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.