Birdview PSA
birdviewpsa.comConnect professional-services pipeline, delivery, staffing, financials, and billing.
Connect professional-services pipeline, delivery, staffing, financials, and billing.
Field sales execution with offline presentations, meeting records, and CRM synchronization
B2B commerce with account-specific buying and optional order orchestration
Lead management with separate qualification levels, lifecycle states and guided conversion
Choose scan reconstruction, inspection or organic design tools by output
AI parallel dialer that calls several numbers at once and routes live answers to sales reps.
Sales-tax calculations and filings with a team to manage the work
Sales tax and VAT management with return review and remittance
Sales, stock and finance for Brazilian small businesses
Monitor tax exposure, review product categories and approve the first filing
Turn campaign replies into assigned leads with a reviewable status queue
Review sales replies by campaign, sender, client and team member in one inbox
Mapped sales accounts with route planning and meeting follow-up tools
Configurable sales boards with customer activity, routing and follow-up automation
CRM workflows that distinguish the first matching event from repeated matches
B2B CRM activities that connect tasks and emails with a sales-process step
Lead cards with distinct qualification, pipeline and follow-up controls
CRM lead routing that distinguishes account owners from rotating pools
Real-estate sales CRM with availability cover and explicit user reassignment
Connected revenue records with configurable sales workflows
Customer deal workspaces created from governed sales playbooks
Record and schedule browser tests for web flows without writing the test steps by hand.
A project and portfolio management workspace with Gantt plans, tasks, resources, and time capture.