Resume Demo
Digits CRM
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Feature Guide
➕
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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Dashboard
Renewal Dashboard
My Calendar
Meetings
Chat
Notice Board
Addons
Addon Store
Agents (Referral)
Loyalty Programs
Gov. Vendors
Subcontractors
Commission Manager
Client Scoring
Accounts HUB
Accounts HUB
Accounts HUB
Accounts HUB
Accounts HUB
Accounts HUB
Banner Campaigns
KPI Tracker
OCR Scanner
Settings
Business Center
Dashboard
Branches
Units
Leases
Cheque Collection
Mail Handling
Room Bookings
Tenant Tickets
PR Services
BC Reports
Notify Tenants
Parking
Access Cards
Landlines
Smart Reach GPT
Campaigns
New Campaign
By Lead
Knowledge Base
Lead GPT
Scored Leads
Scoring Settings
SOP Library
All SOPs
Accounting & Auditing
Business Setup / PRO
Business Center
Settings
Marketplace
Digits — Demo
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Demo Guest
CRM User
Demo Guest
guest.digits-zauja@demo-crm5.com
My Profile
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Attendance
Manage your attendance settings
General
Breaks & Shift
Security
Reminders
Clock In / Out
Allow employees to clock in / out themselves
Show clock in button on dashboard
Save employee location on clock in / out
Allow employees to change their shift
Enable QR code clock in (kiosk mode)
Auto Clock In
Enable automatic clock in at office start time
Week Settings
Week Starts From
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Allow Early Clock In (minutes before office start)
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Break Types
Employees pick one of these while clocked in to pause their shift.
Paid
break time is still counted as worked hours;
unpaid
is deducted.
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Paid
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Paid
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Paid
Add Break Type
How Breaks Count
Shift-hours calculation
Per type (use Paid/Unpaid above)
Exclude all breaks (deduct every break)
Include all breaks (count every break as worked)
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Auto-Close Forgotten Shifts
Auto-end a shift left running too long
Auto-close after (minutes from shift start)
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Geofencing (Radius Check)
Enforce location radius for clock in
Radius (meters)
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IP Address Restriction
Restrict clock in to specific IP addresses
Allowed IP Addresses
Add IP
Late Attendance Reminder
Send reminder if employee hasn't clocked in
Send Reminder After (minutes past office start)
Monthly Attendance Report
Email monthly attendance report automatically
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Save Attendance Settings
Confirm
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