Product Overview of Ravetree
Ravetree is a comprehensive work management software platform designed to streamline project management, resource allocation, and client relationships for project-driven organizations. Here’s a detailed look at what Ravetree does and its key features:
Core Functionality
Ravetree serves as an all-in-one solution that integrates project management, resource management, and customer relationship management (CRM) into a single, cohesive platform. This integration eliminates the need to switch between multiple applications, reducing the complexity and time spent on managing different aspects of a project.
Key Features
Project Management
- Ravetree supports both Agile and traditional (waterfall) project management methodologies. It includes features such as creating custom task phases, repeating tasks, and visualizing dependencies using Gantt charts.
- Users can build detailed project and task templates to streamline common work processes and organize teams into groups that can create custom workflows, Kanban boards, and utilize sprint management capabilities.
Resource Management
- The platform allows for efficient resource management by enabling the forecasting of project budgets based on anticipated resource needs and time to completion. It also provides powerful budget tracking capabilities, including the ability to see profitability, estimated vs actual costs, and more.
Client Management
- Ravetree includes an integrated CRM that enables seamless client management. Clients can access real-time information about the status of their projects, review files, and submit requests directly through the platform.
Time and Expense Tracking
- The software offers robust time and expense tracking features with detailed reporting, ensuring accurate financial management and better decision-making.
Communication and Collaboration
- Ravetree enhances team communication through notifications, comment feeds, and customizable request forms that require approval before new work is created. This ensures that all team members and stakeholders are well-informed and aligned.
Calendar and Scheduling
- The platform features a full-featured calendar with powerful filters to view projects, milestones, sprints, and more. It also includes a two-way calendar sync with Google Calendar and Outlook.
Customization and Automation
- Users can create any type of dependency (finish to start, start to finish, etc.) and break tasks down into discrete action items that can be easily converted into tasks. Customizable approval workflows and project templates further streamline the workflow.
Support and Onboarding
Ravetree prioritizes customer success with a customer-first approach. The platform offers world-class support, including live video conference support, in-app live chat, and custom-tailored onboarding sessions at no additional cost.
In summary, Ravetree is a powerful and versatile work management software that centralizes project management, resource allocation, and client relationships, making it an ideal solution for project-driven teams looking to enhance efficiency, communication, and overall project success.