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
Business HUB
Renewal Dashboard
Formation Pipeline
PRO Task Board
Government Fee Ledger
Visa & Immigration
Bank Account Assist
Amendments
My Calendar
Meetings
Chat
Notice Board
Addons
Settings
Settings
Marketplace
Digits — Demo
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Clock In
Working From
Office
Home
Other
Office Location
Start Shift
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Company
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Demo Guest
CRM User
Demo Guest
guest.digits-zauja@demo-crm5.com
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Language
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English
ar
العربية
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Finish setting up your CRM
— 5 of 11 steps done
Continue setup
Attendance
Manage your attendance settings
General
Breaks & Shift
Office Locations
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
Require choosing an office location when clocking in from Office
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
?
Paid
?
Paid
?
Paid
?
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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Office Locations
Employees pick one of these when clocking in from
Office
. Add coordinates + a radius to enforce geofenced clock-in (Security tab toggle).
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Add Location
Name
Address
Latitude
Longitude
Radius (m)
Use my position
Active
Add Location
Cancel
Geofencing (Radius Check)
Enforce location radius for clock in
Default 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
?
Save Attendance Settings
Confirm
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