Klient PSA vs Rocketlane
The #1 Salesforce-native PSA alternative for professional services teams.
Rocketlane is an excellent, highly-rated standalone platform for client onboarding and project delivery. The difference is architecture: Rocketlane connects to Salesforce, while Klient PSA runs entirely inside it. If your business already runs on Salesforce, Klient keeps projects, resources, time, and billing in one source of truth with your CRM — no second system, no sync.
Why teams choose Klient PSA over Rocketlane
Built inside Salesforce, not bolted on
Rocketlane is a separate application you integrate with Salesforce — a second login, a second data store, and a sync to keep aligned. Klient PSA lives natively inside your Salesforce org, so delivery and CRM data are never out of step.
No integration to build or break
With Rocketlane, the opportunity-to-project handoff depends on a connector. In Klient, a closed Salesforce opportunity becomes a project in the same platform — no middleware, no field-mapping to maintain.
The full delivery-to-cash lifecycle
Rocketlane is loved for customer onboarding and project visibility — and rightly so. Klient PSA spans the whole lifecycle: estimation, resource planning, timesheets, invoicing, and revenue recognition, all native on Salesforce.
AI agents on Agentforce, inside your perimeter
Because Klient PSA is native, its nine AI agents run on Salesforce Agentforce within your existing security model — automating timesheets, status reports, and scope tracking on the same data your team already trusts.
Frequently asked questions
Is Klient PSA a good Rocketlane alternative?
Yes — especially for teams that run on Salesforce. Rocketlane is a polished standalone PSA and client-onboarding platform that integrates with Salesforce; Klient PSA runs natively inside Salesforce, so projects, resources, time, and billing share one source of truth with your CRM data — no separate system to sync.
What is the main difference between Klient PSA and Rocketlane?
Architecture. Rocketlane is a separate application connected to Salesforce via integration. Klient PSA is 100% Salesforce-native — it lives inside your org as Salesforce objects, so there is no middleware, no data sync, and no second system to administer.
Does Klient PSA cover billing and the full delivery lifecycle?
Yes. Rocketlane is strong on customer onboarding and project visibility; Klient PSA adds native estimation, resource planning, timesheets, invoicing, and revenue recognition — the full delivery-to-cash lifecycle, plus AI agents on Salesforce Agentforce.
See Klient PSA in action.
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