Mini CRM
Capture, organize and follow every business opportunity.
Bring enquiries, contacts, pipeline stages, follow-ups, tasks, notes and assignments into one focused CRM designed to work with your digital card, QR, WhatsApp and customer engagement tools.
- Lead and contact management
- Pipeline, stage and follow-up visibility
- Tasks, notes, ownership and connected enquiry sources
Built for a real business outcome
Replace scattered follow-up with one connected customer pipeline.
One lead inbox
Bring digital-card, QR and communication enquiries into one working lead list.
Pipeline clarity
Move opportunities through defined stages and know what needs attention next.
Follow-up discipline
Use tasks, notes and follow-up dates to keep opportunities moving.
Team ownership
Assign work to the right team member where the plan supports team operations.
A simple flow from setup to business action.
Configuration stays easy for the customer while security, tenancy, entitlements and business rules remain controlled by the platform.
Capture or add a lead
Set stage and owner
Record notes, tasks and follow-up
Track progress and outcome
What you can do with Mini CRM
Useful across everyday customer and business workflows.
Bring enquiries, contacts, pipeline stages, follow-ups, tasks, notes and assignments into one focused CRM designed to work with your digital card, QR, WhatsApp and customer engagement tools.
Connect Mini CRM to your myDigiCard business workflow.
CRM depth, assignment and team features depend on plan entitlement.