Portal DGTALIT plans: management software that grows with you
Start with what you need today and activate more modules whenever your business needs them. No switching tools, no data migration, no tie-in.
This service is also part of the DGTALIT Sales System: website, SEO, ads, automated WhatsApp and CRM for one monthly fee, from €390.
See the systemThe foundation, always on
Dashboard, «My day» view, unified calendar, hosting, backups, updates and initial setup tailored to your industry.
Compare plans
| Basic | Pro Recommended | Complete | |
|---|---|---|---|
| Best for | Freelancers and small teams | SMEs with sales activity | SMEs with their own team and finances |
| Users included | Up to 5 | Up to 10 | Up to 20 |
| Client companies | Up to 25 | Up to 250 | Unlimited |
| Modules | 11 | 22 | 35 |
| Monthly fee | €150/mo | €250/mo | €390/mo |
| Initial setup | €1,500 | €3,000 | €4,500 |
Prices exclude VAT. No tie-in: cancel anytime.
Organise your work and invoice
Everything you need to leave spreadsheets and WhatsApp behind: from client request to invoice, in a single dashboard.
€150/mo + €1,500 initial setup · up to 5 users
- Cases: client requests and issues, with priority and status.
- Projects: milestones, progress and delivery dates for each job.
- Tasks: your own and assigned team tasks, with due dates.
- Messaging: internal and client chat, with channels and direct messages.
- Clients & contacts: company and contact records, with CSV import.
- Quotes: price proposals and acceptance, convertible into an invoice.
- Invoicing: issued and recurring invoices, tracking what’s paid and pending.
- Documents: document repository with approvals.
- Users: accounts, roles and access permissions.
- Settings: general settings, branding and company details.
- Personal data: retention, export and deletion under data protection rules.
Sell, get paid and control profitability
The most complete plan for a growing SME: sales pipeline, lead capture and real control over what each project earns.
€250/mo + €3,000 initial setup · up to 10 users
Everything in Basic, plus:
- CRM: deals on a kanban board, pipeline value and conversion rate.
- Campaigns: bulk email sends and sequences, with open and click metrics.
- Web forms (new): leads captured from your website land straight in the CRM.
- Time tracking: time logged per project and client, billable or not.
- Payments & receivables: payments, outstanding balances and reconciliation.
- Contracts: recurring services and renewal reminders.
- Expenses: expenses, suppliers and client rebilling.
- Rates: pricing by client and by professional profile.
- Templates: reusable replies and checklists.
- Reports: dashboard with your key business metrics.
- Automations: rules, events and webhooks so the portal works for you.
Full management and financial control
For companies that run their own finances and team in-house and want a complete view of the business.
€390/mo + €4,500 initial setup · up to 20 users
Everything in Pro, plus:
- Accounting: closing and accounting export for your accountant.
- Cash flow (new): cash forecasting from committed payments and receipts.
- SEPA files (new): direct debit files ready for your bank.
- Commissions: team commission calculations.
- Referrals (new): referral programme with reward tracking.
- Sales orders (new): client orders and their status.
- Collaborators (new): freelancers and collaborators, prospective and active.
- Knowledge base: help articles for your team and your clients.
- Assets: domains, licences and expiry dates under control.
- SLA: service level agreements with your clients.
- Satisfaction: surveys and NPS results.
- Audit log: full activity trail across the portal.
- Goals & KPIs (new): team targets and indicator tracking.
Add them whenever you need them
Available for the Pro and Complete plans. Activate them only if your business needs them.
Operations pack +€60/mo
Built for renovation firms, installers, workshops, technical services and clinics.
- Work orders
- Inventory
- Supplier purchases
- Resource bookings
Team pack +€40/mo
For any company with staff on payroll.
- Clock-in/out
- Absences
Additional user +€15/mo
Expand your plan without upgrading tier.
What’s included in the initial setup?
- An analysis meeting to understand how your company works.
- Portal set up with your brand: logo, colours and company details.
- Pipeline, statuses and documents adapted to your industry.
- Client and contact import from CSV.
- User accounts set up with their roles and permissions.
- Team training over a video call.
Frequently asked questions
Can I change plans later?
Yes. You can upgrade or downgrade at any time. Modules activate instantly and your data stays intact.
Is there a tie-in period?
No. Every plan is billed monthly and you can cancel whenever you like.
Which plan is right for me?
If you need to organise jobs and invoice, start with Basic. If you also have a sales process and want to control each project’s profitability, Pro is your plan. If you handle accounting and your team in-house, choose Complete.
Does it adapt to my industry?
Yes. The initial setup adapts pipeline stages, document types and visible modules to your activity: renovations, technical services, clinics, consultancies, agencies and more.
What happens to the data I already have?
During the initial setup we import your clients and contacts from CSV so you can start working from day one.
Can I try it before signing up?
Yes. There’s an interactive demo at portal.dgtalit.com/demo and, if you’d like, we can walk you through it on a short call using an example from your industry.
Let’s talk?
We’ll show you the portal set up for your industry and recommend the plan that fits best.
📞 +34 670 32 66 42