You don't need more apps.
You need one.
Taffy Tree is a flexible ecosystem that adapts to any business or personal workflow. Stop juggling apps. Start getting things done.
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Taffy TreeAll the tools you need, all in one place.CRM
Proposals
Contracts
Invoices
Payments
Projects
Tasks
Calendar
Files
Email
Chat
Meetings
Docs
Sheets
Slides
Forms
Reports
Prompts
AI
Automate
Integrate
Alerts
Timeline
Security
Cloud
Mobile
Portal
Insights
Teams
Archive
Tools that don't talk? Money wasted.
Jumping between your CRM, proposals, projects, and calendar? You're paying for fragmentation. Select the tools you're currently using.
Consultant Stack
Now paying
$0/mo
Taffy Tree
$99/mo
Every step, connected.
Scattered tools mean scattered work. When everything lives in one system, each step flows into the next—and nothing slips through the cracks.
- Send proposals and contracts with ease
- Track invoices and collect payments
- Manage projects with clear next steps
Your Business Process
Lead Captured
New inquiry flows into your pipeline
Proposal Sent
Professional quote generated
Contract Signed
E-signature collected securely
Payment Received
Invoice paid, deposit confirmed
Project Kicks Off
Tasks created, team notified
End-to-end workflowEvery step covered
Stop juggling.
Start focusing.
All the tools you need, all in one place.