Birdview Reviews & Product Details

The UI/UX interface is simple and allows me to transfer over my previous time easily. This allows me to save energy with my individual inputs. It can be edited and submitted without complication. Review collected by and hosted on G2.com.

I don't really understand it or use it very much. There is a lot of capability I don't utilize as a marketer, but my colleagues in admin tell me I can use it to help me understand our performance and project stats and forecast sales. They say it can even be a substitute for Hubspot but I am not sure how. Review collected by and hosted on G2.com.

I like how seamless it is for project planning. As a PM myself, it helps me keep everyone on task, and it provides a clean, clear visual for tracking projects. Review collected by and hosted on G2.com.

I’m trying to set up notifications for project changes, but I’m not receiving any notifications. It would also be helpful to have an option to switch the theme to black/dark mode. Review collected by and hosted on G2.com.

The customization features in your own views, the ability to use multiple ways to track your workflow. Overall, it's easy to learn and can be used to manage complex projects. Review collected by and hosted on G2.com.

Not intuitive from the beginning and training is necessary to become proficient with it. Perhaps suggested layouts for typical views would be helpful, and suggesting different ways to track workflow would help the user. Review collected by and hosted on G2.com.

I’m a system analyst, and I really like this project management tool. We use it every day to track projects, and I can see all my tasks across multiple clients in one place. I also often use the AI-enhanced writing features, and they help us stay organized and on top of our daily work. Review collected by and hosted on G2.com.

Sometimes I get too many emails about unrelated tasks. Review collected by and hosted on G2.com.

End-to-end PSA workflow: For services teams, it brings estimating and quoting, CRM handoff, scheduling, execution, time and expenses, invoicing, and forecasting together in a single, connected flow. Review collected by and hosted on G2.com.

Some features and settings feel “hidden” behind menus, and a few require training to use effectively. Review collected by and hosted on G2.com.

Allowing specific fields for each project or task. We are using these fields to capture specific details for each project. An example of a custom field we've included in projects is "Topics associated with project". Each project will have a list of topics to choose from e.g. Youth, Older Adults, etc.). We then pull a report to see how many projects are associated with a specific word to find opportunities and gaps. Other features include Fin which is very useful. Additionally, our client manager have been very helpful in supporting us too. Review collected by and hosted on G2.com.

Unfortunately, we've come across quite a bit of pushback from some of our staff due to the user access we have provided them. Looking back, I hope Birdview provided a more thorough consultation of our organization structure, workflow and need to ensure we purchase the right licenses. Additionally, I wish Birdview provided a more thorough overview of the features (custom field purpose and use), Resources, how to create reports and dashboards, and licenses, specifically which role would be best recommended for each license. This may have avoided the current pushback we are having. We are also now realizing that additional integrations (Microsoft 365) are needed for Birdview to be usable for some of our staff members. Unfortunately, we did not budget for these additional costs and so we are unable to make these integrations, therefore some staff members will not be using Birdview. Lastly, I was hoping Birdview would have provided a more detailed plan for onboarding staff, including a list of supports after launch, structure for how to provide training, detailed how to guides, how to use Fin, Help Centre, where to find webinars, how to submit requests and future features, etc. It would not allow me to upload a screenshot of my Birdview account. Review collected by and hosted on G2.com.

The thing I love most about Birdview is the clear communication trail it creates Review collected by and hosted on G2.com.

I have trouble finding the names of our projects, although I recognize that my team uses the software in a unique way Review collected by and hosted on G2.com.

Project management features and the ability to customize forms for requests. Review collected by and hosted on G2.com.

May be a little difficult to learn at first for beginners. It takes time to get used to. Review collected by and hosted on G2.com.

Service Task Overview: Birdview offers a comprehensive suite of tools designed to streamline project management, resource allocation, and financial planning. Its intuitive interface and robust analytics provide users with the insights needed to optimize workflows and achieve project goals efficiently. Review collected by and hosted on G2.com.

All-in-One Centralization: Birdview eliminates the need to switch between separate tools for task management, time tracking, resource allocation, and budgeting. Connecting these workflows directly to project schedules keeps everything in sync. Review collected by and hosted on G2.com.

I love the clear communication trail that Birdview provides. Review collected by and hosted on G2.com.

The way my team uses the software, sometime the name of the individual project can get lost. Review collected by and hosted on G2.com.