Professional Services Automation (PSA)

Project, Resource & Finance Management for Marketing Agencies

Streamline customer communication and share your best results to get work delivered and approved faster. Benefit from a feature-rich solution purpose-built for marketing agencies.

PS specialist PS background
Icom logo client
LTK logo client
Uberflip logo client
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Bring Your Best Marketing Strategies to Life With Birdview PSA

Better Service

Help your team to focus on creative tasks. Share your progress and results with customers in real-time through the Birdview PSA platform to shorten the project delivery cycle.

Resource Capacity

Get insights into the availability and capacity of your resources. Predict and optimize your team's workload to see who is available and when. Take on more projects and deliver them on time and on budget.

Profit Margins

Easily identify your most profitable accounts or money-losing projects through real-time financial dashboards and make more informed, data-driven decisions.

Why Marketing Teams Choose Birdview PSA

Ensure Day-To-Day Visibility into Your Teams' Workload

Help your team manage high volumes of work and multiple clients with Interactive Resource Loading. Always know what team members are available and skilled enough to complete a task. Plan your project resource needs ahead to quickly take on a new project and assign the right people for the job.

Automatically update your projects' timelines by setting dependencies between tasks.

Drive Growth with Insights into Your Best Performing Resources

Automate your revenue analytics to free up more time for your teams. Use our in-built business intelligence module for marketing to receive detailed reports. Get all the information and valuable insights you need to make data-driven business decisions.

Real-time financial KPIs highlight your most profitable clients or bring attention to the projects or campaigns that are at risk of cost overruns.

Financial Clarity

Maximize Billable Hours on Your Client Projects

Enable smart time tracking with the Birdview PSA software for marketing professionals. Get insights into your team's work to justify the time you spend on an individual task or the entire project. Provide your clients with accurate data on their projects' billable hours and deadlines.

Time Tracking

Connect Your Local and Remote Teams to Stay Productive

Birdview PSA acts as collaboration software for marketing departments and improves collaboration between in-house and remote teams, no matter where they are. All files, messages, notes, and comments can be shared within a single workplace.

Forget about the mess in emails, spreadsheets, and post-it notes. Keep every member of your team on the same page.

Simplified Collaboration

Use Previous Experience for the Success of Future Projects

Use our Portfolio Management tool for marketing managers to analyze and budget multiple projects with ease. Create project templates based on your previous project plans to eliminate unnecessary data entry, identify required roles and provide your clients with an accurate marketing strategy in no time.

Portfolio Management

Stronger Client Engagement with a FREE Guest Portal

Birdview PSA's Guest Portal provides your clients with access to their projects' status and progress. Let your customers provide feedback and approve results directly in the task to fasten the approval process and shorten the project delivery cycle.

FREE Guest Portal

Faster Client Approvals with Image Annotations

Use the Image Annotations feature to let your clients and team members provide feedback on digital assets directly in the task. With this excellent collaboration tool for any creative team, you eliminate extra steps towards the work approval process to deliver projects faster.

Centralize All Your Marketing Data in One Place

Birdview PSA Integrates with Over 2000+ Apps

oracle microsoft crm
http apttus
servicenow sql server
netsuite workbot
quick base zendesk
workday marketo
sap odata mysql
jira slack
excel ms project
office 365 outlook
gmail salesforce
quickbooks zendesk
evernote adobe

With Birdview PSA
Service Businesses Achieve:

“It's really a way for me to get marketing materials completed since I do not have the necessary tools to get those projects done. The benefits are being able to monitor the projects are they go through the steps in Birdview PSA.”

DVS DVS - Grand RapidsChief Financial Officer

Leverage Birdview PSA to Streamline Your Marketing Efforts with Ease

Try Birdview PSA Now