Deliver Successful Projects Every Time
All-in-One Project & Resource Management suite built 100% on Salesforce with full Professional Services Automation (PSA) functionality.
All our pricing includes Salesforce licenses
and full access to our advisory team.
Trusted By Leading Consulting & SaaS firms Worldwide.
Run Your Business on One Platform with Klient’s Core Modules and Features.
Klient PSA is built by a Professional Services team for Professional Services teams.
Estimate & Forecast
Resource Management
Task & Time
Project Management
Customer Collaboration
Billing & Financials
A Salesforce Native PSA Built for Thriving Consulting Firms and SaaS Businesses.
Teams love how Klient PSA helps them deliver results.
Centralize Data
Make better decisions and save valuable time with a single source of truth across your business operations.
Augment Collaboration
Experience seamless interactions and effortless communication among your team, customers, and stakeholders.
Improve Efficiency
Easily allocate project resources and simplify repetitive tasks with automated workflows to maximize your time and resources.
Increase Revenue
Gain real-time project insights, quickly detect and fix costly potential errors and improve financial efficiency—all without breaking the bank on license cost.
Enhance Customer Experience
Provide project transparency by granting your customers access to real-time updates, milestones, and progress.
Scale to Success
Break free from growth limitations, build a solid foundation, take on more projects, expand your client base, and increase your revenue.
See Klient PSA in action.
Streamline, Succeed, Repeat.
With deep industry expertise, a customer-centric approach, and unmatched advisory services, Klient is the ideal solution for high-performing business leaders and consultants.
Streamline all your project types
Fixed-Fee, Time & Expense, Retainer or Recurring. Recruiting Process, Sales to Ops transition, and even your SOC2 Control Matrix. Bring structure to all your internal procedures with Klient PSA!
Unleash your team’s full potential with out-of-the-box Industry Best Practices. Klient comes packed with recipes and templates that’ll improve your workflows and methodologies.
Improve visibility and decision-making through Real-time Reporting, Dashboards and Projects Statuses. Increase efficiency with easy-to-use tools such as Gantt charts, Kanban boards, and a centralized Resource Planner.
Bolt Data Doubled in Size and Revenue in Under 18 Months With Klient PSA
Chuck MeredithChief Experience Officer
Bolt Data
FAQ
What is a professional services automation (PSA) software?
A professional services automation (PSA) software is a unified platform that helps service-based businesses manage and automate core workflows such as project management, resource allocation, time tracking, billing, and analytics. By centralizing these functions, a PSA solution streamlines day-to-day operations, reduces manual errors, and improves visibility into project and financial performance.
Can I manage projects directly within Salesforce?
Absolutely. Klient PSA is native to Salesforce, meaning you can handle all your project management tasks such as tracking milestones, assigning resources, and monitoring budgets without leaving the Salesforce environment. This seamless integration with Salesforce Sales Cloud helps you stay organized, minimize data silos, and streamline the entire project lifecycle from a single, familiar platform. Imagine this, your support cases are link to support projects, and new projects sync up with your new opportunity. No jumping between systems—everything’s connected, saving you time and making your work easier to manage.
How long does it take to implement a PSA system?
Thanks to our streamlined approach, you can go live with Klient PSA in just a few weeks—rather than months—accelerating your return on investment. You can choose from our guided implementation packages or you can easily self-onboard. Free eLearning courses are available in our resources to make your onboarding process smooth and easy. Either way, you are supported in every step by our dedicated Klient Advisors, ensuring a guided and efficient setup.
How is Klient PSA priced? Is there a free trial or demo version available?
Klient PSA offers a flexible pricing model based on a per user, per month rate, billed annually. This transparent approach lets you scale affordably as your team grows. Yes, there is a free trial available, and you can book a demo to see how Klient PSA addresses your specific requirements. Our multiple pricing tiers cater to different business sizes, ensuring you only pay for the features you need.
Which industries benefit most from using a PSA solution like Klient PSA?
Professional services automation (PSA) solutions provide the most value to industries where time, project, resource & customer success are crucial—such as IT services, marketing agencies, consulting firms, SaaS and high tech companies. Klient PSA is designed to be flexible & easy to use allowing businesses of all sizes and sectors to leverage features like project & task management, automated billing, real-time reporting, and resource allocation. Whether you’re an independent consultancy or a global services firm, Klient PSA adapts to your unique processes and scales alongside your business growth.
Do I need Salesforce to use Klient?
No, if you don’t have Salesforce, we will provision you an environment. Our prices includes Salesforce platform & experience licenses.
A Purpose-Built PSA Platform for Project Success
Gain clarity, maximize resources and revenue. Experience firsthand the capabilities of Klient PSA!
Expand your knowledge with our Professional Services blog
How to Migrate Your Smartsheet to Salesforce and Boost Project Margins
Can You Be Too Transparent in Your Customer Community?
8 Reasons We Share Our Project Roadmap with Customers
Wondering if you should share your project roadmap? Discover 8 key reasons why transparency with prospects and customers builds trust, aligns goals, and drives success.
The 3 Biggest Pros and Cons of Collaborating with Customers
Collaborating with customers boosts communication and relationships but can add workload. Discover the key pros and cons of customer collaboration in projects.
What Our Customers
Say About Us
