Seamless handoff from sales to implementation

Streamline the transition from sales to project execution by capturing and evaluating each request accurately and launching projects with the right data in place.

Shorten your sales cycle and start delivering services faster

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.

Automate the sales-to-delivery handoff

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

Quote and plan projects accurately

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 planning

Launch new projects instantly

No more starting from scratch. 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