Simplified ERP for the modern business needs.
One platform to manage your sales, operations, and customer relationships — without the chaos.
Built for any industry that sells direct to consumer.
No credit card required. Live in 1 day.
What would you like to manage?
Built for your industry
If you sell direct to consumer, Donefy was built with you in mind — from day one.
Home Services
HVAC, plumbing, electrical
Construction
General, roofing, remodeling
Solar
Residential & commercial
Water Purification
Sales & service
Insurance
Sales & policy management
Clinics
Patient acquisition
Pest Control
Recurring service ops
Any Industry
If you sell, we work
More sales.
More revenue.
The ERP that helps you generate more revenue.
Let's be honest — we all need more sales. Most of your problems get solved by generating more revenue. That's our specialty.
Direct to consumer, full sales funnel automation. Closing deals on autopilot for any industry.
Sales Overview
This monthRevenue
$48,200
+18%
Deals closed
34
+6
Avg. close
3.2 days
-1d
Pipeline stages
New leads
85%
Proposal sent
60%
Negotiation
40%
Closed won
72%
Recent activity
Proposal signed — Riverside HVAC
2m ago
New lead qualified — Solar Co.
14m ago
Follow-up sent — Martinez Plumbing
1h ago
Build business solutions in minutes
Every module you need, ready to go from day one.
Proposals · Sales
- Custom builder
- Digital signatures
- Auto follow-ups
Projects · Operations
- Install tracking
- Milestones
- Field team
CRM · Customers
- Lead management
- Activity timeline
- Segmentation
AI Agents · Automation
- Lead qualifier
- Follow-up bot
- Auto dispatch
Reporting · Analytics
- Revenue dashboards
- Conversion tracking
- Pipeline health
Communications · Inbox
- SMS & email campaigns
- Inbox management
- Auto reminders
Service · Support
- Warranty tracking
- Maintenance scheduling
- Technician dispatch
Agreements · Contracts
- E-signatures
- Contract templates
- Audit trail
Tasks · Productivity
- Assignments
- Priorities
- Due dates
Calendar · Scheduling
- Appointments
- Availability
- Smart reminders
Service Req. · Tickets
- Ticket queue
- Escalation rules
- SLA tracking
Leaderboard · Performance
- Team rankings
- Rewards & KPIs
- Gamification
Directory · Team
- Contacts
- Roles & permissions
- Skills matrix
Files · Documents
- Storage & search
- Version control
- Share links
Pages · Content
- Knowledge base
- Landing pages
- Forms
Pipeline · Deals
- Deal stages
- Forecasting
- Win rate
Proposals · Sales
- Custom builder
- Digital signatures
- Auto follow-ups
Projects · Operations
- Install tracking
- Milestones
- Field team
CRM · Customers
- Lead management
- Activity timeline
- Segmentation
AI Agents · Automation
- Lead qualifier
- Follow-up bot
- Auto dispatch
Reporting · Analytics
- Revenue dashboards
- Conversion tracking
- Pipeline health
Communications · Inbox
- SMS & email campaigns
- Inbox management
- Auto reminders
Service · Support
- Warranty tracking
- Maintenance scheduling
- Technician dispatch
Agreements · Contracts
- E-signatures
- Contract templates
- Audit trail
Tasks · Productivity
- Assignments
- Priorities
- Due dates
Calendar · Scheduling
- Appointments
- Availability
- Smart reminders
Service Req. · Tickets
- Ticket queue
- Escalation rules
- SLA tracking
Leaderboard · Performance
- Team rankings
- Rewards & KPIs
- Gamification
Directory · Team
- Contacts
- Roles & permissions
- Skills matrix
Files · Documents
- Storage & search
- Version control
- Share links
Pages · Content
- Knowledge base
- Landing pages
- Forms
Pipeline · Deals
- Deal stages
- Forecasting
- Win rate
Your AI workforce,
built into your system
Custom agents that live inside Donefy and operate directly on your data — qualifying leads, updating records, sending follow-ups, and closing tasks. Automatically.
Lead Qualifier
Scores incoming leads, creates contacts in CRM, and moves deals through your pipeline — without lifting a finger.
- Creates contacts
- Updates deal stage
- Assigns to rep
Follow-up Agent
Sends personalized SMS and email sequences triggered by real events in your system — proposal sent, job completed, payment due.
- Triggers on system events
- SMS & email sequences
- Logs activity timeline
Service Dispatcher
Receives service requests, creates jobs, assigns technicians, and notifies customers — all in one automated flow.
- Creates service jobs
- Assigns field team
- Sends status updates
One agent. Every module.
AI Agent
CRM
Proposals
Projects
Comms
Reporting
Service
Each agent reads and writes to your Donefy data in real time — no manual handoffs, no copy-paste, no delays.
Simple, transparent pricing
Start free. Scale when you're ready.
Starter
Up to 3 users
Perfect for small teams getting started.
Get started free- CRM & Customers
- Proposals
- Tasks
- Calendar
- Basic reporting
Pro
per user / month
For growing teams that need automation.
Start free trial- Everything in Starter
- AI Agents
- Full automation
- Agreements & e-sign
- Advanced reporting
- SMS & email comms
Enterprise
Contact us
For large operations with complex needs.
Book a Demo- Everything in Pro
- Unlimited users
- Dedicated onboarding
- Custom integrations
- SLA support
- Custom AI agents
More sales. Less chaos.
Direct to consumer, full sales funnel automation.
The ERP that actually helps you close.