Klient PSA is now built 100% Native on Salesforce!

Klient PSA is now built 100% Native on Salesforce!

New innovations provide the most comprehensive and modern solution for professional services organizations 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 native on the Salesforce Platform, Klient PSA is currently available on the Salesforce AppExchange.

KlientPSA provides service organizations with a complete, modern professional services 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 in Klient PSA include:

1-Slack Bot

Now teams can manage projects and services directly from Slack. The new Klient Bot for Slack allows users to view projects and tasks, drill into project and task details including project profitability and financials, create new project and tasks, as well as enter time worked against projects and tasks directly from within Slack. The Klient Bot for Slack uses both the Force.com and Heroku platforms to seamlessly connect to Slack.

2-Project Forecasting

A new forecasting engine enables customers to forecast project revenue and compare against actuals for all types of revenue and costs delivering real-time insight and analysis into current and pipeline services revenue and margin. CPQ (Configure, Price, Quote) – new features for services proposals, quotes, and contracts with this release include bi-directional synchronization with Salesforce opportunity products and price books to automatically create services quotes from opportunities and projects details together, enhanced support for mark-ups and discounts, and the ability to create contracts automatically from proposals and projects.

3-Enhanced Scheduling

New enhanced scheduling delivers the ability to manage services projects with sophisticated auto-scheduling capability such as effort based scheduling, automatically determining task and project durations based on the percentage of effort available across one or more resources. The scheduling abilities is similar to that of an advanced construction scheduling software that ensures that entire teams stays on track.

4-Mobile Responsive

The enhanced mobile timesheet includes a new timer feature to easily start, pause, and stop the timer while working on projects and tasks, automatically creating time entries upon completion. Microsoft Project Integration – the ability to seamlessly import and export Microsoft project files, automatically creating projects in Klient including the calculation of task durations, dependencies, lag days, priorities, and more.

5-Customer Communities

Project management enhancements for customers and partners to directly collaborate with project teams on the successful delivery of client engagements.


A new integration with Sage Live financials built native on the Salesforce App Cloud delivering seamless integration of projects, invoices, and purchases directly between Klient and Sage Live. The Sage Live integration joins a growing partner network of integrations with accounting and productivity solutions including Sage Live, Sage Intacct, NetSuite, QuickBooks, Xero, Slack, JIRA, and Zendesk, supporting real-time connections with the applications project teams use every day.

Take a Klient PSA free trial available on Salesforce AppExchange

Visit Salesforce AppExchange and click “Test Drive” button to try out Klient.

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.