Simplified ERP forHome Services
What if SAP had been Costa Rican
instead of German? Practical, easygoing,
and simple—that's donefy.
No credit card required.
The operating system behind growing teams in 10+ industries
Built for your industry
From CRM to proposals, HR to invoicing — donefy is the one stop shop ERP for businesses of any industry and any size.
Home Services
HVAC, plumbing, electrical
Construction
General, roofing, remodeling
E-Commerce
Retail & online sales
Water Purification
Sales & service
Insurance
Sales & policy management
Clinics
Patient acquisition
Pest Control
Recurring service ops
Consulting
Proposals & client ops
SaaS
Sales & onboarding flows
Any Industry
If you sell, we work
Sales meets AI.
Business intelligence,
built in.
Every proposal you send generates a full analytics report.
Know who opened it, what page they lingered on, and where they dropped off — so your team closes smarter, not harder.
Alex Carter opened your proposal
4 min ago · currently viewing
0%
Open rate
0m
Avg. time
0%
Close rate
Page Tracking
Close every deal, beautifully
From first impression to signed contract — everything your sales team needs, in one place.
Library
Close More Deals, Faster.
Premium HVAC services for homes & businesses
Starter
Free
Pro
$79
Biz
Custom
Structure
Build stunning, branded proposals with a drag-and-drop editor. No design skills needed — just your logo and a few clicks.
- Drag & drop blocks
- Custom branding & colors
- Mobile-ready previews
Library
Close More Deals, Faster.
Premium HVAC services for homes & businesses
Starter
Free
Pro
$79
Biz
Custom
Structure
Build business solutions in minutes
Every module you need, ready to go from day one.
Agreements
Contracts
- E-signatures
- Contract templates
- Audit trail
Agreements
CRM
Customers
- Lead management
- To-do lists & calendar
- Customer directory
CRM
Sales
Revenue
- Proposals & pipelines
- Install tracking
- Commissions & reporting
Sales
Marketing
Campaigns
- Social & ads
- Unified inbox
- Google Business
Marketing
Site Manager
Websites
- Website builder
- Products & orders
- Blog & landing pages
Site Manager
HR
People
- People & payroll
- Time & attendance
- Performance cycles
HR
Donefy Projects
Operations
- Portfolios & projects
- Reporting & calendar
- Project templates
Donefy Projects
AI Agents
Automation
- Lead qualifier
- Follow-up bot
- Auto dispatch
AI Agents
Document Capture
Scanning
- Scan & digitize
- Capture flows
- Session history
Document Capture
Accounting
Finance
- Invoices & bills
- Bank reconciliation
- Financial reports
Accounting
AI Video Flow
Video
- AI-generated videos
- AI assistant
- Session workflows
AI Video Flow
Donefy Canvass
Field Sales
- Territory mapping
- Door tracking
- Leaderboards
Donefy Canvass
Scheduling
Appointments
- Booking pages
- Availability
- Scheduled meetings
Scheduling
Donefy Drive
Storage
- Cloud storage
- Folders & sharing
- File preview
Donefy Drive
Communications
Inbox
- Conversations
- Team channels
- Video meetings
Communications
Inventory
Stock
- Stock levels
- Purchase orders
- Warehouse designer
Inventory
Planner
Personal
- Daily plan & journal
- Weekly goals
- Encrypted & private
Planner
SmartDocs
Documents
- Docs & spreadsheets
- Presentations & surveys
- Filled from your CRM
SmartDocs
Company
Settings
- Users & roles
- Teams & hierarchy
- Billing & integrations
Company
Agreements
Contracts
- E-signatures
- Contract templates
- Audit trail
Agreements
CRM
Customers
- Lead management
- To-do lists & calendar
- Customer directory
CRM
Sales
Revenue
- Proposals & pipelines
- Install tracking
- Commissions & reporting
Sales
Marketing
Campaigns
- Social & ads
- Unified inbox
- Google Business
Marketing
Site Manager
Websites
- Website builder
- Products & orders
- Blog & landing pages
Site Manager
HR
People
- People & payroll
- Time & attendance
- Performance cycles
HR
Donefy Projects
Operations
- Portfolios & projects
- Reporting & calendar
- Project templates
Donefy Projects
AI Agents
Automation
- Lead qualifier
- Follow-up bot
- Auto dispatch
AI Agents
Document Capture
Scanning
- Scan & digitize
- Capture flows
- Session history
Document Capture
Accounting
Finance
- Invoices & bills
- Bank reconciliation
- Financial reports
Accounting
AI Video Flow
Video
- AI-generated videos
- AI assistant
- Session workflows
AI Video Flow
Donefy Canvass
Field Sales
- Territory mapping
- Door tracking
- Leaderboards
Donefy Canvass
Scheduling
Appointments
- Booking pages
- Availability
- Scheduled meetings
Scheduling
Donefy Drive
Storage
- Cloud storage
- Folders & sharing
- File preview
Donefy Drive
Communications
Inbox
- Conversations
- Team channels
- Video meetings
Communications
Inventory
Stock
- Stock levels
- Purchase orders
- Warehouse designer
Inventory
Planner
Personal
- Daily plan & journal
- Weekly goals
- Encrypted & private
Planner
SmartDocs
Documents
- Docs & spreadsheets
- Presentations & surveys
- Filled from your CRM
SmartDocs
Company
Settings
- Users & roles
- Teams & hierarchy
- Billing & integrations
Company
Simple, transparent pricing
Start free. Scale when you're ready.
Basic
per month
For growing teams that need more.
- Unlimited Proposals
- Unlimited API Integrations
- 3 Users
- Unlimited CRM
- Unlimited Invoicing
- Unlimited Customer Portal
Pro
per month
For teams that need advanced capabilities.
- Unlimited D2C
- Unlimited eCommerce
- Unlimited Proposals
- Unlimited HR
- Unlimited Roofing Design
- Unlimited CRM
Enterprise
100+ seats
For large operations with complex needs.
- Unlimited D2C
- Unlimited eCommerce
- Unlimited Proposals
- Unlimited HR
- Unlimited Roofing Design
- Unlimited Material Takeoffs
Add-on
White Label
Launch donefy under your own brand.
More sales. Less chaos.
The ERP built to close deals, automate ops, and grow revenue —
without the complexity of traditional software.
2×
Faster deal close
40%
Less admin time
10k+
Businesses running