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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Joe M.

Sales and Customer Success

Computer Software

Small-Business (50 or fewer emp.)

8/27/2019

"True PSA functionality in native SalesForce application!"

5/5

What do you like best about Klient PSA?

Truly integrated functionality that goes way beyond the SalesForce functionality available in SalesForce Cloud Coach Milestones. Easy to use and you can leverage your SalesForce skills without having to learn a new toolset. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Documentation could be improved to allow advanced integrations/configurations without having to rely so heavily on partners. True collaboration with customers is limited unless you upgrade to Community Plus licenses. Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

12/3/2019

"Currently Implementing KROW"

4/5

What do you like best about Klient PSA?

I love the seamless native integration with saleforce. I like how we can control a lot of teh implementation. The Krow Team is also friendly and helpful. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

So far no dislikes since we haven't fully launched it yet. Review collected by and hosted on G2.com.

Jack H.

Small-Business (50 or fewer emp.)

12/20/2019

"End User in small consultancy"

4/5

What do you like best about Klient PSA?

The reportability of timesheet splits helps me understand how our business develops Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

The clunky UI of time entry is sometimes painfully slow Review collected by and hosted on G2.com.

Verified User in Real Estate

Mid-Market (51-1000 emp.)

12/3/2019

"Game changer tool for our professional services team"

4.5/5

What do you like best about Klient PSA?

I love that we can finally get out of google docs and random word documents and into Krow! You guys also have pretty great documentation! Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

I think some of the functionality is sometimes a bit confusing such as the resource planner. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

9/5/2019

"Krow is a great tool that provides a visibility into the utilization of resources and much more"

5/5

What do you like best about Klient PSA?

Krow is very easy to use, the Resource Planner is clear and the Time Off functionality allows us to capture all unavailability with out much fuss. The functionality of creating project from a template is great as it allows our team members to create project quickly and minimize the amount of mistakes made. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Even so the user guides are there, some of them could improve slightly. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

1/9/2020

"Very Easy & Intuitive UI"

4/5

What do you like best about Klient PSA?

We recently started using Krow it is very easy to use, interactive & intuitive UI. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

As we have recently started using it and so Nothing as of now. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

9/12/2019

"Do the job - need the WOW!"

3.5/5

What do you like best about Klient PSA?

Once you know it is reliable, stable releases, SFDC and Slack integration, have the essentials for a PSA tool, It has improved in Gantt , Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

It is complicated to make it work as external collaboration tool and task manager is not that straigfhtfwd .. also the look & feel (well all SFDC) is getting old fashioned. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

1/22/2020

"Comprehensive and detailed project management functionality"

4/5

What do you like best about Klient PSA?

Progress reporting and resource scheduling across projects Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

some lack of consistency when making updates as to when/how it saves Review collected by and hosted on G2.com.

Verified User in Management Consulting

Mid-Market (51-1000 emp.)

9/3/2019

"Krow runs our business"

5/5

What do you like best about Klient PSA?

Native on Salesforce. Integrated with our Financials - Sage Intacct. Complete Suite including Proposals, Projects, Time & Expense, Retainer Billing, Revenue Recognition and more. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

None really. Documentation and videos could be improved. Review collected by and hosted on G2.com.

Niklas K.

PMO Intern

Mid-Market (51-1000 emp.)

4/10/2019

"Powerful PSA tool"

3.5/5

What do you like best about Klient PSA?

We went from using a spreadsheet for resource planning, to be using Krow mainly. It was a bit of a learning curve, but we quickly got a hang of it and now we are very happy about all the data we can collect via the tool. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Reporting can be a bit tedious as it is built in silos and not having a map of what report types tie together makes it a hassle to guess sometimes. Review collected by and hosted on G2.com.