Klient PSA Reviews for 2025
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What is Klient PSA?
Klient PSA is an ideal platform for managing professional services projects, built 100% native on Salesforce, from initiation to completion. Their platform prioritizes customer collaboration, making it effortless for you to engage with your clients throughout the sales and service delivery process.
A robust system allows you to monitor and control all aspects of your project’s lifecycle, including quotes, contracts, time tracking, invoicing, and reporting, all within a single platform.
The term “Professional Services Automation,” or PSA for short, refers to software applications that assist professional services businesses like consulting firms, legal offices, and marketing agencies in managing and automate corporate operations.
These programs often offer functions including resource management, invoicing, project management, and time and expenditure tracking. Klient PSA was designed to assist businesses in automating as much of it as possible so they can concentrate on what’s important. Moreover, this tool can be used by small businesses to large enterprises.
Found in these Categories
Best For
- StartUps
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
Klient PSA Pricing
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Klient PSA Features
- Calendars
- Client Portal
- Collaboration Tools
- Customizable Templates
- Drag & Drop
- Gantt/Timeline view
- Project Planning/Scheduling
- Time & Expense Tracking
- Workflows
- Resource Management
- Task Management
- Task Prioritization
- API
- Activity Dashboard
- Approval Process Control
- Access Controls/Permissions
- Activity Tracking
- Access Controls/Permissions
- Billing & Invoicing
- Billable Items Tracking
- CRM
- Customizable Reports
- Document Storage
- Document Management
- Email Management
- Forecasting
- Multiple Projects
- Performance Metrics
- Portfolio Management
- Progress Tracking
- Projections
- Proposal Generation
- Quotes/Estimates
- Real-Time Data
- Real-Time Reporting
- Reporting & Statistics
- Resource Allocation & Planning
- Timesheet Management
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Klient PSA Company Details
Company Name
Klient Software, inc.
Headquarters
Canada
Website
klient.com
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