Ravetree, A Simple Review

by Scott Max
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So, you are considering Ravetree.

You’ll be wondering if it's a good choice for you, if its feature set compares well to other options on the market, and if it is priced affordably enough for what you get.

This article will break all that down for you and more. 

Plus, at the end of the article you’ll find links to alternatives to Ravetree as well as our top picks for the options in this category.

Or, just go straight to Our top picks for the Best Project management software

Without further ado, let’s get started.

Ravetree Features

Ravetree provides an innovative unified interface to fulfil all your surfacing project requirements. It offers modern productivity solutions to help you gain complete control of your tasks. With Ravetree, you can enhance profitability by making your clients the cornerstone of your business model.

Here are some exclusive features of Ravetree:

Project Management: Ravetree is essentially built to simplify your project management by automating recurring issues and solving complex problems in real-time. You can identify the bottlenecks or data silos and avoid disruptions that hamper your work pace. With Ravetree, you can ensure your team members are well-equipped with all necessary functionalities to handle the workload.

File Approvals: Ravetree enables you to create multi-tiered workflows to process file approvals. You can automate the entire procedure by customizing instructions. Additionally, it ensures there is no downtime between requests and approvals by swiftly analyzing whether the file meets set prerequisites or not.

Integrated CRM: Ravetree provides an inbuilt CRM platform to improve your client servicing and relations. You can design pipelines to track and arrange deals with potential. Additionally, it ensures your sales representatives and servicing teams have access to the same information.

Budget & Retainers: Ravetree provides financial tools and insights to assist you in budget planning with real-time data. You get dedicated retainer management tools to store booking schedules and update the team's calendar. Additionally, you can generate project estimates to determine the revenue and valuation.

Client Portals: With Ravetree, your clients can enter the interface upon invitation and view the project updates. It ensures you don't have to leave the platform to engage or update your clients about the latest proceedings.

Resource Management: Ravetree provides the current working capacity of every employee. So you can analyze which team members are currently overwhelmed with work or underutilized. It ensures productivity and high accountability among your teams.

Ravetree Pricing

Ravetree offers 3 Periodic subscription plans, offering the same features. You can create unlimited projects and get free onboarding and support with training.

The "Yearly" plan is priced at $29/month and is billed: at $348 yearly.

The "Quarterly" plan is priced at $34/month and is billed: at $102 quarterly.

The "Monthly" plan is priced: at $39/month with monthly billing.

Ravetree Discount and Coupons

Ravetree offers a negotiable discount for nonprofits and educational institutes. Additionally, you get a 24% off with the "Yearly" plan and 13% off with the "Quarterly" subscription.

Ravetree Free Trial

Ravetree offers a 7 Day free trial for its subscription plans. You can avail the trial offer by entering your email and filling the relevant fields.

Ravetree, A short how-to guide

Once you login to your Ravetree account, you'll be redirected to the "Status" section inside the "Home" tab. Here, you can view your projects with their current status.

Click on "Priority" to see the current priority level of your work items. The issues can be segmented; into "Critical Priority", "High Priority", "Medium Priority", and "Normal Priority". Click on "Date" to view projects according to their initiation dates and submission dates.

Click on the dotted icon at the topleft corner to enter the menu panel. Here, you can navigate through the several sections of Ravetree.

Click on "Dashboard" to enter the summarized widget section that enables you to analyze your business processes. Click on "Projects" to view your ongoing and upcoming projects with details. Here, you can customize the project template and view project portfolios.

Click on "Requests" to view any employee requests or pending approvals. Go to "Teams" to view your organization's project teams and their current workload.

Click on "CRM" to enter the sales panel. Here, you can handle client accounts, view deal status and access the contact database. This section is mostly relevant for your sales teams.

Click on "Reports" to enter the analytical panel inside Ravetree. Here, you can build or generate reports for time logs, expenses, estimates, invoices, projects, work items and gross profit.

Click on "Timesheets" to view; the productivity and working schedule of your employees with their logged hours.

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