Ravetree’s fully integrated CRM connects seamlessly with your projects, tasks, files, and billing.
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Account managers, sales reps, and everyone else can have access to the same real-time information.
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.
Create custom sales pipelines to keep track of important prospects. Winning a deal can trigger the creation of a project from a project template.
Keep track of important points of contact with prospects and existing customers.
Build lists of contacts and accounts with our powerful filtering capabilities.
Create important reminders that will send you notifications that link directly to your contacts and accounts.
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.
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Yes, you can create custom fields for contacts and accounts, including text, dropdown menus, dates, formulas, and more. You can add an unlimited number of custom fields, and you can filter by these custom fields.
Yes, contacts can have multiple email addresses, phone numbers, and also websites and addresses (e.g., billing address, mailing address, etc.). Furthermore, a contact can be linked to multiple accounts.
Yes, Ravetree's CRM includes deal tracking to help you manage your sales pipeline and forecast revenue. You can also create multiple sales pipelines. Each stage in your custom sales pipeline can include a weight that indicates the probability to winning the deal when it has reached that particular phase. If you link a project template to a deal, then Ravetree will automatically create a project from the template when the deal is won. You can also link proposals to deals, and add comments to deals.
No, there are no limits; you can create an unlimited number of contacts, accounts, deals, and custom fields.
Yes, you can easily import your existing contacts and accounts via CSV files.
Yes, you can export your contacts, accounts, and deals to a CSV file at any time.
Yes, Ravetree offers a two-way integration with HubSpot that seamlessly syncs accounts and contacts in Ravetree to companies and contacts in HubSpot. Our HubSpot integration is included with all plans at no extra charge.
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