What happens to the joins for products we have not bought?

The fields stay on the record and stay empty. A deal in Flow still has a delivery section; it simply has nothing to show until Loop is switched on. Nothing is hidden behind an upsell modal, and nothing has to be rebuilt when you do add it — the column was always there.

Is Pulse charged separately?

Yes, £7 a seat, and it only answers about products you already pay for. If you run Flow and Books, it will not speculate about the projects it cannot see — it says the data is not there. Every answer carries the records it came from, and it writes nothing without an explicit approval.

Can we move off six tools at once?

You can, and about one company in five does. The rest stage it: Flow first because sales notices fastest, then Loop, then Books at a month boundary. Kanaka Foods did all six in eleven working days, but they had one finance person and no historical payroll to carry.

Where does Treepie stop?

No manufacturing or MRP, no stock control beyond simple billable items, and payroll filing is UK and Ireland only — elsewhere Books exports for your bureau. Growth reports on paid campaigns but does not buy the media. If any of those is your core process, this is the wrong platform and we will say so on the call.

What exactly does the bundle discount apply to?

Every seat of every product in the bundle, on the same term, for as long as the bundle holds. Drop from four products to three and you move up the ladder to the three-product rate at the next renewal, not immediately. The ladder is published above; there is no negotiated tier underneath it.

Seven products. One row underneath all of them.

Each product is a different team reading the same company record. Buy one, and the other six are already wired to it — the columns are there, waiting to be switched on.

Build your stack →Book a demo

7products

86features

10named joins

24shared capabilities

Flow Loop Books Nest Desk Growth Pulse

One row

One customer, nine beats, nothing retyped.

Follow a single piece of work from a search at 22:40 to the question “why was margin four points under”. Every beat is a different product; every beat is the same row.

01A search happensGrowthSomebody types a question into Google at 22:40 and lands on a page you wrote nine months ago.

02An enquiry landsGrowthFlowThe lead arrives already carrying the page that made it, so the credit never has to be reconstructed.

03A quote goes outFlowBooksPriced off the rate card finance owns, so nobody discovers the margin problem after signature.

04The deal is wonFlowLoopThe project opens on the sold scope. Not a copy of it, not a summary of it — the same lines.

05People are assignedLoopNestAgainst real capacity: who is on leave, who is already committed, who is still in onboarding.

06The work is loggedNestLoopHours land on the phase that sold them, and burn moves the same afternoon rather than at month end.

07The invoice is raisedLoopBooksAssembled from delivered work and approved expenses. The finance team checks it, they do not build it.

08A problem is raisedDeskFlowThe ticket already knows the contract, the SLA and which phase of the project it belongs to.

09Somebody asks whyPulseMargin was 4 points under. The answer arrives with the eight steps above cited underneath it.

The seven

What each one owns, reads and writes.

01 / 07Treepie FlowSales & customer managementLeads, contacts, pipelines and deals that keep working after the close — because the record they sit on belongs to the whole company, not to sales.Open Flow →

OwnsThe customer recordReadsthe account, the contract, the historyWritesstage, value, close date

ReplacesA CRMA quoting toolA shared inbox ruleTwo spreadsheetsFirst userWhoever owns the number

50 featuresPipelines & forecastingjoins FlowContacts & companiesjoins platformQuotes & proposalsjoins BooksActivity timelinejoins FlowLead capture & routingjoins GrowthClose to deliveryjoins Loop · BooksLive in 4 days£14 / seat

02 / 07Treepie LoopProject & work managementDelivery that remembers the deal: scope arrives from Flow, hours arrive from the people who logged them, and margin is visible while the work is still running rather than after it is billed.Open Loop →

OwnsThe work recordReadsthe sold scope and the hours loggedWritesburn, margin, delivery date

ReplacesA project toolA time trackerA resourcing boardA margin spreadsheetFirst userWhoever is asked “are we on budget”

6 featuresProjects & phasesjoins FlowTask boardsjoins LoopTime loggingjoins Nest · BooksResource planningjoins NestBudget & marginjoins BooksClient visibilityjoins DeskLive in 5 days£12 / seat

03 / 07Treepie BooksFinance & accountingBilling as a consequence rather than a data-entry exercise: invoices assembled from delivered work and approved expenses, on numbers the company already agreed once.Open Books →

OwnsThe money recordReadsdelivered work and the agreed quoteWritesinvoice, terms, ledger entry

ReplacesAn accounting packageAn expense appA billing spreadsheetA chase listFirst userWhoever closes the month

6 featuresInvoicingjoins Loop · FlowExpenses & approvalsjoins NestLedger & reconciliationjoins BooksRecurring billingjoins FlowCredit controljoins DeskMulti-currencyjoins BooksLive in 9 days£13 / seat

04 / 07Treepie NestHR & employee managementOne person, one row, from offer to alumni — with the time and money consequences flowing into delivery and finance instead of into a spreadsheet somebody maintains on a Friday.Open Nest →

OwnsThe personnel recordReadscontract, capacity, approvalsWritesabsence, balance, payroll line

ReplacesAn HRISA leave trackerA payroll portalA rota sheetFirst userWhoever chases timesheets

6 featuresEmployee recordsjoins platformAttendance & shiftsjoins LoopLeave & approvalsjoins LoopPayroll runsjoins BooksOnboarding pathsjoins NestCapacity to deliveryjoins LoopLive in 6 days£9 / seat

05 / 07Treepie DeskCustomer support & ticketingSupport that knows the account before it answers, because the ticket arrives carrying the customer, the contract and the project it belongs to — not just an email address.Open Desk →

OwnsThe conversation recordReadsentitlement, contract, open workWritesclock, breach, escalation

ReplacesA helpdeskA shared inboxAn SLA spreadsheetA status pageFirst userWhoever answers first

6 featuresTicket queuesjoins FlowSLA policiesjoins FlowEntitlementsjoins BooksMacros & repliesjoins DeskEscalation pathsjoins LoopSelf-serve deflectionjoins GrowthLive in 3 days£11 / seat

06 / 07Treepie GrowthSEO & growth intelligenceSearch visibility joined to revenue: a ranking change is attached to a page, a page to a campaign, and a campaign to the deals it eventually sourced — months later, still attached.Open Growth →

OwnsThe audience recordReadssessions, pages, sourced dealsWritessource, assist, attributed revenue

ReplacesA rank trackerA backlink toolA content plannerAn attribution guessFirst userWhoever is asked where leads come from

6 featuresRank trackingjoins GrowthPage performancejoins GrowthContent briefsjoins GrowthBacklink monitorjoins GrowthCampaign attributionjoins FlowRevenue joinjoins Flow · BooksLive in 2 days£16 / seat

07 / 07Treepie PulseAI customer & employee assistantNot bolted on: Pulse reads the same record every other product writes to, so an answer about margin, headcount or overdue tickets arrives with its sources attached and nothing invented in between.Open Pulse →

OwnsNothing — it only readsReadsevery record it is allowed toWritesnothing without approval

ReplacesA chatbot subscriptionSix exports to a spreadsheetA Monday reportFirst userEveryone, inside a week

6 featuresAsk across productsjoins all sixAnswer citationsjoins all sixRolling summariesjoins Flow · LoopSuggested actionsjoins DeskAutomationsjoins platformGuardrails & accessjoins NestLive in 1 day£7 / seat

Compare

Side by side.

Flow Loop Books Nest Desk Growth Pulse

Owns the record forThe customer recordThe work recordThe money recordThe personnel recordThe conversation recordThe audience recordNothing — it only reads

ReplacesA CRM, A quoting toolA project tool, A time trackerAn accounting package, An expense appAn HRIS, A leave trackerA helpdesk, A shared inboxA rank tracker, A backlink toolA chatbot subscription, Six exports to a spreadsheet

Typical first userWhoever owns the numberWhoever is asked “are we on budget”Whoever closes the monthWhoever chases timesheetsWhoever answers firstWhoever is asked where leads come fromEveryone, inside a week

Seats from£14 / seat / mo£12 / seat / mo£13 / seat / mo£9 / seat / mo£11 / seat / mo£16 / seat / mo£7 / seat / mo

Strongest joinLoop — a won deal opens the projectBooks — delivered work prices the invoiceLoop — the invoice reads the timesheetBooks — approved hours become payrollFlow — the ticket opens on the accountFlow — the page that sourced the dealAll six — it cites whatever is on

Typically live in4 days5 days9 days6 days3 days2 days1 day

Build your stack

Switch products on. Watch the joins light up.

3 products · 40 seats

Seats40

Per month£1,279£31.98 per seat£1,56018% bundle rate£281 off each monthBook a demo →

1list

2−10%

3−18%

4−25%

5−30%

6−35%

7−40%

Retires about 12 separate subscriptions

Joins switched on3 of 11

A won deal opens the project on the sold scope

The agreed quote becomes the invoice schedule

Delivered work prices the invoice, not a retype

Questions

One platform, answered.

Anything else — ask a person.

No, and most companies should not start there. Two is the usual beginning — Flow with Books, or Loop with Nest — because those are the pairs where the retyping hurts most. The bundle discount starts at two products and the joins switch on as you add, so there is nothing to migrate later.