CRM notifications for the right person, at a sensible hour
CRM notifications that follow ownership — a new lead to the rep it's assigned to, an approval to the person who decides it, late work to the team lead — with each person choosing email, the bell or a digest for every event, quiet hours for their evenings, and critical alerts that still get through.
- Email, in-app or digest, chosen per event
- Quiet hours in each person's own timezone
- Critical alerts that pausing can't silence
- event categories: CRM, Tasks, Comms and System
- 4
- lines at most in a daily or weekly digest
- 20
- team leads or managers told about late work
- 3
What your team can be told about
- Lead assignedTo the rep who now owns the lead
- Deal changesStage moves, wins and losses on your deals
- Tasks dueReminders before, and alerts once late
- Customer repliesOn email conversations you own
- ApprovalsRequested, decided or withdrawn
- System noticesImports, exports, storage and billing
Every alert switched on, so every alert ignored
The CRM emails everyone about everything, so reps set up a filter that sends it all to a folder nobody opens. The one message that mattered — a big lead assigned at 10am — sits unread beside forty stage-change emails.
The important one arrives at midnight, or never
A rep's phone buzzes at 11pm about an import finishing, and by morning the urgent note about a hot lead has scrolled out of sight. Staff learn to mute the whole thing, and the business loses the alerts it actually needs.
Late work that only the rep knows about
A promised callback is two days overdue, but the only person reminded is the rep who's already too busy. The team lead finds out on Friday, when the customer has signed with someone who called back sooner.
A short list of events worth interrupting someone for
Notifications are grouped into CRM, Tasks, Comms and System. You can be told when a lead is assigned to you, when a deal you own moves stage or is won or lost, when a task comes due or runs late, when a customer replies to an email conversation you own, and when a proposal approval is requested, decided or withdrawn. System notices cover finished imports and exports, storage nearing your plan's limit and billing that needs attention.
- Grouped into CRM, Tasks, Comms and System
- Lead assignment, deal stage changes, wins and losses
- Task reminders, customer replies and approval requests
- Import, export, storage and billing notices
Choose how each event reaches you
Settings › Notifications lays every event out as a row with a switch for email, in-app and the digest. Keep lead assignments in your email and the bell, send deal stage changes only to the digest, and filter the list by category to find the row you need. Every event starts with sensible defaults, and one click resets your list to an Admin, Manager or Sales Rep profile before you save.
- A switch per event for email, in-app and digest
- Filter the list by CRM, Tasks, Comms or System
- Defaults that start sensible for every event
- Reset to an Admin, Manager or Sales Rep profile
An unread count in the top bar, urgent items first
The bell in the top bar shows how many notifications you haven't read, counted across your whole feed rather than just the latest page. Open it to see your newest unread notifications with urgent ones sorted to the top, alongside unread inbox conversations. Click one to go straight to the lead, deal, task or approval it's about, or mark them all read in one go, and use the links at the foot for everything, your approvals or the inbox.
- An unread count across your whole feed
- Urgent notifications sorted to the top
- One click through to the record it's about
- Shortcuts to all notifications, approvals and the inbox
Everything you've been sent, on one page
The Notifications page keeps the full list of what the CRM has sent you — assignments, reminders, approvals and alerts — newest first, with a Load more button for older ones. Filter to Urgent, Important or everything else, or show unread only. Mark one read, dismiss the ones you've dealt with or mark the whole list read. In the DigiPix Flow mobile app, reps get the same list with an unread filter, and tapping a notification opens the lead, deal, contact or task.
- Urgent, Important and Everything else filters
- Unread only, mark read and mark all read
- Dismiss what's been dealt with
- The same list, with an unread filter, in the mobile app
An email digest instead of a dozen interruptions
Switch an event to the digest and it's gathered into one email. Choose a daily digest, or a weekly one on Monday or Friday, and the time it should arrive in your timezone. Each digest lists up to 20 of your newest notifications with a count of the rest, and it goes out once per day or week, so a retry never sends a second copy. If nothing new has happened, no email is sent at all.
- Daily, or weekly on Monday or Friday
- Sent at the time you pick, in your timezone
- Up to 20 lines, with a count of the rest
- Sent once per window, and skipped when there's nothing new
Evenings off, without missing what's urgent
Set quiet hours in your own timezone — 21:00 to 08:00 unless you change them. During the window, notification emails and digests are held and sent when it ends, while the bell keeps collecting so the morning starts with the full picture. Apply the window every day or only at weekends, and decide whether alerts marked urgent may still come through.
- A quiet window in your timezone, 21:00 to 08:00 by default
- Emails held and sent when the window ends
- Every day, or only on Saturday and Sunday
- Urgent alerts allowed through if you choose
Pause the noise, but not the alerts that matter
On leave, or heads-down on a big proposal? Pause all notifications with one switch and email, bell and digest alerts stop. A few events are marked Critical in the list — task reminders, a lead that has missed its first-contact time, an approval waiting on you and billing notices — and those still reach you while everything else is paused, even if their switches were turned off. Turn the pause off and new notifications flow again.
- Pause every notification with one switch
- Critical events marked clearly in the list
- Task, approval, response-time and billing alerts still arrive
- An All paused label, so nobody forgets it's on
Each alert goes to the person who can act on it
Notifications follow ownership. A lead's new owner hears about the assignment, a deal's owner hears when it moves or closes, the conversation owner hears when a customer replies, and the approver hears when a proposal needs a decision — then the rep who asked hears the outcome. When a task or follow-up runs late, the owner is told first and up to three people in team lead, sales manager or sales head roles hear next, nearest role first. If a backlog of reminders arrives at once, five come through in the hour and the rest follow after it, rather than being thrown away.
- Assignments to the new owner, outcomes to the deal owner
- Approval requests to the approver, decisions to the rep
- Late work escalated to up to three people by role
- Reminder bursts spread over the hour, not discarded
From a noisy feed to the right alerts, in five steps
- STEP 01
Pick your events
Keep the events that need you, and switch off the ones that don't.
- STEP 02
Choose the channel
Email, the bell or the digest, chosen event by event.
- STEP 03
Set quiet hours
Hold emails overnight, and decide whether urgent alerts come through.
- STEP 04
Hear what's yours
Alerts reach the owner or approver, with urgent ones at the top of the bell.
- STEP 05
Escalate what's late
Overdue tasks and follow-ups reach team leads and managers by role.
CRM notifications vs group chats and forwarded emails
| What it covers | Group chats and forwarded emails |  DigiPix Flow |
|---|---|---|
| Who hears about a new lead | Whoever happens to be watching the group | The rep the lead is assigned to |
| Choosing what you're told | Mute the whole group, or nothing | A switch for each event and channel |
| After hours | Phones buzz at midnight | Quiet hours hold emails until morning |
| Urgent issues | Buried under good-morning messages | Marked critical and sorted to the top |
| Late work | The manager hears when the customer complains | Escalated to team leads or managers by role |
| Catching up after a day off | Scrolling back through hundreds of messages | A digest of up to 20 lines |
| What's been dealt with | Nobody can tell who saw what | Read, unread and dismissed, for each person |
Notification questions, answered
Which events can send a notification?
A lead assigned to you, a deal you own changing stage or being won or lost, a task coming due or running late, a customer replying to an email conversation you own, and a proposal approval being requested, decided or withdrawn. System notices cover finished imports and exports, storage nearing your plan's limit and billing. A new lead that misses its first-contact time alerts its owner, too.
Can I get some notifications by email and others only in the app?
Yes. Settings › Notifications has a row for every event with separate switches for email, in-app and the digest, so you might keep lead assignments in email and the bell, and send deal stage changes only to your digest. Each person sets their own, and a role profile for Admin, Manager or Sales Rep gives a quick starting point.
How does the digest work?
Choose daily, or weekly on Monday or Friday, and the time it should arrive. The digest email lists up to 20 of your newest notifications from the events you've switched to the digest, with a count of any more. It's sent once per window, and if nothing new has happened it isn't sent at all.
What happens to notifications during quiet hours?
Notification emails and digests that fall inside your quiet window are held and sent when it ends. The bell isn't held, so the notifications are waiting when you next open DigiPix Flow. You can apply quiet hours only at weekends, and choose whether urgent alerts are allowed through.
What does pausing all notifications do?
It stops email, in-app and digest notifications for every event that isn't marked critical. Critical events — task reminders, missed first-contact alerts, approval requests and billing notices — still reach you. Notifications that arrive while you're paused aren't saved up for later; turn the pause off to start receiving them again.
Which notifications can't be turned off?
Events marked Critical in the list: task due, SLA breach, proposal approval requested and billing and subscription. They still reach you if their switches are off or all notifications are paused, because someone has to act on them. Quiet hours can still hold their emails unless you allow urgent alerts through.
Who is told when work runs late?
The owner is told first. Overdue tasks and follow-ups are then escalated to up to three people by role — team leads first, then sales managers, sales heads and admins. The owner isn't sent the escalation too, since they've already been told. A new lead that misses its first-contact time alerts its owner.
Can my team see notifications on their phones?
The DigiPix Flow mobile app has a Notifications screen listing what each person has been sent, with All and Unread filters. Reps can mark one or all as read, and tapping a notification opens the lead, deal, contact, company or task it's about.
Can a manager see the notifications sent to their team?
No — each person's notifications are their own. Managers hear about their team's work through the alerts meant for them: approval requests sent to their role, and escalations when a task or follow-up runs late.
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