus — 24/06/2026 Expired (101d) Super Admin
Documents Compliance MOA — Fashion Design Studio Fashion Design Studio — 24/06/2026 Expired (101d) Super Admin
Documents Compliance MOA — Real Estate Partners Real Estate Partners — 24/06/2026 Expired (101d) Super Admin
Documents Compliance MOA — Tech Consulting Tech Consulting — 24/06/2026 Expired (101d) Super Admin
Documents Compliance MOA — Import Export Trading Import Export Trading — 24/06/2026 Expired (101d) Super Admin
Documents Contract Insurance Policy — Premium Services LLC Premium Services LLC — 02/09/2026 Expired (31d) Super Admin
Documents Contract Insurance Policy — Luxury Retail Group Luxury Retail Group — 02/09/2026 Expired (31d) Super Admin
Documents Contract Insurance Policy — Industrial Solutions Industrial Solutions — 02/09/2026 Expired (31d) Super Admin
Documents Contract Insurance Policy — Finance Advisors Finance Advisors — 02/09/2026 Expired (31d) Super Admin
Documents Contract Insurance Policy — Construction Co Construction Co — 02/09/2026 Expired (31d) Super Admin
Documents Contract Insurance Policy — Healthcare Plus Healthcare Plus — 02/09/2026 Expired (31d) Super Admin
Documents Contract Insurance Policy — Fashion Design Studio Fashion Design Studio — 02/09/2026 Expired (31d) Super Admin
Documents Contract Insurance Policy — Real Estate Partners Real Estate Partners — 02/09/2026 Expired (31d) Super Admin
Documents Contract Insurance Policy — Tech Consulting Tech Consulting — 02/09/2026 Expired (31d) Super Admin
Documents Contract Insurance Policy — Import Export Trading Import Export Trading — 02/09/2026 Expired (31d) Super Admin
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