Every feature,
built to work together.

AI-powered tools, project management, documents, and more—seamlessly integrated in one platform.

The foundation of your workspace

Core Platform

Organize everything effortlessly

Data Management

From proposal to completion

Business Process

Win more deals

Proposals

Create polished proposals with line items, pricing, and e-signature. Track the journey from contact to closed deal with status tracking.

Complete oversight

Projects

Track project status, budgets, timelines, and deliverables. Use Kanban boards or list views to stay organized and on schedule.

Get things done

Tasks

Create tasks with priorities, due dates, time estimates, and checklists. Track time spent and collaborate seamlessly with your team.

Reusable workflows

Templates

Save common task groups as templates. Perfect for onboarding, recurring projects, or any standardized processes.

Bill accurately

Time Tracking

Log time on tasks and projects, generate timesheets, and get productivity insights for accurate client billing.

Create beautiful documents

Content Creation

Make it yours

Customization

Work together seamlessly

Collaboration

Ready to see it
in action?

Get a personalized demo and see how Taffy Tree can transform your workflow.