Digi CRM — Local AI Customer &
Digi CRM is a native, local-first customer relationship management system integrated into DIGI BIZ OS. It automates contact management, deal stages, client interaction logging, and sales pipelines entirely on your local machine with zero monthly recurring cloud fees.
Included in DIGI BIZ OS • Windows 10/11 • 100% Local Privacy • Zero Subscription Fees
Target Operating System
Windows 10 / Windows 11 (64-bit)
Execution Architecture
Local Native Binary + Air-Gapped Option
Licensing & Pricing
One-Time Lifetime (£50) — $0 Monthly Fees
Open Source Synergy
Digi CRM can be linked to PocketBase for high-speed embedded database storage or Jan AI for private local NLP analysis.
Business Problems Solved
- Eliminates expensive monthly per-seat SaaS subscription fees (e.g. Salesforce or HubSpot).
- Protects sensitive client data and financial records by storing everything in local SQLite/PostgreSQL databases.
- Prevents deal leakage by deploying autonomous AI agents to qualify incoming inquiries and update stage status.
- Integrates directly with WhatsApp and Email channels without complex webhook bridges.
Who Is This Built For?
- 1Small and Medium Business Owners wanting complete client data sovereignty.
- 2Sales Teams and Agencies managing multiple client pipelines concurrently.
- 3Freelancers and Consultants needing fast quotation, invoice, and relationship tracking.
Key Capabilities of Digi CRM & Lead Pipeline
Autonomous Lead Scoring & Qualification
AI agents evaluate lead intent, budget, and readiness to buy based on conversational transcripts.
Local Database Sovereignty
Zero external cloud telemetry. All client profiles, notes, and revenue logs remain encrypted on your Windows drive.
Visual Kanban Deal Pipelines
Drag-and-drop deal progression across Prospect, Qualified, Proposal, Negotiation, and Closed-Won stages.
Voice-Triggered CRM Updates
Speak to JARVIS to update deal stages, log meeting notes, or retrieve client history hands-free.
How Digi CRM & Lead Pipeline Executes in DIGI BIZ OS
Inquiry Capture
Incoming messages from WhatsApp, Email, or Web are automatically converted into CRM contact records.
AI Intent Analysis
The CRM intelligence agent analyzes customer sentiment, extracts requirements, and assigns a lead score.
Automated Follow-Up & Stage Update
The system schedules personalized follow-up reminders and advances the deal in your visual pipeline.
Everything You Need to Know
Does Digi CRM require an ongoing monthly subscription?
No. Digi CRM is included in your one-time DIGI BIZ OS lifetime licence with lifetime updates and zero monthly seat fees.
Can I import existing contacts from CSV or Excel?
Yes. Digi CRM provides instant 1-click CSV import and export with automatic column mapping.
Is my customer data shared with third-party servers?
Never. All database records reside locally on your PC in high-performance SQLite/PostgreSQL instances.