100+ Features · AI-Native CRM
Smart Systems for Smart Business
The BEST Business Growth System with over 100+ Features in an AI-Native CRM — built to run your entire operation from one login, around the clock.
AI-Native
100+ Built-in Features
Feature 12
Payments
What It Can Do
Online Payments — Accept credit and debit card payments directly through the platform
Payment Links — Generate a link and send it via SMS, email, or chat for instant payment
Order Forms — Collect payments directly on your website, funnel, or landing page
One-Click Upsells — Add order bumps and post-purchase upsells at checkout
Multiple Currencies — Accept payments in your local currency
Create and Send Invoices — Professional invoices sent via email or SMS in seconds
Invoice Templates — Pre-built templates you can customise with your branding
Automatic Reminders — Chase overdue payments automatically without awkward follow-ups
Partial Payments — Allow clients to pay in instalments
Invoice Tracking — See which invoices are paid, pending, or overdue at a glance
Recurring Plans — Set up weekly, monthly, or annual billing automatically
Subscription Management — Pause, cancel, or modify plans without manual intervention
Failed Payment Handling — Automatic retry logic for failed transactions
Product Catalogue — Create and manage your products and services with prices
Coupons and Discounts — Generate promo codes for campaigns and offers
Tax Settings — Configure tax rates per product or region
Estimates — Send quotes for client approval before converting to an invoice
Stripe Connect — Primary payment gateway integration
Other Payment Providers — Additional gateways available via the marketplace
Workflow Triggers — Automatically trigger follow-up sequences when a payment is made or fails
Payment gateway integration via Stripe Connect. Subject to merchant account approval and availability in your country.
Why It Matters
A complete payment and billing system built inside DIGI5Y. Send invoices, take payments, set up subscriptions, and manage your entire revenue collection without needing a separate billing tool.
Get paid faster with less chasing
Recurring billing runs itself once set up
Every payment is linked to the right contact and deal in your CRM
No separate invoicing or billing software needed
Feature 13
E-Commerce Store & Products
What It Can Do
Store Builder — Launch a branded online store from templates in minutes
Custom Storefront — Designed to match your brand colours, fonts, and style
Multiple Stores — Run more than one store from the same account if needed
Store Settings — Configure store name, currency, policies, and contact details
Physical Products — List products with images, descriptions, variants, and stock levels
Digital Products — Sell downloadable files, ebooks, templates, or software
Services — List service packages as purchasable products with booking integration
Product Variants — Sizes, colours, and custom options on a single listing
Inventory Tracking — Monitor stock levels and get alerts when running low
Product Collections — Group products into categories for easier browsing
Bulk Edit — Update multiple products and prices at once
Secure Checkout — Branded checkout pages that convert
Discount Codes and Coupons — Run promotions with auto-applied codes
Order Bumps — Add complementary products at checkout to increase order value
Tax Configuration — Set tax rules per product or region
Abandoned Cart Recovery — Automatically follow up with shoppers who did not complete purchase
Order Dashboard — View, manage, and fulfil all orders in one place
Order Status Updates — Keep customers informed automatically
Refund Management — Process refunds directly from the platform
Shipping Zones — Set rates by region, country, or distance
Flat Rate and Free Shipping — Configure rules per product or order value
Carrier Integration — Connect to shipping carriers for live rate calculation
Auto Contact Creation — Every buyer becomes a contact in your CRM automatically
Post-Purchase Workflows — Trigger thank-you sequences, upsell offers, or review requests after every order
Pipeline Integration — Track high-value buyers through a sales pipeline
Why It Matters
A fully functional online store builder inside DIGI5Y. Sell physical products, digital downloads, or services with a complete storefront, product catalogue, checkout, and order management system, all connected to your CRM.
A complete store without needing a separate e-commerce platform
Every customer flows straight into your CRM for follow-up and retention
Sell products, services, and digital goods from the same system
Automated post-purchase sequences turn one-time buyers into repeat customers
Feature 14
Membership
What It Can Do
Branded Client Portal — Your clients log in to a portal that looks and feels like your brand
Secure Access — Members only see the content they are authorised for
Custom Domain — Host the portal on your own domain
Single Sign-On — One login for all their purchased content and resources
Contact Linked — Every member is tied to their CRM contact record automatically
Course Builder — Create structured courses with categories, sections, and lessons
Video Lessons — Upload video content or embed from external sources
Text and Rich Content — Add written lessons, PDFs, images, and downloadable resources
Drip Content — Release lessons on a schedule instead of all at once
Quizzes and Assessments — Test knowledge and track completion
Assignments — Set tasks for students to submit and review
Progress Tracking — Students see their progress, you see completion rates
Certificates — Award completion certificates automatically when a course is finished
Course Access Control — Gate content behind a purchase, subscription, or manual grant
Private Community Groups — Create members-only spaces for discussion and engagement
Posts and Feeds — Members share updates, questions, and wins inside the community
Comments and Reactions — Foster engagement without leaving your platform
Gamification — Points, badges, and leaderboards to keep members active
Member Profiles — Each member has their own profile within the community
Admin Moderation — Full control over posts, members, and community settings
Paid Memberships — Charge one-time or recurring fees for access
Course Bundles — Package multiple courses into one offer
Free and Paid Tiers — Offer free content to attract, paid content to monetise
Offers and Upsells — Present upgrade options inside the portal
Why It Matters
A complete membership and learning platform built inside DIGI5Y. Give your clients, students, or community members a private login portal where they can access courses, content, and community, all under your brand, not someone else's platform.
No need for separate course platforms or community tools
Everything lives under your brand, not a third-party platform
Members, purchases, and progress all connect back to your CRM
Turns your knowledge into a scalable, recurring revenue stream
Feature 15
Opportunities & Pipelines
What It Can Do
Custom Pipelines — Build multiple pipelines for different sales processes, services, or teams
Custom Stages — Define your own deal stages that match how your business actually sells
Kanban Board View — See all deals as cards across stages, drag and drop to move them forward
List View — Switch to a list format for faster scanning and bulk actions
Multiple Pipelines — Run separate pipelines for new leads, upsells, renewals, or different products
Deal Value — Assign a monetary value to each opportunity to forecast revenue
Close Date — Set expected close dates and track deals by timeline
Contact Linked — Every opportunity is tied directly to a contact record
Deal Source Tracking — Know which channel or campaign each opportunity came from
Custom Fields — Add extra data fields specific to your sales process
Notes and Activity Log — Log calls, meetings, and updates directly on the deal
Stage-Based Triggers — Automatically send emails, SMS, or tasks when a deal moves to a new stage
Auto-Assignment — Route new opportunities to the right team member automatically
Follow-Up Sequences — Trigger nurture workflows based on deal stage or inactivity
Stale Deal Alerts — Get notified when a deal has not moved in a set number of days
Pipeline Value — See total value of all deals in your pipeline at any stage
Win and Loss Tracking — Monitor your close rate and understand where deals drop off
Revenue Forecasting — Project expected revenue based on deal values and close dates
Team Performance — See how each team member is performing across their deals
Why It Matters
Your visual sales management system inside DIGI5Y. Track every deal, see exactly where each lead stands, and know what action to take next, all in a clear, drag-and-drop board that your whole team can work from.
Full visibility of your entire sales process in one board
Nothing gets forgotten or stalled without you knowing
Automations keep deals moving without manual chasing
Connects leads, conversations, payments, and tasks into one clear view
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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