DigiVista CRM — Next version (v52) 21 October 2026 Purpose: make sales work clearer without losing existing customer data or changing staff access by default. For a salesperson Open My Day, inspect all stages, then use Follow-ups → Today. Open the customer, read Customer review, record the conversation and choose a next action. Use Not scheduled to find open leads with no next date. For a manager Use Leads → Open and the owner filter. Read qualification before progressing a deal. Record the Won/Lost decision. Use Delivery & collaboration for the work that follows a sale. For an Admin Open Packages & team labels. Review designation, team and assigned package. Team labels do not change rights. Use Master setup → Reporting managers for reviewed reporting assignments; use Access rights for security roles. For a Super Admin Change the company package only after reviewing staff packages. Save reviewed settings, then use View as user to test actual access. Return to your own account before changing configuration. For a provider or caller Keep using the provider or approved calling workspace. A package upgrade does not expand their record scope, approve contacts or bypass download limits. COMPLETE FEEDBACK REGISTER Consistent screen layout | Included in this version Sticky application toolbar and Super Admin bar keep the sidebar offset occupied while scrolling. Stable scrollbar space reduces horizontal movement. All/Open lead views | Included in this version All, Open, Won and Lost filters work on server-side totals and matching exports. Open excludes closed stages. Follow-up dates | Included in this version All open, Overdue, Today, Tomorrow, Upcoming and Not scheduled. Date boundaries use IST; Overdue can overlap Today because a time today may already have passed. Guided stages and optional demo | Included in this version New → Contacted → Qualified → Demo / Discussion (optional) → Proposal → Negotiation → Won / Lost. Customer review explains the purpose and next action. Old records keep their stages. Customer review | Included in this version Stage explanation, owner, scheduled next action and source attribution explanation appear alongside the existing customer timeline. Qualification | Included in this version Need, service, budget, decision maker, budget position, expected close and optional demo outcome. Saving qualification does not automatically change a lead stage. Closing reasons | Included in this version Editing an existing lead into Won or Lost requires the customer decision. Quick activity updates keep their note or Lost reason as stage evidence. New historic imports retain the existing capture workflow. Deal amount vs invoice | Existing + clarified Deal value is estimated/agreed sales value. Billing is a separate linked invoice/payment view; Won is not a payment receipt. Projects and meetings | Included / retained Delivery & collaboration is separate from Daily sales. Projects are optional after Won; standalone internal projects remain possible. Quick mobile activity | Included in this version Mobile updates is presented as Quick activity update. Find customer → record outcome → stage → next follow-up. Manual calls are not automatically recorded. Call outcomes | Included / retained Quick updates and call desk accept Interested and Not interested as well as Connected, No answer, Busy, Wrong number and Callback requested. Approved-calling outcomes retain the existing richer options. Package controls | Included in this version Basic/Standard/Advanced/Enterprise company entitlement, staff ceiling and feature blocks. Server-side gates protect relevant direct module APIs and reports. Existing workspace defaults to Enterprise. Team and designation | Included in this version Staff package, team label and job designation are separate from security role. Team labels do not grant data access. Reporting managers remain the authoritative data-scope control. Role / team record access | Existing protection retained Admin and QA existing scopes, manager own/direct-report scope, salesperson own scope, caller approved queue and provider own supplied data remain enforced. A Business Head designation alone grants no additional rights. Feature preview | Included in this version Admin package matrix previews entitlement only. Existing Super Admin View as user tests actual effective role and record access in a read-only session with a return button. Provider / owner / caller | Existing protection retained Immutable import/source provenance identifies the provider. Sales ownership controls assignment. Calls are recorded against the caller without replacing provenance. Customer upload and feedback | Existing Provider workspace accepts own uploads, row feedback and own updated-data downloads. No sending or editing of other users’ records is granted. Contact quality | Existing Technical checks and manual channel approval stay separate. Format/MX checks do not prove a person owns a phone/mailbox. Unapproved phones stay out of the approved calling queue. Export protection | Existing + retained Filtered exports and role restrictions remain. Caller allowance and both required approvers remain unchanged. Packages cannot override export approvals. Duplicate review / merge | Existing Reviewed conflict handling and controlled merges remain. Do not use package assignment to reassign or merge customer records. Consent and suppression | Existing Do-not-contact, permission checks and unsubscribe/suppression continue to apply to connected sends. Importing data does not grant marketing consent. Mailbox purpose | Included explanation; inbound setup still required Recorded emails/messages and delivery statuses are linked to customers. Outbound SMTP and login OTP are verified. Live incoming replies require an installed and verified inbound bridge; a UI mailbox is not proof of reply capture. BUSY automatic sync | Setup required Billing bridge supports mapped references and sync status. The user deferred BUSY setup. Confirm edition, machine, supported export/API and secure bridge before a real automatic connection. WhatsApp / telephony / SMS | Setup required Provider accounts and approved templates/consent are required where applicable. No package selection creates a provider connection or sends messages. AI suggestions / recorded-call lead conversion | Planned Provider/model connection, consent and human review are required. No automatic claim that calls are recorded, transcribed or converted. Background follow-up automation | Existing controls; scheduler verification required In-app reminders exist. Runs while everyone is signed out require a healthy configured scheduler. Do not represent an unverified scheduler as always-on. Saved report filters and scheduled reports | Planned Core reports and filtering exist. Per-user saved views and scheduled delivery require a subsequent implementation and delivery testing. Stalled deals and stage ageing | Planned Reliable days-in-stage metrics should use stage history, with configurable thresholds and dashboard alerts. Do not infer stalled status from import time. Advanced approval rules | Planned Define actual discount, amount or stage exceptions first. No generic approval requirement is added to every normal sale. Absence and reassignment | Existing bulk assignment; absence automation planned Managers can use reviewed assignments. Automatic leave/exit handover and temporary replacement need explicit rules and audit testing. Targets and KPIs | Existing Sales targets, pipeline and analytics remain; distinguish calls, conversations, qualified opportunities, estimated pipeline and collected payments. Backups, security and QA | Existing controls; ongoing operational checks OTP, password history, audit, preview-write protection, QA screenshots and issue notes remain. Restore drills, provider delivery and scheduler health need periodic operational verification. Enterprise tenancy / SSO / quotas | Planned This release operates the existing DigiVista workspace. Separate company tenancy, SSO, pricing, usage metering and contractual quotas are not activated by selecting Enterprise. Help and training | Included release guide + existing screen guides Each new control includes plain-English purpose and expected result. Existing screen guides remain available; screenshots must be refreshed as screens evolve. v54 - Workspace experience and performance - Automatic contact search, field selector, visible contact names and matched fields. - Quick activity customer suggestions while typing and a follow-up subject field. - Password-first sign-in presentation; valid verified sessions return to CRM. Existing eight-hour session and verification protections remain. - Issue & Feedback Log with progress summaries and customer-friendly wording; access permissions are unchanged. - Reminder customer/company context, subject, IST due time and Open customer action. Historical reminders are enriched when their linked customer remains accessible. - My Day simplified; full eight-stage funnel available under Sales process & funnel, using full scoped database aggregates. - Calendar reads only displayed dates, groups events once and bounds crowded days; Work tracker uses server-side search and 50-row pages. - Scale limits and the remaining 20-million-record architecture plan: /performance-scale-plan.txt. No capacity certification is claimed.