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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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Company
Finish setting up your CRM — 6 of 12 steps done Continue setup
SMTP / Email

Manage your smtp / email settings

Configure your own SMTP server to send emails from your domain. Leave blank to use the platform default.
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Amazon SES
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Mail will be sent through email-smtp.<region>.amazonaws.com. Put the SMTP credentials from SES Console → SMTP settings → Create SMTP credentials (an AKIA… username, not your AWS console login) in the Username and Password fields below.
The IAM user needs ses:SendEmail, ses:SendRawEmail and ses:GetSendQuota. No host, port, encryption or SMTP login is used in this mode — mail goes over the SES API.
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Send Test Email
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