Want to manage projects directly in Salesforce? Discover how Salesforce as a project management tool can be powerful with the right setup.

Yanick Abraham
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How to Migrate Your Smartsheet to Salesforce and Boost Project Margins
Subscribe to the Klient newsletter to receive fresh tips in your inbox!Klient Tips #38 FOR BUSINESS LEADERS Projects are the backbone of your business, and they should be...
Top 10 Apps on Salesforce for Project Management (2025 Guide)
Discover the 10 best project management apps on Salesforce in 2025. Compare PSA, timesheet, resource, and RFP tools to streamline your operations.
Feature Spotlight: Project Import Wizard
KLIENT FEATURE SPOTLIGHT Project Import WizardThe Power of Project Templates Quickly set up projects with our Project Import Wizard, leveraging pre-built templates to streamline and accelerate your workflow.The Efficiency of Project Templates With Klient's Project...
Feature Spotlight: Save time with Klient Preload
Checklists in Klient PSA do more than just keep you organized—they ensure tasks move forward efficiently and teams stay on track. Let’s dive into how this features enhance your project management.
Feature Spotlight: Workspace Milestone View
Every project needs its milestones. They provide clarity and set expectations for your customers. Easily toggle between all tasks and an uncluttered milestone view from the Global and Project Workspace.
Feature Spotlight: Checklists
Checklists in Klient PSA do more than just keep you organized—they ensure tasks move forward efficiently and teams stay on track. Let’s dive into how this features enhance your project management.
Simplify SaaS Product Development with Agile and Sprint Planning in Salesforce – The Klient Inception S2.E2
One platform to run your entire product life cycle. With Klient PSA in Salesforce, use projects to manage development tasks and timelines, keep your team aligned, and launch your product faster.
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.
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