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Klient PSA
  • Platform

    • Estimate & ForecastScopes, proposals & revenue forecasting
    • Project ManagementPlans, milestones & Gantt charts
    • Resource ManagementScheduling, utilization & capacity
    • Task & TimeTasks, timesheets & delivery execution
    • Customer CollaborationPortals, approvals & client visibility
    • Billing & FinancialsInvoicing, revenue & accounting sync

    AI & Integrations

    • AI Agents9 Agentforce agents for PS teamsNew
    • MCP & SkillsConnect any AI to Klient PSA — headlessNew
    • Jira SyncBidirectional Jira Cloud & Salesforce syncNew
    • Jira Time TrackerLog time in Jira, sync to Salesforce
    • Accounting IntegrationsQuickBooks, Xero, Sage Intacct & more

    Explore

    • All ProductsThe full Klient PSA product family
    • Compare Klientvs Certinia, Kantata, Precursive & more
    • PSA vs CRMDo you need both? How they differ
    • Consulting & AdvisoryTurn expertise into measurable profit
    • Technology & SaaSMake implementation a profit center
    • IT ServicesScale without scaling the chaos
    • Salesforce SI PartnersRun your practice on the platform you sell
    • HR ConsultingPeople are your product
    • CybersecurityStop over-delivering, start over-earning
    • ManufacturingThe operating system for your service factory
    • Healthcare & Life SciencesRun studies & submissions — billed right, audit-ready
    • Onboarding ServicesSelf, guided & custom implementation
    • Advisory SupportDedicated CSM & office hours
    • Add-on ServicesTraining, templates & community portal
    • Customer LoginFeature Hub & support portal
  • Content

    • Blog
    • News
    • Feature Spotlight
    • Events & Webinars
    • eLearning

    Customer Stories

    • All Customer StoriesEvery Klient PSA case study
    • Flexia900% growth in 5 years
    • Bolt Data2× revenue in under 18 months
    • Incloud$40K+ operational savings
    • Partnership ProgramEarn 10–15% ARR commissions
    • Find a PartnerBrowse the Klient partner directory
  • Pricing
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Industries

PSA built for how your firm delivers

Every services business bills differently, staffs differently, and recognizes revenue differently. Klient is the Salesforce-native PSA that adapts to your model — not the other way around. Find your industry below.

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Industries We Serve

Eight industries. One Salesforce-native platform.



Technology & SaaSTurn implementation into a profit center — onboarding to recognized revenue.




Consulting FirmsEvery engagement type, every billing model — tracked, staffed, and billed.




IT ServicesScale your practice without scaling your chaos — projects, retainers, and T&M.




Cybersecurity FirmsStop over-delivering, start over-earning — bill every pentest, retainer, and IR hour.




HR ConsultingPeople are your product — protect retainer margins and staff by specialization.




ManufacturingThe operating system for your service factory — ETO projects with ASC 606 rev rec.




Salesforce SI PartnersRun your practice on the platform you sell — and demo Agentforce on your own org.




Healthcare & Life SciencesStudies, submissions, and validation work — billed across every model, audit-ready on Salesforce.

Don’t see your industry?

If you sell expertise and time, Klient is built for you. Book a demo and we’ll show you how Klient fits your delivery model — all native on Salesforce.

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Klient PSA — Salesforce-native PSA

Klient is the Salesforce PSA — AI agents and your team, delivering on one platform.

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Product

  • All Products
  • Professional Services Automation
  • Project Forecasting in Salesforce
  • Resource Management in Salesforce
  • Time Tracking & Timesheets in Salesforce
  • Project Management in Salesforce
  • Customer Collaboration in Salesforce
  • Billing & Financials in Salesforce
  • Accounting Integrations
  • Pricing
  • Compare PSA Alternatives

Industries

  • Consulting & Advisory
  • Technology & SaaS
  • IT Services
  • Salesforce SI Partners
  • HR Consulting
  • Cybersecurity
  • Manufacturing
  • Healthcare & Life Sciences

Resources

  • Professional Services Blog
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New in Klient PSA

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