Project Management

• Set deadlines, priorities and statuses with a single click
• Communicate with your team and comment on their work
• Receive notifications and updates in real-time

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Sales and CRM

• Create new leads and contacts with ease
• Send custom invoices to your customers
• Access all your contact info in one place

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Help Desk

• Manage tickets easily with custom queues and priorities
• Update your ticket callers in one place via email
• Share knowledge to fix common issues quickly

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Social

• Keep up to date with events as they happen with real-time news
• Comment on, like or even dis-like any activity
• See what your team is doing as it happens

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Security

• Secure back-ups made daily
• Granular permission controls let you decide who sees what
• Our servers are regularly security tested and we adhere to strict data storage policies

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Documents

• Upload any type of file format
• Share documents and files with users
• Access the files you want instantly with Tree.io’s search function

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Reports

• Analyse any aspect of your business with our system wide reports
• Export your reports as a PDF, CSV or XLS document

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Calendar

• Check deadlines at a glance
• Clearly see what’s happening in your business and what needs to be done
• Keep track of payments due and tasks that overrun their due-date

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Finance

• Track your assets, liabilities, expenses, accounts, receivables, equities and transactions
• Integrate with your existing finance software
• Data is instantly added from the Sales and Infrastructure modules

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Messaging

• Channel incoming mail to where it is most relevant
• Reply to messages from your own email client or from inside the service
• Integrate with IMAP, POP3 and SMTP services

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Profiles

• Control who can access your data with Permissions
• Show users only what they need to see with Perspectives
• Keep sensitive data only for the eyes of those who are authorised to see it

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Integration

• Download your data whenever you want
• Share your data with other services
• API documentation

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Aren't you sick of having everything you need scattered across 10 different sites?

Google Apps, Basecamp, Zoho, Zen Desk, Salesforce... how many applications are you maintaining to keep your business running smoothly? Doesn't it make more sense to keep it all in one place?

Tree.io has everything your business needs. We have Project Management, Sales & CRM, Support Ticketing, and much much more. And now Tree.io is available as a free open source download to run wherever you want.