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 helps you stay organized, minimize data silos, and streamline the entire project lifecycle from a single, familiar platform.

How long does it take to implement a PSA system?

With Klient PSA, you’re supported every step of the way by our dedicated Klient Advisors, ensuring a guided and efficient setup. Our self-paced eLearning courses further simplify the process and allow teams to adopt new features at their own speed. Thanks to this streamlined approach, you can go live with Klient PSA in just a few weeks—rather than months—accelerating your return on investment.

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?

PSA solutions provide the most value to industries where time and project management are crucial—such as IT services, consulting firms, marketing agencies, and other professional service providers. Klient PSA is designed to be flexible, allowing businesses of all sizes and sectors to leverage features like 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.

Deliver Successful Projects Every Time

All-in-One Project & Resource Management suite built 100% on Salesforce with full Professional Services Automation (PSA) functionality.

BOOK A DEMO

All our pricing includes Salesforce licenses
and full access to our advisory team.

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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.

Explore our Features

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.

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See Klient PSA in action.

Book a demo

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Get a personalized demo

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.

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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!

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Achieve success with tested models

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.

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Boost productivity across every team

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.

A Klient Customer Success Story

Bolt Data Doubled in Size and Revenue in Under 18 Months With Klient PSA

« Working with Klient was a breeze. They helped us overcome resource limitations, built an executive dashboard, and simplified collaboration with Sales. Klient made it fun and easy! »

Read full story

Chuck Meredith
Chief Experience Officer
Bolt Data

A Purpose-Built PSA Platform for Project Success

Gain clarity, maximize resources and revenue. Experience firsthand the capabilities of Klient PSA!

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Expand your knowledge with our Professional Services blog

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Aug 15, 2024

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

Blue Edge

Consulting Firm

“We also love the Gantt and Resource Planners which give us great visibility on all of our projects that often have very different financial agreements.”

Andy Warren – Managing Director

“We also love the Gantt and Resource Planners which give us great visibility on all of our projects that often have very different financial agreements.” Andy Warren – Managing Director

APR LLP

Actuarial Solutions

“Klient has an 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

“Klient has an 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

Cloudcall

SaaS

“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

“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

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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.