DigiWizy CRM
Dashboard
Clients
Pipeline
Deals
Invoices
Tasks
Products
History
Notes
Contacts
Dashboard
0
Total Clients
0
Active Clients
0
Total Deals
₹0
Pipeline Value
₹0
Total Revenue
0
Overdue Tasks
Recent Deals
Pipeline by Stage
Recent Invoices
Clients
+ Add Client
Import CSV
Deal Pipeline
View All Deals
Back to Dashboard
Deals
+ Add Deal
Invoices
+ New Invoice
Tasks
+ Add Task
Products
+ Add Product
Interaction History
+ Log Interaction
Notes
+ Add Note
Contacts
+ Add Contact
Add Client
×
Name *
Email
Phone
Company
Status
Lead
Qualified
Proposal
Negotiation
Closed Won
Closed Lost
Value (₹)
Probability (%)
Assigned To
Expected Close Date
Cancel
Save
Add Deal
×
Title *
Description
Client
Stage
Lead
Qualified
Proposal
Negotiation
Closed Won
Closed Lost
Value (₹)
Probability (%)
Expected Close
Actual Close
Notes
Cancel
Save
New Invoice
×
Invoice #
Date
Due Date
Client
Status
Draft
Sent
Paid
Overdue
Line Items
+ Add Item
Tax Rate (%)
Notes
Cancel
Save
Add Task
×
Title *
Description
Client
Priority
High
Medium
Low
Status
Pending
In Progress
Completed
Due Date
Cancel
Save
Add Product
×
Name *
SKU
Category
Price (₹)
Cost (₹)
Active
Yes
No
Description
Cancel
Save
Log Interaction
×
Type
Call
Email
Meeting
Note
Other
Client
Subject *
Notes
Contact Name
Contact Email
Contact Phone
Cancel
Save
Add Note
×
Title *
Client
Content
Cancel
Save
Add Contact
×
Name *
Email
Phone
Client
Title
Cancel
Save
Import CSV
×
CSV File (clients with headers)
Headers: name, email, phone, company, status, value, assignedTo, probability, expectedCloseDate
Cancel
Import