DIGIT CRM · Customer relationships
Every lead has a source, an owner and a qualification decision
Each lead’s source, owner, qualification and conversion to a customer and an opportunity.
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
A lead goes cold if nobody owns it
The first question is not “how many leads do we have?” but “who follows each one, and when did we first reach out?”.
- 01
Source
Where it came from: website, exhibition, referral, campaign.
- 02
Ownership
One responsible rep for each lead.
- 03
Qualification
A clear decision: qualified, disqualified or needs information.
From capture to conversion
The first stages of the customer journey.
- Step 1:
Capture the lead
- Record
Lead- Owner
- Marketing or sales
- State
- New
- Output
- A record with its source
- Step 2:
Assign
- Record
- Lead owner
- Owner
- Sales manager
- State
- Assigned
- Output
- One owner
- Step 3:
First contact
- Record
- Call or meeting activity
- Owner
- Sales rep
- State
- Contacted
- Output
- Response time
- Step 4:
Qualify
- Record
- Qualification decision
- Owner
- Sales rep
- State
- Qualified or not
- Output
- A recorded reason
- Step 5:
Convert
- Record
- Organization, contact and opportunity
- Owner
- Sales rep
- State
- Converted
- Output
- An opportunity in the pipeline
Records at this stage
What is recorded before a lead becomes an opportunity.
Lead
LeadCompany, contact, interest and source.
Shown in a demoLead sources
Lead SourcesThe list of sources, to see which bring qualified leads.
Shown in a demoAssignment and ownership
OwnershipCurrent owner and assignment date.
Shown in a demoUnassigned count and response time
The manager follows both from the workbench.
Shown in a real screen
Qualification questions
What the rep and the manager decide.
Which sources bring qualified leads?
Qualification and conversion rate per source.
- Source
- Lead record and source
- Decided by
- Marketing manager
How long does a lead wait for first contact?
Response time on the manager workbench.
- Source
- First activity on the lead
- Decided by
- Sales manager
Why was this lead disqualified?
The recorded disqualification reason.
- Source
- Qualification decision
- Decided by
- Sales rep
Depending on scope
External sources need a link.
Capturing leads from website forms or campaigns
Depends on scopeLinking any form or ad platform is a separately scoped integration.
Import from existing sheets
Depends on scopePart of the data migration service.
The next step
A qualified lead becomes an opportunity.
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 · Leads, Sources & Qualification