Professional Services Industry Insights
This video explains how to highlight key related records on Klient page layouts using dynamic lists. Key topics covered include: N Importance…
In this video, Dominic discusses using exception reports to maintain data quality: N Exception reports for focused data quality N Benefits in…
Efficient project status updates are crucial for transparency and project success. In this video, Dominic from Klient addresses common challenges, shares best…
In this video, Dominic explains multiple ways to restrict time entry on specific tasks within Klient, and cover the following items: N…
Our Participation Overview At Klient, we are committed to staying at the forefront of innovation and industry advancements. In this blog entry,…
Three new organizations have completed their Klient University training. Our grads are now ready to help their teams get the most out…
Invoice Generation Improvements, Export + Import Klient Projects Utilities and Customizable Survey Labels, boost productivity with these new PSA tools!
With Salesforce CPQ (configure, price, quote), sales reps can create accurate quotes for their customers, going beyond rudimentary Opportunities Products and Quotes.…
Experience seamless data alignment with enhanced Project and Task Assignments, intuitive task deletion and improved visibility on task status!
Meet Rosalie Chassat (Customer Success Manager) and Sean Nazarian (Senior Account Executive), the dynamic additions to our team!
Klient PSA joins Sage Intacct Marketplace, renewing its partnership and deepening its connector integration with Sage financial management and accounting cloud.
In 2024, Multi-Factor Authentication (MFA) will be mandatory for all Salesforce and Klient PSA users. Prepare your teams for this update by…
See Klient PSA in action.
Book a 30-minute demo. Go live in 3 weeks.