CRM
Policyholders, prospects and households with calls, texts, emails and documents on one timeline.
Industry · Insurance
Quote faster.Keep every client.
Customers, proposals, e-signed agreements and follow-up tasks in one system for independent agents and agencies, with every policyholder's history on one record.
Every client
Quotes that close
Follow-up kept
All at your hands
Your whole business, all at your hands.
From the dashboard to customers, appointments, calendar, directory and documents — every part of your CRM lives in one place, managed from a single portal. No tab-switching, no scattered tools.
Dashboard
Real-time metrics at a glance
Customers
Every contact in one place
To-Do Lists
Appointments & follow-ups
Calendar
Your team's schedule, in sync
Directory
A searchable address book
Smartdocs
Docs, sheets, slides & forms
Scroll to explore
portal.donefy.io
CRMDashboard
CRM Dashboard
Contacts, proposals, deals, tasks and pipeline performance
TOTAL CONTACTS
96
0 leads · 8 customers
NEW THIS MONTH
8
vs last month
DEALS WON
0
0 won last month
WIN RATE
0%
0 of 122
CONTACT GROWTH (6 MONTHS)
Why teams switch
Less chasing, more writing business.
Replace the mix of CRM, e-sign and inbox tools with one shared system.
Proposals that win
Branded quote pages with pricing and one-click e-sign.
Centralized client record
Every document, message and task attached to one contact.
Compliance-ready paper trail
Agreements and signatures stored with every quote.