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
6 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.
Donefy Projects
6 Sections
Donefy 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.
Donefy Canvass
16 Sections
Donefy 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 contracts 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.
Donefy Drive
1 Sections
Donefy 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
18 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.
Ready to explore donefy?
Join thousands of sales teams that run their entire business on one platform.