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
Marketplace
Digits — Demo
Company
Finish setting up your CRM — 5 of 11 steps done Continue setup
Lead Settings

Manage your lead settings settings

General Settings
Module Enabled
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Round Robin Auto-assign
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Lead Statuses
#TitleColorSort
No statuses yet.
Lead Sources
#TitleSort
No sources yet.
Lead Categories
#TitleSort
No categories yet.
Lead Grades
#TitleSort
No grades yet.
Services / Products
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#TitleSort
No services yet.
WhatsApp Templates
Variables: {{name}} {{company_name}} {{phone}} {{enquiry_date}} {{status}} {{owner}}

No WhatsApp templates yet.

Email Templates
Variables: {{name}} {{company_name}} {{phone}} {{email}} {{status}} {{owner}}

No email templates yet.

 Meta / Facebook Lead Ads
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 TikTok for Business
 LinkedIn Marketing API
 Snapchat Marketing API
 Google Ads
Company SMTP (Admin)
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Your Email Credentials
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