How does migration work?

We import from the tools you run today — CRM, payroll, tickets, invoices — and map them onto the shared record. History comes with it. Migration is included in every plan.

Is Pulse trained on our data?

No. Pulse reads the record at the moment you ask, with your permissions applied, and shows the source of every number. Nothing is used to train a model.

Where is data stored?

In the region you choose at setup, encrypted at rest and in transit. Roles, teams and record-level permissions are set once and enforced by every product.

You pay per product switched on, each in the unit it is bought in — per user, per organisation, per employee or per workspace. The record itself is free, and the whole suite is about a quarter under buying the seven separately. Pricing is public in GBP, USD, AED and INR — see the pricing page.

Seven products · one record

One system for the whole company.

CRM, People, Projects, Helpdesk, Finance and Growth write to one customer record — with an assistant that already reads all of it. No exports. No re-entry. No month-end reconciling.

Book a walkthrough See the seven products

30-minute walkthrough on your dataMigration includedPay per product switched on

ADAshgrove DentalCUSTOMER RECORD · #C-0917

Live

Lifetime value£12,400

Open items2

OwnerMaya R.

Deposit invoice raised — £4,133INV-2041, due in 14 daysjust now

Team assigned — 3 peopleAvailability read from Nest2 min

Project opened — Practice onboardingSix weeks, created from the deal14 min

Deal won — £12,400Maya R. moved Ashgrove Dental to Won1 hr

The problem

Seven systems. One company. Nothing agrees.

Ask one question about one real customer and watch the tools answer it differently. Nobody is lying — each answer is just the last time that team was told.

Treepie has one answer, because there is one row.

Old CRM£12,400Won, three weeks ago. Owner: Maya.

Project tool£11,900Scoped before the upsell. Owner: unassigned.

Invoicing£4,133 paidDeposit only. Balance not yet raised.

Treepie£12,400 · £8,267 dueOne row. Every product, the same number.

Products — seven

The same company, read seven ways.

Pick a colour. The bird never changes — the field does, and so does what the record answers.

Compare all seven →

Treepie Flow01

CRMThe customer record the whole company reads.Leads, pipeline and deals that keep working after the signature — because the project, the ticket and the invoice read the same customer.Pipelines & forecastingContacts & companiesQuotes & proposalsLearn more

Treepie Nest02

Treepie Loop03

Treepie Desk04

Treepie Books05

Treepie Growth06

Treepie Pulse07

Underneath

One record. Seven reads.

Treepie FlowTreepie NestTreepie LoopTreepie DeskTreepie BooksTreepie GrowthTreepie Pulse

Switching products never moves your data — the same record just answers a different question.

See the record

How it works

Watch the record move.

One customer, 6 stops. Keep scrolling — each product writes to the same row as you pass it.

01Treepie FlowThe deal is won in Flow.Maya marks Ashgrove Dental as won. Nothing is exported, nothing is retyped — the row just gains a stage.Stage — Won · £12,400

02Treepie LoopLoop opens the project.Onboarding is created from the deal: same customer, same value, same owner.Project — Practice onboarding · 6 wks

03Treepie NestNest staffs it.Availability and roles come from the people record, not a spreadsheet someone keeps.Team — 3 assigned · starts Monday

04Treepie BooksBooks raises the deposit.The invoice reads the deal value and the project milestones directly. No re-entry, so no mismatch.Invoice — INV-2041 · £4,133 · due 14d

05Treepie DeskDesk keeps the thread.When the customer writes in, the ticket shows the deal, the project and the invoice beside the question.Ticket — #5821 · reply due 2h

06Treepie GrowthGrowth credits the source.The page that brought Ashgrove in gets the revenue, so next quarter’s budget goes where it worked.Source — /dental-practice-software

ADAshgrove DentalCustomer record · #C-09171 / 6 stops

StageWon · £12,400Written

ProjectNot yet writtenPending

TeamNot yet writtenPending

InvoiceNot yet writtenPending

TicketNot yet writtenPending

SourceNot yet writtenPending

Solutions

Whoever asks, the answer is the same.

Five teams, five jobs, one record underneath. Each starts with the products closest to their work.

All solutions →

Sales teamsPipeline, forecast and a handover that survives the signature.Starts with Flow

HR & people opsOffer accepted to first day on one thread.Starts with Nest

AgenciesRetainers, delivery and invoicing without retyping.Starts with Loop

Support teamsTickets that carry the customer’s whole history.Starts with Desk

Finance teamsInvoicing that reads delivered work directly.Starts with Books

Treepie Pulse

An assistant that already knows all of it.

Pulse does not connect to your data. It sits on the same row every product writes to — so a question about a customer returns the deal, the project, the invoice and the ticket in one answer, with the source of every number.

Meet Pulse →

What is outstanding on Ashgrove Dental, and who owns it?

Two things. The deposit invoice INV-2041 (£4,133) is due in 9 days — owned by Priya in Books. Ticket #5821 is waiting on a reply from Sam in Desk, 1h 40m left on the SLA. The onboarding project is on schedule.

Books · INV-2041Desk · #5821Loop · OnboardingFlow · Deal

Ask about any customer, person, project or invoice…

0Exports between productsThere is nothing to sync because there is nothing separate. Every product writes to the row.

1Customer recordDeal, project, invoice, ticket and source live on it. Ask any product; get the same answer.

30Minutes to see it on your dataA walkthrough runs on an import of your real accounts, not a demo dataset.

Getting started

Where do you want to start?

Three honest routes in. Nobody has to switch everything on a Monday.

Route oneLive in a week

Start with one product.

Switch on the product that hurts most today. The shared record is there from day one, so the next one is a switch, not a migration.

Pick any single product

Migration of that tool included

Add the next when handover hurts

See pricing

Route two4–6 weeks

Replace the whole stack.

Bring CRM, people, projects, tickets and books across together. One cutover, one record, one number everyone quotes.

All seven products switched on

Guided cutover with your team

History imported, not archived

Book a demo

Route three30 minutes

Bring your data and look.

We import a slice of your real accounts and walk the record end to end. No demo dataset, no commitment.

Runs on your own accounts

Ask Pulse anything live

Leave with a switch plan

Talk to us

Pricing

Pay for the products you switch on. The record is free.

Start with one. Add the next when the handover starts to hurt. Every product added makes the previous ones worth more.

See pricing →Book a demo

Questions

Asked before the demo, usually.

Anything else — talk to us.

No. Most companies start with one product and add the next when a handover starts to hurt. The record underneath is the same from day one, so adding a product later is a switch, not a migration.

One system for the whole company.

CRM, People, Projects, Helpdesk, Finance and Growth write to one customer record — with an assistant that already reads all of it. No exports. No re-entry. No month-end reconciling.

30-minute walkthrough on your dataMigration includedPay per product switched on