INTAKE LEAD ORDER INVOICE DOON — THE OPERATIONS ENGINE NEW WORKING DONE LEAD ORDER INVOICE PAID EMAIL SENT CUSTOMER RECORD OPERATOR CONSOLE LEADS 12 13 ORDERS 47 48 REVENUE $8.4k $8.7k NOTHING FALLS THROUGH.

Doon is the operations engine — one intake, one board, every follow-up fired. Nothing falls through.

Config-Driven. Not Feature-Bloated.

One configuration file drives your entire dashboard. Pick your industry. Toggle modules on and off. Your CRM has estimates and fleet tracking because you're a pool company — not because every CRM ships with 400 features you'll never touch.

You're probably splitting this work across a project tool, an email tool, a booking tool, and a CRM right now — and none of them share data. Doon puts leads, clients, proposals, projects, scheduling, email, and billing in one system, on your own isolated infrastructure.

doon.config.ts CHECKOUT ESTIMATES SMS BOOKING INVENTORY DOON DASHBOARD INVENTORY CHECKOUT SMS BOOKING ONLY WHAT YOU NEED. NOTHING YOU DON'T.

Enable estimates + service areas for home services

Enable compliance + policies for insurance

Enable inventory + checkout for retail

Enable donations + events for non-profit

Only the modules you turn on show up in your dashboard.

13 Core Modules

Available to every industry. Every stage of the client relationship, covered.

ALL 13 CORE MODULES — EVERY INDUSTRY

Clients

Contact management, profiles, hour tracking, billing status

Leads

Sales pipeline — new, contacted, qualified, proposal, won. CSV/vCard import, outreach tracking

Proposals

Declinable add-ons, online signature, agreement on signing, Stripe invoice in one click

Scheduling

Admin availability and client booking

Projects

Kanban board with drag-and-drop tasks and assignments

Newsletter

Email campaigns with open and click tracking

Chat

Client-to-admin messaging

AI Assistant

Claude-powered chat inside the dashboard for you and your clients

Billing

Stripe billing portal and automatic failed-payment handling

Accounting

MRR, net, margin, and annual projections. Admin only

Updates

In-app announcements feed for clients

Referrals

Referral links that record who sent whom

Security

Honeypot logs, rate limit events, IP blacklist management, trusted devices

20 Industry Modules

Off by default, switched on per client — no bloat. Pick an industry and watch its loadout light up.

ALL 20 MODULES — TOGGLE ON PER CLIENT

Estimates

Line-item job quotes with status tracking from draft to approved

Reviews

One place to log and track reviews from Google, Yelp, Facebook, and BBB

Appointments

Appointment records by client, date, and status

Tickets

Support tickets with priority, assignment, and internal notes

Inventory

Stock levels, low-stock flags, and a movement log

Invoicing

Standalone invoices with line items and sent/paid tracking

Donations

Campaign goals and donor records

Events

Events with capacity, ticket price, and a registration list

Content Calendar

Plan content from idea to scheduled date

Social Media

Publish to Bluesky, X, Facebook, LinkedIn, and Mastodon, with AI-drafted posts

Campaigns

Campaign ROI from spend, revenue, and conversions

Compliance

License and certification tracking with expiring-soon flags

Policies

Policies by status, sorted by renewal date

Listings

Property listings with details, photos, and agent

Directory

Member and business directory with featured entries

Fleet

Vehicles and equipment with service logging and service-due flags

Service Areas

The ZIP codes and radius you cover

Booking Calendar

Your services and the bookings made against them

Itineraries

Day-by-day trip plans with vendors and confirmation numbers

Portfolio

Project gallery with tags and featured work

Built In, and Ready to Switch On

Some of Doon runs from day one. The rest is off until your business needs it, and each one runs on your own accounts and keys.

On from day one

Failed-payment handling

Escalating reminders over 90 days when a card fails, alerts on disputes, and the client's site comes back automatically the moment they pay. Taking a site offline waits for your confirmation.

Proposals clients can shape

Clients switch optional add-ons off and watch the total update, then sign online. The signature is recorded, the agreement is created on signing, and your terms can be versioned and frozen at the moment they sign.

Website form to pipeline

A contact form on your site lands as a new lead in your pipeline, with no copy-paste in between.

Outreach pages per prospect

Send a prospect a personalised page made for them, and track it back to their lead record.

Available modules — switched on per client

Text messaging

Send texts through Twilio or Telnyx. Keyword opt-ins arrive as new leads.

Social publishing

Schedule and publish to Bluesky, X, Facebook, LinkedIn, and Mastodon, with AI-drafted posts you approve before they go out.

Brand-mention digests

Mentions of your business from Google News, Bing News, Reddit, Hacker News, and Bluesky, scored and emailed to you as a digest.

Audience research

Google Analytics, Search Console, and your own engagement data combined into one picture of who is showing up.

Storefront checkout

A cart and Stripe Checkout for selling directly, with order lookup for customers.

Roles & Permissions

5 standard roles — customizable per instance. The sidebar, route access, and API permissions all respect roles.

DOON DASHBOARD REVENUE ORDERS CLIENTS SETTINGS REPORTS PORTAL ROLE KEYS ADMIN STAFF CLIENT EVERYONE SEES EXACTLY ENOUGH.

Admin

Full access to everything

Sales

Leads, clients, proposals

Engineer

Clients (view), projects

Lead

Dashboard, scheduling

Client

Own dashboard, chat, AI

Your Own Isolated Infrastructure

Every client's dashboard runs on its own database, its own security, its own API keys. No shared infrastructure. If another business on HubSpot gets breached, that's their problem. Your data is in your own stack.

CLIENT A SITE DB KEYS CLIENT B SITE DB KEYS CLIENT C SITE DB KEYS CONTAINED ONE CLIENT. ONE STACK. NO BLAST RADIUS.

Your Own Database

Not a shared table with row-level filters

Your Own Security

Honeypots, rate limiting, attack mode — per instance

Your Own API Keys

Stripe, email, SMS — all isolated

How It Connects

Website: Leads from your site's contact form flow directly into your pipeline.

Payments: Stripe handles invoices and the billing portal. Failed payments trigger escalating reminders automatically.

Outreach: Every prospect can get a personalised outreach page, tracked back to their lead record.

Security: Magic-link sign-in, trusted devices, and a role check on every request.

Try the Live Demo

Explore a fully working Doon instance — clients, proposals, newsletters, scheduling, and admin. See exactly what your team would use, configured for real workflows.