All-In-One AI Software For Digital Agencies

Grow your business with the future of AI

Revolutionize your operations, optimize your processes, and unlock unprecedented growth with the power of artificial intelligence.

Beta Coming Soon

What is Taffy Tree?

Like you, we've been in the trenches, building our business and juggling all the hats. The struggle with clunky software was real, so we started building our own AI-powered tools to take control. The results blew us away – a streamlined agency that hums like a much bigger team. Honestly, it felt too good to keep to ourselves. That's why we created Taffy Tree: to share this game-changer with other agency owners who deserve a break from the chaos.

Brad Jones

Carefully Crafted

Turns out, Money Does Grow on Trees

You will win new clients with AI proposals.

Add line items and Statements of Work using AI, then with a click, generate dazzling PDFs that close business - fast. Once your project gets a thumbs-up, you're all set for work to kick off. Brilliant.

See the Benefits

From Bulb to Bloom

Your files, documents, tasks – all in one place.

It's not a stretch. Our platform keeps everything together, creating a new, efficient way to get work done.

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AI, Unleashed!

Taffy Tree Revolutionizes Your Workflow

From proposals that pop to project updates that pack a punch, and conquering those tricky tasks—experience the digital future today with Taffy Tree’s AI personas.

Dive In & Discover
CRM
Proposals
eSign
Tasks
Docs

crm

A Vanilla CRM

Taffy Tree took the CRM and made it simple. No annoying options or complicated setup, just the basics – that's just the way we like it.

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Proposals

Pro Proposals

Knock our your proposals in minutes with the help of AI and creative tags. Render perfect PDFs everytime and always on brand while building a repeatable process.

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eSign

eSignature

Another subscription? Nope, it's included so get those clients signing contracts or other imporant documentation with only a few clicks. No need to pay for third-party esignature.

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Tasks

Get Tasks Done

We built our task engine from scratch. Full control and easy scope-creep monitoring makes sure you don't lose money giving away free client hours.

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DOcS

Dynamic Documents

We love all the great document tools out there. But lets face it, documents are best when they can be found, and are where you'd expect them to be. 

Learn more about Documents