Scale your practice
without scaling your chaos
IT services firms grow by adding clients. Then chaos grows faster — projects slip, invoices lag, and your best engineers burn out while junior staff sit idle. Klient PSA — the Salesforce PSA for IT services — gives you operational control that scales with you.
One PSA for every IT engagement
Cloud migrations, infra upgrades, managed services, staff augmentation — IT services firms juggle multiple project types and billing models simultaneously.
Where IT services firms leak revenue
Scope changes vanish into thin air
Client asks for “one more server” or “quick network change.” Your engineer handles it, but nobody updates the SOW. You just gave away $5K of work. Multiply that across 20 projects.
Resource Tetris without a board
Three projects need your senior cloud architect next week. Two PMs emailed, one Slacked. Nobody knows who’s committed where — until someone gets double-booked and a deadline slips.
Invoice lag kills cash flow
Month closes. PMs scramble to gather hours. Finance waits for approvals. Invoice goes out 3 weeks late. Client disputes a line item. Payment arrives 60 days after work was done.
Three reasons IT services firms choose Klient
Opportunity → Project → Invoice. One Thread.
A deal closes in Salesforce. Project auto-creates with tasks, milestones, and budget. Time gets logged. Invoice generates. Revenue recognizes. No re-keying, no export, no delay.
Staff Smarter, Not Harder
See every engineer’s committed hours, skills, and availability on one screen. Filter by certification (AWS, Azure, CCNA). Know instantly when you can take on new work — or when you need to hire.
Bill Faster, Collect Sooner
Time entries auto-populate invoices. Approvals happen in Salesforce. Invoices push to your accounting system the same week work is done. Disputes drop because clients see the detail.
The agents built for IT services
Klient PSA ships with a squad of Salesforce Agentforce agents. For IT services firms, three keep delivery moving across mixed engagement types — each ships complete, and every output waits for your approval.
PLANNY1 · Project Management
Reads project metrics across every active engagement and delivers a prioritised brief — surfacing at-risk milestones and resourcing conflicts before a deadline slips.
TIMEY1 · Timesheets
Drafts timesheets from calendar, tickets, and activity so engineers stop losing billable hours to Friday-afternoon recall. One review, approved.
STAFFY1 · Resourcing
Surfaces who has capacity, which tasks need resourcing, and where you’re over-allocated — then proposes the right engineer for every gap. You decide and assign.
Built for IT services delivery leaders
Questions from IT services leaders
Scale the practice.
Not the chaos.
See how Klient helps IT services firms track every project, bill every model, and grow profitably — all native on Salesforce.