DIGIT CRM · Customer relationships
A pipeline looks good… but the exceptions are what need action
Deals by stage on a Kanban board, with value, probability, close date and next step.
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
Every deal has a stage and a next step
Pipeline value alone says nothing about stalled deals. The alerts above the board do.
- 01
Clear stages
Qualification, demo, proposal and quotation, negotiation, ready.
- 02
Value and probability
Value, percentage and weighted value per deal.
- 03
Alerts
Stalled, no next step, past close date, high value without follow-up.
What the deals board shows
What the deals board shows, demonstrated in a demo session.
Kanban by stage
KanbanA card per deal with organization, value, probability, owner and last activity.
Shown in a demoPipeline indicators
Total open pipeline, weighted pipeline, win rate and won revenue.
Shown in a real screenDeal alerts
Stalled, no next step, past close date, high value without follow-up.
Shown in a real screenList or Kanban view
Group by field, sort, and save the view.
Shown in a demoDeal and organization
DEAL · ORGDeal and organization numbers on each card.
Shown in a demo
Pipeline questions
What is read from the board.
Which deals have no next step?
The “no next step” alert opens the deals themselves.
- Source
- The deal and its activities
- Decided by
- Sales manager
What has passed its close date?
The “past close date” alert.
- Source
- Expected close date
- Decided by
- Sales rep
What is the real weighted pipeline?
Value × probability for each open deal.
- Source
- Open deals
- Decided by
- Sales manager
Where CRM stops
A won opportunity moves into the DIGIT Pro selling cycle.
Handing the deal to sales
Depends on scopeQuotation, sales order, invoice and collection are DIGIT Pro Selling documents; the link between them is configured per scope.
Custom stages and probabilities
Depends on scopeDefined around how your company sells.
Before and after the opportunity
What comes before and after.
From DIGIT CRM screens
Sections of the real system screens for this area; the names and figures in them are illustrative.
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 · Opportunities & Sales Pipeline