CRM

Ravetree’s fully integrated CRM connects seamlessly with your projects, tasks, files, and billing.

More Features

Everything you would expect from a modern solution

Account managers, sales reps, and everyone else can have access to the same real-time information.

Accounts

Organize all of your important accounts, such as: customers, prospects, vendors, and more. You can also create custom rates cards for each account that have start and end dates.

Deals

Create custom sales pipelines to keep track of important prospects. Winning a deal can trigger the creation of a project from a project template.

Activities

Keep track of important points of contact with prospects and existing customers.

Filters

Build lists of contacts and accounts with our powerful filtering capabilities.

Reminders

Create important reminders that will send you notifications that link directly to your contacts and accounts.

Contacts

Create an unlimited number of contacts. Each contact can link to multiple accounts. You can also have multiple emails, phone numbers and addresses for each contact.

Customer first approach

It's all about you

We take a customer-first approach. Our #1 priority is ensuring that you are successful on Ravetree!

Our world class support team is ready to help.