Klient Software Delivers Next Generation Professional Services Automation (PSA) Suite

Klient Software Delivers Next Generation Professional Services Automation (PSA) Suite

New innovations provide professional services organizations the easiest way to manage differentiated services with one unified platform.

Klient Software, a leading provider of professional services automation software delivering an intuitive and modern solution for professional services organizations today announced the latest release of Klient PSA, built 100% native on the leading cloud platform from Salesforce.

Introducing the Next Generation of Professional Services Automation

Klient PSA provides service organizations with a flexible, modern professional service platform that is quick to set up, easy to learn and can be customized to meet their needs today and in the future. New innovations for Klient PSA include:

Resource Management

It provides brand new functionality to easily search and compare both internal and external resources with an intuitive kanban style interface, comparing and filtering resources based on criteria including availability, rates, skills, teams, locations, practice and more –  enabling resource planners to search, compare, and propose multiple resources for further evaluation or booking to projects.   New Effort-Based scheduling allows resource planners to schedule based on percentage of work – taking into consideration any caps on project hours or time periods.

Proposal Management

The enhanced proposal management module enables the synchronization of project data back to the project after proposal updates or versions have been created – automatically synchronizing changes including resources, rates, costs, billing, and more.   Now you can create a Contract with a click of a button directly from a Proposal, including the creation of contract lines and project billing.

Contract Management

The new contract module delivers a complete contract management solution to track service contracts including contractual agreements, project billings and revenue methods, with the ability to create any number of contract lines to support multi-billing project scenarios or contracts that make up multiple projects with various billing and revenue models.

Punch Time Reporting – the latest release includes support for punch time entry – including the ability to automatically track clock in/outs on project and tasks, options for editing of punches, and complete support for mobile time entry to include punch time reporting.


The latest release include several new configuration enhancements including custom fields on layouts, summarization of multi-project invoices, support for line item taxation,


Enhanced expense processing for those customers using multi-currency processing, now displaying the Exchange Rate used on the transaction with the ability for the user to override the posted Exchange Rate with the actual exchange rate imposed at the time of incurring the expense.


New and enhanced integrations now deliver a seamless and real-time synchronization of project and billing data with 3rd party accounting and productivity suites including Sage Intacct, Sage Live, Oracle NetSuite OpenAir, Xero, QuickBooks, Microsoft NAV, Zendesk, Slack, and JIRA.

Curious to see Klient PSA in action?

Looking for a Klient PSA deep dive? Schedule a free demo with our team.

Who’s Investing in the Salesforce Platform? (And Why That’s Important to You)

Who’s Investing in the Salesforce Platform? (And Why That’s Important to You)

You might not realize it, but Salesforce’s AppExchange is almost a decade old!

Launched in January 2006, the AppExchange predates the iPhone by a year and the Apple App Store by over two years. In fact, developers at Salesforce originally named the AppExchange the “App Store,” and even trademarked the name. Salesforce still had the trademark in 2008 when Steve Jobs took to the stage and told the world about Apple’s new App Store. Salesforce CEO Marc Benioff was in the audience that day. According to reports, he walked up to Jobs after the presentation and told him Salesforce would give Apple its trademark on “App Store” in appreciation for advice Jobs had given Benioff over the years.

Whatever the name, it’s clear that Salesforce is now a platform company, not just a provider of CRM systems.

Why Growth of the Salesforce Platform Matters to You

The Salesforce AppExchange topped three million downloads this year and is currently the world’s largest marketplace of business applications.

These aren’t just companies building apps to integrate their existing services into the Salesforce CRM product.

Many companies have chosen to exclusively develop apps that are 100% native to Salesforce.

Our product, for example, runs entirely on Salesforce.

It’s designed to help companies with professional services automation and project portfolio management. It works for any company, not just those with Salesforce’s CRM, but it still shares the same stability and security as Salesforce’s own CRM cloud-product.

And we’re not the only company developing business applications this way.

The Benefit of Applications Built on Salesforce

Building enterprise applications for businesses can be incredibly difficult and costly. Unlike consumer applications, enterprise applications must ensure enterprise-level security, a global footprint, scalability as a company grows, and much more. Companies who choose to develop on Salesforce can build an enterprise-grade application faster, cheaper, and more securely than companies who try to develop on their own hosted platforms. That’s because they get to leverage the built-in features of the Salesforce platform:


Using Salesforce’s architecture means we get to share the master data structure, multi-tenancy, world-class security, reliability, performance, and unmatched uptime provided by the same platform Salesforce built for it’s own CRM app.

Intuitive, Well-Known User Interface

Apps built on the Salesforce platform are familiar to anyone who’s used Salesforce. Plus, they’re consistent and reliable across all devices, including smartphones and tablets.


If our user base grows, it won’t max out your server capacity, which is a problem faced by many cloud applications as the company adds new users over time. The Salesforce platform averages 2.5 billion transactions a day. Over 150,000 customers from across the globe use it daily. It’s the most scaleable enterprise cloud platform available today.


Security is a major issue for enterprise applications hosted in the cloud. By building on the Salesforce platform, security is already built in. It has the most advanced cloud security available and is compliant with:

  • SSAE 16 (formerly SAS 70 and also called SOC1)
  • SOC3
  • ISO 27001
  • PCI-DDS Level 1
  • TRUSTe standards


Salesforce is fully committed to its platform model and updates its architecture three times a year. With every new release, they provide all new information immediately to software vendors like Krow. That way we can take advantage of new tools like analytics, reporting, security, mobile optimization, the workflow engine, and much more as new features become available. Its the equivalent of having hundreds if not thousands of additional developers working on platform features and infrastructure maintenance on your behalf.

Big Companies Are Investing Heavily in the Salesforce Platform

Companies building on the Salesforce platform have benefited by attracting significant investor interest. Some have seen explosive growth. Highlights include:

Veeva Systems

Veeva Systems is a provider of cloud-based business solutions for the global life sciences industry. The company went public in 2013 with a current market capitalization of over $3 billion. It’s application is built natively on the Salesforce platform.


ServiceMax provides field service management solutions for technicians. It is native on the Salesforce platform. The company has raised over $204 million in funding.


Apttus makes QPC software that runs on Salesforce. It has raised $186 million in three rounds of investment.


Steelbrick also provides CPQ and Billing products on Salesforce. It has raised a total of $77.5 million over three rounds of investment.


Sage, one of the largest software companies in Europe, recently partnered with Salesforce to deliver cloud solutions to the small and medium-sized companies market, initially launching Sage Live, a full service accounting solution built native on the Salesforce platform.


Kenandy builds applications for manufacturing ERP on the Salesforce platform. It has raised $43 million to date.


Vlocity is a new entrant. It is building industry-specific CRM solutions on the Salesforce platform. It has raised $42 million to date.


If you care about doing business better, faster, more efficiently, and at higher margins, the growth of the Salesforce AppExchange is great news for you.

No matter what your business looks like, there’s sure to be an app in the AppExchange that can help you.

And those options will only get better as more and more companies realize all that can be done with the Salesforce platform.