Seamless handoff from sales to implementation

Why Birdview PSA

Shorten your sales cycle and start delivering services faster. Birdview PSA connects your sales and delivery teams seamlessly, so you can move from closed-won to project kickoff without delays.

Standardized and organized requests

Capture project details effortlessly with custom forms and structured workflows.

Seamless handoff from Sales to Delivery teams

Automate intake with CRM integrations, turning approved or pipeline deals into actionable project.

Automated proposals for faster approvals

Simplify proposal creation with the key details pulled directly from your project plan.

Step 1. Sync your sales and delivery

Provide a single source of truth for both Sales and Delivery teams by integrating Birdview PSA with the CRM of your choice, such as HubSpot, Salesforce, and more.

Convert closed-won deals into new projects with prefilled details
Create pipeline projects from in-progress deals to asses impact on resources
Keep both sales and delivery teams aligned with continuous data synchronization

Diagram showing data flow from CRM systems (Salesforce, HubSpot, Microsoft Dynamics, and

Step 2. Build and validate project estimates

Provide your sales teams with accurate estimates to close deals and project managers with reliable data to execute them efficiently.

Build detailed project plans with budgets, timelines, and resource availability
Turn project plans into project proposals in a matter of a click
Use historical data and forecasting tools to generate realistic estimates

Explore project estimation

Step 3. Launch new projects instantly

Once the proposal is approved, launch new projects instantly with predefined tasks, timelines, and team assignments.

Use pre-built project templates or create your own
Convert approved proposals into active projects with a single click
Create custom fields to store and track unique information about your projects

Explore project management

FAQ: Sales-to-project handoff

1. How do we make sure project requests come in with all the right details?

Using Birdview PSA’s Custom Forms, you can standardize project requests so all the essential info like goals, deadlines, and resource needs is captured from the start.
2. How do we deal with last-minute or unexpected project requests?

Birdview PSA lets you create pipeline projects for in-progress deals or ad hoc requests, so you can assess resource impact without disrupting your existing plans.
3. Can we standardize how different departments submit and review project requests?

Definitely. With Birdview PSA, you can create shared templates and forms that work across teams, making the intake process consistent and easy to follow.
4. How do we keep track of where each request stands?

Birdview gives you a clear view of the entire intake pipeline. Dashboards and status updates help everyone stay in sync on what’s coming next.
5. Should stakeholders be involved in the intake process?

Yes. You can loop in stakeholders early through approval workflows and keep them informed with real-time updates via the Client portal.
6. Can Birdview connect with our current CRM and tools?

Birdview PSA integrates with CRMs like Salesforce and HubSpot, so deals can automatically turn into projects, with all the right data flowing from sales to delivery.
7. How do we make sure we’re not overloading our teams with new work?

Before approving new projects, Birdview lets you check real-time resource availability. That way, you’re not assigning work to a team that’s already stretched thin.