Easy Projects Project Management Software
Easy Projects is Work and Project Management Software that is designed to help teams of all sizes collaborate more effectively, stay on budget and deliver projects faster.
 Birdview Professional Services Automation Platform New
Birdview PSA is a professional services automation platform built for organizations that want to better manage their entire delivery lifecycle. It includes all of the features and functionality of Easy Projects, plus an added layer of advanced functionality and financial tools for billing clients and tracking revenue and profit.
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Incoming Requests & Forms

Often used to capture New Project or Change Requests, our custom forms module also enables you to capture virtually any type of information.

By using the templates provided, as well as ones you create yourself, custom forms allows you to turn Easy Projects software into whatever you need it to be: a survey tool, an issue tracking software, a way for you to collect and process job applicants, or a way for your clients to request project proposals.

Project Management Software for Marketing Agencies
Create Your Own Form

Create Your Own Form in 30 Seconds

Custom forms are not only flexible, but simple to create. Pick a name, drag and drop the fields you want, and save. Here are just some examples of what you can do with custom forms.

CRM

  • Lead Tracking
  • Sales Management
  • Deal Analysis

HR Department

  • Job Candidates
  • Interviews
  • Vacations

IT & Development

  • Requests for IT Department
  • Document Templates
  • Sprint Planning
  • New web-site request form

Project Management

  • Risk Register
  • Change Requests
  • Meeting Minutes
  • Expense Tracking

Surveys & RFQs

  • Customer Satisfaction Survey
  • Lessons Learned
  • Support Feedback
  • Marketing Services RFQ

Easy Sharing

Custom forms are powerful because they are easy to share and collect the information you need from team members or stakeholders. You can get input from people outside your company through a public URL, or you can make it internal and keep things private..

Easy Sharing
Converting to Projects and Tasks

Converting to Projects and Tasks

Once you have collected the data, you can either analyze as is, or convert any submission into tasks or projects with a single click.

As an added bonus, you can automatically apply a template to a newly created project or task. This way, collecting requests and proposals and turning them into fully actionable projects with any number of predefined steps takes seconds.

Custom Forms functionality is a huge time saver for any team working with incoming requests.

Discover what Easy Projects
can do for your business

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