Discover how
Dotify works
From sign-up to full client management, all in 5 simple and intuitive steps.
Dotify was designed for professionals and agencies who want to better organize their work.
In just a few minutes you can create an account, set up your clients, and let the platform handle deadlines, payments, and communications automatically.
How to get started
5 simple steps to transform your business management
Create an account
Get started in less than a minute
Fill in a few fields and access your Dotify workspace right away — no credit card required, no complex setup.
Tip: language and timezone are detected automatically.
Add your first client
Build your client base
Enter the essential client information, add the services you manage for them, and organize everything in a single view.
Note: you can edit or archive a client at any time.
Set up deadlines
No more forgotten deadlines
Set the date, renewal type, and frequency. Dotify will automatically send reminders and update the status.
Tip: you can customize messages with your own email templates.
Monitor payments
Keep everything under control
View income, expenses, and annual balances in real time. Analyze margins and performance with clear reports.
Note: the reports section is available from the Essential plan and above.
Automate notifications
Effortless communication
Set up automatic notification rules: Dotify sends personalized emails to clients based on deadline status, without you having to do anything.
Everything you need, in a single workflow
Unified dashboard
Clients, deadlines, and payments in a single view
Smart automations
Renewals and emails handled automatically
Financial analytics
Clear and detailed reports
Custom emails
Configurable multi-language templates
Ready to simplify your client management?
Just a few clicks to get started.