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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Mel S.

Managing Director

Mid-Market (51-1000 emp.)

9/5/2019

"Great product / rich feature set / powerful development"

5/5

What do you like best about Klient PSA?

Our previous PSA solution was capable but development of the product and responsiveness to customer feedback was low. Having seen the pace of development and enrichment of the product from the Krow team we decided to make the switch.

Krow is definitely a more modern solution and grows increasingly capable with each release.

Responsiveness from the support team is prompt. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

I would agree with other reviewers that better support and implementation resources such as videos, documentation and community support would be very welcome as we're always keen to keep pace with the developments of the product and take advantage of them. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

3/21/2020

"Billing and reporting"

1.5/5

What do you like best about Klient PSA?

Approval workflow for timesheets, invoices,automatic for statutory holiday Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

reports with foreign currency better managed. now the values are included USA, CAD, or else in the value so required manual manipulation in Excel that is not scalable

No custom views or report build for classic control use cases Review collected by and hosted on G2.com.

Verified User in Management Consulting

Small-Business (50 or fewer emp.)

1/9/2020

"Great project management tool."

4/5

What do you like best about Klient PSA?

I think the way tasks show up for each individual user is crucial to determine daily work. Additionally, the ganttt view for the project timeline with related tasks is a visually helpful. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

When editing or completing a task, once saved, the system kicks back out to the overall menu rather than staying at the task. This just makes it more time consuming to add and complete tasks, Review collected by and hosted on G2.com.

Alex F.

Mid-Market (51-1000 emp.)

12/19/2019

Business partner of the seller or seller's competitor, not included in G2 scores.

"It gets better as you use it"

5/5

What do you like best about Klient PSA?

I like the look and feel of the app but also the task system for projects is pretty awesome Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

I dislike how long it takes to load some pages Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

8/27/2019

"Krow is changing how we work"

4/5

What do you like best about Klient PSA?

Two things:

- Its built on Salesforce which means we have the flexibility to build as we grow. As new demands come forth in how we run our projects, what we report on and what we automate, we are able to enhance the tool to meet those needs.

- the Krow team. We rarely receive a "no" from this vendor. They work with us to make sure we can get what we need from the system. One way or the other. Their standard product is robust and, as much, as possible we stick close to that. But, when needed and with their help, we're able to customize. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Its almost unfair to put it out there but we will always want "one place to do everything". We're working hard with Krow to reduce the number of clicks and screens needed to complete everything that needs to be done in a project on a daily basis. Review collected by and hosted on G2.com.

John C.

Delivery Director, Salesforce Practice

Small-Business (50 or fewer emp.)

8/28/2019

"Krow is key to running our business"

4.5/5

What do you like best about Klient PSA?

Overall, very easy for our users to log their Timesheets each week and each month our Finance team gets a feed for invoicing our clients. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

I still do not have a full grasp of how the Forecasting and Resource planning works, and that area does not seem to be easily reported on. Review collected by and hosted on G2.com.

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

Again, it's primarily the financial aspects of running a professional services firm -- Timetracking to Invoicing. Initially as Salesforce consultants, we faced the build versus buy decision. We needed something in place quickly for running our business, and it has worked so well for us, that we've never revisited that decision. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

3/19/2020

"Very convenient and clean"

5/5

What do you like best about Klient PSA?

Clean UI, many options, organized. Alot of available variety in menus for all types Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

loading times, lags. But that is all, everything else good Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

3/20/2020

"Recommendation of Krow"

4/5

What do you like best about Klient PSA?

What is like best is the easy of creating a project and creating the subtasks within. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

I feel the project data ie. financials has too many fields. I would recommend only revenue, margin, and percentage. Review collected by and hosted on G2.com.

Rory Ebanks M.

Director, Information Security Advisory

Small-Business (50 or fewer emp.)

4/8/2019

"Great Implementation Support & the tool is configurable"

4.5/5

What do you like best about Klient PSA?

My company experience with Krow thus far have been great, I especially appreciate the implementation personnel (Mike) which was assigned. Krow is built on the Salesforce platform which makes integration with our sales process easy. I like how Krow allows most items to be configurable, although there is a steep learning curve. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Some of the downsides with Krow is that, there are certain features which are not configurable by the user as yet. E.g. Project Status Report. The environment was slow when initially installed, however after tweaking the user permission and updates to Salesforce this have increased tremendously. Krow does not keep a adequate track of the Time-off request per year for each user, the system does not have a running balance of time off and will restrict a user from submitting a time-off request if there leave balance have been exceeded. Mobile app is not easy to use for Timesheet entry. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Adequate functionality for a small to medium size business. Review collected by and hosted on G2.com.

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

Krow have provided our organization with visibility into the utilization of resources, project management, and numerous notifications to keep abreast of the company. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

8/28/2019

"Great Software, but Poor Documentation"

3.5/5

What do you like best about Klient PSA?

Krow is a great PSA and fulfills most of our needs. Krow is constantly releasing new functionalities. Several of our enhancement requests were in the next release cycle. The support team have been fairly responsive. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

While Krow is releasing new funcitonalites, the documentation are not kept up-to-date on the portal. Krow contains over 100 configurable settings, but we cannot figure the impact of the setting. With better documentation, I don't have to reach out to Krow support every time. Review collected by and hosted on G2.com.