Rev.io PSA

Rev.io PSA

Rev.io
+
+
Visit Website
Visit Website

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

B2B and managed service providers interested in a powerful business management platform

Audience

MSPs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$139 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.4 / 5
ease 4.2 / 5
features 4.6 / 5
design 3.8 / 5
support 4.8 / 5
Read all reviews

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.5 / 5
design 4.1 / 5
support 4.3 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Rev.io
Founded: 2002
United States
rev.io/solutions/psa/

Company Information

Syncro
Founded: 2013
United States
syncromsp.com

Alternatives

ConnectWise PSA

ConnectWise PSA

ConnectWise

Alternatives

Rev.io PSA

Rev.io PSA

Rev.io
Q360 PSA Solution

Q360 PSA Solution

Solutions360
Pulseway

Pulseway

MMSOFT Design
CDG MBS

CDG MBS

Communications Data Group (cdg)

Categories

Categories

Professional Services Automation Features

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

Asset Tracking Features

Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Business Process Management Features

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

IT Service Features

Contract Management
Incident Management
IT Asset Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Inventory Management Features

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Work Management Features

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

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Professional Services Automation Features

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

Cybersecurity Features

AI / Machine Learning
Behavioral Analytics
Endpoint Management
Incident Management
IOC Verification
Tokenization
Vulnerability Scanning
Whitelisting / Blacklisting

Endpoint Detection and Response (EDR) Features

Behavioral Analytics
Blacklisting/Whitelisting
Continuous Monitoring
Malware/Anomaly Detection
Prioritization
Remediation Management
Root Cause Analysis

Endpoint Protection Features

Activity Log
Antivirus
Application Security
Behavioral Analytics
Device Management
Encryption
Signature Matching
Web Threat Management
Whitelisting / Blacklisting

IT Security Features

Anti Spam
Anti Virus
Email Attachment Protection
Event Tracking
Internet Usage Monitoring
Intrusion Detection System
IP Protection
Spyware Removal
Two-Factor Authentication
Vulnerability Scanning
Web Threat Management
Web Traffic Reporting

MSP Features

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Privileged Access Management (PAM)
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Network Access Control (NAC) Features

Authentication
Authorization
Automated Hotfix / Updates
Centralized Policy Management
Dashboard
Device Auto-Provisioning
Device Self-Registration
Posture Assessment
Quarantine / Remediation
Secure Guest Access

Network Security Features

Access Control
Analytics / Reporting
Firewalls
Internet Usage Monitoring
Intrusion Detection System
Threat Response
VPN
Vulnerability Scanning

RMM Features

Deployment Management
For MSPs
IT Asset Management
Mobile Access
Network Monitoring
Patch Management
Real-time Alerts
Remediation Management

Remote Support Features

Diagnostic Tools
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

Integrations

IT Glue
Mesh
QuickBooks Online
ACH Payments
Comet Backup
ConnectWise ScreenConnect
DocuSign
Domotz
FlexPoint
FreePBX
Google Calendar
Ingram Micro Cloud
MSP360 Managed Backup
Mailchimp
Narmada
Network Glue
Sage 50
ShipStation
TeamViewer Remote
n8n

Integrations

IT Glue
Mesh
QuickBooks Online
ACH Payments
Comet Backup
ConnectWise ScreenConnect
DocuSign
Domotz
FlexPoint
FreePBX
Google Calendar
Ingram Micro Cloud
MSP360 Managed Backup
Mailchimp
Narmada
Network Glue
Sage 50
ShipStation
TeamViewer Remote
n8n