Klient vs Birdview PSA

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Our analysts compared Klient vs Birdview 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.

Klient Software Tool

Product Basics

Klient is a PSA system designed for large corporations and small businesses. The enterprise version is built on Salesforce and enables users to work side by side with clientele for ideal services from the early sales stage to service delivery. The small business version is intended for startups and entrepreneurs. Users can manage timesheets, expenses and client billing and monitor projects with one platform.

As a whole, its objectives are to extend effortless customer experience, visible communication between team members and clients for guaranteed alignment of expectations and transparent project health statuses. Project management, team collaboration and time management are some of its key features.
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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.

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$49/User, Monthly
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$9/User, Monthly
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Mobile
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Product Assistance

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Knowledge Base
24/7 Live Support
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24/7 Live Support

Product Insights

  • Prompt Communications: Users gain real-time communication with their customers to guarantee everyone is in the loop. When communication is open, users receive complete awareness of their sales channel so they adjust their resource planning accordingly.  
  • Maintain Customer Satisfaction: Incorporated surveys, status reports and customer satisfaction monitoring provide users with clear insights on the health and satisfaction of their clients.  
  • Scalable: Klient grows with businesses and companies as their client-base and production demands expand.  
  • Easy Interface: Users work with a comprehensive interface that allows administrators to conduct intricate and smooth procedures to meet their business protocols.  
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  • 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.
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  • Project Management: Users can use the project management module to administer all of their projects from start to finish. They can formulate tasks with drag-and-drop tools, partner with group members and clients on project operations and real-time status notifications. 
  • Unified Teamwork: Klient's collaboration accessory enables users to promptly email customers and associates when a new procedure is finished. They can also invite clientele to work on assignments. 
  • Time Management: Users can document how much time is spent on specific duties and assignments with the time management module. They can also track billable or non-billable time and offer accurate client billing by recording costs and bill rates.  
  • Expense Management: Thanks to Klient's expense management module, users can generate adjustable expense and tax types to perform expense processing. They can also invoice billable expenses to their clients. 
  • Resource Management: The resource management accessory permits users to plan, schedule and record all of their resources. If needed, they can effortlessly change resource schedules.  
  • Project Accounting: Users can transform every project into profitable opportunities with the project accounting tool. They can monitor rate cost and bill rates, cards and employ flexible client invoices in batches or on-demand.  
  • Surveys: Klient's survey tool enables users to generate and send customer surveys such as NPS, CSAT or open surveys to study feedback. This component assists users in keeping and maintaining customer support.  
  • Plenty of Integrations: Klient has a string of integrations to streamline various processes. It integrates with a variety of popular third-party tools such as Quickbooks, Xero, Sage, Drakya, Glic Tech, Slack, RelationEdge and more.  
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  • 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.
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Product Ranking

#9

among all
PSA Software

#101

among all
PSA Software

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User Sentiment Summary

Great User Sentiment 63 reviews
Excellent User Sentiment 6 reviews
88%
of users recommend this product

Klient has a 'great' User Satisfaction Rating of 88% when considering 63 user reviews from 2 recognized software review sites.

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.

4.4 (62)
n/a
n/a
4.67 (3)
5.0 (1)
4.7 (3)

Awards

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Birdview PSA stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Simple User Interface: Precisely 71% of users reported that Klient has a user-friendly interface and a simple implementation process.
Responsive Support Team: The customer support team has a rapid turnaround time, according to approximately 100% of users.
High-Quality Performance: Roughly 44% of users say the overall performance of Klient is fantastic and reduces downtime.
Configurable: Nearly 75% of users claim Klient is pliable to their business needs.
Abundant Accessories: Klient has a grand package of features including approval workflow, project management, project layout, retainer billing, revenue recognition and more, as stated by 55% of users.
Integratable: Precisely 100% of users said Klient integrates with Slack, Sage Intacct, Chatter and other applications.
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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.
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Lagging System: Of the users who responded to Klient's overall performance, 55% of users said it has a slow loading time and the occasional unexpected error messages.
Limited Reporting: Nearly 42% of users say the reporting feature has limited capabilities and templates.
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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.
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Klient is a vigorous PSA program that has an array of appliances such as project management, resource management, workflow approval, retainer billing, revenue recognition and more. It's built on Salesforce and integrates with Chatter, Slack, Sage Intacct and other platforms. The interface is user-friendly, the implementation process is simple and the customer support team has swift problem-solving skills. Although the speed of the system is slow and the reporting tool lacks some templates, clients believe Klient is a potent project management resource.

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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.

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