A solo founder can self-serve in an afternoon. A 200-person business gets a guided path with bulk data upload and migration help. Either way you skip the multi-quarter implementation a legacy ERP demands — because the modules already share one data model, there is nothing to integrate.
Five steps. Each one builds on the same record graph, so nothing you do early gets re-done later.
Open your onboarding link, name your workspace, and choose the modules you need today. No credit card to explore, no sales call to begin. The link is the front door — a public CTA you can share with your own team to bring them in.
Upload your org structure, employees, customers, and vendors from a spreadsheet — one file, validated on the way in. Import ledgers and masters from Tally, and contacts from your existing CRM. Bulk upload is a first-class feature, not a one-off script.
Wire up WhatsApp (BSP), email and calendar, payments, and e-sign. From this point every record starts collecting its own conversation timeline automatically — inbound from any channel lands on the right record.
Set roles, approval chains, and the languages your team works in. Invite users; each gets a scoped, DPoP-bound session. Permissions are real from the first login — a sales rep cannot see payroll.
Run the business. Add modules as you need them — Payroll at the next hire, Manufacturing at the second line — with no migration, because it is the same record graph the whole way up.
From day one, every decision and conversation is indexed into your private AI memory. The longer you run, the more questions tapestree can answer with cited records — the platform gets sharper with use, not heavier.
Most SMBs arrive on tapestree from a patchwork: a Tally ledger, a spreadsheet of customers, a standalone payroll tool, a CRM trial that never stuck. We bring that history in rather than asking you to start cold.
Every import runs through validation and a dry-run preview before anything is written. You see what mapped, what needs a second look, and exactly what will land — then confirm. Source files are retained so an import is always reversible.
See data-import connectorsIndicative ranges for the design-partner phase. Yours depends on how many modules you start with and how clean the source data is.
Self-serve. Sign up, pick a module or two, import a contacts sheet, and start.
Bulk-upload your masters, connect WhatsApp and payments, set roles, invite the team.
Guided migration across departments, approval chains, multi-location, and statutory setup.
Phased rollout with a success manager, data residency, SSO, and compliance sign-off.
During stealth, the people building tapestree run your onboarding. You shape the product as you adopt it — and the rough edges you hit get fixed for everyone who comes after.