ProcessMate vs. Rev.io PSA Comparison


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About ProcessMate is a cloud software that helps keep track of quotation and ordering. It comes with a sales desktop for your employees, as well as with the Customer (client) Portal where your client may request quotation, place orders and service requests. The portal is easy to configure and apply branding of your organization. With ProcessMate you can manage processes & tasks, related documents, process-related information and manage team communication. ProcessMate helps manage both ad-hoc and regular tasks that run on schedule. The platform will keep track and notify users, build reports for managers and help you streamline your business. Open up new channels of communications with your customers, let them submit purchase and servicing requests, view their ongoing requests and optionally, trigger internal processes once your customer submits a requests.	About Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. Our PSA platform was created as an end-to-end software solution that ties all aspects of your business into a single, robust application. Rev.io combines our PSA platform with a billing and customer management platform also designed for managed service providers. Our billing platform helps MSPs successfully monetize new voice products by consolidating billing and tax compliance.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Companies of all sizes that need a software solution to keep track of quotation and ordering	Audience B2B and managed service providers interested in a powerful business management platform
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 View more images or videos	Screenshots and Videos View more images or videos
Pricing $25 per user per month Free Version Free Trial	Pricing No information available. Free Version Free Trial
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	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
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information ProcessMate Founded: 2013 United Kingdom processmate.net	Company Information Rev.io Founded: 2002 United States rev.io/solutions/psa/
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Categories Quoting Workflow Management	Categories Asset Tracking Business Management Business Process Automation Business Process Management Field Service Management Inventory Management IT Service Professional Services Automation Quote-to-Cash Quoting Work Management Workflow Management
	Quoting Features Automated Quoting Catalog Management Client Portal Contact Management Customer Accounts Customizable Branding Discount Management Forms Creation Pricing Management Product Configurator Proposal 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 Show More Features 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 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 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
Integrations Acronis Cyber Protect Cloud Avalara BrightGauge CereTax D-Tools System Integrator (SI) Docusign IT Glue Mesh QuickBooks Online QuoteWerks Sage 50 Sherweb Show More Integrations	Integrations Acronis Cyber Protect Cloud Avalara BrightGauge CereTax D-Tools System Integrator (SI) Docusign IT Glue Mesh QuickBooks Online QuoteWerks Sage 50 Sherweb Show More Integrations View All 12 Integrations
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