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.
Settings
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Custom Fields

Manage your custom fields settings

Leads custom fields — shown in forms, tables, and filters.
Drag fields up or down to reorder. Click Save Order to apply, or Cancel to discard.
# Label Field Name Type Required In Table In Filters Actions
No custom fields yet. Click Add Field to create one.
Clients custom fields — shown in forms, tables, and filters.
Drag fields up or down to reorder. Click Save Order to apply, or Cancel to discard.
# Label Field Name Type Required In Table In Filters Actions
No custom fields yet. Click Add Field to create one.
Proposals custom fields — shown in forms, tables, and filters.
Drag fields up or down to reorder. Click Save Order to apply, or Cancel to discard.
# Label Field Name Type Required In Table In Filters Actions
No custom fields yet. Click Add Field to create one.
Projects custom fields — shown in forms, tables, and filters.
Drag fields up or down to reorder. Click Save Order to apply, or Cancel to discard.
# Label Field Name Type Required In Table In Filters Actions
No custom fields yet. Click Add Field to create one.
Tasks custom fields — shown in forms, tables, and filters.
Drag fields up or down to reorder. Click Save Order to apply, or Cancel to discard.
# Label Field Name Type Required In Table In Filters Actions
No custom fields yet. Click Add Field to create one.
Invoices custom fields — shown in forms, tables, and filters.
Drag fields up or down to reorder. Click Save Order to apply, or Cancel to discard.
# Label Field Name Type Required In Table In Filters Actions
No custom fields yet. Click Add Field to create one.
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