Contact / Company Card

“Customer card” is the main module in the Diga CRM program. It contains the most valuable asset of any company: a database of customers and partners. The card contains contact information about the client, in it you can set tasks, carry out transactions with the participation of the customer, check financial transactions and the level of manager's consultation. You can contact the client directly from the module via SMS, call or email.

Key visual components of the module:

The card is filled in with:

Is it few fields for you? It is possible to create original fields for individuals and legal entities with API.

You can create a contact directly in the card or attach an existing business partner. Call directly from the card, take important notes. It's so simple.

Advantages of Diga CRM

What does a well-filled customer base in CRM give?
Attention - to every client.

The program itself creates a client card and records requests from the site or Facebook. On the basis of the request, a request and a task are automatically created, which are transferred to the responsible manager to call back the client.

All information at your fingertips

A united customer base in Diga CRM allows you to find any information about a buyer, a consultation record or an important document in a couple of clicks.

Easy case transfer

The program records all the steps of the manager during the transaction. If this manager is absent from work for a good reason, the colleague who replaces him will easily get up to speed by reading the information on the card.

Online reports for the manager

The program keeps statistics on such parameters as the type and duration of the service, geography and sources of contacts, average check, sales funnel.

"QR Code" option

By pointing the smartphone camera at the QR code, you can read the information about the client for making a call or sending an SMS. In this case, there is no need to enter the phone number manually.

Question / Answer

Can the CRM system form applications from a website/Facebook?

— Of course, the program automatically generates a counterparty card based on a new client's request on the website or social network. The system fixes the referral source and forms a request for feedback on it, based on which the manager contacts the buyer.

For safety reasons, is it possible for each manager to have access only to their clients?

— Yes, the platform provides flexible settings for sales management. Determine on your own what information the manager can see and what not.

Can DIGA be used remotely?

— CRM system is a cloud server that does not require installation on a PC. Therefore, you can manage work with clients from a distance, having a laptop and Internet access at hand. Stay connected with clients outside the office.

Can the old base be added to DIGA?

— The old contact database is added in a few minutes. The intuitive interface will allow you to cope with the task without the help of a programmer.

Flexible settings

Set your own individual settings for specific tasks in the interface:

1. Setting the flow of requests;

2. Determination of the counterparty status;

3. Responsible manager;

4. Type of task for a new client;

5. Sending text messages and changing templates;

6. Using variable contact information for SMS templates.

7. Automatically change the sites from which incoming applications will come.

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