Birdview PSA Software

4.67 / 5 (3)

Our advisors have recommended this product 3 times in the last 30 days

About Birdview PSA

Birdview PSA unifies teams by providing increased visibility and a single source of truth for projects, resources and financials.

Birdview provides service organizations with a comprehensive set of tools for managing and executing projects, resource optimization and project accounting. Dashboards and business intelligence reporting allow teams to make insight-driven decisions and optimize processes for increased productivity and profitability.

Birdview PSA integrates with thousands of applications, including: CRMs, accounting software, ticketing systems, email clients, ERPs and much more.

With Birdview PSA’s rapid implementation process and easy to use interface, organizations get up to speed faster and reap the benefits sooner.


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3 Reviews of Birdview PSA

Overall rating

4.67 / 5 stars

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July 2021

Phil from SEEPEX UK

Company Size: 11-50 employees

Industry: Mechanical or Industrial Engineering

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2021

Good Software - Intuitive and Lots of useful reporting tools

Replaces multiple documents, spreadsheets and processes into one place

Pros

More user-friendly and intuitive than MS Project. Tracking financial information was the main reason for our transition to BirdView. Easy to track hours spent and where we had different spreadsheets for different functions and departments - Birdview has everything in one place. Chat support is good - although we're in the UK we get answers in the afternoon or the next day. Integration with Outlook is valuable addition - it will set tasks for you. The approval feature for documents is also good. We have different order sign-off values. Uploading the document and requesting approval is much easier than email, print, sign and scan. Custom forms feature and transfer to projects works well (when combined with Project templates). Resource loading allows managers to track if people are close to being overloaded and waiting for an improvement on this to be implemented. The company is very receptive to improvement suggestions.

Cons

The onboarding process is a little quick and all upfront... It would be better to have it in two phases, an introduction and then a few weeks after a question and answer session. Difficult to create a GANTT chart for a particular project - each task you want to show has to be a milestone or set by priority. Output can be difficult to read when a long-term project for dates. Custom forms work, but meeting minutes not so much - text-based minutes, not a table or preset format. It would be good to create tasks based upon individual points raised in meeting Resource loading-40 hours of work over 20 days is loaded at 2 hrs per day, even though the bathtub principle tells you that the work loading is likely to be more at the beginning of the task and more at the end, with little input required in the middle. Apparently there is an update to be implemented shortly to correct this.

Reasons for Choosing Birdview PSA

User friendliness

July 2021

Cauê from IHC Engemovi

Company Size: 11-50 employees

Industry: Oil & Energy

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

July 2021

Nice program

Pros

Very easy for use, nice template activity center and time logs.

Cons

Nothing, birdview is nice program! I like!

Reasons for Switching to Birdview PSA

Run run is limited.

July 2021

Jeffrey from Artemis Health

Company Size: 51-200 employees

Industry: Information Technology and Services

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

3.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

July 2021

Birdview PSA Review

Overall, I think Birdview PSA is a very useful software but could have more PM functionality

Pros

The Project management features and Billing

Cons

Not very intuitive. Lacking some important functionality