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Pipeline management

Deal Pipeline Management Software

Track every lead, opportunity, and sale in one connected system. Digit gives you a complete view of your pipeline so you can manage deals from first contact to closed won, all alongside your quotes, orders, and customers.
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Digit is trusted by

Spreadsheets don’t close deals, Digit helps your team stay organized and win more.

Digit’s deal pipeline management gives your sales team a simple, powerful way to track opportunities. See every deal in motion, assign ownership, and move opportunities between stages with an intuitive drag-and-drop workflow that keeps your entire team aligned.

What is Deal Pipeline Management Software?

Deal pipeline management software helps businesses visualize and manage every opportunity from lead to close. It replaces disconnected spreadsheets and CRMs with a clear view of your sales funnel, deal stages, and active opportunities. With Digit, you can view your deals in a Kanban-style pipeline or a detailed table. Customize your stages, filter by rep or company, and update deals in seconds. Each deal connects to quotes, sales orders, and contacts within the same system, giving you complete visibility from first conversation to fulfillment.
"With Digit, everything from our inventory to our production data is the word of truth. I can trust it. I can rely on it."
Joshua Burris
Co-Owner, On Foot Innovations

Intuitive Pipeline Views

Manage deals the way that works best for you. Switch between a visual Kanban board for drag-and-drop simplicity or a detailed table view for quick sorting and analysis.

Including:

  • Kanban and table views for complete flexibility
  • Drag and drop deals between stages
  • Real-time updates across all users
  • Ideal for both sales reps and managers

Custom Deal Stages and Workflows

Tailor your pipeline to fit your business. Create, rename, and reorder stages that reflect your sales process from lead to closed won or lost.

Including:

  • Fully customizable deal stages
  • Rename or reorder stages anytime
  • Track deals from first contact to close
  • Identify bottlenecks and opportunities instantly
why they chose DIGIT
Trusted by teams who can’t afford to slow down
“Digit has given us insight into current and upcoming stock. This has allowed us to procure more before we stock out.”
Adam Davis
Shipping & Receiving Manager, Upstate Beverage
“Our entire system has become much more streamlined thanks to both the software itself and the brilliant team behind it. It’s intuitive, clear, and packed with clever features that are rarely found in other ERPs.”
Ricardo Miranda
CEO & Co-founder, Attica Studios
“With Digit, everything from our inventory to our production data is the word of truth. I can trust it. I can rely on it.”
Joshua Burris
Co-Owner, On Foot Innovations
“With Digit, our speed and efficiency has most likely doubled, triple, or quadrupled. Digit has allowed us on every front to be faster, more precise, and it is allowing us to scale.”
Eliott Montgomery
Owner, No.1 Raw Materials
“Digit has been amazing. I love having all the data at my fingertips. I can pull it up on my phone, I can get it on my laptop, I can get it remotely. At any given time I know how much material I’ve got in stock and before I couldn’t do that.”
Joe Watkins
Division Owner, RC Plastics
“Digit has helped us better understand the innerworkings of our warehouse and inventory in real time. I like the attentiveness. We are a small business, so it is extremely appreciated to receive the level of dedicated care that we have received from the Digit team.”
Jackson Barnett
Sales and Strategy, ChemTick Coated Fabrics
“The impact Digit has had has been enormous, saving a lot of time, capturing a lot of data, streamlining a lot of processes; With a system that everyone loves to use.”
Tanner Thomas
Operations Manager, VersaCourt
“As a beverage company producing our own products and contract manufacturing, we needed a unified platform for assembly, sourcing, and traceability. Digit offered the best mix of usability and functionality.”
Chase Brooks
Founder, SolidLiquid
“Digit has exceeded our expectations! They've transformed how we handle our business processes, providing seamless implementation and outstanding ongoing support. The software is both powerful and easy to navigate. We couldn't be happier with our choice."
Joel Rodriguez
Director of IT, Armored Republic
“Now being able to have the insight, here’s our expected usage, here’s what I have on order, and here’s what’s in stock, and levying that against the orders we have, prevents downtime and makes our business run smoother."
Ben Jones
Co-Owner, On Foot Innovations
"Digit is easy to use and clean. The API is open which is a huge sell and the team is very responsive. It is reasonable cost in time and cash to implement unlike other ERPs/MRPs we have considered."
Nathan Whitehouse
CEO, Drayhorse
"Having accurate real-time information let’s us know exactly what to ship, when to ship, without the headaches of having to go through all these Excel spreadsheets."
Dale Jackson
Shipping Manager, VersaCourt
"There comes a moment where an organization outgrows the capabilities of Excel. We were at that point. It was a band-aid and Digit came in and provided us a real solution to move forward and grow with."
Adam Bolin
VP Distribution & Fulfillment, VersaCourt
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Complete Deal Details at a Glance

Each deal card shows everything you need in one place, including value, contact, company, and notes, so your team can focus on moving deals forward.

Including:

  • Custom deal name and stage
  • Associated contact and company details
  • Deal value and probability tracking
  • Add notes or comments directly to each deal
  • Link deals to related quotes and sales orders

Advanced Filtering and Custom Fields

Digit’s flexible filters and custom fields help you organize, prioritize, and analyze deals your way.

Including:

  • Filter by sales rep, company, stage, or source
  • Add custom fields for priority, sales area, deal source, and more
  • Group and analyze deals across multiple criteria
  • Build workflows that match your team’s sales structure

Less Guessing, More Closing

Digit gives your team total visibility from pipeline to fulfillment. Track deals, connect them to quotes and sales orders, and turn opportunities into revenue, all from one connected sales hub.
See all features
Templates
Sales order management
Handle quotes, orders, and fulfillment all in one place.
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Templates
Price lists
Set flexible, automated pricing for every customer or product line.
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Templates
Customer portals
Give customers live order updates, invoices, and shipment details.
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Templates
Purchase order management
Create and track POs without emails or spreadsheets.
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Templates
Inventory management
Keep stock accurate across every location and stage.
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Templates
Warehouse management
Automate receiving, storage, and fulfillment.
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Templates
Integration

A single source of truth for your business

Bring every sales channel and accounting tool together in one system with seamless syncing and flexible API access.

Real people. Real products. Real results.

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frequently asked questions
We built Digit to make complex operations simple—and that includes our answers. Here’s everything you should know before getting started.
Can I add my own deal fields?
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Yes. Digit supports custom fields, allowing you to track details like priority, sales area, deal source, or any other information specific to your process.

Can I customize my sales stages?
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Yes. You can add, rename, or reorder deal stages at any time. Digit’s flexible pipeline adapts to your unique sales process, whether you manage short sales cycles or long B2B opportunities.

Can I filter or group deals by rep, company, or region?
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Yes. Digit includes advanced filtering and sorting so you can view deals by sales rep, company, deal stage, or custom criteria such as source or priority.

Can I link deals to quotes and sales orders?
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Absolutely. Each deal can be connected directly to its associated quotes and sales orders within Digit, keeping your full sales process connected from first conversation to fulfillment.

Does Digit support drag-and-drop deal management?
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Yes. The Kanban view lets you move deals between stages simply by dragging and dropping. The interface updates instantly for all users, making it easy for sales teams to stay aligned.

How does deal pipeline management software work?
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Deal pipeline software gives you a visual representation of your sales process. In Digit, each stage represents a key step such as lead, quote sent, or negotiation, and every opportunity moves through these stages until it’s closed. The system updates in real time, giving your entire team visibility into progress, ownership, and value.

welcome to Digit

Manage your operations beginning to end

Seriously capable, remarkably simple. Digit is the affordable ERP alternative that gets implemented in days.