Klient Salesforce PSA

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Klient, The #1 Rated Salesforce PSA (Professional Services Automation Software), and We Are Proud of it!

 

If you’re looking for a way to manage your professional services projects from start to finish on Salesforce, Klient PSA is the platform for you. We’ve designed it with customers at the core, so you can easily collaborate with them throughout the sales and service delivery process. Plus, our powerful platform enables you to track and manage all aspects of your project lifecycle – from quotes and contracts to time tracking, invoicing, reporting, and it’s all in there.

Ready to see how Klient PSA can change your business?

Book a Free 30 Minutes Discovery Call with our team! We’ll discuss about your business objectives and if/how a PSA Software can really help you. 

Trusted by fast growing businesses

You’ll be glad you found Klient PSA when it comes to managing projects.

 

We empower your team with the software and the business expertise built around a fun learning ecosystem to ensure your success!

What if  I told you there’s a way to get the job done faster, with less stress and still enjoy your day?

Klient PSA is a web-based software built on Salesforce that provides capabilities such as dashboards, task management and scheduling. It also enables the user with interactive Gantt charts for more efficient project managing on top of its ability to generate work breakdown structures. With all these tools put into one platform, you can give your Project Manager power over his projects in an easy way!

We provide all the features you will ever need!

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Proposals & Forecast

  • Estimates & Proposals
  • Project Templates
  • Pipeline Projects
  • Revenue Forecast
  • Resource Requests

Billing & Invoicing

  • Approvals
  • Fix Fee / Milestone / T & E
  • Billing & Invoicing
  • Invoice Documents & Email
  • Collection  / Payment

Analytics & Reporting

  • Reports & Graphs
  • Dashboard & Subscription
  • Personalized Homepage
  • Record Page Graphs
  • Business Intelligence

Project & Assignment

  • Project Assignment
  • Schedules & Availability
  • Resouces Visibility
  • Margins / Profitability
  • Issues & Risks

People & Workforce

  • Recruiting & Staffing
  • Onboarding
  • Skills & Certifications
  • Holiday Schedules & PTO
  • Performance & Utilization

Accounting Connectors

  • Quickbooks
  • Xero
  • Sage Intacct
  • Accounting Seed
  • Exports  / API / ETL

Execution & Delivery

  • Tasks & Checklists
  • Timesheets & Time Off
  • Expenses
  • Gantt & Kanban Boards
  • Email & Mobile App

Customer Experience

  • Project Surveys
  • Customer / Contractors Community
  • Project Exposure
  • Collaboration & Homework

Control & Permissions

  • Profiles
  • Permission Sets
  • Custom Settings
  • Approval Processes
  • Salesforce Security

Do you want to see Klient in action?

Let us Show You Our Magic!

Klient was showcased as a top Salesforce PSA, on their YouTube channel, generating over 239 344 views! 

” Impressive, isn’t it!”

Built by/for Professional Services Enthusiasts

We know what it’s like to be in your shoes. We are all from the professional service industry. We designed our project management software to make your life (and ours) easier ;). From creating and assigning tasks, to tracking deadlines and communicating with team members, we’ve got you covered.

WE HAVE THE RECIPES FOR YOUR SUCCESS!

Reduce substantially your project billing cycle with Klient, a Salesforce PSA.

Klient is the only PSA software that offers professional services recipes to help you improve your business. We have years of experience in the industry and know what it takes to be successful. With our recipes, you can streamline your processes, increase efficiency, and boost profits.

Klient PSA was designed with you in mind. We offer project framework specifically tailored for professional services organizations, so you can improve your business and get more work done. You’ll be able to see an immediate improvement in your business with just a little bit of effort. And if you need help implementing them, we’re here for you every step of the way.

 

  • Establish a repeatable methodology to deliver quality projects.
  • Improve your project structure to accelerate your delivery team
  • Let your project templates become your recipe for success
  • Adjust your timeline and compare it to the baseline
  • Anticipate Issues & Risks that can affect margin and profitability
Estimage made easy!

“The Klient team have established a very comprehensive customer community to centralize feedback for product enhancements. There’s a solid product roadmap which provides further assurance in our investment choice.”

Paul Webster

Senior Technical Project Manager, Protirus

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“Our onboarding process has become much easier to track and report on and, more importantly, our time to live has decreased dramatically across multiple product lines.”

Josh Garman

Sr. Salesforce Administrator, Zego

We offer Expertise as a Software

Increase your Team’s billables with better capacity planning with our Salesforce PSA.

PSA software are a means to an end even with a beautiful UI. It’s about tracking the necessary information to be able to act upon it. Our CEO’s, Yanick Abraham, only mission is for you to have fun managing your business. And by that, we need to ensure that, Klient, our PSA software within Salesforce platform helps you outperform with no extra effort.

Klient PSA was created to help you automate as much of that as possible, so you can focus on what’s important. We want to make it easy for you to get the information you need when you need it so you can take quick, informed action. We built project framework based on industry (and our very own) best practice.

 

  • Onboard new consultant more quickly with implementation recipes.
  • Analyze resource capacity based on ongoing & upcoming project.
  • Manage your employees skillset and schedule the right person, at the right time, and the right place.
We experienced the same hurdles

Stop the fight in-between Sales & Operations, and Win more projects with less hurdles.

Any company that relies on revenue from projects knows that accurate forecasting is essential to success. If the sales and operations teams are not working together, it can be difficult to get an accurate picture of what a project will entail. This can lead to misaligned kickoff dates and unrealistic delivery expectations.

Klient streamlines the proposal process for both teams, so they can work together more effectively. This way, your sales team can deliver faster winning proposals with confidence and pass them on to operations with all the information they need to get the job done right. As a result, you’ll be able to achieve more accurate forecasting and avoid the pitfalls of an inefficient proposal process.

 

  • Kickstart your proposal from your best project templates
  • Leverage your past success to improve your estimates exactitude
  • Detail your deliverables and expose key Milestones
  • Align sales expectations with delivery reality
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“Klient has come in at the perfect time for us as we’re going through an accelerated period of growth, and our previous tool wouldn’t have been able to grow with us.”

Oli Freeman

Salesforce Technical Lead, oe:gen Limited

Not ready for a Demo yet?

Keep us in mind!

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We are proud to be in Salesforce

Fast track your business with all the Salesforce Platform advantages + Klient PSA at no extra fee.

 

At the heart of today’s most disruptive companies is customer experience. And at the center of customer experience is your CRM. For professional services, PSA software is at the heart of customer experience like an ERP would be for Manufacturing. By using Salesforce as our platform, it gives you one unified solution to manage your whole business with all its perks (Salesforce Apps, Security, AI, BI Report, UX/UI, SSO and much more) at no extra cost.

Why Salesforce to build our PSA software? It’s the #1 CRM software with almost 24% market share (2021). It’s the fastest evolving platform and offer the most as a unified platform (Sales, Customer Service, Marketing, ROps). And it’s Salesforce, so our PSA software is 100% customizable to your needs.

And no, you don’t need a Salesforce license to start using Klient PSA.

One Transparent pricing. Clear value.

Klient PSA Software is the perfect solution for any consulting business that wants to scale up quickly. It’s packed with all the features your team needs to work more efficiently and automate your process. Klient PSA is also 100% native to the Salesforce™ cloud ecosystem, so you’ll be able to take advantage of all the benefits that come with it. Klient PSA is easy to use, so you’ll be up and running in no time. And if you ever have any questions, our support team is always here to help.

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” It is clear that Klient and Drakya both are not only interested in selling their software and services, but are equally invested as a business partner, ensuring their products bring measurable success to our company.”

Richard Finkelson

Business Systems Advisor, Cloudcall

We have so much more to say

Our Advisory Team is with you every step of the way, ensuring your success.

At Klient PSA, we don’t just create software solutions that help businesses run more efficiently- we develop long-lasting relationships with our clients. We want to see you succeed, and we’ll do whatever it takes to help you get there. That’s why we offer comprehensive advisory services to all of our clients. No matter what business goals you’re trying to reach, our team will be there to support you every step of the way. With Klient PSA, success is always within reach.

We offer expert services that will help you grow:

 

  • Onboarding University
  • Performance Path Level 1
  • Continuous Advisory & Support

Ready to Explore Klient PSA?

Schedule your Discovery Call.

During a 30 minutes Demo session, we’ll discuss about your objectives and see how Klient PSA can help your business.

Here’s what to expect:

  • Introduction
  • Goals & Requirements
  • Timeline
  • Klient PSA Overview
  • Next Step

That’s it! Fred, our marketing guy, has nothing more to show you. It is now time to take action and book your Discovery Call.