Every Module. One Platform.
Everything your team needs — from first lead to final invoice.
Proposals That Win Business
Beautiful, interactive proposals delivered in seconds.
Build branded proposals with custom line items, financing options, and embedded e-signatures — all in one flow. Track opens in real time so you always follow up at exactly the right moment.
- Drag-and-drop proposal builder with branded templates
- Real-time view tracking and open notifications
- One-click e-signature for instant closes
- Automated follow-up sequences for unopened proposals
Every Job, On Track
From permit pulled to final inspection — total visibility.
Assign crews, attach photos, log materials, and update job status from the field in real time. Never let a project slip through the cracks again.
- Job board with stage-based status tracking
- Mobile-first field updates with photo attachments
- Material and labor cost tracking per project
- Automated customer progress notifications
Your Entire Pipeline, One Place
Turn leads into customers with a CRM built for closers.
Capture leads from every source, score them automatically, and move them through a visual pipeline your whole team can see. No spreadsheets, no dropped balls.
- Visual pipeline with drag-and-drop deal management
- Automatic lead capture from web, SMS, and phone
- Contact timeline showing every interaction
- Smart lead scoring based on engagement signals
Your AI Sales Teammate
Qualify leads, book appointments, and follow up — automatically.
Deploy AI agents that respond to inbound leads within seconds, qualify prospects through natural conversation, and hand off to your reps at the perfect moment. Every lead gets a response, around the clock.
- Instant lead response via SMS, email, and chat
- Natural language qualification conversations
- Automatic appointment booking to your calendar
- Seamless handoff to human reps with full context
Data That Drives Decisions
Revenue, pipeline, and team performance — at a glance.
Real-time dashboards surface the metrics that matter most: close rates, revenue by rep, job completion rates, and pipeline velocity. Stop guessing and start knowing.
- Live revenue and pipeline dashboards
- Rep-level performance breakdowns
- Conversion funnel analysis by lead source
- Exportable reports for ownership and investors
Every Conversation, One Inbox
SMS, email, and calls — all in one place.
Stop juggling five apps. donefy's unified inbox brings every customer conversation together so your team responds faster, misses nothing, and delivers a consistent experience.
- SMS, email, and VoIP in a single thread view
- Team-based inbox with assignment and read receipts
- Broadcast messaging for offers and updates
- Auto-responders and away message configuration
Service That Keeps Customers Coming Back
Handle warranties, service calls, and maintenance with ease.
Turn service requests into scheduled jobs in one click. Track warranty claims, dispatch technicians, and close tickets — all connected to the original sale and customer record.
- Service request portal for customers
- Warranty tracking tied to original job
- Technician dispatch and route optimization
- Automated maintenance reminders and renewals
E-Sign on the Spot
Contracts that close deals, not kill momentum.
Create legally-binding agreements in minutes using smart templates. Send via SMS or email and let customers sign from any device. Know the instant they sign.
- Legally binding e-signatures on any device
- Smart contract templates with field merging
- Instant signing notifications and audit trails
- Bulk agreement sending for recurring customers
Get Things Done, Together
Assign, track, and close tasks without the chaos.
Keep every team member accountable with clear task assignments, due dates, and priority levels. Managers get full visibility; reps get a clean daily to-do list.
- Task assignment with due dates and priority levels
- Personal and team task views
- Recurring task templates for standard processes
- Completion tracking and overdue alerts
Schedule Smarter, Show Up Ready
Appointments, installs, and events — perfectly organized.
Sync your entire team's calendar in one view. Book appointments from proposals, auto-send reminders, and never have a scheduling conflict again.
- Team calendar with individual and combined views
- Direct appointment booking from proposals and CRM
- Automated SMS and email reminders to customers
- Two-way sync with Google and Outlook calendars
Make Winning a Team Sport
Real-time rankings that keep your best reps hungry and your new reps inspired.
A live sales leaderboard creates healthy competition and makes top performance visible. Celebrate wins publicly and coach underperformers with data, not guesswork.
- Live rep rankings by revenue, deals, and activity
- Weekly and monthly leaderboard snapshots
- Manager view with drill-down performance details
- Gamification badges for milestones and streaks
Everyone, Exactly Where You Need Them
One searchable directory for your whole team and contact network.
Find any team member, partner, or contact instantly. The directory stores roles, contact info, and relationships so onboarding new employees and managing your network is effortless.
- Searchable employee and contact directory
- Role-based profiles with contact details
- Org chart view for team hierarchy
- Quick-access actions: call, text, or email from profile
Every Document, Always at Hand
Organize, share, and access files without the clutter.
Store photos, contracts, permits, and installation documents organized by job, customer, or team. No more digging through email threads for that one permit photo.
- Organized file storage by job, customer, or tag
- Mobile photo upload from the field
- Shareable file links with expiration control
- Permission-based access for team members
See Your Revenue Before It Closes
A live pipeline view that shows exactly what's coming in.
Drag deals through visual stages, forecast revenue by close date, and spot bottlenecks before they cost you money. Your pipeline is your crystal ball — keep it sharp.
- Drag-and-drop deal stages with value tracking
- Weighted pipeline forecasting by probability
- Stale deal alerts and automated nudges
- Pipeline health scoring with actionable insights
Your Website. Your Brand. No Developer Needed.
Build, edit, and publish landing pages without writing a line of code.
Launch new campaign pages, update your homepage, and create industry-specific landing pages in minutes. Every page is connected to your CRM so leads flow in automatically.
- Drag-and-drop block editor with branded templates
- Form and lead capture blocks connected to CRM
- Mobile-responsive pages out of the box
- Custom domain publishing and SSL included
Know What You Have Before You Need It
Track materials, parts, and equipment in real time.
Attach inventory to jobs, set reorder alerts, and know exactly what's on each truck and in each warehouse. Stop over-ordering and eliminate job delays from missing parts.
- Real-time inventory levels by location and vehicle
- Job-level material assignment and consumption tracking
- Low-stock alerts and automated reorder triggers
- Purchase order management with vendor tracking
Win the Job Before You Leave the Driveway
Accurate estimates in minutes, not hours.
Generate professional cost estimates using saved pricing libraries and smart templates. Convert accepted estimates to proposals and jobs with one click — no re-entering data.
- Saved product and service pricing libraries
- One-click conversion from estimate to proposal
- Multi-option estimates for good/better/best pricing
- Customer-facing estimate portal with instant approval
Ready to explore donefy?
Join thousands of sales teams that run their entire business on one platform.