PROFESSIONAL SERVICES AUTOMATION SOFTWARE
Run a Smarter Services Business on Salesforce with Klient PSA.
All-in-one PSA software where humans lead and agents deliver.
TRUSTED BY LEADING FIRMS WORLDWIDE
The Future of Project Delivery
Powered by Agentforce, led by you.
Klient PSA and its PS agents evolve with AI so you don’t have to. You lead and agents execute. They handle the repetitive, time-sensitive work that slows teams down.
Run Your Business on One Platform with Klient’s Core Modules and Features.
Estimate & Forecast
Streamline your sales cycle, enhance project planning, and improve collaboration.
Resource Management
Optimize your resources, streamline scheduling, and ensure efficient project delivery.
Task & Time
Boost your productivity, stay on top of tasks, track time effortlessly.
Project Management
Empower your team, streamline workflows, and achieve on-time delivery.
Customer Collaboration
Exceed client expectations, boost engagement, and elevate service quality.
Billing & Financials
Close your months faster, prevent revenue leakage, and increase your cash flow.
LOVED AND CELEBRATED BY OUR CUSTOMERS
NEW! Snap Workspace
Master your Project Analytics with Point-in-Time Intelligence
Projects are living entities. Snap Workspace allows you to freeze history instantly.
Why use a PSA software running on Salesforce?
World’s #1 CRM
A secure & innovative platform.
Selling in Salesforce?
Now deliver there too.
Single Source of Truth
Sales-to-delivery data in one place.
Be live in weeks, not months
Upgrading to a PSA solution shouldn’t slow you down. It should speed you up. No implementation needed. Our simple and methodical onboarding process helps accelerate adoption and ROI.
Classic Implementation
Slower time to value.
- Months of workshops
- Custom configuration
- Heavy internal lift
- Tired of waiting to see results
- Slow adoption and high internal effort
- It takes months before value is fully realized
Klient PSA Onboarding
Fast time to value.
- Optimal training
- Everything works out of the box
- Templates for projects, tasks, roles
- No long process redesign
- No tedious technical configuration phases
- Teams feel productive in days, not months
How teams deliver better outcomes with Klient PSA?
See how services leaders improve visibility, protect margins, and create better customer experiences.
2X
size & revenue
under 18 months
“We encountered significant difficulties in converting bookings to revenue. It was crucial to have accurate data to ensure appropriate staffing levels and accurately predict and achieve revenue targets months in advance.”
Chuck Meredith
Chief Experience Officer
TRUSTED BY LEADING FIRMS WORLDWIDE
“This PSA platform has transformed how we plan, deliver, and monetize projects. It’s not just software—it’s a strategic tool that aligns resources, finances, and delivery. The investment pays for itself quickly through better understanding and ability to make data-driven decisions.”
Matt Lazzaro
Senior PS director
“By tying operational data to financial reality, we get metrics we can truly trust without constant manual auditing. This “follow the money” approach to data hygiene has been invaluable for maintaining clean, accurate project information. ”
Skip Kastroll
Senior Director Insights and Analytics
“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
“Klient has and ideal combination of robustness and flexibility that has allowed us to improve our processes without having to reinvent them, while giving us far greater visibility across the business.”
Tim Nash
Partner
NEW! Time Tracker for Jira
Streamline your workflow in Salesforce
Our brand new tool allows you to Log time directly on Jira issues while keeping all data in Salesforce with Klient PSA.
Built for the entire services lifecycle
Klient PSA adapts to consulting, SaaS, Salesforce partner and project manufacturer delivery models so you can manage every engagement in one place.
Improve visibility and margin control
Plan projects, track utilization, and manage billing with confidence in a single source of truth.
Deliver repeatable customer projects
Coordinate onboarding, implementations & adoption work while keeping revenue in view.
A PSA built for Salesforce delivery
Align projects and revenue with your Salesforce pipeline and deliver faster with a native PSA.
A purpose-built PSA platform for project success
Gain clarity, maximize resources and revenue. Experience firsthand the capabilities of Klient PSA!
What is new in Klient PSA
Explore the latest feature built for services teams. Every release moves you closer to autonomous delivery, full visibility and profitability.
Compare other Salesforce-native PSA software
*Comparision are based on G2.com reviews 2026. Score has been converted in %.
Ratings
Meets Requirements
- 89%
- 84%
- 81%
- 83%
Ease of Use
- 84%
- 81%
- 77%
- 79%
Ease of Setup
- 78%
- 72%
- 72%
- 69%
Product Direction (% positive)
- 92%
- 77%
- 84%
- 87%
Professional Services Automation (PSA) features
- 82%
- 80%
- 67%
- 82%
Compare other project management software
*Comparision are based on G2.com reviews 2026. Score has been converted in %.
Ratings
Meets Requirements
- 90%
- 85%
- 85%
- 89%
Ease of Use
- 84%
- 79%
- 84%
- 81%
Ease of Setup
- 78%
- 78%
- 83%
- 80%
Product Direction (% positive)
- 92%
- 77%
- 86%
- 84%
Quality of Support
- 88%
- 85%
- 83%
- 83%
Professional Services Automation (PSA) features
- 82%
- 78%
N/A
N/A
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.