We’re Taffy Tree. It’s nice to meet you. We intend to change the way you manage clients by locking down work and deliverables to protect yourself with our CRM solution. By doing this, work becomes laser focused and you stay on task!
A New Way to Create Fast Proposals
It all begins with the proposal. If you fail to master its power, you’re doomed. Quickly add line items, statements of work, tasks and payment schedules. We built new tools to automate much of it.
You can create custom themed documents and generate full proposals in seconds. Send them out for eSignature and get to work. When signed, the proposal automatically becomes a new project.
Projects change over time, so just keep doing what you need to get the job done and we’ll track scope creep while you work. If the project changes too much, stop and make a revision.
Revise Your Projects, and Contracts
While under revision, you can change tasks, costs, dates, line items and anything else you need. You can even make the client sign off on the changes.
Finish your projects on time and under budget. Taffy Tree tracks the details and helps push you to completing work all while making sure you’re not giving away your time for free.
There’s so much more, but in a nutshell, that’s us. Follow our blog to watch our progress and be sure to check out some of our features. Stay tuned for beta announcement and how you can participate.