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.
Tasks
Marketplace
Digits — Demo
What's new
New features and improvements in your CRM
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Company
Finish setting up your CRM — 6 of 12 steps done Continue setup
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Tasks
Period by
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Open work per person (red = overdue)
Load % per person
Most overloaded — open their tasks to re-assign
    Due in the next 14 days — person × day
    Staff workload
    Status
    Priority
    Overdue at each week's end
    Created vs completed per month
    Open tasks by project (top 10)
    Open tasks by client (top 10)
    Open tasks by department
    Due Date
    Code Task Name Client Status Priority Assigned To Due Date Completed On Project Milestone Start Date Est. Hours Billable Description Created Action
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