Home > PSA Software > Birdview PSA > Birdview PSA vs Upland PSA

Birdview PSA vs Upland PSA

Last Updated: November 18th, 2024

Our analysts compared Birdview PSA vs Upland PSA based on data from our 400+ point analysis of PSA Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

Birdview is a comprehensive software solution designed to streamline professional services automation (PSA) and project management tasks. It offers a robust suite of tools that facilitate project planning, resource allocation, time tracking, and financial management. This platform is particularly well-suited for mid-sized to large organizations that require detailed oversight and coordination of multiple projects and resources. Its intuitive interface and powerful analytics capabilities enable teams to enhance productivity and ensure projects are completed on time and within budget.

Key benefits of Birdview include improved project visibility, enhanced team collaboration, and efficient resource management. Popular features encompass Gantt charts, customizable dashboards, real-time reporting, and automated workflows. Users often praise its user-friendly design and the ability to integrate seamlessly with other business tools.

Pricing for Birdview varies based on the number of users and specific needs of the organization. For precise pricing details, it is recommended to contact SelectHub for a tailored quote. This ensures that the pricing aligns with the unique requirements of each business.

Upland PSA is a professional service automation tool that helps businesses use remote management tools that improve the profitability and growth of service businesses. It helps users manage capacity utilization and planning strategies for profitability and workload management. Users can change how projects are delivered with expense and timesheet capture with workforce and project management, project financials and billing.

Some of its key features include knowledge management, proposal automation and customer surveys. It has a host of webinars, case studies, e-books and articles to help users navigate its various modules.

$9/User, Monthly

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$20 Monthly

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Tailored to your specific needs

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Product Assistance

Documentation

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Product Insights

Enhanced Productivity: Birdview streamlines task management, allowing teams to focus on high-priority activities and reduce time spent on administrative tasks.
Improved Collaboration: The software facilitates seamless communication among team members, ensuring everyone is on the same page and reducing the risk of miscommunication.
Real-Time Insights: Birdview provides up-to-date analytics and reporting, enabling managers to make informed decisions based on current project data.
Resource Optimization: By tracking resource allocation and utilization, Birdview helps organizations maximize the efficiency of their workforce and avoid over or underutilization.
Scalability: The platform is designed to grow with your business, accommodating increasing project complexity and team size without compromising performance.
Customizable Workflows: Birdview allows for the creation of tailored workflows that match your specific business processes, enhancing operational efficiency.
Risk Mitigation: With proactive risk management features, Birdview helps identify potential issues early, allowing teams to address them before they escalate.
Client Satisfaction: By ensuring projects are delivered on time and within budget, Birdview contributes to higher client satisfaction and repeat business.
Cost Control: The software provides detailed financial tracking, helping organizations stay within budget and avoid unexpected expenses.
Compliance Assurance: Birdview supports adherence to industry standards and regulatory requirements, reducing the risk of non-compliance penalties.
Time Management: With features like time tracking and automated reminders, Birdview helps teams manage their time more effectively and meet deadlines consistently.
Centralized Information: All project-related data is stored in a single, accessible location, reducing the time spent searching for information and improving data accuracy.
Enhanced Accountability: Clear task assignments and progress tracking ensure that team members are accountable for their responsibilities, leading to better performance.
Scalable Reporting: Birdview offers customizable reporting options that can be scaled to meet the needs of different stakeholders, from team members to executives.
Integration Capabilities: The software integrates with other tools and platforms, creating a cohesive ecosystem that enhances overall productivity and data flow.

Integrations: Facilitates data from and to existing systems like HCM, finance, CRM, payroll and ERP by connecting the entire enterprise ecosystem to Upland PSA using the integration platform.
Capacity Planning: Facilitates efficient utilization strategies and capacity planning to increase profitability and manage workloads.
Monitor Performance: Make data-driven and informed decisions to manage operations and ensure financial health with analytics and insights.
Customer Centric: Makes businesses customer-centric and brings together service automation with customer sentiment, knowledge management and proposal automation.
Lower Revenue Leakage: Accelerates invoicing and lowers revenue leakage with a centralized billing and time management system that tracks expenses and time. Configurable workflows accelerate approvals.
Automate Engagement: Helps businesses align service and sales departments to deliver consistency in customer experience delivery, reducing the chances of misaligned goals, communication gaps and dissatisfied customers.
Forecast Resources: Track services pipelines to ensure project delivery within budget and on time by allocating people suited to deliver.

Comprehensive Project Dashboard: Provides a centralized view of all ongoing projects, allowing for quick status checks and updates.
Resource Management: Facilitates efficient allocation and tracking of resources, ensuring optimal utilization and avoiding overbooking.
Time Tracking: Enables precise logging of hours worked on tasks, which is essential for accurate billing and productivity analysis.
Task Management: Allows for detailed task creation, assignment, and tracking, ensuring that all project components are accounted for and progressing as planned.
Gantt Charts: Visualizes project timelines and dependencies, making it easier to identify potential bottlenecks and adjust schedules accordingly.
Budgeting and Financial Tracking: Monitors project budgets and expenses in real-time, helping to keep projects within financial constraints.
Customizable Reports: Generates detailed reports tailored to specific needs, providing insights into project performance and resource utilization.
Client Portal: Offers clients a dedicated space to view project progress, submit requests, and communicate with the project team.
Document Management: Centralizes storage and organization of project-related documents, ensuring easy access and version control.
Collaboration Tools: Includes features like chat, comments, and file sharing to enhance team communication and collaboration.
Automated Workflows: Streamlines repetitive tasks through automation, reducing manual effort and minimizing errors.
Integration Capabilities: Seamlessly integrates with other tools and software, such as CRM systems and accounting software, to enhance overall functionality.
Mobile Access: Provides a mobile app for on-the-go project management, ensuring that team members can stay connected and productive from anywhere.
Security and Permissions: Ensures data security with robust permission settings, allowing administrators to control access to sensitive information.
Scalability: Adapts to the needs of growing organizations, supporting an increasing number of projects and users without compromising performance.

Modular Platform: Designed to grow along with users’ business by implementing in a modular fashion, enabling change management, increased internal adoption and services maturity.
Advanced Workflows: Use flexible workflows and visual workflow editors to configure processes to match user requirements.
Timesheets: Customizable timesheets at task and project level, create approval workflows and leave time for optimal operational efficiency.
Customer Engagement: Brings best practice principles and high touch to all engagements.
Mobile Engagement: Lets users engage with their audience by delivering messages via text, mobile wallets or apps, or use a combination of methods. Upland PSA grows with the business.
Apps and Push: Helps design marketing campaigns and provides insight into customer preferences and behavior with rich audience segmentation, push notifications and location triggered messaging.
Wallet Pass: Enables contactless payment using wallet apps like Google Pay and Apple Pay. Lets users store gift cards, coupons, tickets, offers, loyalty cards or memberships on mobile devices.
Resource Management: Helps manage project workforces with control and visibility. Supports functions like scheduling, forecasting and managing remote or local workforces.

Product Ranking

#101

among all
PSA Software

#32

among all
PSA Software

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Analyst Rating Summary

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User Sentiment Summary

94%

of users recommend this product

Birdview PSA has a 'excellent' User Satisfaction Rating of 94% when considering 6 user reviews from 2 recognized software review sites.

79%

of users recommend this product

Upland PSA has a 'good' User Satisfaction Rating of 79% when considering 193 user reviews from 4 recognized software review sites.

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3.9 (98)

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Awards

Synopsis of User Ratings and Reviews

Simple Interface: Birdview PSA is lauded for its user-friendly design, allowing for easy navigation and utilization.

Feature-Rich: The platform offers a comprehensive suite of tools encompassing project planning, resource allocation, time tracking, and financial oversight, catering to diverse project management and PSA requirements.

Adaptable Framework: Birdview PSA empowers businesses to customize the software, aligning it with their specific operational workflows and needs.

Responsive Support: Users frequently commend Birdview PSA's customer support for its promptness and helpfulness in addressing queries and resolving issues.

User Friendly: The system is easy to use and intuitive, as noted by approximately 86% of users who mention the system’s usability.

Functionality: Asana offers a robust suite of successful project management tools, as reported by 76% of the users who mention the product’s functionality.

Support: Support for the system is prompt, as reported by 88% of users who mention support.

Integrations: Available integrations help add value to the base product, as reported by 80% of reviewers who mention integrations.

Learning Curve: Some users find there is a steep learning curve to overcome when first using the software.

Integration Issues: Birdview PSA has been known to pose challenges when integrating with certain software tools.

Performance Issues: Users have reported experiencing occasional slowdowns and performance issues.

Integrations: Nearly 90% of reviewers found Upland PSA’s interface to be dated and not intuitive.

Learning Curve: Nearly 100% of users who mentioned its learning curve reported that Upland PSA has a steep learning curve.

Is Birdview PSA all it's quacked up to be? Recent user reviews on platforms like Capterra, G2, and Microsoft AppSource provide a valuable avian perspective on this popular project management software. Users consistently praise Birdview for its intuitive interface, robust project and resource management tools, and detailed reporting capabilities. For example, one reviewer raved about the "ease of use," highlighting how Birdview "does not take up extra time to input [their] hours and a description" of their work. Another user lauded Birdview's comprehensive feature set, comparing it favorably to competitors like Workamajig and JIRA. However, some users find the initial setup process complex and time-consuming, and occasional performance lags with large datasets have been reported. A few users also desire more extensive integrations with third-party applications. Despite these minor drawbacks, the overall sentiment towards Birdview is overwhelmingly positive. Its combination of user-friendliness, powerful features, and dedicated customer support makes it a compelling choice for organizations of all sizes. Specifically, Birdview is well-suited for teams who crave a single, centralized platform to manage projects, track time, and gain valuable insights into their workflows, without being bogged down by unnecessary complexity.

Upland PSA is a user-friendly PPM system, and users praise its time-sheet feature. Many users don’t have any complaints and say that Upland PSA has increased their efficiency. It ranks very high in usability and functionality. Its support team is helpful and quick to respond. Users find that Upland PSA helps organize tasks that their team members should work on. Its integration feature increases productivity. However, the interface is not intuitive and has a learning curve.

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FAQ

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