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Rev.io PSA

Rev.io PSA
Formerly Tigerpaw One

Overview

What is Rev.io PSA?

Founded in 1984, Tigerpaw developed and offers an end-to-end software professional services automation (PSA) software solution that ties all aspects of the business into a single application. Tigerpaw aims to help users around the world to sell more, service…

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Recent Reviews

TrustRadius Insights

The software provides a comprehensive solution for data organization and interdepartmental communication. Users have found it to be a …
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Pricing

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What is Rev.io PSA?

Founded in 1984, Tigerpaw developed and offers an end-to-end software professional services automation (PSA) software solution that ties all aspects of the business into a single application. Tigerpaw aims to help users around the world to sell more, service clients better and grow their…

Entry-level set up fee?

  • Setup fee optional

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is HaloPSA?

HaloPSA is a solution designed for MSP's and service providers. With HaloPSA out-of-the-box functionality, the solution aims to provide businesses a Cloud platform that enables users to modernise customer experience and automate service.An integrated PSA platform, it includes features such as time…

What is Wrike?

Wrike is a project management and collaboration software. This solution connects tasks, discussions, and emails to the user’s project plan. Wrike is optimized for agile workflows and aims to help resolve data silos, poor visibility into work status, and missed deadlines and project failures.

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Product Details

What is Rev.io PSA?

Rev.io PSA, formerly Tigerpaw, is a business management platform for managed service providers. The PSA platform was created as an end-to-end software solution that ties all aspects of a business into a single, robust application. Rev.io combines a PSA platform with a billing and customer management platform also designed for managed service providers. Its billing platform helps MSPs monetize new voice products by consolidating billing and tax compliance.

The solution combines

CRM & ACCOUNT MANAGEMENT
Real-time customer details and history

Inventory Control
Manage complete supply chain

MARKETING & LEAD GENERATION
Send and track targeted campaigns

SERIALIZED ASSET TRACKING
Manage remote monitoring, content filtering, remote off-site backup and warranties

SALES AUTOMATION
Visibility into pipeline and current efforts

PURCHASING & RECEIVING
Complete purchase order workflow, delivery tracking and RMA processing

PROJECT MANAGEMENT
Track and control projects and materials

ACCOUNTING INTEGRATION
Eliminate double-entry of data through integrations with top accounting packages

PROPOSAL & QUOTE GENERATION
Automated, customized quotes and compelling proposals

BILLING & INVOICING
Generate and deliver invoices based on service tickets, project status and SLAs

SERVICE ORDER MANAGEMENT
Automatically created service tickets with real-time asset details

PAYMENT PROCESSING
Auto or one-time with credit card or ACH

TECHNICIAN TIME & UTILIZATION
Track billable activities and time logs

REPORTS & ANALYTICS
Real-time data for financial projections, employee hours, expenses, etc.

EMAIL INTEGRATION
Sync contacts, appointments and to-dos

Rev.io PSA Competitors

Rev.io PSA Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
Supported LanguagesEnglish
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Comparisons

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Reviews and Ratings

(2)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

The software provides a comprehensive solution for data organization and interdepartmental communication. Users have found it to be a valuable tool for saving time through call synchronization with engineers and potential customers. One of the key features appreciated by users is the ability to filter service orders, keeping track of completed tasks and billing requirements. Additionally, sales agents benefit from the convenience of accessing the software on their mobile devices, eliminating the need for bulky laptops and complex VPN settings. Small businesses have also leveraged the software effectively for tracking work, managing customer invoices, and handling inventory. While some users feel they are underutilizing its capabilities, the software has proven to be versatile as a CRM tool, addressing communication challenges and providing efficient pricing and quoting functionalities. Furthermore, users have highlighted the secure file-sharing server that facilitates remote access for sales teams and installation technicians. The prompt and enthusiastic customer support provided by the vendor has been highly regarded by users. In terms of collaboration across branches, the software has played a crucial role in enhancing communication and task delegation, resulting in more streamlined workflows and effective problem resolution.

Comprehensive Solution: Users have found Tigerpaw to be a comprehensive software solution that effectively manages various aspects of their telecom business, including ticket tracking, stock management, and integration with QuickBooks.

Responsive to Client Needs: Several users have praised Tigerpaw for its responsiveness to client needs. They appreciate how the product has evolved over time to meet the requirements of the teams it supports, ensuring that it remains relevant and effective in managing their business operations.

Convenient Email Functionality: Many users have appreciated the convenience of being able to email service orders directly from Tigerpaw. This feature streamlines communication with customers and enhances efficiency by eliminating the need for additional steps or external applications.

High Cost for Small Companies: Some users have mentioned that the cost of the product is high, especially for small companies. They feel that it may not provide a good return on investment for businesses with limited budgets.

App Freezing and Slow Syncing: Several reviewers have experienced issues with the app freezing and slow syncing of information. This can be frustrating and hinder productivity when trying to access or update data on the go.

Unintuitive User Interface: Many users find the user interface of the software to be unintuitive and confusing. They feel that each feature feels added rather than seamlessly integrated, making it difficult to navigate and use efficiently.

Based on user reviews, here are the most common recommendations for Tigerpaw CRM:

  1. Take advantage of the training available on the academy. Users recommend utilizing the training resources provided by Tigerpaw to better understand and utilize the CRM.

  2. Follow the installation and setup guide closely. Users advise carefully following the provided instructions for a smooth implementation process.

  3. Consider other options before choosing Tigerpaw. Some users suggest exploring alternative CRM tools that may offer a more user-friendly interface.

In summary, users have varying opinions about Tigerpaw CRM. While some find it easy to use and suitable for their needs, others find it complicated and not very intuitive. It is recommended to evaluate individual requirements and preferences before deciding whether to choose Tigerpaw CRM or explore other alternatives.

Reviews

(1-1 of 1)
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Score 1 out of 10
Vetted Review
Verified User
Incentivized
Actually attempted to use Tigerpaw Unleashed. Purchased this software to perform workflow for entire business wanted unleashed because of supposed mobile capabilities for Techs. Was supposed to be able to do everything from the ability to purchase inventory via PO's to manage inventory; dispatch tech to close call and invoice client and interface with QuickBooks. Was able to dispatch fairly well. In my experience, when it came to invoicing customers on a monthly basis it failed. Did not even get to the rest of the software's supposed capabilities. Invoices generated were sent to some of the customer base via email and many had severe errors.
  • ability to dispatch tech's to service calls
  • When training, during the overview of a chapter the examples tend to be from a prior version and do not reflect current software.
  • In my experience when things don't work the way you think they should being told to go back and read the chapter that you read 5 times before is not helpful.
  • I my experience when they know that there is an issue and the software is not working they keep billing you.
  • They like to tell you that they are escalating the problem. You never see a resolution and they do not get back to you . You have to keep calling them.
  • They acknowledge that you are having issues and state that there will be a credit. I have not seen one.
  • In my opinion, training is filled with jargon and no glossary.
Tigerpaw Unleashed, according to Trust Radius is no longer being marketed. If it worked correctly, it has the potential to be great software for Enterprise level businesses. We chose the Unleashed version so that the technicians could use it in the field. It does take a lot of information to get the software up and running.
  • The ability for technicians to use it in the field
  • The supposed update of being able to track the techs
  • Gigantic waste of time and resources
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