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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.
Dashboard
Marketplace
Digits — Demo
Company

Subcontractor Disputes

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Subcontractor Type Description Claimed Amt Status Raised Actions
Bookkeeping Pro payment Payment was received 5 days late beyond the agreed 14-day payment term... Resolved_in_favor_of_prime 13 Jun 2026
Resolution: Payment delay acknowledged due to bank processing. Future payments will be initiated 2 days earlier.
FastDoc scope Work order scope included 5 employee contracts but only 3 were submitt... 300.00 Open 13 Jun 2026
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