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Description

Birdview PSA provides professional service organizations with a single source for truth. This results in better visibility at all stages during the service delivery lifecycle. It allows data-driven decisions, collaboration, and increased synchronization at critical handoff points. Birdview PSA provides powerful project management functionality, resource optimization, project accounting, and a powerful set tools for optimizing and monitoring at both the portfolio and project levels. Services organizations can benefit from rich functionality without having to go through a lengthy onboarding process or compromising their budget. This is possible thanks to a more intuitive user interface, seamless integration with ERPs, CRMs, and thousands of other applications.

Description

Our objective is to assist organizations in optimizing their business processes and project management through a unified platform. Interested in learning more? Discover who we are in a brief 15-minute on-demand webinar. Should you have any inquiries, feel free to contact our team today. Consolidate all your project details in one location to transform disorder into structure. You'll have a clear view of project progress at each phase. Track time against progress on-site, labor hours versus availability, and expenses in relation to budgets, while ensuring that everyone remains coordinated and engaged. With immediate access to a single source of precise, company-wide data, you can swiftly identify profit sources, grasp cost implications, adhere to budgets, issue invoices at any point, receive payments in any currency, enhance cash flow, and propel the success of each project in real-time. This streamlined approach not only fosters efficiency but also empowers teams to work collaboratively towards shared goals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Adobe Illustrator Yes 
BrainFreeze No 
Cliniko No 
Constant Contact Lead Gen & CRM Yes 
Dropbox Yes 
Gmail Yes 
Jira Yes 
Jira Work Management Yes 
Lynx No 
MYOB No 
Microsoft 365 Yes 
Microsoft Outlook Yes 
Microsoft Project Yes 
PSIcapture No 
QuickBooks Online Advanced No 
Salesforce Yes 
Student Support Time No 
Wufoo Yes 

Integrations

QuickBooks Online Yes 
Adobe Illustrator No 
BrainFreeze Yes 
Cliniko Yes 
Constant Contact Lead Gen & CRM No 
Dropbox No 
Gmail No 
Jira No 
Jira Work Management No 
Lynx Yes 
MYOB Yes 
Microsoft 365 No 
Microsoft Outlook No 
Microsoft Project No 
PSIcapture Yes 
QuickBooks Online Advanced Yes 
Salesforce No 
Student Support Time Yes 
Wufoo No 

Pricing Details

$13.50/month/user
Lite - starts at $13.50 per user per month
Team - starts at $20.50 per user per month
Enterprise - price upon request
Free Trial Yes 
Free Version No 

Pricing Details

$10 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Logic Software

Founded

1999

Country

Canada

Website

birdviewpsa.com

Vendor Details

Company Name

Total Synergy

Founded

2000

Country

Australia

Website

www.totalsynergy.com

Product Features

Advertising Agency

Campaign Management No 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Agile Project Management Tools

Backlog Management Yes 
Feedback Management Yes 
Gantt/Timeline View Yes 
Kanban Board Yes 
Prioritization Yes 
Request Management Yes 
Resource Management Yes 
Retrospectives Management Yes 
Status Tracking Yes 
Supports Scrum Yes 
Team Management Yes 
Template Management Yes 
Workflow Management Yes 

Collaboration

Brainstorming No 
Calendar Management Yes 
Chat / Messaging No 
Contact Management No 
Content Management No 
Document Management No 
Project Management Yes 
Real Time Editing No 
Task Management Yes 
Version Control Yes 
Video Conferencing No 

Gantt Chart

Alerts/Notifications Yes 
Capacity Monitoring Yes 
Color Coding Yes 
Dependency Tracking Yes 
Drag & Drop Yes 
Milestone Tracking Yes 
Progress Tracking Yes 
Task Management Yes 
Templates Yes 

IT Project Management

Bug Tracking Yes 
Issue Management Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Portfolio Management Yes 
Prioritization Yes 
Product Roadmapping Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Supports Agile Yes 
Supports Scrum No 
Task Management Yes 
Testing / QA Management No 
Time & Expense Tracking Yes 

Kanban

Collaboration Tools Yes 
Dependency Tracking Yes 
KPI Monitoring Yes 
Milestone Tracking Yes 
Multi-Board Yes 
Prioritization Yes 
Project Planning Yes 
Roadmapping Yes 
Supports Scrum Yes 
Task Management Yes 
Time Tracking Yes 

Product Management

Collaboration Yes 
Feedback Collection No 
Idea Management No 
Milestone Tracking Yes 
Prioritization Yes 
Product Roadmapping No 
Release Management No 
Requirements Management No 
Resource Management Yes 
Workflow Management Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Planning

Agile Methodologies Yes 
Budget Management Yes 
Collaboration Tools Yes 
Due Date Tracking Yes 
Gantt Charts Yes 
Kanban Board Yes 
Prioritization Yes 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management Yes 
Traditional Methodologies Yes 

Project Portfolio Management

Budget Management Yes 
Collaboration Yes 
Dashboard Yes 
Issue Management Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking Yes 

Project Tracking

Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Gantt Charts Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking Yes 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

Task Management

Collaboration No 
Create Subtasks No 
Gamification No 
Gantt Charts No 
Mobile Access No 
Percent-Complete Tracking No 
Progress Tracking No 
Recurring Tasks No 
Reporting/Analytics No 
Spreadsheet View No 
Task Board View No 
Task Planning No 
Task Scheduling No 
Task Tracking No 
Time Tracking No 
To-Do List View No 

Time and Expense

Activity Tracking No 
Billable Hours Tracking No 
Billing Rate Management No 
Expense Tracking No 
Invoice Processing No 
Multiple Billing Rates No 
Project Tracking No 
Reimbursement Management No 
Time Tracking by Client No 
Time Tracking by Project No 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours No 
Billing & Invoicing No 
Employee Database No 
Expense Tracking No 
Mobile Time Tracking No 
Multiple Billing Rates No 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation No 
Time per Project Reporting No 
Timesheet Management No 
Vacation / Leave Tracking No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow No 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Architecture

2D Drawing No 
3D Modeling No 
BIM Modeling No 
Bills of material Yes 
Building Information Modeling Yes 
Client Management Yes 
Contact Management Yes 
Contract Management No 
Document Management Yes 
Drafting No 
Manufacturing Design Data No 
Presentation Tools Yes 
Project Management Yes 
Proposal Management Yes 
Quotes/Proposals Yes 
Visualization / Presentation No 

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

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