One login·19 modules·Desktop & mobile

Run your whole business in one place.

Built for Home Services

Sales, operations, finance and marketing — top to bottom, simple and automated — so you close more deals and grow revenue.

CRM Dashboard

Contacts, proposals, deals & pipeline performance

⟳⚙ Customize

Today7 Days30 DaysMonthCustomAll Agents ⌄

Total Contacts

👥

2,847

412 leads · 2.4k cust

New This Mo.

🧑

184

↗ +23% MoM

Deals Won

📈

128

↗ 94 last mo

Win Rate

🎯

62%

128 of 207

Quick Actions

Customers›

To-Do Lists›

Tasks›

Calendar›

Directory›

Contact Growth

▲ 23%

0contacts · 6 mo

Jan

Feb

Mar

Apr

May

Jun

One platform for the whole business

Modules, one login

Roof reports from

24/7

AI agents at work

Loved by operators

Desktop & mobile teams

Top to bottom

Everything your business runs on. Connected.

From the first click to the final payment, every step lives in one system — so nothing falls through the cracks and every lead has a path to revenue.

1
Attract
Get found and fill your pipeline.
- Websites & online store
- Email & SMS campaigns
- Review requests
2
Sell
Quote fast and close more.
- Proposals with live tracking
- Inbox, calls & texts in one place
- Roof reports in minutes
3
Deliver
Schedule, staff and finish the job.
- Boards & task tracking
- Field photo capture
4
Get paid
Invoice, sign and collect.
- E-signatures
- Invoices & payments
5
Run the team
People, files and settings in one place.
- Time, payroll & HR
- Roles & permissions
6
Automate
Let the system do the busywork.
- AI Agents
- AI voice receptionist
- Follow-ups that send themselves
- Workflow automations

See all 19 modules →

Key Industries

One platform, configured for your industry

From CRM and proposals to scheduling, HR and invoicing — donefy adapts to how your business works, whatever you sell.

Home Services

HVAC, plumbing, electrical

Construction

General, roofing, remodeling

E-Commerce

Retail & online sales

Water Purification

Sales & service

Insurance

Sales & policy management

Clinics

Patient acquisition

Pest Control

Recurring service ops

Consulting

Proposals & client ops

SaaS

Sales & onboarding flows

Any Industry

If you sell, we work

Where Sales Meets AI

Close every deal, intelligently.

Proposals

AI-Powered Proposals

Generate a beautiful, fully branded proposal from a customer profile in seconds. AI pulls your CRM data, recommends packages, and creates a personalized pitch — ready to send and sign.

Auto-populated from CRM data
Branded templates & custom pricing
Send, track & e-sign in one flow

Pipeline

Visual Sales Funnel

Every deal, rep, and stage at a glance. AI surfaces which deals need attention, predicts close probability, and fires the next automated step — without lifting a finger.

Real-time pipeline visibility
AI close-rate predictions
Automated follow-up triggers

Site Analysis

Satellite Site Intelligence

Pull satellite imagery directly into any proposal. AI measures the roof, detects shingle type, flags damage zones, and auto-builds a roofing scope — all before your first site visit.

Satellite roof measurement & mapping
AI shingle type & pitch detection
Damage zones embedded in proposals

Scroll to explore

AI Proposal Generator

+ New

Alex Carter

3436 Flamingo Way, Mesquite TX

CRM ✓

Package

Premium Roofing

Proposal Value

$48,500

Financing

—

Sales Rep

Kyle Torres

AI Processing

Importing CRM data

Selecting template

Calculating pricing

Ready to send & sign

Preview & Send Proposal →

Sales Pipeline

AI Standby

Pipeline

$287K

AI Forecast

$214K

Win Rate

68%

Lead2

Sarah Chen

$24K

Marcus T.

$18K

Proposal2

Alex Carter

$48K

Jordan H.

$31K

Contract1

Priya M.

$67K

Won ✓1

David K.

$55K

Satellite Intelligence

3436 Flamingo Way, Mesquite, TX 75150

Analyze

32.7736° N, 96.5988° W

AI Analysis

Roof Area

...

Shingle Type

...

Pitch

...

Damage Zones

...

Proposals01 / 03

What makes us different

Sales meets AI.
Business intelligence,
built in.

Every proposal you send generates a full analytics report.

Know who opened it, what page they lingered on, and where they dropped off — so your team closes smarter, not harder.

0%Open rate

0mAvg. time

0%Close rate

Notified the instant a customer opens your proposal

See exactly what they're reading — page by page, in real time

Jump in with live chat, audio, or video to close on the spot

Fully customizable templates — your brand, your layout, your story

Alex Carter just opened your proposal

Live View · PR00771

LIVE

Alex Carter opened your proposal

4 min ago · currently viewing

Open rate

Avg. time

Close rate

Page Tracking

Cover0:12

Problem & Solution1:04

Pricing & Financing3:42

About Us—

Next Steps—

Proposals

Close every deal, beautifully

From first impression to signed contract — everything your sales team needs, in one place.

Saved

Library

Hero

Text

Image

Button

Table

Cards

Pricing

Divider

Hero

Close More Deals, Faster.

Premium HVAC services for homes & businesses

Get a Quote

Learn more

Starter

$29

Pro

$79

Biz

Custom

Get started →

Structure

Page

Hero Block

Pricing Block

CTA Button

100%

Build stunning, branded proposals with a drag-and-drop editor. No design skills needed — just your logo and a few clicks.

Drag & drop blocks
Custom branding & colors
Mobile-ready previews

Saved

Library

Hero

Text

Image

Button

Table

Cards

Pricing

Divider

Hero

Close More Deals, Faster.

Premium HVAC services for homes & businesses

Get a Quote

Learn more

Starter

$29

Pro

$79

Biz

Custom

Get started →

Structure

Page

Hero Block

Pricing Block

CTA Button

100%

Instant reports · Powered by Roof AI

Roof reports instantly. Roof AI in minutes. From $3.

Open your report the moment you order. Roof AI checks every plane in about 3 minutes, with no rush fees. Go from the driveway to 3D views, material takeoffs, storm evidence and a full cost analysis in one app.

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