DIGIT CRM · Customer relationships
Everything about the customer… in a record everyone knows
The organization, its contacts, the activity timeline and quotations in one record.
Real screens from the system; names and figures are illustrative.
- Shown in a real screen
- Visible in the screenshot on this page.
- Shown in a demo
- Described in the company profile, shown in a demo session per edition.
- Depends on scope
- Depends on set-up, an integration or a service defined in scope.
Adapted from the DIGIT Corporate Profile 2026, page 25
The customer does not live in three spreadsheets
One organization record with contacts, activities and opportunities around it, so no rep starts from zero.
- 01
Organization
The company, its details and branches.
- 02
Contacts
The people and their role in the buying decision.
- 03
Timeline
Every activity, opportunity and quotation in order.
What the customer record holds
As in the corporate profile (p. 25).
Organization
OrganizationOrganization number and details.
Shown in a demoContact
ContactName, role and contact channel.
Shown in a demoActivity timeline
Activity TimelineCalls, meetings and tasks.
Shown in a demoQuotation
QuotationQuotations given to the customer and their status.
Shown in a demo
Who uses the record
Same record, different questions.
Sales rep
- Does
- Prepares for the next meeting.
- Sees
- Latest activities and contacts.
Account manager
- Does
- Looks after the relationship long term.
- Sees
- Opportunities and quotations over time.
Sales manager
- Does
- Reassigns the customer when needed.
- Sees
- Owner and team activity on the customer.
Questions about the customer
What the record answers.
Who decides at the customer?
Contact roles.
- Source
- Contacts
- Decided by
- Sales rep
Which opportunities are open with this customer?
Opportunities linked to the organization.
- Source
- Opportunities
- Decided by
- Account manager
Record boundaries
What comes from DIGIT Pro.
Invoices and receivables on the customer record
Depends on scopeShowing them from DIGIT Pro requires the link between the two applications, within scope.
Connected to
The record at the heart of CRM.
Next step
See this process on a scenario close to your work
A short discovery session to define what your company needs, then we show the screens available in your edition and explain what needs set-up.
DIGIT · Our customers
Success stories
More than 200 Saudi businesses across contracting, real estate, trading, services and training chose Digit.
DIGIT · Customer / Account 360