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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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KYC Letterhead

Manage your kyc letterhead settings

These two images are your letter pad. They are printed at the top and bottom of every page of the KYC form PDF you download from a client's KYC tab and hand over for signature. Use full-width artwork (about 1600 px wide); the header prints at roughly 100 px tall and the footer at 74 px. Leave both empty and the PDF heads itself with your company name and address instead.
Header Band Printed across the top of every page — your logo, firm name and licence line.
No header band uploaded
Footer Band Printed across the bottom of every page — address, phone, website, registration numbers.
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