Resume Demo
Digits CRM
Choose your language
Choose your presenter
Choose your language
English
Arabic
Malayalam
Tamil
Hindi
Urdu
Pashto
French
Chinese
English (UK)
English (US)
➕
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
Marketplace
Digits — Demo
Files received View all
No files received yet
Open File Requests
Notifications Mark all read
No new notifications
View all notifications
What's new
New features and improvements in your CRM
Loading…
See all updates
Company
Finish setting up your CRM — 6 of 12 steps done Continue setup
Estimates

Manage your estimates settings

Numbering
?
Defaults
?

Whether a client can accept or decline an estimate from the portal is set under Settings → Client Permissions.

Default Text
Help Center
Loading...
Guide
Example
Search
AI

Click a section to read the guide.

Chat
Loading...
Abu is guiding you — click any element and Abu will explain it  ·  Esc to exit