Ravetree

More About Ravetree

Core Strengths:

• Unifies project management, CRM, resource planning, and billing in one platform. 
• Provides Agile and Waterfall project tracking with Kanban, sprints, and Gantt charts. 
• Enables real-time resource utilization and capacity planning across teams. 
• Includes built-in CRM for managing accounts, contacts, and sales pipelines. 
• Automates invoicing and billing from time logs, expenses, and retainers. 
• Offers client portals for real-time project visibility and communication. 
• Supports file approvals, version control, and secure document storage. 
• Enables request forms for project intake and scope control workflows.

Detailed Insights:

• Teams create projects using templates or custom workflows
• Tasks are assigned with dependencies, timelines, and milestones
• Time logs and expenses are tracked per task or project
• Resource planning allocates team capacity and availability
• CRM data connects clients directly to projects and billing
• Approved work automatically generates invoices or retainers
• Client portals provide real-time updates and collaboration