Birdview PSA vs. Rethink Workflow Comparison


Birdview PSA Logic Software	Rethink Workflow Rethink Workflow, Inc.	+	+
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		Related Products Project Insight Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. 122 Ratings Visit Website Wrike Wrike’s powerful work management platform enables distributed teams to collaborate in real-time on complex projects. Our versatile, cloud-based software is trusted by top tech companies across the globe, including Siemens and Fitbit. Wrike’s award-winning features include cross-tagging, custom item types, dynamic request forms, and automated workflows. With our 400+ app integrations, you can streamline tasks and keep all your favorite tools in one place. Experience the power of voice commands and smart replies with our Work Intelligence™ software. We also offer pre-built templates designed for specific teams, helping you kick-start your sprint planning, manage Agile projects, assess risks, and adapt to unforeseen changes with ease. Worried about keeping your data secure in the cloud? No problem! Our enterprise-grade security boasts 99.9% uptime, as well as continuous data backup, user authentication, role-based access control, and data encryption. Start your free trial today. 7,631 Ratings Visit Website Planfix The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies. 57 Ratings Visit Website Kantata Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment 2,277 Ratings Visit Website Zoho Projects Project management, as effective as it gets. Zoho Projects is a cloud-based project management tool that helps you plan your work, track it efficiently, and collaborate with your team wherever they are. Plan your project activities, assign work, manage resources and collaborate with your team better to get things done on time. Use Gantt charts to build your project plan and track your task schedule. Zoho Projects keeps you aware of your critical tasks and their dependencies, and immediately shows any deviations between your planned and actual progress. Save time on routine tasks. Whether you have a simple process or a complex workflow, our project management software has a drag-and-drop interface that makes new automations easier to visualize and deploy. Log billable and non-billable hours with the Projects timesheet module. Record every minute of your hard work, either manually or with timers, and our built-in integration with Zoho Invoice will generate invoices. 1,889 Ratings Visit Website ClickUp Every day your team loses hours bouncing between disconnected apps. The problem isn't your people. It's that your software was never built to work together. Bundling tools doesn't fix it. You need convergence. ClickUp is one platform where projects, docs, chat, goals, and AI share the same foundation so nothing gets lost. AI Agents handle busywork around the clock. Context is always intact. Your whole operation finally runs like it should. Tasks, 15+ views, automations, real-time docs, built-in chat, time tracking, whiteboards, goals with automatic rollups, and 1,000+ integrations. All connected. All in one place. Enterprise-ready: SOC 2 Type II, SSO/SAML, advanced permissions. Trusted by teams from startups to the Fortune 500. Stop patching a broken system. Get back the hours your team was never supposed to lose. Free Forever plan available. No credit card required. 18,385 Ratings Visit Website Planview AdaptiveWork Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation. Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead. 714 Ratings Visit Website Odoo Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. 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About Birdview PSA provides professional services organizations with a single source of truth. The result is better visibility at all stages of the service delivery lifecycle, enabling data-driven decisions, collaboration and increased synchronization at crucial handoff points. Birdview PSA offers deep project management functionality along with resource optimization, project accounting and a powerful set of tools for monitoring and optimizing at both the project and portfolio level. With Birdview PSA, services organizations can enjoy rich functionality without the usual trade-off of a months-long onboarding process and without compromising their budget. This is made possible by a more intuitive user interface and seamless integration with CRMs, ERPs and thousands of other applications.	About Rethink Workflow is a free, simple, powerful, and secure business process automation tool that allows NGOs, businesses, and enterprises to create forms and design workflows online.
Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Teams of 10-100 people managing Marketing, IT, Operations, Software Development, and Professional Services projects.	Audience NGOs, Business at any size
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $13.50/month/user Lite - starts at $13.50 per user per month Team - starts at $20.50 per user per month Enterprise - price upon request Free Version Not Supported Free Trial Supported	Pricing $2.99/month/user https://support.rethinkworkflow.com/p/features-pricing.html Free Version Supported Free Trial Supported
Reviews/Ratings Overall 5.0 / 5 ease 5.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Pros & Cons from Real Users Pros The customer support team provided assistance whenever needed. The availability of extensive customizations allows us to tailor the tool to meet our organization's unique requirements. Collaboration is effortless, with easy task editing and assignment across teams and projects. The integration with MS Teams and Jira enhances our workflow and communication. The time tracking and estimation feature within projects is highly valuable. #1- Best files and document managing. #2- Very reliable project management platform. #3- Time tracking and scheduling features. #4- Intuitive team chat option. Easy Projects is available on the cross platform gives any business to access and manages projects effectively. It very easy to use and helps to complete projects quicker. Cons It would be great to have integration with Canvas to manage our processes better. #1- We had an overall positive experience with it. I never encountered any problem with this platform.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Logic Software Founded: 1999 Canada birdviewpsa.com	Company Information Rethink Workflow, Inc. Founded: 2016 United States www.rethinkworkflow.com
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Categories Advertising Agency Supported Agile Project Management Tools Supported Collaboration Supported Gantt Chart Supported IT Project Management Supported Kanban Supported Product Management Supported Professional Services Automation Supported Project Management Supported Project Planning Supported Project Portfolio Management Supported Project Tracking Supported Resource Management Supported Task Management Supported Time and Expense Supported Time Tracking Supported Workflow Management Supported	Categories Application Development Supported Business Management Supported Business Process Automation Supported Business Process Management Supported Collaboration Supported Construction Management Supported CRM Supported Database Supported Inventory Management Supported IT Asset Management Supported IT Management Supported Nonprofit Supported Sales Force Automation Supported Supply Chain Management Supported Task Management Supported Time and Expense Supported Time Tracking Supported Volunteer Management Supported Workflow Management Supported Workforce Management Supported
Collaboration Features Brainstorming Not Supported Calendar Management Supported Chat / Messaging Not Supported Contact Management Not Supported Content Management Not Supported Document Management Not Supported Project Management Supported Real Time Editing Not Supported Task Management Supported Version Control Supported Video Conferencing Not Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Not Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Advertising Agency Features Campaign Management Not Supported Collaboration Supported Document Management Supported File Sharing Supported Project Management Supported Task Management Supported Time Tracking Supported Agile Project Management Tools Features Backlog Management Supported Feedback Management Supported Gantt/Timeline View Supported Kanban Board Supported Prioritization Supported Request Management Supported Resource Management Supported Retrospectives Management Supported Status Tracking Supported Supports Scrum Supported Team Management Supported Template Management Supported Workflow Management Supported Gantt Chart Features Alerts/Notifications Supported Capacity Monitoring Supported Color Coding Supported Dependency Tracking Supported Drag & Drop Supported Milestone Tracking Supported Progress Tracking Supported Task Management Supported Templates Supported IT Project Management Features Bug Tracking Supported Issue Management Supported Milestone Tracking Supported Percent-Complete Tracking Supported Portfolio Management Supported Prioritization Supported Product Roadmapping Supported Requirements Management Supported Resource Management Supported Status Tracking Supported Supports Agile Supported Supports Scrum Not Supported Task Management Supported Testing / QA Management Not Supported Time & Expense Tracking Supported Kanban Features Collaboration Tools Supported Dependency Tracking Supported KPI Monitoring Supported Milestone Tracking Supported Multi-Board Supported Prioritization Supported Project Planning Supported Roadmapping Supported Supports Scrum Supported Task Management Supported Time Tracking Supported Product Management Features Collaboration Supported Feedback Collection Not Supported Idea Management Not Supported Milestone Tracking Supported Prioritization Supported Product Roadmapping Not Supported Release Management Not Supported Requirements Management Not Supported Resource Management Supported Workflow Management Supported Professional Services Automation Features Billing & Invoicing Supported Client Portal Supported Collaboration Tools Supported CRM Not Supported Document Management Supported Portfolio Management Supported Project Management Supported Proposal Generation Not Supported Quote Management Supported Resource Management Supported Time & Expense Tracking Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Project Planning Features Agile Methodologies Supported Budget Management Supported Collaboration Tools Supported Due Date Tracking Supported Gantt Charts Supported Kanban Board Supported Prioritization Supported Progress Tracking Supported Resource Management Supported Task Management Supported Template Management Supported Traditional Methodologies Supported Project Portfolio Management Features Budget Management Supported Collaboration Supported Dashboard Supported Issue Management Supported Milestone Tracking Supported Portfolio Management Supported Project Planning Supported Requirements Management Supported Resource Management Supported Status Tracking Supported Task Management Supported Time & Expense Tracking Supported Project Tracking Features Collaboration Tools Supported Cost-to-Completion Tracking Supported Gantt Charts Supported Kanban Board Supported Milestone Tracking Supported Percent-Complete Tracking Supported Prioritization Supported Status Tracking Supported Time & Expense Tracking Supported Resource Management Features Capacity Management Supported Data Visualization Supported Demand Forecasting Supported Drag & Drop Supported Employee Scheduling Supported Filtered Search Supported Resource Allocation Supported Skills Tracking Supported Utilization Management Supported	Collaboration Features Brainstorming Not Supported Calendar Management Not Supported Chat / Messaging Not Supported Contact Management Not Supported Content Management Supported Document Management Supported Project Management Not Supported Real Time Editing Not Supported Task Management Supported Version Control Not Supported Video Conferencing Not Supported Task Management Features Collaboration Supported Create Subtasks Not Supported Gamification Not Supported Gantt Charts Not Supported Mobile Access Not Supported Percent-Complete Tracking Not Supported Progress Tracking Supported Recurring Tasks Supported Reporting/Analytics Supported Spreadsheet View Supported Task Board View Not Supported Task Planning Not Supported Task Scheduling Not Supported Task Tracking Supported Time Tracking Supported To-Do List View Supported Time Tracking Features Automatic Time Capture Not Supported Billable & Non-Billable Hours Not Supported Billing & Invoicing Supported Employee Database Not Supported Expense Tracking Supported Mobile Time Tracking Not Supported Multiple Billing Rates Not Supported Offline Time Tracking Supported Online Time Tracking Supported Overtime Calculation Not Supported Time per Project Reporting Not Supported Timesheet Management Supported Vacation / Leave Tracking Supported Time and Expense Features Activity Tracking Supported Billable Hours Tracking Supported Billing Rate Management Not Supported Expense Tracking Supported Invoice Processing Supported Multiple Billing Rates Not Supported Project Tracking Supported Reimbursement Management Supported Time Tracking by Client Not Supported Time Tracking by Project Not Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Application Development Features Access Controls/Permissions Supported Code Assistance Not Supported Code Refactoring Not Supported Collaboration Tools Supported Compatibility Testing Not Supported Data Modeling Not Supported Debugging Not Supported Deployment Management Supported Graphical User Interface Supported Mobile Development Not Supported No-Code Not Supported Reporting/Analytics Supported Software Development Supported Source Control Not Supported Testing Management Supported Version Control Not Supported Web App Development Not Supported Business Management Features Billing & Invoicing Supported CRM Supported Employee Management Supported Financial Management Supported Inventory Management Supported Marketing Management Supported Order Management Not Supported Point of Sale (POS) Supported Project Management Not Supported Purchasing Supported Scheduling Not Supported Time & Expense Tracking Supported Training Management Supported Vendor Management Supported Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Construction Management Features Accounting Integration Supported Budget Tracking/Job Costing Not Supported Change Orders Supported Commercial Not Supported Contract Management Supported Contractors Not Supported CRM Supported Equipment Tracking Supported Estimating Not Supported Incident Reporting Supported Mobile Access Not Supported Offline Access Not Supported Residential Supported RFI & Submittals Not Supported Subcontractor Management Supported Timesheets Supported Database Features Backup and Recovery Not Supported Creation / Development Supported Data Migration Not Supported Data Replication Not Supported Data Search Not Supported Data Security Not Supported Database Conversion Not Supported Mobile Access Not Supported Monitoring Not Supported NOSQL Not Supported Performance Analysis Not Supported Queries Not Supported Relational Interface Not Supported Virtualization Not Supported IT Asset Management Features Asset Tracking Supported Audit Management Supported Compliance Management Supported Configuration Management Supported Contract/License Management Supported Cost Tracking Supported Depreciation Management Supported Inventory Management Supported IT Service Management Supported Maintenance Management Supported Procurement Management Supported Requisition Management Supported Supplier Management Supported IT Management Features Capacity Monitoring Not Supported Compliance Management Supported Event Logs Not Supported Hardware Inventory Supported IT Budgeting Supported License Management Supported Patch Management Supported Remote Access Not Supported Scheduling Not Supported Software Inventory Not Supported User Activity Monitoring Not Supported Inventory Management Features Alerts/Notifications Supported Barcoding / RFID Not Supported Forecasting Not Supported Inventory Optimization Not Supported Kitting Not Supported Manufacturing Inventory Management Supported Mobile Access Supported Multi-Channel Management Supported Product Identification Supported Reorder Management Supported Reporting/Analytics Supported Retail Inventory Management Supported Supplier Management Supported Warehouse Management Supported Nonprofit Features Accounting Supported Committee Management Supported Donor Management Supported Dues Management Supported Event Management Supported Fundraising Management Supported Member Database Supported Membership Management Supported Social Media Management Supported Volunteer Management Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Supported Commission Management Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Not Supported Field Sales Management Not Supported Lead Management Supported Opportunity Management Supported Performance Metrics Not Supported Proposal Generation Not Supported Referral Tracking Not Supported Sales Forecasting Not Supported Territory Management Supported Supply Chain Management Features Demand Planning Not Supported Electronic Data Interchange Not Supported Import / Export Management Not Supported Inventory Management Supported Order Fulfillment Supported Order Management Supported Sales & Operations Planning Not Supported Shipping Management Supported Supplier Management Supported Transportation Management Supported Warehouse Management Supported Volunteer Management Features Attendance Management Supported Calendar Management Not Supported Event Management Supported Group Management Supported Member Directory Supported Membership Management Supported Recognition Management Not Supported Registration Management Supported Scheduling Supported Self Service Portal Not Supported Training Management Supported Volunteer Profiles Supported Workforce Management Features Budgeting & Forecasting Not Supported Contractor Management Supported Employee Lifecycle Management Supported Labor Projection Not Supported Performance Appraisal Not Supported Recruiting Management Supported Scheduling Not Supported Skills Tracking Not Supported Time & Attendance Supported Variable Workforce Not Supported
Integrations Adobe Illustrator Supported Constant Contact Lead Gen & CRM Supported Dropbox Supported Gmail Supported Google Calendar Supported Jira Supported Jira Work Management Supported Microsoft 365 Supported Microsoft Excel Supported Microsoft Outlook Supported Microsoft Project Supported QuickBooks Online Supported Salesforce Supported Slack Supported Workato Supported Wufoo Supported Zendesk Supported Show More Integrations View All 18 Integrations	Integrations Adobe Illustrator Not Supported Constant Contact Lead Gen & CRM Not Supported Dropbox Not Supported Gmail Not Supported Google Calendar Not Supported Jira Not Supported Jira Work Management Not Supported Microsoft 365 Not Supported Microsoft Excel Not Supported Microsoft Outlook Not Supported Microsoft Project Not Supported QuickBooks Online Not Supported Salesforce Not Supported Slack Not Supported Workato Not Supported Wufoo Not Supported Zendesk Not Supported Show More Integrations
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