Frequently Asked Questions

Ravetree is an all-in-one work management and professional services automation (PSA) platform that combines project management, resource planning, CRM, time & expense tracking, billing, and client portals in a single tool. It is purpose-built for billable client-service work, giving teams real-time visibility into projects, finances, and capacity so they can eliminate disconnected apps and focus on delivering profitable work.

Most teams are up and running with core functions in 1–2 weeks. Ravetree includes unlimited free tailored onboarding and setup support, with no setup or cancellation fees, so you can migrate data and train your team quickly.

Yes—you can start your first project completely free with no credit card required. A full-featured free trial is available so you can explore the entire platform with your team before deciding.

Yes, you can. Ravetree offers advanced permission rules to control what users can see and do. You can limit their ability to create & edit tasks, access financial information, and much more.

These permission roles can be customized and layered, making it simple to restrict access for employees, contractors, and freelancers.

Unlike other project management software, Ravetree is purpose-built for client service businesses that need to manage billable projects. Ravetree distinguishes itself by being an end-to-end solution that deeply integrates essential financial features—including robust time & expense tracking, retainer management, and billing—into its core project management and CRM platform. This provides a holistic view of project health, enabling users to effortlessly track project costs, fees, and profitability while streamlining the invoicing process. Ravetree also places a strong emphasis on usability and elegant design, resulting in a pleasant customer experience while offering robust functionality. Ease of use is a top priority for our product team.

Ravetree is designed for a wide range of professional service businesses that handle billable projects, including marketing & advertising agencies, architecture firms, design teams, consulting firms, engineering firms, IT services firms, software companies, law firms, and accounting & bookkeeping firms. Ravetree is also well suited for construction companies, event planning, marketing departments and Agile teams.

Ravetree does not issue refunds. If you are on a paid plan, then you can cancel at any time and your account will remain active until the end of your subscription period.

Ravetree does not store your credit card information. Also, your credit card information never touches our servers. We use a trusted industry leading credit card processing
API to handle all payments.

For paid plans we accept Visa, MasterCard, American Express and Discover Card. All payments are made in US Dollars. We can also accept checks, postal orders, or payments by phone.

We provide data export features for work items (e.g., projects and tasks), contacts, accounts, time logs, expenses, deals, invoices, and proposals. Your exported data is saved in a .csv file which can easily be opened in programs such as Excel.

There are no setup or cancellation fees. In fact, all new customers get unlimited, free onboarding and setup.

Ravetree offers US-based, human customer support via live chat and email (support@ravetree.com). We also offer customers the ability to schedule video calls with our support team. Response times for live chat support is typically within minutes (sometimes seconds), while our email support offers a guaranteed 24 hour response time, although response times are usually much shorter.

Ravetree works with the following browsers:

‍
‍Microsoft Edge - latest version
Google Chrome - latest version
Mozilla Firefox - latest version
Apple Safari 8.0+

You can always add more users once you are on a paid plan. You will be billed pro-rata for each additional
user up to your renewal date. This applies whether you are on the monthly payment plan or the annual plan.