Klient PSA Reviews & Product Details

Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Key capabilities include: * Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. * Resource Planning: Allocate resources based on skills, availability, and priority. Maximizing team productivity. * Time & Expense Tracking: Enable your team to easily log time and expenses while ensuring accurate billing and forecasting. * Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. * Customer Collaboration: Keep customers engaged and aligned with real-time updates, shared documents, and approval workflows through the customer portal. Why teams choose Klient PSA: * Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. * Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. * Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead. * Scalability: Whether you’re onboarding 10 new consultants or expanding to new markets, Klient PSA supports your growth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department. Trusted by Salesforce partners, fast-scaling SaaS firms, and global consultancies, Klient PSA is more than software, it’s a modern operational backbone designed to help your team deliver value, every time.

Product Website

Seller

Klient Software

Discussions

Klient PSA Community

Languages Supported

English

Overview by

Yanick Abraham (Founder & CEO)

Pricing

Pricing provided by Klient PSA.

Starter

$15.00

1 User

View More Pricing Information

Klient PSA Media

Klient PSA Demo - Klient Software: Customer-Centric PSA

Built 100% native on Salesforce, Klient PSA is designed with customers at the core, providing a way for project teams to work hand in hand with customers from sales through service delivery

Manage projects from start to finish all in one place. Create tasks, share files, enter time and milestones with drag-and-drop ease.

Plan and schedule resources for optimal workload and utilization

Klient PSA Demo - Time Management and Entry

Keep track of how time is spend on tasks and projects

Manage complex billing and invoicing, including time and expense, fixed fee, retainers, milestone, and more.

Deliver a seamless connection with the applications your project teams and business use every day.

Klient PSA 90 sec demo

Run All Your Projects in Salesforce: Klient PSA Project Management in 60 Seconds

Feature spotlight: Project Workspace Filters

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Michael G.

Manager Systems Architecture & Implementation

Enterprise (> 1000 emp.)

8/14/2025

"Great flexibility and constant improvements — strong solution for Professional Services"

4.5/5

What do you like best about Klient PSA?

We use Klient within our Professional Services team and are overall very happy with the platform. The Workspace feature is a great help in our daily work, and the tool is being actively improved through regular updates that often bring meaningful enhancements. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

We’ve had to implement some customizations to fully match our processes (e.g. for task preparation and follow-up), and we’d welcome better support for resource planning — particularly visibility into resource unavailability, which is currently missing.

Still, Klient gives us a solid foundation, and both customer support and customer success have been highly responsive and helpful whenever we needed them. A great product that keeps getting better. Review collected by and hosted on G2.com.

What problems is Klient PSA solving and how is that benefiting you?

Klient helps us effectively plan and manage training and consulting appointments, which are essential parts of our Professional Services operations. We're also using Klient to generate billing-relevant information, streamlining the process of preparing invoices and ensuring data consistency.

In addition, Klient supports us in managing the order process for module licensing, which allows us to keep everything in one place — from service delivery to billing and license tracking.

This level of integration across different functions saves us time, reduces manual work, and gives us better visibility into project and customer activities. Review collected by and hosted on G2.com.

Response from Yanick Abraham of Klient PSA

edit

Thank you for sharing such a detailed review. We’re glad to hear Klient PSA has been a valuable part of your daily operations, and that our monthly releases are bringing meaningful improvements to your team!

It’s great to know our support and success teams have been able to assist whenever needed.

Thanks again for your trust and for taking the time to share your experience with us.

Thomas F.

Cybersecurity Specialist

Small-Business (50 or fewer emp.)

3/4/2026

"Very Easy to Use Yet Highly Configurable"

4.5/5

What do you like best about Klient PSA?

Very easy to use, yet highly configurable. The implementation person was excellent and the support is exceptional. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

If you do a lot of ongoing support or sell services that recur monthly (billing) it's a bit difficult to integrate. Review collected by and hosted on G2.com.

Response from Yanick Abraham of Klient PSA

edit

Hi Thomas,

Thank you for sharing this. It is great to hear the system felt straightforward to use while still offering the flexibility to configure it for different workflows. It is also encouraging to know the implementation support and overall support experience stood out.

Frank W.

Salesforce-consultant & Product Owner

Small-Business (50 or fewer emp.)

8/20/2025

"Excellent Support Team and a PSA Solution that fits your needs."

5/5

What do you like best about Klient PSA?

The client's enthusiasm and drive to improve the package based on user feedback. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

If I had to mention one thing, it would be that I would have liked to see more functionality in predictive analytics. But consider that more of a wish list item. Review collected by and hosted on G2.com.

Response from Yanick Abraham of Klient PSA

edit

Thank you so much for you time to share your feedback! We’re glad to hear Your input is very valuable and helps us improve every day.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

10/16/2025

"Great Project Management on Salesforce, but Steep Learning Curve"

4.5/5

What do you like best about Klient PSA?

Its solid project management that we can augment because its on Salesforce Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

There's a lot to learn about it, and this takes some time. Review collected by and hosted on G2.com.

Tim N.

Mid-Market (51-1000 emp.)

7/10/2023

"Klient - a flexible, sophisticated PSA tool built in Salesforc"

5/5

What do you like best about Klient PSA?

Klient has been an integral part of our business processes for three years and we use it extensively in all aspects of our business. The features of platform that led us to select it are still valid - although it has extensive functionality, it is flexible and highly customisable to allow us to adapt it to our own processes. Given it's built on Salesforce it also integrates seamlessly with our other business data and processes. The team at Klient are constantly developing the platform and adding new features, and seem genuinely engaged in our success as a business, not just in our use of the system. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

There will always be niggles with tools of this kind, but nothing that really detracts, and the support team are very responsive to any requests / queries we have. Review collected by and hosted on G2.com.

Chuck M.

Mid-Market (51-1000 emp.)

4/25/2023

"Excellent PSA tool that connects all the dots!"

5/5

What do you like best about Klient PSA?

We started our journey with Klient about two years ago. It was bumpy at first, but we’ve got 100% adoption and closely monitor for usage compliance within PS and Sales. Better yet, our CEO now has a license, and the entire ELT gets a copy of our revenue dashboard emailed every Monday morning. So, we’ve gone from general use and limited reporting to 100% adoption, compliance monitoring, revenue forecasting and regular reviews at an ELT level. We can finally connect all the dots and easily see how our business is doing in real-time. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Nothing is worth mentioning as they always listen and work hard to introduce improvements. Review collected by and hosted on G2.com.

What problems is Klient PSA solving and how is that benefiting you?

We needed to solve two significant problems. The first was to get a view of the Sales pipeline overlayed with Delivery work. I need to know what resources are required weeks or months out, and if I need to add capacity to support potential work. Klient exceeded all expectations with this. We use out-of-the-box Klient functionality that links Salesforce.com Opportunites to Klient Proposals. Doing so allows us to translate the pipeline (aka bookings) to revenue instantly. It also makes it very quick/easy to transition won deals to project teams. The second was to be able to manage a growing team of consultants in multiple regions. Again, Klient delivered via their Resource Planner. I can see who has capacity and who is overloaded and adjust in real time. I can also advise Sales when people free up to help better time new work. Klient transformed our business and I am confident they can do the same for you. Review collected by and hosted on G2.com.

Katie B.

CEO

Information Technology and Services

Small-Business (50 or fewer emp.)

6/27/2023

"Top notch customer service"

5/5

What do you like best about Klient PSA?

I am thrilled to share my experience with Klient software for our end-to-end sales and service delivery teams. This platform has consolidated our operations workflow, enabling improved efficiency and comprehensive dashboards for KPI reporting for every user type. The community and customer support team at Klient deserves high praise for their incredible responsiveness and dedication. They value their customers and constantly strive to enhance their software based on valuable feedback. What sets Klient apart is their genuine partnership approach. Not only did they provide top-notch support, but they also actively collaborated on our go-to-market strategy, offering invaluable advice. Klient is a true partner, committed to our success. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

As with any product, Klient has built the tool to account for many companies' workflows. The customer needs someone knowledgeable about the process and willing to look for the appropriate features within the Klient community to ensure they receive the most value from the tool. Review collected by and hosted on G2.com.

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Éric B.

Mid-Market (51-1000 emp.)

5/17/2023

"Friendly, professional, knowledgeable, the solution does what it is supposed to do!"

5/5

What do you like best about Klient PSA?

Great solution if you are looking for a PSA that works seamlessly with Salesforce!

We're a medium size consultancy firm that's been growing quickly. As a Salesforce implementation partner, we use Salesforce intensively and after performing an exhaustive review of the solutions available out there we have decided to go with Klient.

Why, because it is a well rounded solution, built on Salesforce and it sits on our salesforce instance that we use as an end to end solution to fullfill our Marketing, Sales, Projects, resources management, etc... needs.

Klient's support team is friendly, knowledgeable and efficient so we know that we can count on them when we need them! Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Like any solution, it isn't perfect but the team at Klient is very proactive in expanding the functionality to address new use cases and shows genuine interest in understanding how our business needs and processes can help shape the future roadmap. Review collected by and hosted on G2.com.

James S.

CEO & Co-Founder

Small-Business (50 or fewer emp.)

6/22/2023

"CEO"

5/5

What do you like best about Klient PSA?

Invoicing integration with Quickbooks, project management, resource management and project profitability. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Improved collaboration and pm functions similar to Smartsheets Review collected by and hosted on G2.com.

Germain H.

Founder and HR Consultant

Small-Business (50 or fewer emp.)

8/17/2022

"A turning point in our growth"

5/5

What do you like best about Klient PSA?

For a professional service company, the main challenge is to achieve a balance in the level of the team's workload. Klient PSA allows us to better manage this fragile balance in addition to having precise data allowing us to have real-time visibility and a compensation system that generates the right behaviors within our teams of consultants. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Nothing major bothers us with Klient. You just need to have the discipline to properly document the tool and then capitalize on the data. Every solution has this kind of issue. Review collected by and hosted on G2.com.