Module · CRM
Your clients and follow-ups... in one place
Clear sales stages, complete communication logs, and follow-ups that never get lost — connected to Sales and collections.
Sales StagesCommunication LogWhatsApp Follow-ups
digit-erp.com / app / crm
CRM — Demo Data · Demo Data
Interface Preview · Demo Data
Pipeline
Clear Sales Stages
From opportunity to deal
360°
Client Log
Every communication and interaction
Follow-ups
Never lost
Automatic reminders
Integration
With Sales and Collection
Same database
Why Digit CRM
No opportunity lost... no follow-up forgotten
Six capabilities that organize your clients and follow-ups, linking them to the Sales and collection cycle.
Sales Pipeline
A visual pipeline that moves opportunities from one stage to another until closing.
Complete Communication Log
Every call, message, and visit is saved in the client profile.
Follow-up Reminders
Automated reminders for tasks and calls on time.
Linking Quotes and Invoices
From opportunity to quotation to invoice without interruption.
Client Segmentation
Classify your clients by value, sector, or behavior.
WhatsApp Follow-up
Communicate with your clients and log the follow-up in its place.
From the Inside
Clear Sales Pipeline
Every opportunity in its stage with closing probability and value, with a complete communication log — no scattered files.
- ✓Sales Pipeline
- ✓Communication log per client
- ✓Follow-up reminders
- ✓Linked to quotes and invoices
- ✓Client segments
digit-erp.com / app / crm
CRM Details — Demo Data · Demo Data
Interface Preview · Demo Data
Sales Visibility
Track your opportunities and closing probabilities
From lead to deal, know where every opportunity stands and its expected value.
Leads
Top of the funnel
Opportunities
In progress
Quotations
Pending decision
Deals
Closing and collection
Live Scenario
From lead... to deal
Lead←Opportunity←Quotation←Deal←Collection
Frequently Asked Questions
Sales Team FAQ
Answers about stages, follow-ups, and integration.
Are there clear sales stages?
Yes, a visual pipeline moves opportunities between stages.
Can I track tasks and calls?
Yes, automatic follow-up reminders for every opportunity.
Is there a complete client log?
Yes, every communication and transaction is saved in the client profile.
Is it linked to Sales?
Yes, from opportunity to quotation to invoice without re-entry.
Can I segment clients and follow up via WhatsApp?
Yes, client segments and WhatsApp follow-up with logging.
Ready to organize your sales and follow-ups?
A demo showing the pipeline and follow-ups — 30 minutes, no obligation.