MyBirdy brings together quoting, job tracking, and inventory into one mobile-ready platform—ideal for field teams and service-based businesses. While it’s not built for marketing automation, it excels at keeping operations moving. A smart pick for those who prioritize team coordination and smooth customer handoffs from quote to job.
MyBirdy Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is MyBirdy?
MyBirdy is a web-based business management platform that combines customer relationship management (CRM), projects, inventory, operations, and reporting into one system. It offers real-time insights to help teams track performance, manage tasks, and optimize workflows. Designed to scale with your business, it suits both small startups and large corporations.
With features like scheduling, stock control, and customer portals, MyBirdy enhances coordination and increases efficiency. It streamlines internal processes, enabling teams to make faster, data-informed decisions across departments.
MyBirdy Pricing
Businesses can choose from the following MyBirdy price plans:
- Essentials – £15.00/user/month (Up to 15 Users)
- Premium – £25.00/user/month (Unlimited Users)
- Professional – £35.00/user/month (Unlimited Users)
- Enterprise – £45.00/user/month (Unlimited Users)
Disclaimer: The pricing is subject to change.
MyBirdy Integrations
The software supports integration with multiple systems and platforms, including Sage and Xero Accounting Solution.
Who Is MyBirdy For?
MyBirdy is ideal for a wide range of industries and sectors, including:
- Insurance
- Retail
- Logistics
Is MyBirdy Right For You?
MyBirdy is a great fit for service providers, contractors, and field sales teams needing streamlined job scheduling, mobile quoting, and inventory control. It also works well for businesses that want to manage customer relationships, track team performance, and simplify operations through an easy-to-use, all-in-one platform. With its mobile accessibility, teams can stay productive in the field without losing visibility. Plus, the intuitive design ensures quick adoption, reducing the time spent on training and setup.
Still doubtful if MyBirdy is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
MyBirdy Features
Sales professionals can manage leads, monitor pipelines, and prioritize opportunities with this feature. It allows users to track deal status, centralize related documents, and log competitor mentions. The tool also supports in-app quote sharing and mobile access, helping teams stay aligned and push deals forward even while working remotely.
See How It WorksThis feature helps businesses consolidate all customer, supplier, and contact records in one place. It enables teams to track conversations, access complete interaction histories, and group contacts for tailored communications and discounts. By unifying customer data, it supports faster lookups, informed follow-ups, and improved relationship management across departments.
See How It WorksSales teams can use this tool to generate professional quotes and estimates with speed and accuracy. It automates product entry, applies custom discounts, and supports multi-currency transactions. This feature also enables quote versioning, document attachments, and one-click conversions into orders or projects—streamlining the full quoting process from creation to commitment.
See How It WorksOperations teams gain full visibility into inventory with this feature, allowing real-time tracking of incoming and outgoing stock. It supports barcode scanning, warehouse transfers, and automatic stock updates from purchase orders. This tool enables mobile inventory control, helping teams process receipts, identify shortages, and maintain accurate inventory levels from anywhere.
See How It WorksService teams benefit from this feature through visual scheduling, live job tracking, and mobile-enabled field operations. It supports drag-and-drop calendars, location-based views, and mobile job updates. Businesses can analyze job profitability using configurable cost templates, while engineers can document work, capture signatures, and manage assets directly on-site.
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