Every Module.
One Platform.
Everything your team needs — from first lead to final invoice.
Agreements
2 Sections
donefy's Agreements module turns the slow back-and-forth of contracts into a few clicks — draft a document, send it for a binding digital signature, and store the signed copy against the right customer automatically.
CRM
5 Sections
donefy's CRM is the operating system for your customer relationships — every lead, contact, appointment, and document lives in one shared workspace, so your whole team works from a single source of truth and nothing slips through the cracks.
Sales
22 Sections
Sales is the broadest module in donefy — the operating system for how your team turns leads into revenue. Quoting, signing, financing, installing, and reporting all live in one workspace, so a deal never falls through the cracks.
Marketing
7 Sections
Marketing brings your campaigns, social channels, inbox, ads, and listings into one place — plan, publish, and measure every message from a single screen, and watch one-off contacts grow into a loyal customer base.
Site Manager
13 Sections
Site Manager brings your entire web presence under one roof — run products, pages, orders, content, and reviews from a single command center, every channel connected and every change live in seconds.
HR
32 Sections
HR brings people, performance, attendance, and payroll under one roof — a single system where every record, request, and pay run lives together, accurate and ready when you need it.
Projects
6 Sections
Projects brings planning, execution, and reporting together — from the first task to the final hand-off, your team gets one source of truth for projects, portfolios, and deadlines in one secure workspace.
AI Agents
5 Sections
AI Agents put a tireless teammate to work in your pipeline — qualifying leads, following up, and dispatching tasks around the clock so nothing ever waits on a human to act.
Document Capture
4 Sections
Document Capture turns the documents piling up in your inbox into clean, structured data in seconds — scan, capture, and let automated flows route every record exactly where it needs to go.
Accounting
54 Sections
Accounting in donefy is a complete system — banking feeds and reconciliation, invoices and bills, sales tax, and a true double-entry core, so your books stay balanced and every statement is one click away.
AI Video Flow
4 Sections
AI Video Flow turns the long, expensive process of producing video into a guided, AI-driven workflow — describe what you want and the system assembles studio-quality video in minutes.
Canvass
16 Sections
Canvass turns door-to-door selling into a coordinated operation — every rep gets a live map, clear territories, and the tools to book appointments and close deals right on the doorstep.
Scheduling
3 Sections
Scheduling turns the endless back-and-forth of finding a time into a single shared link — customers pick from your real availability and every booking lands in one clean view.
Drive
1 Sections
Drive is your company's cloud storage built into the platform — folders, files, photos and contracts organized by job and customer, searchable, shareable with a secure link, and always backed up.
Communications
1 Sections
Communications puts your team's messages, channels, and video meetings in the same workspace as your customers and jobs — every conversation happens where the work lives, with full context one click away.
Inventory
19 Sections
Inventory is where your stock stops being a guess — items, stock levels, purchasing, builds, and movement tracked live across every warehouse, truck, and bin, so jobs never stall waiting on parts.
Planner
5 Sections
Planner is your own corner of donefy — personal, private, and secure. Plan your day beside your real schedule, set your Daily Big 3, track to-dos and goals, and keep notes that are yours alone; nothing here is ever shared with your team.
SmartDocs
4 Sections
SmartDocs is where your company's documents get made — rich docs, spreadsheets, presentations, and surveys, each with its own editor and a shared template library, every file born branded and pre-filled from your CRM data.
Company
16 Sections
Company is where your whole organization comes together — configure subscription, billing, users, roles, integrations, and franchises from one secure command center that every other module inherits.
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