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
Notifications Mark all read
No new notifications
View all notifications
Company
Notifications

Manage your notifications settings

Notification Preferences
In-App
Email
WhatsApp
Push
HR & Employees 7 events
Event In-App Email WhatsApp Push
Employee Added
New employee profile created in the system
Leave Application
Employee submits a leave request
Leave Approved / Rejected
Manager approves or rejects a leave request
Payroll Processed
Monthly payroll run completed
Attendance Alert
Late clock-in or missed attendance detected
Document Expiry
Employee document is approaching its expiry date
Birthday Notification
Employee birthday alert
Clients 4 events
Event In-App Email WhatsApp Push
New Client Added
A new client account is created
Client Assigned to You
A client is assigned to your account
Client Document Expiry
Client document is nearing its expiry date
Contract Signed
Client signs a contract digitally
Leads 6 events
Event In-App Email WhatsApp Push
New Lead Created
A new lead is added to the system
Lead Assigned to You
A lead is assigned to your account
Lead Status Changed
A lead status is updated
Follow-up Due
Scheduled follow-up is due today
Lead Converted to Client
Lead is successfully converted to a client
Note Added to Lead
Someone adds a note to a lead you own
Projects & Tasks 6 events
Event In-App Email WhatsApp Push
Assigned to Project
You are added to a project team
Project Deadline Due
Project due date is approaching
Task Assigned to You
A task is assigned to your account
Task Due
A task assigned to you is due
Task Completed
A task is marked as complete
Task Status Changed
Status of a task is updated
Finance 5 events
Event In-App Email WhatsApp Push
Invoice Created
A new invoice is generated
Invoice Paid
Invoice is marked as fully paid
Payment Received
Payment is received against an invoice
Expense Submitted
Employee submits an expense claim
Estimate Accepted
Client accepts your estimate
Communication 5 events
Event In-App Email WhatsApp Push
New Chat Message
New message received in internal chat
Meeting Reminder
Upcoming scheduled meeting alert
New Support Ticket
A new support ticket is submitted
Ticket Reply
Someone replies to a support ticket
Notice Published
A new company notice is published
System 3 events
Event In-App Email WhatsApp Push
New User Joined
A new user registers or is invited
Security Alert
Failed login or suspicious activity detected
Employee Appreciation
An employee is recognized or appreciated
Notification Delivery Settings
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