Streamline every step of client onboarding, optimize resource allocation, and deliver exceptional outcomes—all within one intuitive platform.
Deliver a smooth and well-structured experience from day one. Centralize communication and automate routine tasks to support and engage your clients throughout every phase of the onboarding process.
Balance workloads effectively to keep your team operating at peak capacity without bottlenecks. Real-time visibility into resource availability ensures every project gets the attention it needs.
Integrate billing milestones with project timelines for swift invoicing and predictable cash flow. Streamline financial tracking and reporting to set the stage for sustainable, profitable growth.
Get total visibility and control over client onboarding and implementation with Birdview PSA, designed for professional services teams within the software industry.
Accelerate onboarding and implementation with streamlined processes that drive faster time-to-value.
Optimize and boost team performance to ensure your projects’ on-schedule delivery.
Provide your team with flexible time-tracking options to optimize workflows and enhance productivity.
Keep everyone aligned and eliminate communication gaps with Birdview PSA’s collaboration tools.
Keep your finances on track and invoice your client projects accurately with Birdivew PSA’s built-in billing and invoicing features.
We use a lot of (BI) data for external customers on the fly
“Visibility and access to information have caused a cultural shift. We use a lot of (BI) data for external customers on the fly – It provides a tremendous amount of help.”
View Case StudyWe can lead the entire cross disciplinary process
“Almost 100 salaried hours and 39 days were trimmed from the schedule using Birdview PSA project and resource management software to document and lead the entire cross disciplinary process.”
The duration of our projects has decreased by 30%
“The most dramatic improvement has been that the duration of our high volume projects has decreased by 30% since we started using Birdview PSA.”
We’re able to adhere
to the deadlines
“Projects have definitely become easier to manage and they're a lot more accurate in as far as adherence to our project timelines. Our clients are more satisfied, we’re able to adhere to the deadlines that have been set a lot better.”
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%.”
Birdview increased our productivity and communication
“As a project manager overseeing 700+ projects yearly, Birdview has been essential for prioritizing workload, customizing tasks, and boosting productivity. It's been our go-to system, continually improving based on customer feedback.”
We’re 99% more productive since using Birdview PSA!
“We’ve completed twice as much work in the same amount of time compared to the previous year. We’re 99% more productive since using Birdview PSA!”
It automates task creation, tracks milestones, and centralizes client communication, ensuring a smooth and structured onboarding process.
It provides tools for project planning, resource allocation, budget tracking, and collaboration, making implementation seamless and efficient.
Yes, it integrates with popular CRM and accounting software, ensuring a seamless data flow between systems.
It allows businesses to create pre-defined workflows, auto-assign tasks, send automated notifications, and track progress in real-time.
Yes, Birdview PSA includes a client portal where clients can track progress, collaborate, and provide approvals.
Businesses in IT, software, professional services, consulting, and other industries that require structured client onboarding and implementation processes.
Yes, it helps teams allocate resources efficiently, prevent overload, and track utilization.
By ensuring a smooth and transparent onboarding process, it enhances customer satisfaction and builds long-term relationships.
Yes, it is designed for both mid-sized and enterprise-level businesses, offering scalability and advanced project management features.
Your 14-day trial is ready! Explore Birdview's full potential by scheduling a call with our Product Specialist.
We've sent an activation link to email. Check your inbox!
