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
Everything in one place
Data Vault
Access contacts, proposals, projects, documents, files, and more from one unified dashboard with smart filters that remember your preferences.
Taffy AI
Your AI-powered assistant
AI Memory
Gets smarter over time
Dashboard
Your command center
Organize everything effortlessly
Data Management
Contacts
Relationship intelligence
Store contact details, link people to businesses, track interactions, and manage relationships all in one place with full activity history.
Files
Organized storage
Upload, organize, and find your files easily with grid view browsing, smart organization, and instant sharing capabilities.
Spreadsheets
Simple data tables
Create lightweight tables to organize any type of data. Link to other modules for powerful data relationships and simple analytics.
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
Rich editing
Documents
Create documents with a powerful editor, dynamic blocks, and professional export options. Built-in e-signature support.
Doc Templates
Start fast
AI Images
Generate visuals
Image Editor
Edit in-app
Make it yours
Customization
Magic Prompts
AI templates
Build custom AI prompts with variables and forms. Create consistent outputs for any repetitive task.
Custom Data
Your fields
Define your own record types with custom fields. Perfect for tracking anything unique to your business.
White Label
Your brand
Fully rebrand the platform with your logo, colors, domain, and identity. Perfect for agencies.
Tags
Organize anything
Create custom tags to categorize and filter any type of record across the entire platform.
Work together seamlessly
Collaboration
Calendar
Team scheduling
Schedule events, manage resources, and coordinate with your team. Supports recurring events and multiple views.
Notifications
Stay updated
Get notified when you're mentioned, tasks are assigned, or important updates happen. Deep links take you right to the action.
E-Signature
Sign digitally
Send documents for signature without third-party tools. Track status and get signed documents back fast.
Ready to see it
in action?
Get a personalized demo and see how Taffy Tree can transform your workflow.