Ravetree vs. WorkflowMax Comparison


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		Related Products Project Insight Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. 122 Ratings Visit Website Wrike Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today. 7,631 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 57 Ratings Visit Website Kantata Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment 2,277 Ratings Visit Website Zoho Projects Project management, as effective as it gets. Zoho Projects is a cloud-based project management tool that helps you plan your work, track it efficiently, and collaborate with your team wherever they are. Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time. Use Gantt charts to build your project plan and track your task schedule. Zoho Projects keeps you aware of your critical tasks and their dependencies, and immediately shows any deviations between your planned and actual progress. Save time on routine tasks. Whether you have a simple process or a complex workflow, our project management software has a drag-and-drop interface that makes new automations easier to visualize and deploy. Log billable and non-billable hours with the Projects timesheet module. Record every minute of your hard work, either manually or with timers, and our built-in integration with Zoho Invoice will generate invoices. 1,889 Ratings Visit Website Planview AdaptiveWork Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. 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. 714 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. From simple task coordination to complex, multi-layered workflows, VP adapts to how you work and brings structure, visibility, and efficiency to every part of your operation. VP gives you complete visibility into your projects, teams, equipment, machines, work orders, and operations—helping you coordinate every aspect of your business with confidence. Whether you're managing job sites, dispatching field crews, or overseeing production lines, our platform keeps everything and everyone connected. Collaborate across departments, adjust schedules on the fly, and keep work moving forward—on any device, from anywhere. Thousands of companies trust VP to simplify how they manage people, projects, equipment, and operations. Get your free custom demo today. 120 Ratings Visit Website ClickUp Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it. You need convergence. ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost. AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should. Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations. All connected. All in one place. Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions. Trusted by teams from startups to the Fortune 500. Stop patching a broken system. Get back the hours your team was never supposed to lose. Free Forever plan available. No credit card required. 18,385 Ratings Visit Website Hubstaff Hubstaff is a time tracking software that helps teams log hours, monitor productivity, and automate payments — whether remote, hybrid, in-office, or field-based. Available on desktop, web, and mobile, Hubstaff enables employees to track time against specific tasks and projects from anywhere. Managers get built-in visibility through app and URL usage data, activity rates, and optional screenshots — all configurable by user role. Designed for global, growing and distributed teams, Hubstaff includes built-in productivity monitoring and workforce analytics to help businesses analyze how time is spent, identify inefficiencies, and improve performance — without micromanagement. 3,995 Ratings Visit Website Float Float.com is the #1 software for profitable resource management. Designed to give Operations and Finance leaders the insight and foresight they need to achieve profitable delivery at scale, with the right talent in place. Unlike spreadsheets or clunky PSAs, Float offers a clear, centralized view to schedule teams, plan capacity, estimate work, and track margins in real-time so that you can keep your people and profits on track. 4,500+ of the best professional services teams worldwide already choose Float to: ✔️ Schedule resources: See who’s working on what and when, with a live schedule. ✔️ Plan capacity: View availability, time off, and workloads to prevent burnout. ✔️ Estimate work: Build budgets and track scope changes to deliver profitable projects. ✔️ Scope projects: Align resources, budgets, and timelines from day one. ✔️ Track time: Pre-filled timesheets keep actuals accurate and on time. ✔️ Report: Monitor utilization and margins with live financial insights. 3,717 Ratings Visit Website
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 If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.
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 Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Not Supported Chromebook Not Supported
Audience Marketing & Advertising, Consulting, Engineering, Architecture, Accounting, Legal	Audience Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Not 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 $33/month 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 4.5 / 5 ease 5.0 / 5 features 4.5 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews
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	Pros & Cons from Real Users Pros The software is very easy to use as well as the integrations to the Xero billing simple make the process from start to finish seamless. It offers intuitive and flawless management to maximize efficiency. Easy to use. Very productively integrates with business intelligence. Document management. Time tracking integration. Cons The software could use a bit of an upgrade on the timeline features for overall project management dashboard. It worked great for me. Nothing to share about cons.
Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Ravetree Founded: 2013 United States www.ravetree.com	Company Information Xero Founded: 2007 New Zealand www.workflowmax.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 Architecture Supported Billing and Invoicing Supported Construction Management Supported Job Costing Supported Legal Time Tracking Supported Project Management Supported Proposal Management Supported Quoting Supported Subcontractor Supported Time and Expense Supported Time Tracking 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 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 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 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 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 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 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	Billing and Invoicing Features Billing Portal Supported Contact Database Supported Contingency Billing Not Supported Customer Portal Supported Customizable Invoices Supported Dunning Management Supported Hourly Billing Supported Invoice History Supported Mobile Payments Not Supported Multi-Currency Supported Online Invoicing Supported Online Payments Not Supported Payment Processing Supported Project Billing Supported Recurring/Subscription Billing Not 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 Not Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies 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 Not Supported Online Time Tracking Supported Overtime Calculation Not Supported Time per Project Reporting Supported Timesheet Management Supported Vacation / Leave Tracking 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 Not Supported Time Tracking by Client Supported Time Tracking by Project Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Not Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Not Supported Customizable Dashboard Supported Document Management Supported Forms Management Not Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Architecture Features 2D Drawing Not Supported 3D Modeling Not Supported Bills of material Supported BIM Modeling Not Supported Building Information Modeling Supported Client Management Supported Contact Management Supported Contract Management Supported Document Management Supported Drafting Not Supported Manufacturing Design Data Not Supported Presentation Tools Supported Project Management Supported Proposal Management Supported Quotes/Proposals Supported Visualization / Presentation Not Supported Construction Management Features Accounting Integration Not Supported Budget Tracking/Job Costing Supported Change Orders Not Supported Commercial Not Supported Contract Management Supported Contractors Supported CRM Supported Equipment Tracking Supported Estimating Not Supported Incident Reporting Not Supported Mobile Access Supported Offline Access Supported Residential Not Supported RFI & Submittals Not Supported Subcontractor Management Not Supported Timesheets Supported Job Costing Features Bills of Material Supported Budgeting & Forecasting Not Supported Change Orders Not Supported Cost-to-Completion Tracking Not Supported Invoice Management Supported Overrun Reporting Not Supported Percent-Complete Tracking Supported Production Cost Tracking Supported Purchase Order Management Supported Quotes / Estimates Supported Time Tracking Supported Work Order Management Not Supported Proposal Management Features Automatic Formatting Not Supported Calendar Management Supported Collaboration Supported Contact Management Supported Content Repository Not Supported Document Management Supported Electronic Signature Not Supported Knowledge Library Not Supported Pipeline Management Not Supported Requirements Management Not Supported Revision Management Not Supported RFP Management Not Supported Task Management Supported Templates Supported Version Control Not Supported Quoting Features Automated Quoting Supported Catalog Management Supported Client Portal Supported Contact Management Supported Customer Accounts Supported Customizable Branding Supported Discount Management Supported Forms Creation Not Supported Pricing Management Not Supported Product Configurator Not Supported Proposal Management Supported
Integrations Box Supported Dropbox Supported Google Drive Supported HubSpot CRM Supported HubSpot Customer Platform Supported Xero Supported Bookkeeper360 Not Supported Claude Supported Freshdesk Not Supported Freshservice Not Supported GitHub Supported Grok Supported HubSpot Marketing Hub Not Supported Instagram Supported Lyftrondata Not Supported Runn Not Supported Salesforce Not Supported StarfishETL Not Supported TheHouseMonk Not Supported iPayroll Not Supported Show More Integrations View All 18 Integrations	Integrations Box Supported Dropbox Supported Google Drive Supported HubSpot CRM Supported HubSpot Customer Platform Supported Xero Supported Bookkeeper360 Supported Claude Not Supported Freshdesk Supported Freshservice Supported GitHub Not Supported Grok Not Supported HubSpot Marketing Hub Supported Instagram Not Supported Lyftrondata Supported Runn Supported Salesforce Supported StarfishETL Supported TheHouseMonk Supported iPayroll Supported Show More Integrations View All 32 Integrations
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