Unified customer records
Contacts, companies, addresses, notes and files on one page, shared across every module.
Module · CRM
Know every customer.Win every lead.
Leads, contacts and deals in one record your whole team works from, with the full history of every call, message, proposal and job attached.
One record
Clear pipeline
No dropped leads
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
Your pipeline, finally in one place.
Replace the spreadsheets, sticky notes and inbox searches with one shared system.
One source of truth
Every rep and manager sees the same customer, the same stage and the same history.
Never miss a follow-up
To-dos and reminders keep every lead moving toward a signed agreement.
Built for your motion
Inbound, outbound or door to door, the same record follows the deal.