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B2B·B2C·D2D— donefy works for all

Simplified ERP forHome Services

What if SAP had been Costa Rican
instead of German? Practical, easygoing,
and simple—that's donefy.

No credit card required.

donefy.io›Proposals
9+
CRM View
Operations
CRM
Dashboard
Sales
Proposals
Agreements
Customers
Operations
Install Tracker
Service Requests
Tasks
Calendar
Insights
Reporting
Leaderboard
Workspace
Knowledge Base
Files
JD
John Doe
Demo
Proposals
+ New
Total
0
Mine
0
Recent
0
Code
Contact
Stage
Rep
PR00771
Alex Carter
Proposal
Kyle Torres
PR00770
Jamie Lee
Projects
Dana Mills
PR00749
Sam Rivera
Projects
Pat Chen
PR00769
Chris Morgan
Proposal
Sam Williams
PR00767
Taylor Brooks
Proposal
Sam Williams
PR00765
Jordan Hayes
Projects
Alex Reed
donefy.io›PR00771
9+
CRM View
Operations
CRM
Dashboard
Sales
Proposals
Agreements
Customers
Operations
Install Tracker
Service Requests
Tasks
Calendar
Insights
Reporting
Leaderboard
Workspace
Knowledge Base
Files
JD
John Doe
Demo
Alex Carter - Single Family
Created May 14, 2026
PipelineActivityLive View
✓
Basic InfoComplete
Personal DetailsComplete
Property DetailsComplete
✓
ProposalComplete
Utility Provider & FinancingComplete
Electricity ConsumptionComplete
Assign MembersComplete
DesignComplete
Pricing & FinancingComplete
View ProposalComplete
Contact
AC
Alex Carter
a.carter@email.com
+1 (555) 234-7890
Project Info
PRO00771
Single Family
No Signature Request
3436 Flamingo Way, Mesquite, TX 75150
⊕
32.7736° N, 96.5988° W
+
−
Satellite
Select Location
Street
3436 Flamingo Way
City
Mesquite, TX
Save
✕
donefy.io›Project Tracker
9+
JS
⏱ 11d
CRM View
Operations
CRM
Dashboard
Sales
Proposals
Agreements
Customers
Operations
Install Tracker
Service Requests
Tasks
Calendar
Insights
Reporting
Leaderboard
Workspace
Knowledge Base
Files
JD
John Doe
Demo
Project Tracker
⭐
Signed3
RJ
⏱ 13d
DW
⏱ 37d
Check2
JD
⏱ 0d
MG
⏱ 17d
Eng.2
SM
⏱ 5d
LT
⏱ 9d
Perm.1
MB
⏱ 2d
donefy.io›Reporting
9+
CRM View
Operations
CRM
Dashboard
Sales
Proposals
Agreements
Customers
Operations
Install Tracker
Service Requests
Tasks
Calendar
Insights
Reporting
Leaderboard
Workspace
Knowledge Base
Files
JD
John Doe
Demo
Reporting
Detailed project reports
+ External
✅
Completed
12
👤
Mine
4
📋
Pending
2
Code
Name
Rep
Stage
Date
PRO00770
James Smith
James Smith
Contract Signed
May 10
PRO00749
Patricia Lee
James Smith
Contract Signed
May 8
PRO00748
Robert Brown
Robert Johnson
Check Project
May 7
PRO00765
Sarah Williams
Sarah Miller
Check Project
May 6
PRE00002
Patricia Lee
David Wilson
Project Completed
May 4
PRO00760
John Doe
David Wilson
Check Project
Apr 30
PRE00001
Jennifer Thomas
Sarah Miller
Project Completed
Apr 8
donefy.io›Web Inquiries
9+
Site Manager
Store & web
Store
Products
Sales Orders
Website
Pages
Web Inquiries
Blog
Reviews
JD
John Doe
Inquiries
9
JS
John Smith
Houston, TX
Quote
JD
Jane Doe
—
Consult
RM
R. Miller
—
Quote
MG
M. Garcia
—
Quote
DW
D. Wilson
Lake City, FL
Quote
EJ
E. Johnson
Dallas, TX
Quote
LT
L. Thompson
Chattanooga, TN
Quote
MD
Mark Davis
Allen, TX
Quote
JW
J. White
Cherokee, AL
Consult
donefy.io›Dashboard
9+
CRM View
Operations
CRM
Dashboard
Sales
Proposals
Agreements
Customers
Operations
Install Tracker
Service Requests
Tasks
Calendar
Insights
Reporting
Leaderboard
Workspace
Knowledge Base
Files
JD
John Doe
Demo
Dashboard
Key metrics & team performance
Monthly⌄
All Roles⌄
OverviewPipelinePerformance
Revenue
$0K
↑ 23.4%
Growth
0%
↑ 12.1%
Conversion
0.0%
↓ 1.2%
Avg Days
0
↓ 5 days
Pipeline
0%
↑ 18.0%
Top Rep
J. Smith
Details →
JS
J. Smith
Rev$0K
Conv0%
Days0
Top Closer
RJ
R. Johnson
Rev$0K
Conv0%
Days0
Conv. King
SM
S. Miller
Rev$0K
Conv0%
Days0
Pipeline
donefy.io›Calendar
9+
CRM View
Operations
CRM
Dashboard
Sales
Proposals
Agreements
Customers
Operations
Install Tracker
Service Requests
Tasks
Calendar
Insights
Reporting
Leaderboard
Workspace
Knowledge Base
Files
JD
John Doe
Demo
‹
📅 May 17–23, 2026
›
DayWeekMonth
+ Event
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
17:00
SUN 17
Weekly Sync
MON 18
Team Standup
Proposal Review
TUE 19
Client Call
WED 20
Sales Meeting
THU 21
Install: J. Doe
Contractor Sched.
FRI 22
Demo Call
SAT 23
End of Week Review
donefy.io›Reviews
9+
Site Manager
Store & web
Products
Sales Orders
Website
Pages
Web Inquiries
Blog
Reviews
JD
John Doe
Reviews
★4.9
JM
James Miller
★★★★★
G
ST
Sarah Thompson
★★★★★
G
RG
Robert Garcia
★★★★★
G
EJ
Emily Johnson
★★★★★
G
MD
Michael Davis
★★★★★
G
JW
Jennifer Wilson
★★★★★
G
DM
David Martinez
★★★★★
G
LA
Linda Anderson
★★★★★
G
CL
Christopher Lee
★★★★★
G
donefy.io›Tasks
9+
CRM View
Operations
CRM
Dashboard
Sales
Proposals
Agreements
Customers
Operations
Install Tracker
Service Requests
Tasks
Calendar
Insights
Reporting
Leaderboard
Workspace
Knowledge Base
Files
JD
John Doe
Demo
Tasks
Track by status and priority
+ Create
📋
Total
10
⏱
In Progress
2
⚠
High Pri.
4
New5
#TKT-00012
Knowledge Base
Medium
#TKT-00011
Agreements module
Medium
#TKT-00010
Water Purification flow
Medium
#TKT-00009
Project Tracker Pipeline
High
#TKT-00008
CRM Dashboard Update
High
In Progress2
✓
#TKT-00007
Proposal PDF builder
High
#TKT-00006
Calendar sync fix
Medium
Done3
#TKT-00005
Auth middleware
Low
#TKT-00004
Invoice export
Medium
#TKT-00003
Role permissions
High
#TKT-00007
Proposal PDF builder
High
donefy.io›Service Requests
9+
CRM View
Operations
CRM
Dashboard
Sales
Proposals
Agreements
Customers
Operations
Install Tracker
Service Requests
Tasks
Calendar
Insights
Reporting
Leaderboard
Workspace
Knowledge Base
Files
JD
John Doe
Demo
Service Requests
Track O&M service tickets
+ Create
🔧
Open
0
⏱
Pending
0
📅
Scheduled
0
General Services 8
LEAD3
Chris Morgan
Emergency Repair
CM
Robert Johnson
HVAC Repair
RJ
David Wilson
Water Heater
DW
Alex Lopez
Plumbing Leak
AL
NEW4
John Doe
AC Service
JD
Maria Garcia
Electrical
MG
Patricia Kim
Duct Cleaning
PK
Tom Carter
Thermostat
TC
PENDING2
Sarah Miller
Pipe Burst
SM
Brandon Reed
Circuit Fault
BR
ASSIGNED4
Lisa Thompson
Water Purifier
LT
Kevin Rogers
Panel Upgrade
KR
Nina Brooks
Drain Clean
NB
Frank Rivera
AC Install
FR
Key Industries

Built for your industry

From CRM to proposals, HR to invoicing — donefy is the one stop shop ERP for businesses of any industry and any size.

Home Services

Home Services

Construction

Construction

E-Commerce

E-Commerce

Water Purification

Water Purification

Insurance

Insurance

Clinics

Clinics

Pest Control

Pest Control

Consulting

Consulting

SaaS

SaaS

Any Industry

Any Industry

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
AC

Alex Carter opened your proposal

4 min ago · currently viewing

0%

Open rate

0m

Avg. time

0%

Close rate

Page Tracking

Cover0:12
Problem & Solution1:04
Pricing & Financing3:42
About Us—
Next Steps—
Where Sales Meets AI

Close every deal, intelligently.

01

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
02

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
03

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
AC
Alex Carter
3436 Flamingo Way, Mesquite TX
CRM ✓
Package
Premium Roofing
Proposal Value
$48,500
Financing
—
Sales Rep
Kyle Torres
AI Processing
0%
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
SC
Sarah Chen
$24K
MT
Marcus T.
$18K
Proposal2
AC
Alex Carter
$48K
JH
Jordan H.
$31K
Contract1
PM
Priya M.
$67K
Won ✓1
DK
David K.
$55K
Satellite Intelligence
3436 Flamingo Way, Mesquite, TX 75150
Analyze
Satellite view
32.7736° N, 96.5988° W
AI Analysis
Roof Area
...
Shingle Type
...
Pitch
...
Damage Zones
...
Proposals01 / 03
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
A

Close More Deals, Faster.

Premium HVAC services for homes & businesses

Get a Quote
Learn more

Starter

Free

Pro

$79

Biz

Custom

Get started free →

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

Build business solutions in minutes

Every module you need, ready to go from day one.

Proposals
Sales

Proposals
  • Custom builder
  • Digital signatures
  • Auto follow-ups
Get Started

donefy

Proposals

Projects
Operations

Projects
  • Install tracking
  • Milestones
  • Field team
Get Started

donefy

Projects

CRM
Customers

CRM
  • Lead management
  • Activity timeline
  • Segmentation
Get Started

donefy

CRM

AI Agents
Automation

AI Agents
  • Lead qualifier
  • Follow-up bot
  • Auto dispatch
Get Started

donefy

AI Agents

Reporting
Analytics

Reporting
  • Revenue dashboards
  • Conversion tracking
  • Pipeline health
Get Started

donefy

Reporting

Communications
Inbox

Communications
  • SMS & email campaigns
  • Inbox management
  • Auto reminders
Get Started

donefy

Communications

Service
Support

Service
  • Warranty tracking
  • Maintenance scheduling
  • Technician dispatch
Get Started

donefy

Service

Agreements
Contracts

Agreements
  • E-signatures
  • Contract templates
  • Audit trail
Get Started

donefy

Agreements

Tasks
Productivity

Tasks
  • Assignments
  • Priorities
  • Due dates
Get Started

donefy

Tasks

Calendar
Scheduling

Calendar
  • Appointments
  • Availability
  • Smart reminders
Get Started

donefy

Calendar

Service Req.
Tickets

Service Req.
  • Ticket queue
  • Escalation rules
  • SLA tracking
Get Started

donefy

Service Req.

Leaderboard
Performance

Leaderboard
  • Team rankings
  • Rewards & KPIs
  • Gamification
Get Started

donefy

Leaderboard

Directory
Team

Directory
  • Contacts
  • Roles & permissions
  • Skills matrix
Get Started

donefy

Directory

Files
Documents

Files
  • Storage & search
  • Version control
  • Share links
Get Started

donefy

Files

Pages
Content

Pages
  • Knowledge base
  • Landing pages
  • Forms
Get Started

donefy

Pages

Pipeline
Deals

Pipeline
  • Deal stages
  • Forecasting
  • Win rate
Get Started

donefy

Pipeline

Proposals
Sales

Proposals
  • Custom builder
  • Digital signatures
  • Auto follow-ups
Get Started

donefy

Proposals

Projects
Operations

Projects
  • Install tracking
  • Milestones
  • Field team
Get Started

donefy

Projects

CRM
Customers

CRM
  • Lead management
  • Activity timeline
  • Segmentation
Get Started

donefy

CRM

AI Agents
Automation

AI Agents
  • Lead qualifier
  • Follow-up bot
  • Auto dispatch
Get Started

donefy

AI Agents

Reporting
Analytics

Reporting
  • Revenue dashboards
  • Conversion tracking
  • Pipeline health
Get Started

donefy

Reporting

Communications
Inbox

Communications
  • SMS & email campaigns
  • Inbox management
  • Auto reminders
Get Started

donefy

Communications

Service
Support

Service
  • Warranty tracking
  • Maintenance scheduling
  • Technician dispatch
Get Started

donefy

Service

Agreements
Contracts

Agreements
  • E-signatures
  • Contract templates
  • Audit trail
Get Started

donefy

Agreements

Tasks
Productivity

Tasks
  • Assignments
  • Priorities
  • Due dates
Get Started

donefy

Tasks

Calendar
Scheduling

Calendar
  • Appointments
  • Availability
  • Smart reminders
Get Started

donefy

Calendar

Service Req.
Tickets

Service Req.
  • Ticket queue
  • Escalation rules
  • SLA tracking
Get Started

donefy

Service Req.

Leaderboard
Performance

Leaderboard
  • Team rankings
  • Rewards & KPIs
  • Gamification
Get Started

donefy

Leaderboard

Directory
Team

Directory
  • Contacts
  • Roles & permissions
  • Skills matrix
Get Started

donefy

Directory

Files
Documents

Files
  • Storage & search
  • Version control
  • Share links
Get Started

donefy

Files

Pages
Content

Pages
  • Knowledge base
  • Landing pages
  • Forms
Get Started

donefy

Pages

Pipeline
Deals

Pipeline
  • Deal stages
  • Forecasting
  • Win rate
Get Started

donefy

Pipeline

AI Agents

Your AI workforce, built into donefy.

Connect Claude, Gemini, or GPT-4o and deploy AI agents that live inside your ERP — qualifying leads, writing proposals, handling service, and closing deals. Automatically.

AIClaudeAnthropicGeminiGoogle DeepMindGPT-4oOpenAILeadFollow-upProposalCustomerPageMarketing
Powered by Claude · Anthropic
Scroll to explore

Lead Qualifier

  • Scores & ranks leads
  • Creates CRM contacts
  • Assigns to rep automatically

Follow-up Agent

  • Triggers on real events
  • SMS & email sequences
  • Logs full activity timeline

Proposal Writer

  • Full proposal in 10 seconds
  • Branded & customized
  • Auto-send on trigger

Customer Service

  • 24/7 automated responses
  • Smart human escalation
  • Auto ticket creation

Page Builder

  • Full page from one prompt
  • SEO-optimized copy
  • CTA & conversion tuned

Marketing Agent

  • AI-written ad copy
  • Multi-channel outreach
  • Data-driven targeting

Swap AI engines at any time — your agents keep running.

No-code setup Works on your live data Swap engines freely No extra seats
Pricing

Simple, transparent pricing

Start free. Scale when you're ready.

Free

Free

 

Perfect for small teams getting started.

  • 3 Proposals
  • Unlimited CRM
  • Unlimited Invoicing
  • Unlimited Users

Basic

$39/mo

per month

For growing teams that need more.

  • Unlimited Proposals
  • Unlimited API Integrations
  • 3 Users
  • Unlimited CRM
  • Unlimited Invoicing
  • Unlimited Customer Portal
Most popular

Pro

$79/mo

per month

For teams that need advanced capabilities.

  • Unlimited D2C
  • Unlimited eCommerce
  • Unlimited Proposals
  • Unlimited HR
  • Unlimited Roofing Design
  • Unlimited CRM

Enterprise

$69/mo

100+ seats

For large operations with complex needs.

  • Unlimited D2C
  • Unlimited eCommerce
  • Unlimited Proposals
  • Unlimited HR
  • Unlimited Roofing Design
  • Unlimited Material Takeoffs

Add-on

White Label

$2,000per month

Launch donefy under your own brand.

Unlimited White Label
Start today — it's free

More sales. Less chaos.

The ERP built to close deals, automate ops, and grow revenue —without the complexity of traditional software.

No credit card requiredCancel anytimeSetup in minutes

2×

Faster deal close

40%

Less admin time

10k+

Businesses running