Team planning a campaign at a whiteboard in a bright office

Module · Marketing

Reach every customer.Know what worked.

Plan social posts, run paid ads, answer replies and manage your business listing from one place, with every response landing on the customer record.

Social planner
Schedule posts on a calendar
Paid ads
Launch and track in one view
One inbox
Replies in the same thread

11 sections

Dashboard Contacts Social Inbox Ads Google Business Google Merchant Center Automations Calendar Email SMS

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

vs last month

Total Inquiries

0 last month

Published Posts

0% publish rate

Active Landing Pages

17 total

Web Inquiries (6 months)

0Inquiries

JanFebMarAprMayJun

Avg / mo

Peak · Jan

Latest

Content Distribution

Total0

Blog Posts521%

Landing Pages1771%

Site Pages28%

Sort By

Value: High → LowValue: Low → HighName: A → ZName: Z → ADate: Newest firstDate: Oldest first

Apply

Marketing KPI TrackerEdit KPIs

Metric

Current

Target

Achievement

Web Inquiries

—

New Inquiries

—

Blog Published

—

Landing Pages

—

Publish Rate %

—

Totals

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

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…

Sarah Mitchell

9:41 AM

How soon can someone come out for a termite inspection?

Mike Reynolds

10:12 AM

The ants are back in the kitchen again…

Emily Carter

1:47 PM

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

David Thompson

Jul 3

Can we move my quarterly service to next week?

Jessica Parker

Jul 2

Thanks! The rodent-proofing estimate looks good.

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 Manage accounts

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

Google Merchant Center

Your products, everywhere they sell.

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

Google Merchant Center

New listing

Title Filter… Customize columns

#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 Page 1 of 1

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

MON

TUE

WED

THU

FRI

SAT

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

Emails that land and convert.

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

Marketing

Send broadcast campaigns and manage your email templates.

StatisticsCampaignsTemplates

Sent

Open rate

0.0%

Click rate

0.0%

Unsubscribes

Campaigns

Spring Tune-Up Offer642 recipients · 51% opensSentJun 30

Smart Thermostat Launch418 recipients · 46% opensSentJun 18

Referral Program Invite—DraftJun 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

Delivery rate

0.0%

Reply rate

0.0%

Opt-outs

Campaigns

July 4th Sale Blast812 recipients · 34% repliesSentJun 28

Maintenance Reminder364 recipients · 41% repliesSentJun 20

Referral Program Invite—DraftJun 14

Inside Marketing

From first post to first reply.

Marketing is connected to the CRM, so every lead, message and click lands on the same customer record your sales team uses.

Marketing dashboard

Posts, ads and replies summarized by period so you can see what is working at a glance.

Social planner

Compose once, pick the networks, and schedule posts on a calendar your whole team can see.

Paid ads

Create and monitor ads on several networks from one screen, with spend shown in one place.

Shared inbox

Texts, emails and calls in one thread per customer, with AI-suggested replies you can edit.

Business listing

Edit your hours and photos, read insights and answer reviews without leaving donefy.

Product feed

Connect your catalog so your products can appear in shopping results.

Why teams switch

Marketing that connects to sales.

Stop guessing which channel brought the customer in.

Campaigns that convert

Send the right message to the right contacts and follow every reply to a signed deal.

Every channel, one place

Social, ads, texts and email side by side, with no second tool to check.

Reach that scales

Go from a handful of contacts to thousands without changing how your team works.

Questions

What teams ask first.

Connect your accounts in the Social planner, then choose the networks for each post when you compose it.

Yes. Pick a date and time, and the post appears on the planner calendar where you can reschedule it.

Yes. Texts and emails in the Inbox are attached to the customer, so sales and projects see the same history.

Yes. The donefy app for iOS and Android opens the same inbox and planner as the web.

Start reaching customers who come back.

Connect your accounts and schedule your first post today.

Reach every customer.Know what worked.

Turn contacts into conversations.

Every campaign at a glance.

Reach the right people, every time.

Customers

Every social channel, one publisher.

Every reply, in one conversation.

Campaigns that prove their worth.

Own how you show up on Google.

Your products, everywhere they sell.

Set it once, market on autopilot.

Plan every send on one calendar.

Emails that land and convert.

Texts they actually read.

From first post to first reply.

Marketing dashboard

Social planner

Paid ads

Shared inbox

Business listing

Product feed

Marketing that connects to sales.

Campaigns that convert

Every channel, one place

Reach that scales

What teams ask first.

Start reaching customers who come back.