Resume Demo
Digits CRM
Choose your language
Choose your presenter
Choose your language
English
Arabic
Malayalam
Tamil
Hindi
Urdu
Pashto
French
Chinese
English (UK)
English (US)
➕
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.
Settings
Marketplace
Digits — Demo
Files received View all
No files received yet
Open File Requests
Notifications Mark all read
No new notifications
View all notifications
What's new
New features and improvements in your CRM
Loading…
See all updates
Company
Finish setting up your CRM — 6 of 12 steps done Continue setup
Assignment Alerts

Manage your assignment alerts settings

The moment a task or project is assigned to a team member, the CRM emails them, rings their bell and — once a day at sign-in — shows them a summary of the work on their desk. Switch the emails on or off here and choose who else gets a copy. The wording of every email lives in Settings → Email Templates, the same as every other email the CRM sends.

Task assignment email
In-app bell: On Push: On Change under Notifications
Wording: the Task Assigned template Customised Edit under Settings → Email Templates
Sent to the assignee the moment a task is assigned — no waiting for a scheduled job. Bulk assignments send one grouped email per person.
Project assignment email
In-app bell: On Push: On Change under Notifications
Wording: the Project Assigned template Edit under Settings → Email Templates
Sent to the assignee the moment a project is assigned — no waiting for a scheduled job. Bulk assignments send one grouped email per person.
"Work assigned to you" at sign-in

Once a day, every team member who can open the task or project list is shown the work on their desk — newly assigned, overdue, due today, due this week — as numbers. Each number opens the list filtered to exactly those records, the same way the document-expiry alert works. Nothing is shown when there is nothing new, overdue or due today.

Help Center
Loading...
Guide
Example
Search
AI

Click a section to read the guide.

Chat
Loading...
Abu is guiding you — click any element and Abu will explain it  ·  Esc to exit