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All Modules · Marketing

Reach every customer,
with the right message.

Run campaigns, send SMS and email, and turn contactsinto conversations — all from one place.

Targeted campaigns

SMS and email

Real conversations

Inside Marketing

Turn contacts into conversations.

Marketing brings your campaigns, social channels, inbox, ads, and listings into one place. Instead of stitching together separate tools, you plan, publish, and measure every message from a single screen — and watch one-off contacts grow into a loyal customer base.

Below, we walk through each section of the module — starting with the Dashboard, where every campaign comes together at a glance.

Dashboard

Every campaign at a glance.

See sends, opens, and replies in real time so you always know what's working and what to send next.

Marketing Dashboard

Web inquiries, blog content, landing pages and site performance

Customize
Today7 Days30 DaysMonthCustom
All Agents

New Inquiries

0

vs last month

Total Inquiries

0

0 last month

Published Posts

0

0% publish rate

Active Landing Pages

0

17 total

Web Inquiries (6 months)

0Inquiries
JanFebMarAprMayJun

Avg / mo

5

Peak · Jan

16

Latest

0

Content Distribution

Total0
Blog Posts521%
Landing Pages1771%
Site Pages28%

Contacts

Reach the right people, every time.

Segment your contacts and target campaigns by exactly who they are — no spreadsheets, no guesswork.

portal.donefy.io
MarketingCustomers
Filter… New Customer

Customers

Customers registered

#NameEmailPhoneDealerUser LinkAssigned To
1John Jamisonjohn.jamison@gmail.com+1 2345678900Renewable Energy…UnlinkedJames Miller
2Karen Mitchellkaren.mitchell@gmail.com+1 8327589324MASTER SOLA…UnlinkedUnassigned
3Denise Carterdenise.carter@gmail.com+1 7147190223Renewable Energy…UnlinkedUnassigned
4Robert Walkerrobert.walker@gmail.com+1 (346) 548-2175Renewable Energy…UnlinkedSarah Johnson
5Michael Bennettmichael.bennett@gmail.com+1 4691234567Renewable Energy…UnlinkedDavid Wilson
6Emily Brooksemily.brooks@gmail.com+1 8322964146Renewable Energy…Sarah JohnsonSarah Johnson

Social

Every social channel, one publisher.

Plan, publish, and measure posts across your social profiles from a single calendar — no app-hopping.

Social Planner

Schedule and publish content across your social accounts

New post
All channels Summit Solar Connect account
AllScheduledPublishedFailedDrafts

TikTok

Jun 11, 2026

Published

Install day in 60 seconds ⚡

🎬
86 12 1.2k

Facebook

Jun 18, 2026

Published

Summer maintenance special — book this week

☀️
48 9 640

Instagram

Jun 19, 2026

Published

Before & after: rooftop solar in Austin

🏠
132 21 980

YouTube

Jun 19, 2026

Published

Product walkthrough: the customer portal

▶️
54 7 2.4k
New post

Inbox

Every reply, in one conversation.

Comments, DMs, and messages from every channel land in one shared inbox — answer fast, never miss a lead.

All channels Search conversations…
SM

Sarah Mitchell

9:41 AM

How soon can someone come out for a termite inspection?

MR

Mike Reynolds

10:12 AM

The ants are back in the kitchen again…

EC

Emily Carter

1:47 PM

There's a huge wasp nest above our garage door!

DT

David Thompson

Jul 3

Can we move my quarterly service to next week?

JP

Jessica Parker

Jul 2

Thanks! The rodent-proofing estimate looks good.

SM

Sarah Mitchell

Messenger

open
TODAY
Hi! We found what looks like termite damage on our back porch 😟
9:32 AM
How soon can someone come out for an inspection?
9:33 AM
Hi Sarah! We can have an inspector out tomorrow morning. The inspection is free 👍
9:38 AM
Tomorrow works great. Thank you!
9:41 AM

Free-form replies are only allowed within 24 hours of the last customer message.

Type a reply…

Ads

Campaigns that prove their worth.

Launch and track paid campaigns with spend and results side by side — double down on what converts.

Paid ads

MetaGGoogleTikTok

Manage your paid Meta & Instagram campaigns

New campaign

Total cost: $0.00 · Lifetime

Lifetime
CampaignStatusBudget/dayCostActions
Termite Inspection — Spring Promo Active$25/day$412.38
Mosquito Season Lead Gen Active$18/day$306.20
Same-Day Wasp Removal Active$20/day$268.90
Retargeting — Quote Abandoners Learning$12/day$84.75
Brand Awareness — Local Homeowners Paused$10/day$152.14

Google Business

Own how you show up on Google.

Manage your Business Profile — hours, photos, posts, and reviews — right from donefy, always up to date.

donefy.io · Marketing · Google Business

Google Business

No Google location connected

Connect your Google Business Profile to see views, calls, and other performance insights here.

Go to Integrations

Commerce Listings

Your products, everywhere they sell.

Push your catalog to shopping channels and marketplaces from one place — synced prices, stock, and details.

Commerce Listings

New listing
Title Filter…
#TitlePriceStatusGoogleActions
1Smart Thermostat129.00 USDactiveSynced
2LED Recessed Lights (6-Pack)54.00 USDactiveSynced
3Smart Power Strip39.00 USDactiveSynced
4Weatherstripping Seal Kit24.00 USDactiveSynced
5Low-Flow Showerhead32.00 USDactivePending
0 of 5 row(s) selected.Show50

Automations

Set it once, market on autopilot.

Build journeys that trigger emails, texts, and tasks automatically as contacts move through your funnel.

Marketing

Automations 5

Build trigger-based workflows that tag contacts, send emails, and more.

New automation
All 5Draft 2Active 3Paused 0
Advanced filters Sort Search automations
NameStatusTriggerLast updatedOwner
Welcome Series — New LeadsActiveContact createdJul 2, 2026You
Missed Call Text-BackActiveContact changedJun 28, 2026You
Review Request — Job DoneActiveContact taggedJun 25, 2026
Re-engagement — 30 Days ColdDraftTag removedJun 21, 2026You
Birthday OfferDraftContact createdJun 15, 2026

Calendar

Plan every send on one calendar.

See every scheduled campaign, post, and follow-up on a single marketing calendar — no surprises.

donefy.io · CRM · Calendar
Jun 14 – 20, 2026Go to today
Week New event

SUN

14

MON

15

TUE

16

WED

17

THU

18

FRI

19

SAT

20

05:00
06:00
07:00
08:00
09:00
10:00
11:00
12:00
13:00
14:00
15:00

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

June 2026
SuMoTuWeThFrSa
31123456
78910111213
14151617181920
21222324252627
282930

Times shown in GMT-6

CALENDARS
Organized by me19
Going0
Awaiting reply0
Declined0

Email

Emails that land and convert.

Design branded email campaigns, send them to the right segment, and track opens and clicks in real time.

Marketing

Email

Send broadcast campaigns and manage your email templates.

StatisticsCampaignsTemplates

Sent

0

Open rate

0.0%

Click rate

0.0%

Unsubscribes

0

Campaigns

Spring Tune-Up Offer642 recipients · 51% opensSentJun 30
Smart Thermostat Launch418 recipients · 46% opensSentJun 18
Referral Program InviteDraftJun 12

SMS

Texts they actually read.

Send short, timely SMS campaigns with delivery and reply tracking built in — perfect for reminders and offers.

Marketing

SMS

Send broadcast SMS campaigns and manage your SMS templates.

StatisticsCampaignsTemplates

Sent

0

Delivery rate

0.0%

Reply rate

0.0%

Opt-outs

0

Campaigns

July 4th Sale Blast812 recipients · 34% repliesSentJun 28
Maintenance Reminder364 recipients · 41% repliesSentJun 20
Referral Program InviteDraftJun 14

Benefits

Three reasons marketing just works with donefy.

Campaigns that convert. Every channel in one place. Reach that scales.

Campaigns that convert — 3D illustration

Campaigns that convert

Send the right message to the right people and watch engagement climb.

Every channel, one place — 3D illustration

Every channel, one place

SMS and email side by side — no juggling tools, no missed touchpoints.

Reach that scales — 3D illustration

Reach that scales

Grow from a handful of contacts to thousands without changing how you work.

No credit card required.

Start reaching customers that come back.

Launch your first campaign today — free to start.

Targeted campaigns

SMS and email

Real conversations