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.
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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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Reminders

Manage your reminders settings

Client Document Reminders
days before expiry
Documents, compliance records and KYC reviews are chased at 30 days before expiry. Reminders go out each morning and stop by themselves once the document is renewed. The email's subject and wording are the Document Expiry Reminder template under Settings → Email Templates.
Employee File Reminders
days before expiry
Employee files are chased at 30 days before expiry. The email's subject and wording are the Employee File Expiry Reminder template under Settings → Email Templates.
Copy Reminders To

Addresses that receive a copy of every expiry reminder this company sends. To copy all outgoing email instead — invoices, statements, reminders and the rest — set the CC / BCC under Settings → SMTP / Email.

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Employee File Expiry Colour Thresholds

In the client's Employee Files tab, each document's expiry date is colour-coded. Set the day thresholds below.

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