Key Industries · SaaS

From signup to expansion— one flow.

The all-in-one platform for SaaS sales teams that need a real CRM, a real proposal builder, and AI agents that drive activation and renewals automatically.

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Sales pipeline

Every opportunity tracked end-to-end

Smart onboarding

Activation tasks the moment a deal closes

Expansion revenue

AI surfaces upsell and renewal signals

3D illustration of a SaaS revenue team running on donefy.

What donefy can do for this industry

The hot-desk for the full SaaS revenue motion.

B2B SaaS · Vertical SaaS · Direct-to-consumer software

donefy gives SaaS companies a hot-desk to run the full revenue motion — inbound lead qualification, sales pipeline, demo scheduling, branded proposals, signed order forms, onboarding tasks, and post-sale expansion plays. Whether you're selling self-serve, sales-led, or hybrid, donefy keeps customer success, sales, and ops in the same system of record.

Inside the portal

From the idea to the lead nurturing — one pipeline.

A live look at how a SaaS opportunity moves from sign-up to renewal inside donefy.

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portal.donefy.io

RevenueProposals

Proposals

Manage SaaS proposals and track deal pipelines.

New Proposal

CodeContactTypeStageAmountSales Rep

PR005724

Acme Robotics

EnterpriseProposal$48,000Alex Rivera

PR005722

Northwind Labs

Mid-MarketApproved$22,500Marcus Chen

PR005721

Helix Studio

StartupProject$9,800Sofia Patel

PR005719

Pinecrest Energy

EnterpriseProposal$72,400Jordan Kim

PR005715

Coral Health

Mid-MarketProject$31,200Alex Rivera

PRE00712

Sable Capital

Startup—$6,500Taylor Nguyen

PR005710

Lumen Foods

Mid-MarketProposal$18,750Taylor Nguyen

PR005708

Atlas Logistics

EnterpriseProposal$54,000Marcus Chen

Benefits

Benefits of working with donefy

Six upgrades your SaaS revenue team gets on day one.

Sales-led + PLG-ready CRM

Lead scoring, source attribution, deal stages, and forecasting for any go-to-market model.

Order forms and MSAs

Branded proposals, e-signed order forms, and contract templates — no separate doc tool.

AI onboarding agent

Trigger activation tasks, welcome sequences, and check-ins the moment a deal closes.

Expansion intelligence

AI surfaces upsell and cross-sell signals from product, billing, and CRM events.

Revenue dashboards

ARR, MRR, close rate, pipeline coverage, and cohort retention — without a BI engineer.

AI lead qualification

Inbound leads scored, routed, and followed up automatically — so your team only talks to the right people.

B2B Software — The Reality

Tool sprawl is
the modern tax.

Six facts every SaaS leader can put in the next board deck — straight from the data.

Tool sprawl

100+

The average business runs on 100+ apps

The average business runs on 100+ apps — and most of them don't talk to each other. Every disconnected tool is a new place for revenue to leak.

Industry SaaS adoption benchmarks

Software bloat

Overload

Companies use far more software than they can manage

Industry surveys consistently find that companies use far more software than their teams can effectively manage. Most seats sit underused or forgotten.

Productiv · BetterCloud SaaS reports

Modern advantage

Less = More

Consolidation, not more tools, is the modern edge

Consolidation, not more tools, is the modern advantage. The teams winning right now are buying fewer point solutions and running one connected stack.

Gartner · SaaS consolidation trends

Productivity drain

1–2 hrs

Lost every day inside the wrong tool

Most teams spend 1–2 hours every day inside the wrong tool — searching across systems, copying data, and rebuilding context that should already be there.

McKinsey · Workplace productivity studies

Context tax

Switching cost

Every tool switch eats into the day

Switching between CRM, email, spreadsheets, e-sign, project management, and chat tools quietly eats into every workday — and into every quarter's revenue.

APA · Cognitive cost of task switching

Growth play

Automate first

Fast-growing companies automate the boring stuff

The fastest-growing companies automate the boring stuff first — onboarding tasks, renewal reminders, expansion plays — so their people can focus on revenue, not busywork.

Bessemer · State of the Cloud

No credit card required.

Run your full SaaS funnel
on one platform.

Stop stitching together a CRM, proposal tool, e-sign, onboarding software, and analytics. donefy is all of it — and the AI to run it.

Close deals

Onboard fast

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