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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.
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Company
Finish setting up your CRM — 6 of 12 steps done Continue setup
Packages
New Package
Package Details
A project made from this package starts with these steps; more can be added on the project. Step lists are managed in Settings → Projects.
On the customer's proposal card, show…
Only steps ticked in the step list appear. Turning on the government fee shows the customer what each authority charges.
Line Items
0
No items yet — add line items using the buttons below.
A Gov. Fee line is money paid to the government on the client's behalf (no VAT, not our revenue). An Our Service line is our own fee (VAT applies). Each line may carry a margin and VAT or not — your choice per line.
Notes
Shown to the customer under this package's card on the proposal link, and printed on the signed copy.
Estimated Totals
Gov. Disbursements AED 0
Service Revenue AED 0
Est. Total AED 0
Settings
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