---
title: "Features · Taffy Tree"
meta:
  "og:description": "Taffy Tree is a flexible platform that replaces multiple subscriptions with one app. CRM, proposals, projects, files, and AI tools, all in one place."
  "og:title": "Features · Taffy Tree"
  "twitter:description": "Taffy Tree is a flexible platform that replaces multiple subscriptions with one app. CRM, proposals, projects, files, and AI tools, all in one place."
  "twitter:title": "Features · Taffy Tree"
  description: "Explore all the powerful features Taffy Tree offers to streamline your business."
---

# **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**<h3>**Data Vault**</h3>Access contacts, proposals, projects, documents, files, and more from one unified dashboard with smart filters that remember your preferences. View Data Vault feature page](/features/data-vault)

[<h4>**Taffy AI**</h4>Your AI-powered assistant View Taffy AI feature page](/features/taffy-ai)

**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.

[**Book a Demo **](/demo) [**View Pricing **](/pricing)