100+ Features · AI-Native CRM
Smart Systems for Smart Business
The all-in-one business platform with over 100+ features in an AI-native CRM — business automation software built to run your entire operation from one login, around the clock. Replace multiple tools with one platform.
AI-Native
100+ Built-in Features
Feature 01
Ask AI
What It Can Do
Contacts — Search, create, update, and tag contacts by just describing what you need
Messaging — Draft replies and pull conversation history instantly
Workflows — Set up automations and understand existing ones without guessing
Pipelines — View, move, and create opportunities through simple chat
Calendars — Check availability and manage bookings without navigating menus
Content — Write emails, ads, captions, and blog posts in your brand voice
Visuals — Generate marketing images and short videos from a prompt
Reports — Get dashboard summaries and performance stats on demand
Why It Matters
A conversational AI assistant built inside your DIGI5Y platform that takes real action on your business data, not just answers questions.
Saves hours of manual work every week
Works directly inside your live business data
No extra tools, no tab switching, no learning curve
Turns your CRM from something you manage into something that works for you
Feature 02
AI Studio
What It Can Do
Prompt to Build — Describe your idea in plain language and AI Studio generates the working interface
Full-Stack Capable — Handles SSR, backend functions, and secure secrets, not just pretty front-end pages
Templates — Start from pre-built templates to move faster
Publish Ready — Go from idea to live, published project without leaving the platform
Project Organisation — Star favourites, track recents, and manage multiple projects across clients or campaigns
Multi-Use — Builds dashboards, websites, landing pages, web apps, and more
Why It Matters
Describe it. Build it. Publish it. Done.
No developer needed for most builds
Faster from idea to live than any traditional page builder
Real full-stack logic when you need it, simple prompts when you don't
Everything stays inside your DIGI5Y workspace
Feature 03
Contacts
What It Can Do
Store Everything — Name, email, phone, address, company, social profiles, and any custom field you need
Search and Filter — Find contacts instantly by any field, tag, status, location, or custom value
Tags — Label and segment contacts (e.g. "Hot Lead," "VIP Client") for smarter targeting
Notes — Log calls, meetings, and context so nothing falls through the cracks
Tasks — Assign follow-up actions directly to a contact record
Activity Timeline — See every email, SMS, call, form submission, and interaction in one scrollable history
Workflows — Enrol contacts into automated sequences directly from their record
Opportunities — Link deals and pipeline stages to the right contact
Business Association — Connect contacts to companies or organisations they belong to
Import and Export — Bulk upload contacts via CSV or export your list anytime
Smart Lists — Create dynamic contact segments that update automatically based on rules
Why It Matters
Your central database for every person your business has ever interacted with. Leads, clients, past customers, prospects — all in one place, fully organised and actionable.
One clean database instead of scattered spreadsheets and apps
Every team member sees the full picture on every contact
Makes follow-up, targeting, and automation far more precise
The foundation everything else in your CRM is built on
Feature 04
Conversations
What It Can Do
Omni-Channel — SMS, Email, WhatsApp, Facebook Messenger, Instagram DM, Live Chat, and Voice Calls, all in one place
Two-Way Messaging — Send and receive across any channel without leaving the platform
AI Replies — AI suggests or auto-handles routine responses
Contact Panel — Full contact history, tags, and pipeline stage visible right next to the chat
Team Assignment — Assign conversations to specific team members
Scheduled Messages — Send messages at the right time, write now, deliver later
Voice Calls — Call and receive calls with recordings, all logged automatically
Templates — Pre-saved message templates for fast, consistent replies
Smart Filters — Sort by channel, status, assignee, or unread
Auto Triggers — Rules that auto-respond, tag, or update contacts based on their messages
Why It Matters
One unified inbox for every channel your business communicates through.
No more juggling multiple apps for different channels
Faster response times, fewer missed leads
Full context on every contact, right inside the conversation
One place for the whole team to work from
Feature 05
VOIP Phone & SMS
What It Can Do
Phone — Make and Receive Calls directly from the platform using your business number
Call Recording — Every call is automatically recorded and logged to the contact record
Call Routing — Route incoming calls to the right team member or department
Voicemail Drops — Leave pre-recorded voicemails without waiting for the tone
IVR / Phone Trees — Set up automated menus so callers reach the right person fast
Call Tracking — Know which campaign or source drove each incoming call
Number Pools — Assign multiple numbers for tracking different ad sources or campaigns
SMS — Two-Way SMS to send and receive text messages from your business number
Bulk SMS Campaigns — Blast a targeted list with one message in seconds
SMS Automation — Trigger texts automatically based on contact actions or workflow steps
Templates — Save and reuse SMS templates for fast, consistent messaging
WhatsApp Integration — Extend SMS reach into WhatsApp from the same platform
Integration via LeadConnector or Twilio only. Subject to business registration, approval, and availability in your country.
Why It Matters
A built-in business phone and SMS system inside DIGI5Y. Make calls, send texts, and manage numbers all from within the platform — no separate phone system needed.
One business number for calls and texts, fully tracked and logged
No separate phone app or SMS tool needed
Every interaction is tied to the contact record automatically
Scales from one person to a full team without extra complexity
Feature 06
Calendars & Appointments
What It Can Do
Service Appointments — Let clients book specific services with the right team member or resource
Meetings — One-on-one, round-robin, or group meeting bookings with real-time availability
Rentals — Schedule and manage bookable assets, rooms, equipment, or spaces by time slot
Class or Event Bookings — Fixed-time sessions with seat limits and waitlists
Custom Booking Pages — Branded booking links you can embed on your site or share directly
Real-Time Availability — Shows only open slots based on your actual schedule
Google Calendar Sync — Two-way sync so nothing double-books
Buffer Times — Add gaps between appointments automatically
Team Calendars — Manage multiple staff schedules and assign bookings to the right person
Round Robin Routing — Distribute bookings evenly across your team
Timezone Detection — Automatically adjusts for the client's local timezone
Confirmation Emails and SMS — Sent instantly when a booking is made
Reminders — Automated reminders before the appointment to reduce no-shows
Follow-Up Sequences — Trigger post-appointment workflows automatically
Cancellation and Reschedule Handling — Managed without manual back-and-forth
Why It Matters
A fully built-in scheduling system inside DIGI5Y. Clients book themselves, you stay organised, and every appointment is automatically tied to a contact record and workflow.
Eliminates the back-and-forth of manual scheduling
Clients book themselves 24/7, even when you are offline
Reduces no-shows with automated reminders
Every booking flows into your CRM, pipeline, and workflows automatically
Feature 07
Automations & Workflows
What It Can Do
New contact created or form submitted — Trigger workflows the moment a lead enters your system
Appointment booked, cancelled, or completed — Launch follow-up or nurture sequences automatically
Payment received or invoice sent — Trigger receipts, thank-yous, and accounting notifications
Tag added or removed — Keep your contact list organised automatically
Pipeline stage changed — Move deals forward and notify the right team member instantly
Inbound message received — Auto-respond, tag, or escalate based on message content
Contact birthday or custom date — Send personalised messages on the right day, every time
Manual trigger by a team member — Let staff kick off workflows on demand with one click
Send SMS — Automated text messages at exactly the right moment
Send Email — Personalised emails triggered by contact behaviour
Make a Call — Trigger an outbound call or voicemail drop
Add or Remove Tags — Keep your contact list organised automatically
Move Pipeline Stage — Advance deals without manual updates
Assign to Team Member — Route leads to the right person instantly
Create Tasks — Auto-generate follow-up tasks for your team
Wait Steps — Add delays between actions (e.g. wait 2 days, then send)
If/Else Branching — Split workflows based on contact behaviour or data
Webhook — Connect to external tools like N8N, Zapier, or your own systems
AI Actions — Use AI to generate personalised content or make decisions inside the workflow
Enrol in Another Workflow — Chain workflows together for complex sequences
Why It Matters
The automation engine inside DIGI5Y. You set the rules once, and the platform does the work automatically — follow-ups, reminders, lead nurturing, task assignments, and more, all running in the background without anyone lifting a finger.
Follows up with every lead, every time, without fail
Saves hours of manual, repetitive work every week
Runs 24/7 even when your team is offline
Scales your business without scaling your headcount
Feature 08
Online Reputation
What It Can Do
Automated Review Requests — Send review requests via SMS or email automatically after an appointment, purchase, or service
Custom Templates — Personalised review request messages that feel human, not robotic
Direct Links — Send contacts straight to your Google or Facebook review page, no friction
Timed Sending — Trigger requests at the right moment when the experience is still fresh
Centralised Dashboard — See all your reviews from Google and Facebook in one place
Star Rating Tracking — Monitor your overall rating and how it changes over time
New Review Alerts — Get notified the moment a new review comes in
Respond Directly — Reply to Google reviews from inside the platform without logging into Google
AI Review Responses — Let AI draft smart, on-brand replies to reviews automatically
Review AI Agent — A dedicated AI agent trained to respond to reviews consistently and professionally
Sentiment Tracking — Understand the overall tone of your reviews over time
Review Volume Trends — See if your review requests are actually converting
Why It Matters
Your reputation management hub inside DIGI5Y. Collect more positive reviews, monitor what people are saying about your business, and respond fast — all from one place.
More positive reviews means more trust and more inbound leads
Faster responses show potential customers you actually care
One dashboard instead of checking Google and Facebook separately
Automates the part most businesses forget to do consistently
Feature 09
Email Marketing
What It Can Do
Drag-and-Drop Builder — Design professional emails visually, no coding needed
AI Email Writer — Generate email copy instantly with AI, brand voice applied automatically
Templates Library — Start from pre-built templates and customise to match your brand
Brand Board Integration — Your colours, fonts, and logo applied automatically to every email
HTML Editor — Full custom code option for advanced users
Bulk Email Campaigns — Send to your full list or a targeted segment in one click
Contact Segmentation — Send to specific groups based on tags, custom fields, or behaviour
Scheduled Sending — Write now, deliver at the best time
One-Time Broadcasts — Perfect for announcements, promotions, and newsletters
Drip Sequences — Pre-planned email series sent automatically over days or weeks
Trigger-Based Emails — Send automatically when a contact fills a form, books, pays, or hits a workflow step
Follow-Up Sequences — Nurture leads over time without manual effort
Workflow Integration — Email is a native action inside any automation you build
Open Rates — See exactly who opened your email and when
Click Tracking — Know which links got clicked and by whom
Unsubscribe Management — Handled automatically to keep you compliant
Campaign Performance Reports — Measure every send so you can improve over time
Why It Matters
A full email marketing system built inside DIGI5Y. Design, send, automate, and track email campaigns without needing a separate email tool — everything connects directly to your contacts and workflows.
No separate email marketing tool needed
Every email is connected to your contacts, pipelines, and automations
AI makes writing faster without losing your brand voice
Turns your contact list into a consistent revenue channel
Feature 10
Websites & Funnels
What It Can Do
Drag-and-Drop Editor — Build full multi-page websites visually, no coding required
Templates Library — Start from professionally designed templates and customise to your brand
Mobile Responsive — Every page automatically adapts to mobile and tablet screens
Custom Domain — Connect your own domain name to your site
Blog — Built-in blogging for content marketing and SEO
SEO Settings — Meta titles, descriptions, and page settings to help you rank on Google
Membership Areas — Lock content behind a login for clients or course members
Multi-Step Funnels — Build opt-in pages, sales pages, upsell pages, thank-you pages, all linked in sequence
Landing Pages — Focused single pages designed to convert one specific offer
A/B Split Testing — Test two versions of a page to see which converts better
Order Forms — Take payments directly on the funnel page
Upsell and Downsell Pages — Add one-click order bumps and post-purchase offers
Countdown Timers — Add urgency to limited-time offers
Form and Survey Embeds — Capture leads directly into your contact database
Workflow Triggers — Automatically enrol visitors into follow-up sequences when they opt in
Calendar Embeds — Let visitors book appointments straight from your page
Pipeline Connection — New leads from funnels flow straight into your sales pipeline
Page View Tracking — See how many people visit each page
Conversion Tracking — Know exactly which pages and funnels are performing
UTM and Source Tracking — See which ads or channels are driving your traffic
Why It Matters
A complete website and sales funnel builder inside DIGI5Y. Build your full business website or a focused sales funnel, publish it, and have it connected directly to your CRM, forms, payments, and automations — all without touching a separate platform.
No need for separate website, funnel, or landing page tools
Every visitor and lead is captured directly into your CRM
Fast to build, easy to update, fully connected to your marketing stack
One platform from first click to closed deal
See All 100+ Features in Action
Book a free Discovery Call and we'll walk you through exactly how the DIGI5Y AI-Native CRM replaces your entire tech stack.
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Social Media Management
What It Can Do
Why It Matters
A built-in social media management tool inside DIGI5Y. Plan, create, schedule, and publish content across all your social platforms from one place, without needing a separate social media tool.