DIGIT CRM · Customer relationships
Each user sees what is theirs… and works with the stages you approved
Roles, permissions, sales stages, lead sources and targets.
There is no real screenshot of this area yet; the diagrams on this page explain the process only, and the screens are shown in a demo session per edition and scope.
- Indicators by permission
RolesRolesDeal StagesSales stages
- 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 26
Governance starts with permission
The indicator a rep sees differs from the manager’s, because each sees their permitted records.
- 01
Roles and permissions
Rep, manager and administrator.
- 02
Stages and sources
Sales stages, their probabilities and lead sources.
- 03
Targets
Individual and team targets the manager measures against.
What is managed here
Settings that affect every area.
Indicators by permission
Every indicator counts only the records you may see.
Shown in a demoRoles
RolesWhat each role sees and does.
Shown in a demoSales stages
Deal StagesStages and probabilities.
Shown in a demoTargets
Individual and team targets.
Shown in a demo
Depending on scope
What is agreed during implementation.
Single sign-on
Depends on scopeDepends on your identity provider.
Customer data migration
Depends on scopePart of the data migration service, with acceptance criteria.
Connected to
Settings govern every area.
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 · Administration & Governance