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About

Easily manage client relationships, track opportunities, and estimate project costs. Reduce project risk and deliver projects on time and on a budget to improve customer satisfaction. Employ faster-reporting processes and provide role-based metrics to key decision-makers. Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with real-time information to help identify problems early enough to allow for timely -course correction. Tools to constantly monitor project status and staff utilization. One integrated system to track all financial, project and resource planning data. By leveraging the processes and people that make your business unique, Deltek cloud solutions serve as the framework for ultimate project growth and profitability.

About

Ravetree is an all-in-one platform built for client service businesses that demand more than just basic project management. With Ravetree, you can forecast project budgets, track actual spend, and gain instant insights into fees, costs, and profitability—keeping every project financially transparent and on track. Our robust time tracking and billing features allow you to create client-specific rate cards with customizable start and end dates, ensuring billing accuracy and flexibility across all engagements. Assign multiple team members to the same task, each with their own bill rate, work role, and time estimate, so you can accurately reflect the unique contributions and costs of every specialist involved. Ravetree streamlines invoicing, resource planning, and client collaboration, eliminating the need for spreadsheets and disconnected tools. For businesses that need a platform that truly supports their unique needs and drives client satisfaction, Ravetree is the clear choice.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Professional services firms looking for a cloud-based IT solution to ensure the easy access of their data in the cloud

Audience

Marketing & Advertising, Consulting, Engineering, Architecture, Accounting, Legal

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$29/user/month
We offer three options:
Monthly @ $39/user/month
Quarterly @ $102/user/quarter
Yearly @ $348/user/year
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.9 / 5
ease 5.0 / 5
features 4.8 / 5
design 4.9 / 5
support 4.9 / 5

Pros & Cons from Real Users

Pros

  • Ravetree is next-level when it comes to an all-in-one project management solution. They have the best table views I've seen with a ton of column options, including financials. Ravetree also has the best time tracking features we've ever used. And, their customer support is really good. They always respond promptly.
  • It has agile project management ability. The user interface is super clean and easy to navigate. Multiple teams can stay and collaboratively work on tasks. Project forecasting and tracking perform excellently. Separate time tracking of every onboard individual.
  • Ravetree is very easy to implement and onboard. The user interface is fantastic. On the positive side, it's powerful, easy to organize tasks, great task planning, and provides high-level project visualizations.
  • Ravetree really helped my coworkers to stay on the same page. It makes a breeze to manage teams and collaboration. The features of project management always help my team to stay on top of it. It unified's our communication.
  • Ravetree assists to enhance work capacity across every remote employee. It offers work class all-round work, projects, tasks, teams, and product management without any restrictions. It's easy to start, with no complexity or difficulty in usage. The spreadsheet project view was the best thing.

Cons

  • I wish they had a Salesforce integration. I guess they don't because their platform includes a built-in CRM.
  • Assigning tasks on Ravetree is really painful. Every time I need to manually search and share tasks with members.
  • Customizations on the dashboard are very limited.
  • Reporting and resource managers are not great.
  • A few time, I encountered a problem while activating it's a time tracker

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Deltek
Founded: 1989
United States
www.deltek.com/en/products/project-erp/vision

Company Information

Ravetree
Founded: 2013
United States
www.ravetree.com

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Categories

Accounting Supported
Budgeting Supported
ERP Supported
Expense Report Supported
Financial CRM Supported
Lead Management Supported
Payroll Supported
Project Management Supported
Reconciliation Supported
Time Tracking Supported

Categories

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Not Supported
Online Payments Not Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Resource Management Features

Capacity Management Supported
Data Visualization Supported
Demand Forecasting Supported
Drag & Drop Not Supported
Employee Scheduling Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Supported
Utilization Management Supported

Time Tracking Features

Automatic Time Capture Not Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Not Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Not Supported

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Supported
Balance Sheet Supported
Capital Asset Planning Not Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Run Rate Tracking Not Supported
Version Control Supported

Business Intelligence Features

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Supported
Strategic Planning Not Supported
Trend / Problem Indicators Supported
Visual Analytics Supported

Business Performance Management Features

Ad hoc Analysis Supported
Ad Hoc Reports Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Supported
Qualitative Analysis Not Supported
Quantitative Analysis Not Supported
Scorecarding Not Supported
Strategic Planning Not Supported

ERP Features

Accounting Integration Supported
Accounting Management Supported
CRM Supported
Dashboard Supported
Distribution Management Not Supported
Enterprise Asset Management Supported
Financial Management Supported
HR Management Not Supported
Inventory Management Not Supported
Order Management Supported
Project Management Supported
Purchase Order Management Supported
Purchasing Supported
Reporting/Analytics Supported
Sales Management Supported
Supply Chain Management Not Supported
Warehouse Management Not Supported

Expense Report Features

Approval Process Control Supported
Invoice Management Supported
Multi-Currency Supported
Receipt Management Supported
Reimbursement Management Supported
Spend Control Not Supported
Time Tracking Supported
Workflow Management Supported

Financial CRM Features

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Not Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Not Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Supported

Payroll Features

401(k) Tracking Not Supported
Attendance Management Not Supported
Benefits Management Not Supported
Check Printing Not Supported
Compensation Management Not Supported
Deductions Management Not Supported
Direct Deposit Not Supported
Multi-Country Not Supported
Multi-State Not Supported
Reporting/Analytics Supported
Self Service Portal Not Supported
Tax Compliance Not Supported
Vacation / Leave Tracking Not Supported
W-2 and 1099 Preparation Not Supported
Wage Garnishment Not Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Supported
Templates Supported
Version Control Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Not Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Supported
Tax Calculator Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Resource Management Features

Capacity Management Supported
Data Visualization Supported
Demand Forecasting Supported
Drag & Drop Supported
Employee Scheduling Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Supported
Utilization Management Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Advertising Agency Features

Campaign Management Supported
Collaboration Supported
Document Management Supported
File Sharing Supported
Project Management Supported
Task Management Supported
Time Tracking Supported

Agile Project Management Tools Features

Backlog Management Supported
Feedback Management Supported
Gantt/Timeline View Supported
Kanban Board Supported
Prioritization Supported
Request Management Supported
Resource Management Supported
Retrospectives Management Supported
Status Tracking Supported
Supports Scrum Supported
Team Management Supported
Template Management Supported
Workflow Management Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Not Supported

Creative Management Features

Billing & Invoicing Supported
Client Management Supported
Collaboration Supported
File Sharing Supported
Project Management Supported
Task Management Supported
Time Tracking Supported

Digital Workplace Features

Activity / News Feed Supported
Calendar Management Supported
Chat / Messaging Supported
Content Management Supported
Document Management Supported
Employee Directory Supported
File Sharing Supported
Knowledge Management Supported
Surveys & Feedback Not Supported
Task Management Supported

File Sharing Features

Audit Trail Supported
Chat / Messaging Supported
Collaboration Supported
Document Management Supported
Drag & Drop Supported
Electronic Signature Not Supported
Encryption Supported
File Synchronization Supported
Search Supported
User Management Supported
Version Control Supported
Workflow Management Supported

Gantt Chart Features

Alerts/Notifications Supported
Capacity Monitoring Supported
Color Coding Supported
Dependency Tracking Supported
Drag & Drop Supported
Milestone Tracking Supported
Progress Tracking Supported
Task Management Supported
Templates Supported

IT Project Management Features

Bug Tracking Supported
Issue Management Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Portfolio Management Supported
Prioritization Supported
Product Roadmapping Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Supports Agile Supported
Supports Scrum Supported
Task Management Supported
Testing / QA Management Supported
Time & Expense Tracking Supported

Kanban Features

Collaboration Tools Supported
Dependency Tracking Supported
KPI Monitoring Supported
Milestone Tracking Supported
Multi-Board Supported
Prioritization Supported
Project Planning Supported
Roadmapping Supported
Supports Scrum Supported
Task Management Supported
Time Tracking Supported

Marketing Planning Features

Budgeting & Forecasting Supported
Collaboration Supported
Flowchart Not Supported
Goal Setting / Tracking Supported
Marketing Calendar Supported
Media Planning Supported
Predictive Analytics Supported
Presentation Tools Supported
Project Tracking Supported
Spend Management Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Project Planning Features

Agile Methodologies Supported
Budget Management Supported
Collaboration Tools Supported
Due Date Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Prioritization Supported
Progress Tracking Supported
Resource Management Supported
Task Management Supported
Template Management Supported
Traditional Methodologies Supported

Project Portfolio Management Features

Budget Management Supported
Collaboration Supported
Dashboard Supported
Issue Management Supported
Milestone Tracking Supported
Portfolio Management Supported
Project Planning Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Task Management Supported
Time & Expense Tracking Supported

Project Tracking Features

Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Prioritization Supported
Status Tracking Supported
Time & Expense Tracking Supported

Remote Work Features

Collaboration Supported
Credential Management Supported
Electronic Signature Not Supported
Employee Monitoring Not Supported
Live Chat Supported
Meeting Management Not Supported
Project Management Supported
Remote Access Supported
Remote Support Supported
Screen Sharing Not Supported
Softphone Not Supported
Task Management Supported
Time Zone Tracking Supported
Video Chat Not Supported
Web Conferencing Not Supported

Scrum Features

Backlog Management Supported
Collaboration Board Supported
Daily Reports Supported
Iteration Management Supported
KPI Monitoring Supported
Milestone Tracking Supported
Prioritization Supported
Progress Tracking Supported
Release Planning Supported
Roadmapping Supported
Sprint Planning Supported
Task Management Supported

Task Management Features

Collaboration Supported
Create Subtasks Supported
Gamification Not Supported
Gantt Charts Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported

Team Communication Features

Activity / News Feed Supported
Audio Calls Not Supported
Calendar Management Supported
Chat / Messaging Supported
Discussion Threads Supported
File Sharing Supported
Mobile Access Not Supported
Push Notifications Supported
Search Supported
Surveys & Feedback Not Supported
Task Management Supported
Video Conferencing Not Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Work Management Features

Access Roles / Permissions Supported
Calendar Management Supported
Collaboration Tools Supported
CRM Supported
File Storage / File Sharing Supported
Kanban Supported
Messaging / Discussion Supported
Performance Metrics Supported
Project Management Supported
Reporting / Analytics Supported
Resource Management Supported
Strategic Planning Supported
Task Management Supported
Time Tracking Supported
Version Control Supported
Workflow Management Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Not Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Blackbox Connector Supported
ChatGPT Not Supported
Claude Not Supported
Dropbox Not Supported
FMIS Asset Management Supported
Facebook Not Supported
Gemini Not Supported
GitHub Not Supported
Google Calendar Not Supported
Google Drive Not Supported
Grok Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Instagram Not Supported
Manufacturo Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Not Supported
QuickBooks Online Not Supported
Sourcing Force Supported
Stripe Not Supported

Integrations

Blackbox Connector Not Supported
ChatGPT Supported
Claude Supported
Dropbox Supported
FMIS Asset Management Not Supported
Facebook Supported
Gemini Supported
GitHub Supported
Google Calendar Supported
Google Drive Supported
Grok Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Instagram Supported
Manufacturo Not Supported
Microsoft OneDrive Supported
Microsoft Outlook Supported
QuickBooks Online Supported
Sourcing Force Not Supported
Stripe Supported
Claim Deltek Vision and update features and information
Claim Deltek Vision and update features and information
Claim Ravetree and update features and information
Claim Ravetree and update features and information