Salesforce PSA

Klient is the Salesforce PSA built to run your entire services business

Professional Services Automation (PSA) Software Built Natively on Salesforce.

Klient PSA modules are state-of-the-art Salesforce automation tools to unlock growth and achieve project mastery.

Salesforce Automation: a winning recipe for growth

Professional Services Automation on Salesforce helps service-based companies streamline and automate various aspects of their processes.

The best-kept secret to grow your consulting practice

Klient helps overcome operational challenges and common barriers to scale.

Replace your disconnected tools with Klient PSA

Run your entire business on a single Professional Services Automation platform native to Salesforce.

Achievable results with a professional services automation platform

According to SPI Research's 2024 Professional Services Maturity™ benchmark, you can achieve:

14%
Boost in Project Margin
10%
Increase Revenue Per Employee
13%
Grow Profit (EBITDA %)
20%
Acquire More Customers

Source: SPI Research 2024 Professional Services Maturity™ Benchmark

Why use a PSA software running on Salesforce?

World's #1 CRM

Integrated platform, AI, app development, and best-in-class apps — all on the world's leading CRM.

Single Source of Truth

Connect sales, service, marketing, commerce, and IT, and personalize every experience from one platform.

Fast Time to Value

Ease of design and implementation at speed, with high ROI from day one.

Scalable and Flexible

Solutions for any size company or industry, ready to grow as you do.

96%

of customers say they met or exceeded ROI expectation

Unify Every Department Under One Source of Truth

Centralized BI

Access all data and reports in one unified platform.

Enhanced Performance

Boost performance with easy access to unified project data.

Efficient Collaboration

Seamlessly share and retrieve information across the platform.

Engaged Customers

Improve interactions with detailed, accessible project data.

See Klient PSA in action.

Discover the best-kept secret to grow your services business. Book a 30-minute demo.

$39/user/mo 3 wks go-live 100% Salesforce native