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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Digits — Demo
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Lead Integrations

Manage your lead integrations settings

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Meta (Facebook / Instagram)
Import leads from Facebook & Instagram Lead Ads
Google Ads
Import leads from Google Ads campaigns
LinkedIn
Import leads from LinkedIn Lead Gen Forms
TikTok
Import leads from TikTok Lead Generation
Snapchat
Import leads from Snapchat Lead Ads
Zoho CRM
Import leads via API or CSV export
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