Ravetree

by Ravetree • Founded 2013

What is Ravetree?

Ravetree is an all-in-one project management, CRM, and billing platform for creative agencies and professional service firms. It connects client records, project delivery, time logs, and invoicing so agencies manage the full client relationship.

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Ravetree Features

Task management

Time tracking

Resource planning

Project templates

Gantt charts

Kanban boards

View All 206 Features

File sharing

Client portal

Budget management

Expense tracking

Custom fields

Reporting and analytics

Calendar integration

Notifications and alerts

Collaboration tools

Document management

Workflow automation

Mobile access

Api integration

User permissions

Audit trail

Crm

Customer support

Email integration

Event calendar

Event management

Job costing

Project management

Sales forecasting

Lead management

Contact management

Accounts payable

Accounts receivable

Estimating

Customer database

Data imports/exports

Employee management

Referral tracking

Activity management

Assignment management

Customizable branding

Timesheet management

Employee scheduling

Document storage

Workflow management

Archiving & retention

Collaboration

Accounting integration

Forecasting

Multi currency

Multi location

Bug tracking

Issue management

Milestone tracking

Percent complete tracking

Portfolio management

Project planning

Requirements management

Resource management

Status tracking

Document comparison

Email tracking

Project budgeting

Billing & invoicing

Payment processing

Budgeting & forecasting

Activity tracking

Pipeline management

Campaign management

Prospecting tools

Scheduling

Approval process control

Version control

Automated routing

Ticket management

Issue tracking

Defect tracking

Activity dashboard

Calendar management

Project tracking

Resource allocation

Time tracking by project

Capacity management

Time & expense tracking

Alerts/notifications

Customizable dashboard

Invoice management

Receipt management

Contact database

Backlog management

Requisitions & approvals

Spend management

Quotes / estimates

Cost tracking

Job scheduling

Client management

Image library

Team management

Business process automation

Contractors

Video content

Data visualization

Progress tracking

Template management

Time management

Asset tracking

Project accounting

Member directory

Media library

Templates

Skills tracking

Storage management

Appointment scheduling

Billable & non billable hours

Multiple billing rates

Approval workflow

Completion tracking

Reporting

Access control

Third party integrations

Reporting & statistics

Due date tracking

Dashboard

Online payments

Project billing

Online invoicing

Hourly billing

Billing rate management

Sales pipeline management

Allocation

Data source connectors

Drag & drop

Financial reports

Filtering

Automated scheduling

Nonprofits

Customer portal

Prioritization

Employee database

Reporting/analytics

Employee directory

Resource scheduling

Agile methodologies

Create subtasks

Supports agile

Supports scrum

Encryption

Chat

Utilization management

Process/workflow automation

Access controls/permissions

Text editor

Import/export management

Budget tracking/job costing

Calendar/reminder system

Time clock

Time & attendance

Report export

Traditional methodologies

Workflow configuration

Quotes/proposals

Recurring/subscription billing

Account management

To do list view

Document control

Pre built templates

Vacation/leave tracking

Kanban board

Skills assessments

Hourly employee tracking

Salaried employee tracking

Sick leave tracking

Document archiving

Commenting / notes

Search/filter

Asset library

Capacity monitoring

Color coding

Recurring task management

Activity / news feed

Categorization / grouping

Receipt upload

Discussion threads

Alerts / escalation

Contact import/export

Recurring issues

Ticket/issue tracking

Ticketing

Private dashboards

Widgets

Billable hours tracking

Photo gallery

Administrator level control

User level management

Data storage

Application portfolio management

Gantt/timeline view

Collaboration board

Sprint planning

Creator tracking

Task board view

Secure data storage

Request management

Dependency tracking

Project scheduling

Ravetree Pricing Plans

Monthly Plan

$39 /User/Month

Free Setup
Free Training
Free Customer Support
Unlimited File Storage
Unlimited Custom Fields

POPULAR

Quarterly Plan

$34 /User/Month (Paid Quarterly)

Free Setup
Free Training
Free Customer Support
Unlimited File Storage
Unlimited Custom Fields

Yearly Plan

$29 /User/Month (Paid Yearly)

Free Setup
Free Training
Free Customer Support
Unlimited File Storage
Unlimited Custom Fields

Ravetree Resources

Ravetree Screenshots

Frequently Asked Questions

Is there a free plan or free trial for Ravetree?

Ravetree does not offer a free plan, but a free trial is available for new users to explore its features before committing.

How much does Ravetree cost?

Ravetree provides flexible pricing options: Monthly Plan at USD 39 per user per month, Quarterly Plan at USD 34 per user per month (paid quarterly), and Yearly Plan at USD 29 per user per month (paid yearly). Paid plans start at USD 29 per user per month.

What does Ravetree integrate with?

Ravetree integrates seamlessly with tools like Slack, Salesforce, Zapier, QuickBooks, Google Workspace, Microsoft Teams, Dropbox, and more through its robust API.

Who is Ravetree best for?

Ravetree is ideal for agencies, marketing teams, and creative firms that need an all-in-one solution for project management, CRM, and billing. It suits small to medium-sized businesses looking to streamline operations without multiple tools.

What are the best alternatives to Ravetree?

Top alternatives include Monday. com for highly customizable workflows, Asana for simple task management, ClickUp for all-in-one productivity, Accelo for agency-specific CRM and projects, and Teamwork for resource planning in teams.

Is Ravetree GDPR / SOC 2 compliant?

For specific compliance certifications like GDPR or SOC 2, it is recommended to contact Ravetree directly or check their security documentation.

Does Ravetree have a mobile app?

Yes, Ravetree has dedicated mobile apps available for both iOS and Android devices, allowing users to manage projects on the go.

What do real users say about Ravetree?

Users love Ravetree for combining project management, CRM, and billing into one intuitive platform, praising its agency-focused features and reliable support. Some note a slight learning curve for advanced tools, but overall satisfaction is high for streamlining workflows.

How does Ravetree compare to its top competitor?

Compared to Monday. com, Ravetree excels in agency-specific needs with built-in CRM and billing, while Monday. com offers more visual boards and broader customization for diverse teams. Ravetree provides deeper financial tracking out of the box.

Does Ravetree offer customer support?

Yes, Ravetree offers comprehensive customer support including live chat, email, a detailed knowledge base, and phone support for enterprise plans, ensuring quick help for users.