Resume Demo
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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Client Permissions

Manage your client permissions settings

Set exactly what clients can do per module. View is Show or Hide — Hide removes the page from the client's menu and blocks the direct link too. Add / Update / Delete and everything under More are Allow or Deny. A client only ever sees their own records, so there is nothing narrower to choose.
Module AddViewUpdateDelete More
Contacts —
Documents —
Download
Files —
Download
Employee Files — — — —
Compliance — — —
Download Compliance Docs
Supplier Verification — — — —
VAT Returns — — —
Download the Working Papers
Approve / Send Back a VAT Return
Comment on a VAT Return
Projects — —
View Project Tasks
View Project Files
Add Project Files
Edit Project Files
Delete Project Files
View Project Members
Add Project Members
Edit Project Members
Delete Project Members
View Milestones
Add Milestones
Edit Milestones
Delete Milestones
View Project Discussions
Add Project Discussions
Edit Project Discussions
Delete Project Discussions
View Project Notes
Add Project Notes
Edit Project Notes
Delete Project Notes
View Project Rating
Add Project Rating
Edit Project Rating
Delete Project Rating
View Time Logs
View Project Estimates
View Project Invoices
View Project Payments
View Project Orders
View Project Expenses
View Project Budget
Tasks —
View Sub-Tasks
Add Sub-Tasks
Edit Sub-Tasks
Delete Sub-Tasks
View Task Files
Upload Task Files
Edit Task Files
Delete Task Files
View Task Comments
Add Task Comments
Edit Task Comments
Delete Task Comments
View Task Notes
Add Task Notes
Edit Task Notes
Delete Task Notes
File Requests — —
Download Uploaded Files
Proposals — — —
Download PDF
Accept / Reject
Estimates — — —
View Project Estimates
Download PDF
Accept / Reject
Invoices — — —
View Project Invoices
Download PDF
View Payments
Pay Online
Credit Notes — — —
Download PDF
Payments — — —
View Project Payments
Download Receipt
Expenses — — — —
Banking — — — —
Statement — — —
Download Statement
My Office — — —
View Requests
Raise a Request
Reply to Requests
View Services
Request a Service
View Cheques
View Cheque Image
View Room Bookings
Book a Room
Extend a Booking
Upload Payment Proof
View Assets
Download Attachments
Delete Own Attachments
Calendar — — —
Request a Meeting
Cancel a Meeting
See Related CRM Events on Calendar
Contracts — — —
View Contract Files
View Contract Discussion
Add Contract Discussion
Download PDF
Sign Contract
Important Dates — — — —
Tickets
Reply to Tickets
Reopen Tickets
Close Tickets
View Attachments
Add Attachments
Help Center
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