Birdview PSA offers a seamless hand-off between sales and service delivery teams, eliminating delays, double data-entry, and mistakes.
With seamless integration between Birdview PSA and the CRM of your choice, there is no need for the sales team to switch between applications. Once the lead is qualified, the project is automatically created within Birdview.
Alternatively, the project intake process can be fully automated using Custom Forms.
Your sales team needs to be able to quote with confidence in order to close the deal.
With Birdview PSA, project or delivery managers can create a project plan that includes all the information your client needs to visualize the project's budget, timeline, and available resources.
It takes only a few steps to create project plans from the ground up or using premade templates based on your previous projects and task lists.
Your sales team’s time is a precious resource. It should not be wasted on routine tasks that can be automated.
Through integrations with Document Automation or eSignature solutions, Birdview PSA can help automate and simplify your proposal or contract creation processes.
Key project details, including dates, milestones, budget, schedule, etc can be automatically added to the document template from the project plan.