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Klient PSA

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Klient PSA Reviews

& Product Details

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

Salesforce PSA Software for Professional Services & SaaS.
  • StartUps
  • Freelancers
  • Small Business
  • Medium Business
  • Large Enterprise
  • Non-profit Organization
  • Personal
  • Cloud, SaaS, Web-Based
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Company Name

    Klient Software, inc.

  • Located In


  • Website


Starting from:

$49 /user/month

Pricing Model: Subscription

  • Free Trial
  • Free Version

Pricing Details:

All contracts are billed annually by default. New users added during the year are prorated based on the subscription period. The price starts from $49 per user/per month. Moreover, they also offer an option to add your clients to the tool, starting from $5 per user/month.

  • 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

Additional Features

  • 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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