Overview

Every Relationship — Nurtured with Intelligent CRM.

DIGITZ CRM is a complete customer relationship and sales management system. It captures leads, qualifies them, converts them into deals, tracks every conversation along the way, and rolls won business up into revenue you can report on — all inside one governed system.

What makes DIGITZ CRM different is that it keeps relationship building and deal making as two distinct disciplines. Acquiring and qualifying a lead is not the same job as progressing a deal to a close, so each has its own pipeline, its own stages and its own working screen. Nothing is forced into a single mixed funnel.

What You Can Do

• Maintain partner and customer relationships as Associations, with a full engagement history
• Capture and qualify Leads, with stage-by-stage tracking of how each relationship matures
• Convert qualified leads into Opportunities, with commercial guardrails that prevent premature conversion
• Run the day from a personal Action Centre — activities, planned work, task inbox and calendar
• See any lead or deal in a single pane with 360 views, including a complete relationship timeline
• Track meetings, tasks, checklists and compliance documents against every record
• Roll won revenue automatically up to the Lead, the Association and the Strategy
• Measure your team with KRA/KPI performance records and over 30 built-in reports

Who It Is For

• Sales executives — a personal daily working surface and a clear view of their own pipeline
• Sales managers — branch and team pipelines, conversion rates, activity levels and performance scoring
• Business owners — cross-funnel KPIs, revenue visibility by strategy, and audit-ready history

Use the listing on the left to browse each area of the application.

Key Concepts

Understanding six ideas is enough to use DIGITZ CRM confidently.

The Relationship Hierarchy

Strategy          how you go to market (e.g. Sales Process, Sales Partnership)
  └── Association   the relationship or partner account
        └── Lead      an acquisition and qualification record
              └── Opportunity   a deal you are trying to win

Every Lead belongs to an Association, and every Opportunity comes from a Lead. This chain is what allows won revenue to be reported at any level — a single deal, a whole relationship, or an entire go-to-market strategy.

The Six Concepts

1. Strategy

The highest level — how you approach the market. Two are provided out of the box: Sales Process (direct selling) and Sales Partnership (selling through partners). Revenue is summarised against each.

2. Association

The relationship account: the company or partner you are dealing with. It carries contacts, engagement history, an association stage, an action plan and its own revenue summary. A Default Association is created for you, so you are never blocked when creating your first lead.

3. Lead

An acquisition and qualification record — the company or person you are working to qualify. A Lead holds identity, contacts, ownership (branch, executive, distributor), and all the working detail: activities, meetings, tasks, checklist, documents and remarks.

4. Opportunity

A deal. It must originate from a Lead and must list at least one product or service. It carries the commercial detail — probability of winning, expected closing date, competitors, quotation and order values, and the quote-to-invoice trail.

5. Executive

Your salespeople are recorded as Executives, linked to a user account, a branch and optionally a distributor. The Executive record is what drives data access: it decides which leads, deals and activities a person sees, and which fields they may change.

6. Stage

Both Leads and Opportunities move through stages. Stages are configurable — you can rename them, reorder them, or add your own — because the system never relies on the name of a stage. Instead every stage is classified by type, which is what the software actually acts on.

Benefits

• Your stage names can match how your business actually speaks, without breaking any reporting
• Revenue is meaningful at every level of the hierarchy, not just per deal
• Access control follows your real organisation — branches, distributors and executives

Setting Up

Overview

DIGITZ CRM installs with a working set of master data, so you can start entering leads immediately. This section covers what is created for you and what you should configure before rolling out to a team.

What Is Created Automatically

On installation the system creates:

Recommended Setup Order

1. Branches

Create a Branch for each office or location. Branches carry address, currency and contact details, and are the primary way data is partitioned between teams.

2. Distributors and Business Partners

If you sell through distributors, create them and assign each to a branch. The first distributor created for a branch automatically becomes that branch's default.

3. Executives

Create one Executive per salesperson and link it to their user account, their branch, and — where relevant — their distributor. This single step configures their data access: the system automatically restricts that user to their branch and grants access to their distributor.

4. Product Portfolio

List the products and services you sell. Every Opportunity must reference at least one, and product-wise revenue reporting depends on this list.

5. Review Your Stages

Rename or reorder the seeded stages to match your sales process. Two settings matter most:

• Sequence — controls the order that stages appear in the pipeline boards
• Allows Opportunity Creation — marks the lead stages from which a deal may be created (by default, only Qualified)

6. Checklist Templates

Create a CheckList Task Template of the steps that should be completed on every lead or every opportunity, and mark it as the default. New records will pick it up automatically.

7. CRM Settings

Finally, review the CRM Settings screen to switch on the field rules your business needs — see CRM Settings.

Benefits

• A usable system from day one, with no blank-screen setup
• Access control configured as a by-product of recording your team, not as a separate exercise
• Stage names and sales steps that match how your business already works

Associations

Overview

An Association is the relationship account — the company, partner or institution you deal with. It sits above leads, so every lead you create is anchored to a relationship rather than floating on its own.

Purpose

Associations let you:

• Keep one authoritative record of a company you deal with repeatedly
• See the total engagement history of a relationship, not just individual leads
• Track partner relationships through their own lifecycle stages
• Report revenue by relationship as well as by deal
• Record referral chains — which association introduced which

How It Works

Each Association holds:

Associations move through their own stages — from New Association, through Contacted and Exploring Synergies, to Onboarding and Active Partnership, or to Inactive.

Key Features

1. Relationship-First Structure

Because every lead must belong to an association, you always know which relationship a piece of business came from.

2. Create a Lead Directly

A lead can be created straight from an association — identity, contacts and address are all copied across, so nothing is retyped.

3. Referral Tracking

The referred association field records who introduced whom, letting you see which partners actually generate business.

4. Revenue Summary

Won deals roll up automatically into the association's fiscal-year revenue table.

Benefits

• One place to understand everything happening with a company
• Partner performance becomes measurable, not anecdotal
• Repeat business is visible rather than scattered across unrelated leads

Leads

Overview

A Lead is the acquisition and qualification record — the organisation you are working to turn into a customer. It is the busiest record in DIGITZ CRM and holds everything your team does before a deal exists.

Purpose

The Lead record exists to answer three questions at any moment:

1. Who is this, and who owns them?
2. How far have we got in qualifying them?
3. What has actually been done, and what is planned next?

How It Works

A Lead is created from scratch, from an Association, or from a Prospect record. It is named after the lead name, and requires an association, a branch and a country.

Information is organised into these areas:

Key Features

1. Ownership Is Enforced, Not Suggested

When the person creating a lead is a registered Executive, their branch is applied automatically and cannot be changed to another branch. Distributor-funded executives cannot change the distributor, and once a sales executive is set on a lead, it is locked. This keeps territory and ownership honest.

2. Settings-Driven Mandatory Fields

Whether contact name, mobile number, email, distributor or executive are mandatory is a configuration choice — see CRM Settings. You enforce the discipline your business needs without customisation.

3. First Client Visit Control

Where the setting is enabled, a lead cannot progress past its initial stage — or be converted into a deal — until the first client visit date is recorded. This makes "we actually met them" a real gate rather than a hope.

4. Complete Working History

Every call, meeting, planned activity, task, checklist item, document and remark lives on the lead, and appears on the Lead 360 timeline in date order.

5. Automatic Checklist

If you have configured a default checklist template for leads, new leads pick it up automatically so no qualification step is skipped.

Benefits

• One record that answers "where are we with this?" without asking anyone
• Territory and ownership rules that cannot be worked around
• Qualification discipline enforced by the system, not by memory

Lead Stages & Qualification

Overview

Lead stages describe how far a relationship has matured through qualification. They are fully configurable — you can rename them, reorder them, disable them, or add your own.

How It Works

Every Lead Stage carries configuration that tells the system how to treat it:

Because reporting is driven by stage type and not by stage names, you can rename "Qualified" to "Sales Accepted" — or to a term in your own language — and every KPI, board and report keeps working.

The Standard Qualification Path

Key Features

1. Qualification Gate

Only stages marked Allows Opportunity Creation can produce a deal. If someone tries to convert a lead too early, the system explains which stages allow it. This is what stops unqualified enquiries entering your pipeline as deals.

2. Stage History

Every stage change is recorded with who moved it, when, from where, and how long the lead spent in the previous stage. This is what powers days in stage, qualification time and stagnation reporting.

3. Change Reasons

When a stage is changed from a 360 view, a reason can be captured alongside it — particularly useful for disqualification analysis.

4. Safe Stage Renaming

Older or ambiguous stages can be marked as legacy: existing records stay perfectly readable, but nobody can select the stage on new work. Any record left on a legacy stage is gathered into a ⚠ Stage Review column on the pipeline board rather than quietly disappearing.

Benefits

• Your pipeline speaks your language without breaking your reports
• Deals only enter the pipeline once a lead is genuinely qualified
• You can see exactly where leads slow down, with real elapsed time

Opportunities

Overview

An Opportunity is a deal you are working to win. It always originates from a Lead and must list at least one product or service.

Purpose

Where the Lead answers "should we pursue this?", the Opportunity answers "will we win it, for how much, and when?".

How It Works

An Opportunity is created by converting a qualified lead — see Converting a Lead. It is named by its title, or by the project name where that setting is enabled.

Key Features

1. Product-Led Value

Deal value comes from the product lines, not a single typed number. Your expected pipeline is therefore always the sum of real product revenue, and product-wise conversion reporting works without extra effort.

2. Weighted Pipeline

Each deal carries a Probability of Winning (0–100%). Expected revenue multiplied by that probability gives the weighted pipeline shown on the dashboards — a far more honest forecast than raw pipeline value.

3. Financial Guardrails

The system enforces the arithmetic for you:

• Probability of winning must be between 0 and 100
• A deal marked Won must carry a real order value
• Earned revenue can never be negative, nor exceed the won order value
• Revenue on hold is calculated as won order value minus earned revenue

4. Quote-to-Invoice Trail

Quotation, sales order, customer PO and invoice details are recorded on the deal and appear as milestones on the Opportunity 360 timeline, so commercial execution is visible in the same place as the selling.

5. Competitor Tracking

Record which competitors are in each deal, and — where you had to discount — the special price and the reason for it.

Benefits

• Forecasts based on product-level value and real probability
• Financial errors caught at entry rather than at month end
• One trail from first conversation to invoice raised

Opportunity Stages & Deal Progression

Overview

Opportunity stages describe how a deal progresses toward a close. They are configured separately from lead stages, and never mixed with them.

How It Works

Each Opportunity Stage carries a Stage Type — Open, Won, Lost or On Hold — plus a sequence and a terminal flag. All deal reporting keys off the type, so the stage names remain yours to choose.

The Standard Deal Path

Key Features

1. Won Means Revenue

Only deals in a stage of type Won contribute to won order value and to the revenue roll-up. This is what keeps revenue reporting trustworthy no matter how stages are renamed.

2. Win and Loss Rates

Win rate is calculated as won deals divided by all closed deals (won plus lost), so open deals never distort the figure. Loss rate is reported alongside it.

3. Stage History and Ageing

Every move is timestamped, giving you days-in-stage per deal, average sales cycle length, and a clear view of where deals stall.

4. Overdue Detection

Any open deal whose expected closing date has passed is flagged as overdue on the boards and counted on the dashboards.

Benefits

• Honest revenue reporting that does not depend on stage naming
• Win/loss analysis that excludes deals still in play
• Immediate visibility of deals that have gone quiet or slipped their date

Converting a Lead to an Opportunity

Overview

Conversion is the moment a qualified relationship becomes a deal. DIGITZ CRM treats it as a controlled step with commercial guardrails, not a simple copy.

How It Works

Conversion can be started from the Lead form or from the Lead 360 view. A popup opens pre-filled from the lead — title, ownership, contact details, currency, campaign, today's date and the default opening deal stage — and you complete the commercial detail and add the product lines.

The Four Guards

Every conversion is checked against four rules, and the same rules apply no matter which screen you start from.

1. The Lead Must Be Qualified

The lead's current stage must be one that allows opportunity creation. If it is not, the system names the stages that do, so the user knows exactly what to do next.

2. First Client Visit

Where your organisation requires it, the first client visit date must be recorded before a deal can be created.

3. Ownership Is Applied, Not Chosen

Branch, distributor and sales executive are taken from the converting user's own Executive record. They cannot be overridden during conversion, so a deal always lands in the right territory.

4. A Deal Needs a Title and a Product

The opportunity title must be unique, and at least one product or service line must be present — the value of the deal comes from those lines.

What Carries Across

The lead remains open and fully usable after conversion — one lead can produce several deals, and the Lead 360 shows all of them along with a relationship indicator (No Opportunity, One Open Opportunity, Multiple Open Opportunities, All Opportunities Closed, or Opportunity Won).

Benefits

• Only genuinely qualified business enters the deal pipeline
• No mis-assigned deals, because territory is applied by the system
• A single relationship can generate repeat business without losing its history

CRM Command Centre

Overview

The CRM Command Centre is a concise cross-funnel snapshot: acquisition and qualification on one side, deal pipeline and revenue on the other. It is deliberately not a merged pipeline — the two disciplines are reported separately so neither hides the other.

Purpose

It answers, in one screen, the questions a manager asks at the start of the day:

• Are we generating and qualifying enough new relationships?
• Is qualified work actually turning into deals?
• What is the pipeline worth, honestly weighted?
• What have we won?
• Is anything overdue?

Key Metrics

My Day

The Command Centre also carries a four-tile My Day panel — activities logged today, planned activities due today, tasks awaiting your response, and overdue tasks — which links through to the Action Centre where that work is actually done.

Key Features

1. Everything Is Permission-Aware

Every figure is calculated from the records you are allowed to see. An executive sees their own numbers; a manager sees their team's. Nobody has to be given extra access just to view a dashboard.

2. Definitions Are Stated

Rate metrics show their numerator and denominator, so there is never a debate about how a percentage was calculated.

Benefits

• One screen that separates relationship health from deal health
• Immediate sight of qualified work that is being left on the table
• Forecast figures that reflect probability, not optimism

CRM Action Centre

Overview

The CRM Action Centre is the personal daily working surface — where an executive plans and executes their day. Everything on it is personal to the signed-in user.

How It Works

The page opens on today, with a forward horizon (14 days by default) and an optional filter by record type. Five tabs organise the day:

Counts appear on each tab, and overdue work is highlighted.

Key Features

1. Truly Personal

Nothing on this page is shared. Filters live in the page and identity comes from your session, so two people using the Action Centre at the same time can never affect each other's view.

2. Task Inbox with Accept and Reject

Tasks raised in meetings or assigned directly arrive in your inbox. You can Accept, Reject (a reason is required), Start, put back on Hold, or mark Completed. Status flows straight back to the meeting and the parent lead or deal.

3. One Click to the Record

Every activity, schedule and task links directly to the relevant Lead 360 or Opportunity 360 view, so acting on an item never means hunting for the record.

4. Managers Can Look, Not Interfere

A manager or administrator can view another user's day — or everyone's — to plan coverage. Even then, the task inbox stays personal: you can only accept or reject tasks assigned to you.

Benefits

• Every executive starts the day with a single, honest list of what to do
• Commitments made in meetings cannot be quietly dropped
• Managers can see workload and coverage without disturbing anyone's queue

Lead Development

Overview

CRM Lead Development is the working screen for acquisition, engagement and qualification. It presents your leads as a board, with the KPIs that describe the health of the top of the funnel.

How It Works

The page has three parts:

1. KPI strip — new leads, active leads, qualified leads, qualified-without-opportunity, opportunities generated, lead-to-opportunity rate, leads requiring stage review, and the won value associated with your leads
2. Qualification board — one column per lead stage, in your configured order
3. Explorer — a searchable, paged list for when you know what you are looking for

The columns are lead stages only. Deal stages never appear here.

What Each Card Shows

Key Features

1. Stagnation Is Visible

Days-in-stage is measured from the real stage-change history, not from the last time somebody saved the record — so a lead that has been sitting untouched for six weeks cannot be disguised by a minor edit.

2. Stage Review Column

Any lead on a retired or ambiguous stage is collected into a ⚠ Stage Review column, so cleanup work is visible instead of invisible.

3. Relationship Context

The relationship indicator tells you at a glance whether a lead has ever produced business — the difference between a promising name and a proven relationship.

Benefits

• The top of the funnel at a glance, per stage
• Immediate sight of leads going cold
• Qualified leads with no deal attached are impossible to miss

Opportunity Deal Management

Overview

CRM Opportunity Deal Management is the working screen for deal progression, commercial execution and revenue. It mirrors the Lead Development board, but for deals.

How It Works

The page presents:

1. KPI strip — open deals, expected pipeline, weighted pipeline, quoted value, overdue closings, win rate, loss rate, won order value, earned revenue and revenue on hold
2. Deal board — one column per opportunity stage, in configured order
3. Explorer — searchable, paged deal list

Columns are deal stages only — lead qualification stages never appear here.

What Each Card Shows

Key Features

1. Weighted Forecasting on the Card

Every deal shows both its full value and its weighted value, so a board full of large, low-probability deals reads honestly.

2. Overdue Deals Are Flagged

Open deals past their closing date are marked on the card and counted in the KPI strip.

3. Revenue Position at a Glance

Won order value, earned revenue and revenue on hold sit together, showing not just what was won but what has actually been realised.

Benefits

• A forecast you can defend, deal by deal
• Slipping deals surface immediately
• Commercial execution measured alongside selling

Lead 360

Overview

CRM Lead 360 shows everything about one lead in a single, fully interactive pane — and lets you work on it without opening the underlying form.

How It Works

The page opens with a header (identity, stage, ownership, relationship indicator) and a set of tabs:

Alongside the tabs you see related opportunities with their stages and won value, and checklist progress.

The Relationship Timeline

Every event on the lead is normalised onto a single timeline in date order: lead created, every stage change, activities, planned schedules, meetings, meeting tasks, general tasks, remarks — and the milestones of related deals, including when each was created, won or lost.

This is the fastest way to answer "what has actually happened with this account?" before a call.

Key Features

1. Change the Stage With a Reason

The stage can be moved directly from the page, with an optional reason recorded in the stage history. Only valid, enabled stages are offered.

2. Full Editing, Same Rules

Adding a meeting or editing the profile here applies exactly the same validation and ownership rules as the standard form. Fields you are not permitted to change are shown greyed out — and the restriction is enforced on the server as well.

3. Convert From Here

The conversion popup can be launched from Lead 360, with the same four guards described in Converting a Lead.

Benefits

• Complete account context before every conversation
• Day-to-day updates without navigating between forms
• A defensible audit trail of how a relationship developed

Opportunity 360

Overview

CRM Opportunity 360 is the deal equivalent of Lead 360 — one interactive pane covering the commercial position, the working history and the delivery trail of a single deal.

How It Works

The header carries deal identity, stage, ranking, originating lead and ownership. A financial summary sits alongside it:

The Tabs

The Deal Timeline

Every event is normalised in date order: deal created, every stage change, activities, schedules, meetings, tasks and remarks — plus commercial milestones for quotation, customer PO and invoice.

Key Features

1. Products and Competitors Together

Product lines and their expected revenue sit beside the competitors in the deal, so the value and the fight for it are visible at once.

2. Quote-to-Invoice in the Same Place

Project details are edited on the same page, and appear as milestones on the timeline — no separate system to check whether the invoice was raised.

3. Stage Moves With Reasons

As on Lead 360, the stage can be changed directly with a reason recorded — particularly valuable for loss analysis.

Benefits

• The complete commercial picture of a deal on one screen
• Selling and delivery visible together
• A clear record of why a deal was won or lost

Activities & Schedules

Overview

Activities and schedules are how engagement is recorded in DIGITZ CRM. They apply to Leads, Opportunities and Associations alike.

The Difference Between Them

Activity types are master data — Call, Email, Online Meeting, Physical Meeting, WhatsApp and Task are provided, and you can add your own.

How It Works

An executive plans work as schedules, which then appear on their Action Centre calendar. As work is done, activities are logged with their outcome, and schedules are marked executed. Both appear on the record's 360 timeline.

Key Features

1. Planned Versus Actual

Because planning and execution are separate records, activity reporting can compare what was intended with what was delivered — the basis of the activity tracking reports and the sales effort targets.

2. Personal Work Stays Visible

An executive always sees the work they personally planned or logged, even if the underlying record is later reassigned to a colleague. Organisational limits — branch and distributor — still apply.

3. Association Engagement

Because associations carry their own activities and schedules, partner engagement is measurable even before a specific lead exists.

Benefits

• Effort becomes measurable, not just outcomes
• Planned work turns into a real calendar
• Nothing an executive planned disappears from their own view

Meetings & Tasks

Overview

Meetings in DIGITZ CRM are not just diary entries — they are where commitments are created. Every task raised in a meeting is tracked to completion.

How It Works

A meeting is recorded against a Lead or an Opportunity with its title, date, type (Internal or External), agenda and minutes. Within the meeting you raise tasks, each with a title, description, due date and an assigned Executive.

Those tasks then appear in two places:

1. In the assignee's Task Inbox on the Action Centre
2. In a read-only Meeting Tasks roll-up on the parent lead or deal, so anyone looking at the record sees every commitment made across every meeting

The Task Lifecycle

Pending ──accept──► Accepted ──start──► Started ──► Completed
   ▲                    │
   └──── hold ──────────┘

Pending ──reject──► Rejected   (a reason is required)

General tasks — those raised outside a meeting — follow exactly the same lifecycle and appear in the same inbox.

Key Features

1. Tasks Are Assigned to Executives

Assignment is to a person in your sales structure, not to an anonymous user account, so task reporting lines up with performance reporting.

2. Acceptance Is Explicit

A task is not "assumed" — the assignee must accept it, or reject it with a reason. Nothing sits in an ambiguous state.

3. Status Flows Both Ways

Updating a task from the Action Centre updates the meeting and the parent record's roll-up automatically, so the record always tells the truth.

4. Overdue Visibility

Tasks past their due date are counted and highlighted on the Action Centre and the Command Centre's My Day panel.

Benefits

• Meeting outcomes turn into tracked commitments, not forgotten notes
• Every executive has one clear queue of accepted work
• Managers can see, per record, exactly what was promised and by whom

Checklists

Overview

Checklists ensure that every lead and every deal follows the steps your business considers non-negotiable.

How It Works

You create a CheckList Task Template listing the steps — for example Verify contact details, Initial call, Site visit, Proposal prepared — and mark it as the default for leads, for opportunities, or both.

New records pick up the default template automatically. Each item is then ticked off as it is completed, and the 360 views show live progress (for example, 4 of 7 complete).

Key Features

1. Separate Defaults for Leads and Deals

Qualification steps and deal-progression steps are rarely the same, so each has its own default template.

2. Applied Automatically, Changeable Manually

The default is applied to new records without anyone remembering to do it, and a different template can be applied to an individual record when needed.

3. Progress Is Visible

Checklist completion appears on the 360 views, giving an instant read on whether the process was actually followed.

Benefits

• Consistent sales process across every executive and branch
• New team members follow the right steps from day one
• Process compliance becomes measurable

Documents & Expiry

Overview

Leads carry a Documents table for the paperwork a relationship depends on — trade licences, registrations, agreements, certificates and identification.

How It Works

Each document row records:

Key Features

1. Past Expiry Dates Are Rejected

A document cannot be filed with an expiry date already in the past — the record is stamped Valid when accepted.

2. Automatic Daily Expiry Check

A scheduled job runs every day and flips any document whose expiry date has passed to Expired, so the status is always current without anyone maintaining it.

3. Your Own Document Types

The Master Document Type list is yours to define, so the same structure works for any industry or jurisdiction.

Benefits

• Compliance documents held against the relationship they belong to
• Expiries surface automatically instead of being discovered too late
• One consistent document vocabulary across the business

Tracking Remarks

Overview

Tracking Remarks are time-stamped narrative notes available on both Leads and Opportunities — the running commentary of a relationship or a deal.

How It Works

Each remark carries a reference (what it relates to), the remark text, and a timestamp recording when it was written. The timestamp is set once, when the remark is created, and is never rewritten — so the sequence of events stays honest however the record is edited afterwards.

Remarks appear on the 360 timelines alongside activities, meetings and stage changes.

Purpose

Remarks capture what structured fields cannot:

• Why a customer hesitated
• What a competitor is offering
• Internal context for a pricing decision
• Anything a colleague picking up the account should know

Benefits

• Context survives people changing roles or leaving
• A defensible history of decisions and conversations
• Narrative and structured data on one timeline

Revenue Roll-Up

Overview

DIGITZ CRM automatically summarises won business up the relationship hierarchy, so revenue can be reported at any level without manual consolidation.

How It Works

When a deal reaches a stage of type Won, its order value is attributed to a fiscal year (taken from the converted date) and rolled up:

Opportunity (Won)  →  Lead  →  Association  →  Strategy

Each of those records carries a fiscal-year revenue table that is rebuilt automatically whenever a deal is saved or removed. There is no month-end consolidation step and no chance of the totals drifting apart.

Key Rules

The Revenue Figures

Benefits

• Revenue by deal, relationship, partner or go-to-market strategy — with no extra work
• Forecast and actuals side by side, using the same definitions everywhere
• Corrections and cancellations reflected immediately

Performance Management (KRA & KPI)

Overview

DIGITZ CRM includes a structured performance framework so sales performance is scored against agreed measures rather than impressions.

The Structure

KRA Group  →  Key Result Area  →  Key Performance Indicator  →  KPI Unit

• Key Result Area (KRA) — an area of responsibility, e.g. New Business, Customer Retention
• Key Performance Indicator (KPI) — a measure within that area, e.g. New qualified leads
• KPI Unit — how it is measured, e.g. count, percentage, currency

Monthly KRA Performance

One record is maintained per person per month, holding:

Sales Effort Target

Alongside outcome-based KRAs, Sales Effort Target sets activity expectations per executive — for example proposals per month, activities per month, or conversions per month. Effort is then compared against those targets in the Sales Target Report.

Key Features

1. Weighted Scorecards

Each KPI carries a weightage, and the record tracks how much weightage is still to be allocated — so incomplete scorecards are obvious.

2. Effort and Outcome Together

Activity targets sit alongside result targets, so a shortfall can be traced to either insufficient effort or poor conversion.

3. Reporting Built In

The Monthly KRA Performance Report and the KRA Performance Chart present the scores across the team.

Benefits

• Objective, agreed measures instead of subjective reviews
• Underperformance diagnosed as an effort problem or a conversion problem
• A monthly record that stands up in an appraisal conversation

Execution & Delivery

Overview

Winning the deal is not the end of the work. DIGITZ CRM includes a small set of execution tools that cover personal planning and post-sale delivery.

Week Plan

A dated weekly plan holding the intentions for the week — each line with a description, a done flag and remarks. Simple, personal, and reviewable at the end of the week.

Daily Work Area

A per-day execution log. Each task line records:

• The task
• Completion percentage
• A high-priority flag
• A self-satisfaction rating
• Remarks

The day itself is then rated, with written feedback — creating a habit of daily reflection that feeds naturally into monthly performance reviews.

Project Execution

For deals that have been won, Project Execution tracks delivery:

General Tasks

Standalone tasks with a due date and status, for work that does not belong to a particular lead or deal.

Benefits

• The handover from sale to delivery stays inside one system
• Cash milestones — invoice raised, payment received — tracked against the original deal
• Personal planning and reflection built into the daily routine

Quick Finance

Overview

Monthly Finance is a lightweight monthly income and expense sheet, for teams that want a simple cash picture alongside their CRM without running a full accounting module.

How It Works

One record per month, holding:

Benefits

• A monthly cash position without leaving the CRM
• Useful for branches or partners operating semi-independently
• A stepping stone for teams not yet on a full ERP

For complete financial management — invoicing, receivables, payables, reconciliation and statutory reporting — see DIGITZ ERP.

Reports & Dashboards

Overview

DIGITZ CRM ships with more than 30 built-in reports and 25 dashboard charts, organised so that each audience has the view it needs.

Report Families

Lead Reports

Opportunity Reports

Sales Reports

Activity Reports

Relationship & Performance Reports

Dashboards

Charts covering monthly lead counts, weekly and monthly summaries, branch and distributor sales, product-wise conversion, opportunity stages, association stages, executive conversions, activity tracking and KRA performance are pinned across the CRM workspaces, with number cards for headline figures such as conversion percentage, earned revenue and pending revenue.

Key Features

1. Reports Respect Permissions

Every report shows only the records the person running it is entitled to see. Managers and executives can share the same report safely.

2. Charts Follow the Reports

Dashboard charts are driven by the same reports, so a chart and a report never tell different stories.

Benefits

• Answers to the standard sales questions without building anything
• One consistent definition of conversion, pipeline and revenue everywhere
• Safe to give the whole team access to analytics

Users, Roles & Data Access

Overview

DIGITZ CRM controls who sees what through your real organisation structure — branches, distributors and executives — rather than through a separate permissions exercise.

The Roles

How Data Access Is Decided

1. Role Permissions

Roles set the baseline of what each group may do. Sales executives work on their own records; deletion is reserved for administrators.

2. Ownership Filtering

A sales executive sees the leads and deals they own or that have been assigned to them — not the whole database.

3. Branch and Distributor Scope

When you record someone as an Executive and link them to a user, branch and distributor, the system automatically restricts that user to their branch and grants access to their distributor. Move them to another branch and the old access is removed for you.

4. Activity Visibility

Engagement records follow the same rules through their parent record, with one deliberate exception: an executive always keeps sight of activities and schedules they personally created, even if the record is later reassigned. Branch and distributor limits still apply.

5. Field-Level Locks

Even within a record they can edit, an executive cannot:

• Move a lead to a different branch
• Change the distributor, if they are a distributor-funded executive
• Reassign the sales executive once one has been set

These restrictions apply on every screen, including the 360 views.

Key Features

1. Access Configured by Recording Reality

Creating an Executive record configures that person's access. There is no separate permission matrix to maintain in parallel.

2. Consistent Across Every Screen

Dashboards, boards, 360 views, reports and the Action Centre all apply the same rules, so no screen ever leaks a record another screen would hide.

Benefits

• Territory integrity that cannot be worked around
• Onboarding a salesperson is one record, not a permissions project
• Managers can be given analytics without exposing other branches

CRM Settings

Overview

CRM Settings is a single configuration screen that adapts the application to your sales process without customisation.

The Settings

How to Use Them

Start with the minimum and tighten over time. The mandatory-field settings are the most effective way to raise data quality: switching on mobile number mandatory does more for your follow-up rate than any amount of training.

The first-client-visit setting is the strongest commercial control available — it makes a physical or virtual meeting a prerequisite for a deal entering the pipeline.

Benefits

• The same product supports direct sales, distributor sales and project businesses
• Data quality rules enforced by the system rather than by supervision
• Changes take effect immediately, with no development work