Ravetree vs. SearchExpress Comparison


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Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead. 718 Ratings Visit Website Visual Planning Visual Planning is more than just overseeing projects, scheduling field teams, managing production timelines, or streamlining manufacturing operations—it’s a flexible, all-in-one platform built to support a wide range of business needs. 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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.	About Affordable Document Management Eliminate paper and automate processes with a digital office. SearchExpress document management software lets you workflow and share scanned documents as well as eForms, Word and Excel files. Employees can access documents from their PC, tablet or smartphone. Machine Learning SearchExpress can use Artificial Intelligence to replace manual data entry. For example, for invoices SearchExpress can use the pre-trained Microsoft Machine Learning AI to automatically extract the data on the invoices, with no trained needed. Manage Documents SearchExpress provides search and document workflow to automate business processes and ensure people have the information they need, at the time they need it. The SearchExpress Voice Digital Assistant, Cyber Express, provides speech queries of your business’s data, with verbal responses, from smart speaker or smartphone. Available in cloud and on-premises versions.
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	Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Marketing & Advertising, Consulting, Engineering, Architecture, Accounting, Legal	Audience Medium and large-size organizations
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
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	Pricing $39/user/month Cloud. Cloud and on-premises versions available. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 4.9 / 5 ease 5.0 / 5 features 4.8 / 5 design 4.9 / 5 support 4.9 / 5 Read all reviews	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: Review this Software
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 Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Ravetree Founded: 2013 United States www.ravetree.com	Company Information SearchExpress Founded: 1984 United States www.searchexpress.com
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Categories Advertising Agency Supported Agile Project Management Tools Supported Billing and Invoicing Supported Collaboration Supported Creative Management Supported CRM Supported Digital Workplace Supported File Sharing Supported Gantt Chart Supported Invoice Generators Supported IT Project Management Supported Kanban Supported Legal Time Tracking Supported Marketing Planning Supported Professional Services Automation Supported Project Management Supported Project Planning Supported Project Portfolio Management Supported Project Tracking Supported Remote Work Supported Resource Management Supported Scrum Supported Task Management Supported Team Communication Supported Time and Expense Supported Time Tracking Supported Work Management Supported Workflow Management Supported	Categories Digital Workplace Supported Document Management Supported Document Workflow Supported Electronic Data Capture Supported Remote Work Supported Workflow Management 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 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 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 Show More Features 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 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 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 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 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 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 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 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 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 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	Digital Workplace Features Activity / News Feed Not Supported Calendar Management Not Supported Chat / Messaging Not Supported Content Management Not Supported Document Management Supported Employee Directory Not Supported File Sharing Not Supported Knowledge Management Supported Surveys & Feedback Not Supported Task Management Not Supported Remote Work Features Collaboration Not Supported Credential Management Not Supported Electronic Signature Supported Employee Monitoring Not Supported Live Chat Not Supported Meeting Management Not Supported Project Management Not Supported Remote Access Not Supported Remote Support Not Supported Screen Sharing Not Supported Softphone Not Supported Task Management Not Supported Time Zone Tracking Not Supported Video Chat Not Supported Web Conferencing Not Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Not Supported Configurable Workflow Supported Customizable Dashboard Not Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Supported Task Management Not Supported Third Party Integrations Not Supported Workflow Configuration Supported Show More Features Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Not Supported Document Archiving Supported Document Assembly Not Supported Document Capture Supported Document Conversion Not Supported Document Delivery Not Supported Document Indexing Supported Document Retention Supported Electronic Signature Supported Email Management Supported File Recovery Not Supported File Type Conversion Supported Forms Management Supported Full Text Search Supported Offline Access Supported Optical Character Recognition Supported Print Management Not Supported Version Control Supported Electronic Data Capture Features Audit Trail Supported CRF Tracking Not Supported Data Entry Supported Data Verification Supported Distributed Capture Supported Document Imaging Supported Document Indexing Supported Forms Management Supported Remote Capture Supported Study Management Not Supported
Integrations Box Supported ChatGPT Supported Claude Supported Dropbox Supported Facebook Supported Gemini Supported GitHub Supported Google Calendar Supported Google Drive Supported Grok Supported HubSpot CRM Supported Instagram Supported Microsoft 365 Not Supported Microsoft Dynamics GP Not Supported Microsoft OneDrive Supported Microsoft Outlook Supported PSA Not Supported QuickBooks Desktop Pro Not Supported QuickBooks Online Supported Xero Supported Show More Integrations View All 18 Integrations	Integrations Box Not Supported ChatGPT Not Supported Claude Not Supported Dropbox Not 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 Instagram Not Supported Microsoft 365 Supported Microsoft Dynamics GP Supported Microsoft OneDrive Not Supported Microsoft Outlook Not Supported PSA Supported QuickBooks Desktop Pro Supported QuickBooks Online Not Supported Xero Not Supported Show More Integrations View All 4 Integrations
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