Birdview PSA is a professional services automation platform that expedites service delivery and improves profitability for organizations and teams in the marketing, advertising, managed IT, engineering, and business consultancy domain. The full-featured and easy to adopt PSA solution unifies and automates your projects, resources, and finances under one roof. In addition, Birdview PSA enables you to handle your projects using portfolio tools, project templates, dynamic to-dos, cross-project and internal task dependencies, and visualizations.
The way you plan, handle, and optimize resources is streamlined as well. You can track team utilization, workload, availability, skills, and productivity to prepare for upcoming projects. Birdview PSA unlocks the financial side of your projects. You’ll be able to compare actual expenses against planned expenses, record worked hours as billable or non-billable, and verify if budget, revenue, and profit goals are met. The PSA platform accelerates and enhances collaboration by sharing project or task files among team members, implementing approval processes for tasks, files, and deliverables, and sending desktop and email notifications.
Birdview PSA integrates with your existing ERP, CRM, accounting, and MS Office 365 tools. Plus, it is loaded with business intelligence and reporting capabilities. You can access, visualize, and interpret important metrics and data from real-time dashboards and reports. Moreover, you’ll get the ability to make AI-driven forecasts based on historical data.
Show MoreProject Management
Birdview PSA streamlines and optimizes how you manage projects. For example, you can use its resource-loading simulation feature when planning projects. With this feature, you’ll be able to determine which of your team members are overutilized and underutilized. When a team member is overloaded with hours, you’ll be able to easily pass the job to anyone with the same skills who have more available hours. Birdview PSA also uses different visualizations, so you’ll get complete visibility and control of your projects while they’re being executed.
You can see the critical paths of your projects in interactive Gantt charts. Thus, you’ll know if there are essential project tasks or activities that might be delayed. You can adjust schedules and resources instantly and appropriately to ensure projects are completed on time. Birdview PSA, moreover, has a client portal where you and your team members can interact with clients on matters related to the scope of your projects. Concerns and requests that are outside of the project scope can be reviewed and approved in one place.
Financial & Billing
The PSA platform enhances your financial and billing processes. It allows users to record and monitor their time and expenses in the same tool. They can mark time and expenses as either billable or non-billable. Additionally, you can connect Birdview PSA with your existing ERP, financial, accounting, or invoicing systems. This capability enables you to automatically send billing rates from your financial systems to Birdview PSA. Through two-way data update and sync, you can also transmit team members’ billable time and costs to the financial systems.
Meanwhile, Birdview PSA’s real-time reporting capabilities let you visualize and understand key financial metrics in an actual vs. planned format. These include project payments, budgets, and expenses, labor costs, revenues, and profits. You can even make accurate forecasts and intelligent decisions based on your projects’ real-time financial metrics.
Team Collaboration
Birdview PSA makes it easy for you and your team members to collaborate. The platform consolidates all your projects, tasks, communications, deliverables, and files in a single centralized workspace. Users can attach documents, images or files, to projects, tasks, and messages. Birdview PSA also provides notification features to ensure your team members remain on the same page. For instance, team members can receive email notifications when their colleagues send them messages, view project or task notifications directly on their computer screen, or follow specific tasks or message threads they want to get notified for.
Birdview PSA, furthermore, permits you to implement standardized, streamlined, and transparent approval workflows. Users can have their tasks, deliverables, documents, or requests reviewed and approved by the right managers or stakeholders. Leaving comments or feedback on images added to projects or tasks is supported as well. Lastly, Birdview PSA logs all actions, changes, and updates done with a particular project.
Show MoreSince businesses have distinct business requirements, it is practical they steer clear of picking a one-size-fits-all, ideal software solution. At any rate, it would be hard to try to discover such a software system even among sought-after software products. The practicable thing to do should be to set down the varied main factors that entail research like critical features, budget, skill capability of the users, company size, etc. Next, you should conduct your product research exhaustively. Read some Birdview PSA evaluations and explore the other solutions in your shortlist more closely. Such well-rounded product research can make sure you steer clear of unsuitable software products and pay for the one which provides all the features your business requires.
Position of Birdview PSA in our main categories:
There are trendy and widely used applications in each software group. But are they automatically the best fit for your company’s unique requirements? A market-leading software product may have thousands of users, but does it offer what you require? For this reason, do not blindly spend on popular systems. Read at least a few Birdview PSA Professional Services Automation Software - PSA reviews and mull over the elements that you wish to have in the software such as the fees, main functionality, available integrations etc. Then, select a few systems that fit your wants. Try out the free trials of these products, read online comments, get clarifications from the seller, and do your investigation systematically. This profound groundwork is certain to aid you find the best software platform for your organization’s specific wants.
Birdview PSA Pricing Plans:
$41/user/month
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Birdview PSA Pricing Plans:
Free Trial
Team
$41/user/month
Enterprise
Contact vendor
Birdview PSA is available in two packages for you to choose from. You can opt-in for an enterprise pricing plan which provides service businesses and organizations with advanced security, integration, forecasting, and SLA features. Here are the details of each plan:
Team – $41/user/month (billed annually)
Enterprise – by quote
Everything in Team, plus…
We know that when you make a decision to get a Professional Services Automation Software - PSA it’s important not only to find out how experts score it in their reviews, but also to check if the actual users and businesses that use this software are genuinely content with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Birdview PSA reviews across a wide array of social media sites. The data is then displayed in an easy to digest form indicating how many people had positive and negative experience with Birdview PSA. With that information at hand you will be equipped to make an informed business choice that you won’t regret.
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Birdview PSA integrates with the following systems:
Birdview PSA average rating:
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ADD A REVIEWThe most favorable review
PROS: Easy to use and navigate. Various toolbars allow quick access to your projects. It's helpful to be able to apply filters as completed projects can add up and make it difficult to find what you are looking for.
CONS: When recording time with the stopwatch type feature, it will record down to the second, and round up. When shown in time logs, this can create a one minute discrepancy in either direction. Even if the number is changed after. EX: total time adds up to 7:59 or 8:01 when the shown times add up to 8:00. It adds the seconds in even though they are no longer shown.
The least favorable review
PROS: Easy to use and provides visibility into all projects. Ability to @ mention someone is helpful and requesting approvals is great as well. Logging time also provides good insight into the time to complete a project and managing resources.
CONS: If someone accidentally closes out the project, it will close all subsequent tasks and remove it from your queue. If there are multiple approvers in a task, and someone requests another approval, it will overwrite all the previous requests.
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Easy to use project management tool
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: Easy to use and provides visibility into all projects. Ability to @ mention someone is helpful and requesting approvals is great as well. Logging time also provides good insight into the time to complete a project and managing resources.
CONS: If someone accidentally closes out the project, it will close all subsequent tasks and remove it from your queue. If there are multiple approvers in a task, and someone requests another approval, it will overwrite all the previous requests.
Easy Projects is great
Read full review >Overall impression
Customer Support
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PROS: Easy Time entry and tracking for multiple projects. Task completion/tracking is a breeze.
CONS: Would like to see more features on the APP. Most of my project creation has to be done on the computer end. It would be nice to be able to edit/add and approve time from the app. THis may be an existing feature that my site doesnt use.
Works as intended. Good tool for assigning/tracking projects and keeping them organized.
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
PROS: Easy to use and navigate. Various toolbars allow quick access to your projects. It's helpful to be able to apply filters as completed projects can add up and make it difficult to find what you are looking for.
CONS: When recording time with the stopwatch type feature, it will record down to the second, and round up. When shown in time logs, this can create a one minute discrepancy in either direction. Even if the number is changed after. EX: total time adds up to 7:59 or 8:01 when the shown times add up to 8:00. It adds the seconds in even though they are no longer shown.
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Easy to use project management tool
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Easy Projects is great
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Works as intended. Good tool for assigning/tracking projects and keeping them organized.
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
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