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

Manage your tasks settings

Task Statuses
Task Fields
Reminders
Statuses drive the task form, filters, badges and the "Mark Done" action. ?
# Name Color Default Marks Complete Actions
1 Todo No
2 In Progress No
3 Review No
4 Completed Yes
5 Done Yes
?
Task Category
Show category field in task form
Project Link
Allow linking tasks to projects
Start Date
Show start date in task form
Due Date
Show due date in task form
Assigned To
Show assignee field in task form
Priority
Show priority selector (Low/Medium/High/Urgent)
Labels
Show label/tag selector in task form
Attachments
Allow file attachments on tasks
Sub-Tasks
Enable sub-task / checklist section
Comments
Enable comment thread on tasks
Time Logs
Enable time tracking on tasks
Deadline Reminders
Before Deadline
?
days before
After Deadline
?
No after-deadline reminders set.
On Deadline Day
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