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.
Lead Settings
Marketplace
Digits — Demo
Company
General Settings
Module Enabled
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Round Robin Auto-assign
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Duplicate Check — Phone
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Duplicate Check — Email
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Notify on New Lead
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Auto Follow-up on Template Send
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Lead Statuses
#TitleColorSort
No statuses yet.
Lead Sources
#TitleSort
No sources yet.
Lead Labels
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Lead Categories
#TitleSort
No categories yet.
Lead Grades
#TitleSort
No grades yet.
Lead Services
#TitleSort
No services yet.
WhatsApp Templates
Variables: {{name}} {{company_name}} {{phone}} {{enquiry_date}} {{status}} {{assignee}}
No WhatsApp templates yet. Click Load Defaults to get started.
Email Templates
Variables: {{name}} {{company_name}} {{phone}} {{email}} {{status}} {{assignee}}
No email templates yet. Click Load Defaults to get started.
Company SMTP (Admin)
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Your Email Credentials
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CC Support
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