Know every customer.
Win every lead.
Leads, contacts, and deals — organized in one place
your whole team can trust.
Capture leads
Track deals
Grow revenue
Inside the CRM
Everything your team needs, in one place.
donefy's CRM is the operating system for your customer relationships — every lead, contact, appointment, and document lives in a single shared workspace. Instead of juggling spreadsheets, inboxes, and disconnected apps, your whole team works from one source of truth, so nothing slips between the cracks from the first call to the signed deal.
Capture and organize every customer with full history at your fingertips, plan the day with to-do lists and a team calendar, assign and track tasks to completion, keep a searchable directory of everyone you work with, and generate branded, ready-to-sign documents — all without ever leaving the platform. Real-time metrics keep you on top of what matters, and automated reminders make sure every follow-up happens on time.
Below, we walk through each section of the CRM — starting with the Dashboard, your command center for contacts, deals, tasks, and pipeline performance at a glance.
Dashboard
Your whole pipeline, at a glance.
Real-time metrics, recent activity, and what needs your attention today — the moment you log in.
CRM Dashboard
Contacts, proposals, deals, tasks and pipeline performance
Total Contacts
0
New This Month
0
Deals Won
0
Win Rate
0%
Contact Growth (6 months)
Avg / mo
16
Peak · Mar
46
Latest
10
Contacts by Month
Customers
Every customer, one complete record.
Contacts, history, and deals unified in a single profile your whole team can trust.
Customers
Customers registered
To-Do Lists
Plan the day, let nothing slip.
Organize appointments and follow-ups into clear lists so the next step is always obvious.
My Appointments
View and manage your appointments
Calendar
Your team's schedule, in sync.
Appointments, deadlines, and events in one shared view — no double-booking, no surprises.
SUN
14
MON
15
TUE
16
WED
17
THU
18
FRI
19
SAT
20
07:45 Visit Client Mesquite
10:45 Review Proposal
12:30 Meeting
09:15 Meeting
14:30 Phone call
06:00 Inspection
08:30 Phone Call
10:00 Meeting
11:00 Meeting
Times shown in GMT-6
Directory
Find anyone in seconds.
A searchable directory of every contact, company, and teammate right at your fingertips.
Address Book
NEW CONTACTFind name or company…Favorites
John Smith
Director
A
Andre Castillo
CEO
O
Olivia Brennan
Manager
P
Priya Sundaram
Director
T
Travis McCallister
CEO
Select a contact to view details
NEW CONTACTAgreements Dashboard
Signatures, tracked from your CRM.
Every agreement tied to your customers — what's awaiting signature, what's signed, and how fast deals close.
Agreements Dashboard
All agreements you can access · updated 2:15 PM
Active agreements
31
none archived
Awaiting signature
11
4 sent · 7 viewed
Signed
20
65% of sent
Avg time to sign
1.5d
draft → signed
Expiring soon
2
next 14 days
Created vs signed
Status breakdown
Signature funnel
By type
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
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)
Benefits
Three reasons teams run
their pipeline on donefy.
One source of truth. Never a missed follow-up. Built for your motion.
One source of truth
Replace spreadsheets and sticky notes with a single shared database.
Never miss a follow-up
Automated reminders keep every lead moving toward a close.
Built for your motion
Works for B2B, B2C, and door-to-door sales alike.
No credit card required.
Your pipeline, finally under control.
Start organizing your leads and deals today — free.
Capture leads
Track deals
Grow revenue