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

Our professional services automation software offers a seamless hand-off between sales and service delivery teams with the help of:

  • Robust CRM Integrations. No need to switch between applications. Your project will be automatically created wiring Birdview PSA, once the lead is qualified
  • Pre-build customs forms. Your project intake process will be fully automated with the customizable pre-build forms

Resource management

Plan and adjust
your team workload

Help your professional services organization always keep control of its resource capacity across existing and future projects. Use Resource Planning Centre to:

  • Find the best specialists for the project based on skills, rates, and availability
  • 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

Keep the entire organization in the know with all project-related details in one place with the fully customizable professional services automation software.

  • Customize your project data view (Table, Gantt Chart, Kanban Board, Calendar or Custom view)
  • Start a project with a few clicks using ready-made templates and custom forms
  • Manage multiple project portfolios simultaneously
  • Set up roles, permissions, and restrict data access
  • Create a single collaborative space for the entire team (messages, tags, files, and approvals)

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

Grow faster with…

Better collaboration

Promote teamwork and increase stakeholder engagement

Break the silos and connect your teams within a single Professional Services software so they can work better together no matter where they are.

  • Collaborate by sharing files and having discussions
  • Allow stakeholders to track progress through the Client portal
  • Connect Birdview Professional Services with MS Teams or other solutions

Optimized resources

Always find the best team

Enable smart resource planning, allocation, and utilization to balance your team's workload and foster employee satisfaction.

  • Run “What-If” scenarios with Resource Loading Simulation
  • Analyze and manage resource capacity by roles, skills and availability
  • Make better resource decisions with business intelligence dashboards

Happier clients

Bring clients on board

With the Birdview professional services automation software, clients can easily see the status of their projects, provide feedback and approve results with the free Client Portal

  • Keep your clients informed and connected
  • Let clients and guest users participate in discussions, review files and approve results
  • Add unlimited guest or client users, free of charge

Analyze and forecast better with Business Intelligence

Birdview PSA integration solutions cover

Integrate with 5,000+
of your business tools

Boost your professional services team performance using the Birdview PSA pre-build integrations with 5000+ of your favorite tools. No need to switch between the applications. Save your team’s time for what matters the most - your customers.

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
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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

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