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Industry · Any industry

However you sell.donefy runs it.

B2B, B2C or door to door, the same platform carries a deal from first lead to finished job, with every step on one customer record.

  • Any sales motion

  • Pick your modules

  • One system

The modules you will use

One sales motion, six modules.

Start with the modules your trade needs today and add the rest later. They all read and write the same customer record.

Canvass

Map your territory, knock doors and log every visit, so field reps always know where to go next.

Proposals and Agreements

Send a branded proposal, get it e-signed on any device and keep the signed agreement on the customer.

Financing

Run credit applications and track loans from the same deal, so the customer can say yes on the spot.

Scheduling

Appointments and site visits on one calendar the whole team can book against.

Projects

Turn a signed deal into a job with tasks, boards and files your crew works from.

AI Agents

Agents answer inbound leads and follow up on quotes, working from your own business knowledge.

Why teams switch

Built for the way you sell.

The same core flow adapts to a long business deal, a fast consumer quote or a conversation on the doorstep.

Built for B2B

Multi-stage pipelines, branded proposals with e-sign and forecasting for longer sales cycles.

Built for B2C

Fast quotes, online scheduling and automated follow-up for high-volume consumer leads.

Built for D2D

Mobile proposals with on-site e-sign, territory management and rep leaderboards.

Questions

What teams ask first.

No. Pipelines, proposals, agreements, scheduling and projects work for any business that quotes, signs and delivers work. Trade-specific tools such as roofing reports are optional add-ons.

Yes. Switch on the modules you need and add others later. Everything you already entered stays on the same customer record.

Yes. The donefy app for iOS and Android opens the same customers, proposals, calendar and projects as the web.

You can start with a small team and add users as you grow. Access is set per role, so each person sees what their job needs.

Whatever you sell, run it in one place.

Start with the modules you need today and add the rest when you are ready.