Professional Services Automation

PSA platform customized for you, growing with you

Birdview is a professional services automation software that supports every step of the service delivery cycle, from project, resource, and financial planning to final service delivery.

Project Management Software for Professional Services Teams

Optimized resources

Ensure your on-time project delivery with full visibility into your resources. Plan, optimize, and reallocate resources as needed to reach desired goals.

Uninterrupted cash flow

Accurately track your time and expenses to bill clients faster. Maximize your resource utilization by predicting and planning your team's constant workload.

Satisfied clients

Share your project's progress to keep your clients and stakeholders informed in real time. Provide access to a free guest portal and speed up the approval process.

Streamline every stage of your service delivery process

Sales engagement

Automate the sales to delivery hand-off

BirdviewPSA software offers a seamless hand-off between sales and service delivery teams.

  • Automatically launch new projects once the lead is qualified using Birdview and your CRM integration.
  • Customize and automate any intake process using our intake forms.
book resources in resource planning screen

Leverage strategic resource planning

Access all the tools you need to accurately forecast team capacity and plan resources effectively.

  • Book resources ahead to ensure smooth project execution and timely delivery.
  • Allocate resources based on priorities, roles, skills, and availability.
  • Run “What-If” scenarios to forecast capacity, identify skill gaps, and anticipate outcomes.

Resource management

Maximize your team efficiency

Always keep control of the resource capacity across existing and future projects:

  • Monitor and manage team workload across projects
  • Identify resource capacity and risks of under- and overloading
  • Predict your workload months in advance

Project management

Deliver every project successfully

Centralize all project details to keep everyone informed with customizable PSA software.

  • Customize your project data view (Table, Gantt Chart, Kanban Board, Calendar or Custom view)
  • Streamline project creation with templates
  • Manage multiple project portfolios
  • Set up roles, permissions, and restrict data access
  • Collaborate efficiently using messages, mentions, file sharing, and approval functionality

Build a single source of truth, and operate with full confidence

Financial management

Gain real-time visibility into project revenues and profits

Get budget, cost variance, estimated profitability, work in progress, internal cost, and other metrics at your fingertips with Birdview PSA.

  • Track time and expenses anytime, anywhere
  • Setup financial targets and goals
  • Utilize flexible billing by resource, job, hour, or fixed costs
  • Set up custom rates by roles, specialists, projects, and customers using rate cards
Birdview project risk management tool screen

Analyze and forecast better with Business Intelligence

Even more powerful PSA features

Maximize your team’s efficiency
  • Track time in a way that suits you best
  • Obtain detailed reports on time logs and billable/non-billable resource utilization
  • Mark hours as billable or non-billable to streamline invoicing

Integrate with 6,000+ of your business tools

Boost your professional services team performance using our pre-build integrations with 6000+ of your favorite tools. No need to switch between the applications. Save your team’s time for what matters the most - your customers.

Streamline your workflow with the AI Assistant

  • Receive intelligent forecasts based on data analysis
  • Build the most efficient resource allocation using AI recommendations
Always keep your finger on the pulse
  • Access a report hub featuring over 250 reports and dashboards
  • Customize views to prioritize the information most relevant to you
  • Monitor progress with real-time updates and alerts

Prioritize your workload flawlessly

  • Manage and analyze multiple projects simultaneously
  • Utilize advanced filtering options to find specific projects or metrics quickly
  • Drive decision-making with visual reports and performance indicators

Make teamwork easy

Break the silos and connect your teams within a single PSA software.

  • Gather all necessary data within your projects or tasks
  • Quickly approve documents and mention collaborators for faster feedback
  • Utilize AI functions to streamline your writing processes

Bring clients on board

With the Birdview PSA software, stakeholders can effortlessly engage in all essential processes.

  • Keep your clients always informed
  • Allow stakeholders to join discussions, review files, and approve results
  • Add unlimited guest users, free of charge

Category Leader in Project Management and
Professional Services Automation Software

Award winning Award winning Award winning
100% Productivity
Increase

We’re 100% more productive since using Birdview Professional Services.

“We’ve completed twice as much work in the same amount compared to the previous year. We’re 100% more productive since using Birdview PSA.

View case study
60% Increase in productivity
Century link logo

We’ve increased our productivity by 60%.

“We are comprised of multiple companies, so being able to collect data from multiple systems and to house it into one system where everyone can see it is extremely valuable. We’ve increased our productivity by 60%.”

View case study
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The visibility you need,
the confidence you deserve

Frequently Asked Questions

  • Yes, Birdview’s Professional Services software is designed to manage multiple client projects at once, providing a centralized platform to monitor progress, allocate resources, and manage dependencies across all projects.

  • Our Professional Services project management software ensures accurate tracking of billable hours and expenses, seamless integration with a variety of invoicing software, and efficient financial management for your projects.

  • Birdview prioritizes data security with encryption, regular security audits, and compliance with industry standards. Our security is powered by Microsoft Azure cloud, offering comprehensive protection and role-based access controls.

  • Yes, Birdview provides comprehensive onboarding and 24/7 technical support. Our services include a 3-6 week implementation period, a personal product manager, complete data migration, and a personalized training program. We also assist with business workflow design, applying industry best practices, custom instance setup, and integration with your existing solutions.

  • Getting started with Birdview is easy. You can sign up for a free 14-day trial that can be extended up to 28 days to explore Birdview possibilities. Or you can request a demo callon our website to see the software in action. We'll guide you through the setup process and help you get up and running quickly.

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