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 paying for ClickUp, Mailchimp, Calendly, and HubSpot separately right now — and none of them share data. Doon replaces all of them, runs on your own isolated infrastructure, and everything is connected.

doon.config.ts ORDERS WHOLESALE SUBSCRIPTIONS BOOKING INVENTORY DOON DASHBOARD INVENTORY ORDERS SUBSCRIPTIONS BOOKING ONLY WHAT YOU NEED. NOTHING YOU DON'T.

Enable estimates + service areas for home services

Enable compliance + policies for insurance

Enable inventory + orders for retail

Enable donations + events for non-profit

Your dashboard loads fast because it only loads what you use.

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

Create, send, track. Client signs online. Stripe invoice auto-created

Scheduling

Admin availability, client booking, hour bundles. Calendar with week/day views

Projects

Kanban board with drag-and-drop. Tasks, comments, assignments

Newsletter

Email campaigns, drip sequences, open/click tracking

Chat

Client-to-admin messaging with real-time updates

AI Assistant

Claude-powered chat that knows your business. Queries your data and knowledge base

Billing

Stripe subscriptions, invoicing, hour bundle purchases

Accounting

MRR tracking, overhead, P&L, annual projections. MFA-gated

Updates

In-app announcements feed for clients

Referrals

Client referral program with reward tracking

Security

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

19 Industry Modules

Toggle on per client. Only enabled modules load — no bloat. Pick an industry and watch its loadout light up.

ALL 19 MODULES — TOGGLE ON PER CLIENT

Estimates

Line-item job quoting with approval flow

Reviews

Google/Yelp/Facebook review aggregation

Appointments

Client self-booking with reminders

Tickets

Support ticket system with priority and assignment

Inventory

Stock levels, reorder alerts, movement tracking

Invoicing

Standalone invoice generation with line items — all services

Donations

Campaign tracking, donor management, receipts

Events

Event management with registration and ticketing

Content Calendar

Social content scheduling across platforms

Campaigns

Campaign ROI tracking with spend, revenue, and conversion metrics

Compliance

License and certification tracking with expiry alerts

Policies

Policy management with renewal pipeline

Listings

Property listing management

Directory

Member and business directory

Fleet

Vehicle and equipment tracking with maintenance logs

Service Areas

ZIP code and radius-based coverage management

Booking Calendar

Public booking with payment integration

Itineraries

Trip planning with day-by-day vendor management

Portfolio

Project gallery and case studies

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

MFA, honeypots, 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.

Intelligence: Revenue, leads, and client data feed into your analytics layer.

Knowledge: Your AI assistant queries your vault for context-aware answers.

Security: MFA, device fingerprinting, and role-based access 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.