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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Verified User in Security and Investigations

Mid-Market (51-1000 emp.)

6/8/2017

"Field Operations Manager"

4.5/5

What do you like best about Klient PSA?

The program is a great tool for those with prior SalesForce experience. It is intuitive and fully customizable.

The reporting capabilities are robust and the use of color coding and easy-to-read charts make it extremely efficient. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

If you are not using Opportunities in SalesForce there are a number of functions that the program has that will not apply. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

This product is worth a look for anyone looking to maximize efficiency both in-house and in the field.

Krow has put a lot of effort into making the program user-centric as opposed to developer-centric.

If a product isn't easy to use and does not immediately show why it will make a difference it will never get off of the ground.

Krow's support and willingness to tailor the program to our specific needs has made it the right decision, hands-down. Review collected by and hosted on G2.com.

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

Project management of various size projects that span across the country with multiple resources of varying skill sets.

The benefits are most seen in top level control of multiple ongoing projects. It has streamlined our corporate processes by bringing all team members onto the same platform. Review collected by and hosted on G2.com.

Nick L.

Director of Professional Services

Mid-Market (51-1000 emp.)

6/2/2017

"Complete, fresh experience on SalesForce Lightning"

4.5/5

What do you like best about Klient PSA?

Krow offers full functionality for a fraction of cost. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

As a newer PSA, I'd like to see more pre-built integrations however I feel like Krow chose the right first integrations. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Seriously consider adoption of processes versus adapting software. Fundamentally I offer this advice for any software. Review collected by and hosted on G2.com.

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

We ran PSA from a SDLC system, Redmine. While providing basic project management and insight into product and development, it did not provide simple resource management or revenue recognition. Review collected by and hosted on G2.com.

Alexis M.

Principal Consultant + Founder

Information Technology and Services

Small-Business (50 or fewer emp.)

8/29/2016

"Salesforce-Native PSA for SMBs"

5/5

What do you like best about Klient PSA?

I did a lot of research and closely followed the development of the product before deciding to go with Krow PSA. I believe Krow to be the best Salesforce-native solution for time tracking, project management, invoicing, and resource management for SMBs. The price is a great value for all of the features that come with Krow. And the transparent pricing is icing on the cake.

The team has been great with keeping their users up-to-speed on the product roadmap and new features with monthly webinars. Krow has created a great product that feels like it has a lot of momentum behind it. And, last but not least, the product looks great! The interface is Lightning Ready -- and looks great in both Classic and Lightning Experience. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

The implementation documentation could be more fleshed out but their support team i ready to help out when needed. Review collected by and hosted on G2.com.

Mary Ellen C.

Director, Support and Operations

Information Technology and Services

Small-Business (50 or fewer emp.)

7/18/2016

"Krow was the best value PSA, easiest to use and deploy"

5/5

What do you like best about Klient PSA?

We looked at several PSA solutions, both on the SF platform and outside. Not only was Krow the best value in the bunch, but was the solution that was the easiest to use and deploy. Most of our professional service business centers on the deployment of software, so we are very sensitive to where expense and risks are presented. Krow is right-sized for our business, and the time investment to get it up and running was right in line with what we had hoped. Krow is not just our PSA vendor, they are our partner for project and resource management, and they exceeded our expectations at almost every step along the way. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Timesheet approval is different for our managers than what they're accustomed to - it's not a matter of disliking how Krow handles it, rather a process change for our users. Review collected by and hosted on G2.com.

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

Resource planning was a spreadsheet effort prior to Krow, at a resource type level. With simple project assignments per (actual) resource, Krow gives us the opportunity to see visual representation when resources themselves are under or over-allocated. We've not even uncovered all the potentials yet in this regard. Review collected by and hosted on G2.com.

Aaron T.

Champion of Information and Systems

Hospital & Health Care

Small-Business (50 or fewer emp.)

7/17/2016

"Krow PSA - Changed the way we do business"

5/5

What do you like best about Klient PSA?

After conducting an extensive review of PSA tools on the Salesforce App exchange in early 2016, and meeting with over 10 different vendors, it was clear that Krow was the market leading tool in terms of features, usability and the roadmap for deployment of additional features. Krow represents incredible value for money compared to other PSA tool. Krow is also one of the few PSA tools that is Lightning Ready.

Krow is a very powerful PSA tool. The features are endless, but the features we like the best are:

- It is easy and intuitive to use - deploying Krow has been easy and quick thanks to this!;

- The User Interfaces are not only beautiful to look at but easy to use;

- Tasks that are assigned under projects have a direct link to the Salesforce Calendar (which in turn sync to the users calendar);

- The planners, such as the Gantt Chart, Resource Planner, Task Planner (all that have multiple views as standard) mean every user is catered for;

- Direct connection to financial packages - in our case Xero;

- Access to large portions of the program meaning we could easily tailor this to our business case;

- The steady flow of new features means we are always being challenged to utilse the true power of the system and enhance our business model;

- The ease of access to the Krow team for suggestion of new features - we already have had a few of our suggestions implemented!

Most importantly, Dave, Suba and Ralph have made the transition to Krow seamless and have only been very accommodating to any request.

This tool has changed and will continue to change the way we do business. Krow are definitely a long term partner of our business.

Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Dislike is a strong word. Being a problem solver, a little more detailed documentation at times would have been great. That said, overall the documentation is good and when we did have questions, Dave, Suba and the team have only been prompt to reply. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Compare Krow on pricing and features to other PSA tools - you will quickly work out that you will be able to deploy with speed (where you cannot with others), at a fraction of the cost of other tools whilst having more control to better meet your business case. Review collected by and hosted on G2.com.

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

Our business prior to Krow was compartmentalised, had clear divisions between teams, was ran on an alarming number of Microsoft Excel and Word documents, and involved large amounts of manual processing. We were also running a custom, behind the firewall Filemaker Pro database. You can imagine the situation - large volumes of emails and phone calls just to make the business tick - taking our team away from enhancing and growing the business.

Implementing Krow, in conjunction with Salesforce meant that we have everyone in real time collaborating and working together. This has reduced the compartmentalisation and divisions within the business. To date, we estimate that we are saving the equivalent hours of two full time people in manual tasks (per week), which will be significantly increased, as we continue to roll out features over the coming 18 months.

The success of streamlining our business could not have been done without Krow PSA. Review collected by and hosted on G2.com.

Daniel W.

Sr Solutions Architect

Information Technology and Services

Small-Business (50 or fewer emp.)

5/12/2016

"Great PSA Tool built on the Salesforce Platform"

5/5

What do you like best about Klient PSA?

As a Salesforce Partner we needed a tool that would assist us in managing multiple projects and Krow was the answer. By using the Resource Manager I can quickly see which employees are over or under utilize. David has been great to work with and has listened to our suggestions. I have been very impressed with the continued updates and enhancements that are offered each month!

We use the Agile PM Methodology and I can capture all the requirements of a Story and assign the story to an employee. Then we can use Chatter to discuss any details. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

It's been difficult to keep up with all the new enhancements. I have a hard time attending all the webinars but thankfully they are posted online. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

If you think Krow does not fit your need please contact them before looking for another solution. Their roadmap is full of enhancements. Review collected by and hosted on G2.com.

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

We were having an issue with Resource Allocation and this gives us a quick view! Review collected by and hosted on G2.com.

Richard E.

Chief Executive Officer

Staffing and Recruiting

Mid-Market (51-1000 emp.)

7/18/2016

"Simplicity and sense in a space that requires powerful solutions"

5/5

What do you like best about Klient PSA?

Krow is a slick, highly customizable and tightly integrated PSA solution for salesforce. We love how easy it is to customize to our individual use cases in multiple countries. The ability to have multiple currencies is a God send.

Support and Sales are highly responsive and the team at Krow genuinely want you to succeed with their tool.

Unlike many competing products, Krow PSA is also Salesforce Lightning ready which is great for those organizations that are fully deployed on the new interface. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

There is nothing to dislike about this solution. We've been very happy. Review collected by and hosted on G2.com.

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

Krow enables Xceli Global to manage multiple consulting projects in a variety of client sizes in multiple countries, all while cutting down on our administrative time and costs associated with managing a remote workforce.

Krow truly has removed much of the manual grunt work that we used to suffer through using Excel sheets and other PSA tools that did not meet the bar. Review collected by and hosted on G2.com.

Randy C.

President

Staffing and Recruiting

Small-Business (50 or fewer emp.)

5/17/2016

"Awesome PSA tool!!"

5/5

What do you like best about Klient PSA?

I reviewed all of the PSA solutions in the SF marketplace. Most of the products were either too expensive or their UI was too convoluted to fit our needs (sometimes they were both). Krow's PSA product has an intuitive user interface that allowed us to get up and running immediately. David and his team at Krow have been incredibly responsive to our setup and training needs. It provides great value and that is what every business is looking for. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

The product is great to work with but could use some more reporting options. A written user manual would also make the product easier to use and adopt. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Review all the products in the Saleforce App store and spend time with their user interface. In my humble opinion, ease of use and immediate user adoption are the key elements in a software that a diverse team has to use everyday. Functionality is worthless if it is too complex to use. I believe Krow has found a sweet spot between necessary functionality and user adaptability. Review collected by and hosted on G2.com.

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

Managing our software implementation projects in the same place that we manage our sales cycle and marketing activities is a win for everyone. Out entire team has a view into the lifecycle of our client. Review collected by and hosted on G2.com.

Marvin F.

President

Information Services

Small-Business (50 or fewer emp.)

5/12/2016

"Implementation at Client Site"

5/5

What do you like best about Klient PSA?

Amazing functionality to address virtually all of our client requirements. User interface was modern and easy to navigate. Ability to modify and easily add features to match client needs was great. A comprehensive solution that was far superior to others we had investigated and implemented at fraction of the cost. Client is using over 50 licenses on iPhones and have not encountered any issues.

Integration with Accounting solutions is big and the addition of native expense management, vendor invoices and billing eliminates the need to use other add ons and gives our client a single view of all aspects of project profitability. It quickly alerts project manager where to take corrective actions.

Our ability to leverage functionality with Native Salesforce has expanded client's ability to accelerate analytics and gain a real time understanding of their business. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

As with most managed apps would like to do more but understand the need to keep the code consistent. Enhancements are being released so frequently often difficult to keep up with the improvements and begin using them. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Compare Krow to the others that are not on the Force platform and understand the value of being native. Review collected by and hosted on G2.com.

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

Tracking employees and contractor time. Managing resources. Controlling project costs and eliminating a plethora of inconsistent Excel worksheets. The ability to have realtime data in the field on virtual any mobile device captured and available in Krow was a huge benefit.

Tracking Labor per job with materials allowed real metrics to be developed to do a better job in estimating projects. Review collected by and hosted on G2.com.

Leah S.

Project Manager Associate

Computer Software

Small-Business (50 or fewer emp.)

5/13/2016

"Great PSA Tool!"

5/5

What do you like best about Klient PSA?

Our company has looked at several PSA tools built on the SF platform, but many either did not have valuable tools for us or too many tools/too expensive.

Krow has been a great solution for our small company, and is very user friendly.

The team that has worked to get us up and running have been wonderful- quick to respond, fix issues, or implement changes needed!

We look forward to the long-term benefits this tool will provide for our company. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

With new features and tools there is not always sufficient documentation on how to use or configure. Thankfully, David is always quick to respond with any questions we have regarding using the system! Review collected by and hosted on G2.com.