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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Finish setting up your CRM — 5 of 11 steps done Continue setup
Projects

Manage your projects settings

Project Statuses
Categories
Templates
Project Settings
Reminders
# Name Color Default Marks Complete Actions
No project statuses yet.
# Name Color Actions
No project categories yet.
Templates appear in the project creation dropdown for quick grouped task setup.
Sample Excel
# Template Name Category Department Defaults Tasks Actions
No templates yet. Create one to speed up project creation.
Repeat Trigger
?
Auto-Reminder Trigger
?
Sequential Task Flow
Turn on to let project templates run tasks in sequence — a downstream task stays locked and hidden from its assignee until the tasks it depends on are marked Done. Users who can see all tasks (admins) always see the upcoming/locked tasks. ?
Deadline Reminder
days before deadline
Send Reminder To
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