Salesforce PSA Software for Manufacturing

The operating system for your service factory

You have an ERP for your widgets. You need Klient for your workers. Manage engineering hours, project profitability, and revenue recognition with the same rigor you apply to your production line.

100%
Salesforce native
3 wks
Go-live
ASC 606
Revenue rec built in
$39
/user/month
The ETO Challenge

Every custom order is a project.
Most are managed in spreadsheets.

In Engineer-to-Order manufacturing, every order is a complex mix of engineering hours, custom parts, and procurement. The result: "Deviation" — the gap between what you quoted and what it actually cost.

1
Estimation
Engineering estimates hours for design
⚠ Underestimation
2
Order Won
Deal closes in Salesforce CRM
3
Engineering
CAD, mechanical, electrical, programming
⚠ Untracked time
4
Procurement
Parts ordered, engineers idle waiting
⚠ Poor utilization
5
Installation
Site deployment, commissioning
⚠ Budget blowout
Real-time Deviation Tracking
Budget
400 hrs
Actual
520 hrs
Without Klient: You discover this after the invoice is sent.
With Klient: You see it in real time and issue a Change Order before margin is lost.
Hidden Costs

Where manufacturing margins disappear

Unbilled change orders

Customer changes scope mid-project. Engineering absorbs the extra work because no one tracked it against the original estimate.

$$$Lost per project in unrecovered scope changes

Invisible engineering hours

Pre-sales engineering, gold-plating, and untracked rework silently consume your most expensive resource: skilled engineers.

40%Of engineering time often unaccounted for

The Excel risk

Multi-million dollar ETO projects managed in spreadsheets. No audit trail, no real-time visibility, no ASC 606 compliance.

Audit riskManual revenue rec is error-prone and slow
The Klient Advantage

Three reasons manufacturers choose Klient

Theme 1

Stop Revenue Leakage

Every untracked hour in an ETO project is margin lost. Klient captures 100% of the effort, ensuring you bill for every bit of value you deliver.

"Excel tells you what happened last month. Klient tells you what will happen next week."
Theme 2

The Service Factory

You have an ERP for your widgets; you need Klient for your workers. Manage your talent supply chain with the same precision as your material supply chain.

"Treat your engineering team like a high-value asset portfolio, not a black box of costs."
Theme 3

Native is Better

Keep project financials where your customer relationship lives. Native on Salesforce means your data is immediately ready for Manufacturing Cloud and Agentforce AI.

"Don't build islands of data. A native app means zero integration headaches."
The Golden Thread

Quote-to-Cash in one platform

Watch a deal flow from closed-won to recognized revenue — without leaving Salesforce.

Step 1
Deal Closes
Opportunity won in Salesforce CRM
Step 2
Project Created
Auto-created with budget & resource plan
Step 3
Engineers Assigned
Resource planner matches skills to tasks
Step 4
Time Logged
Mobile time entry from shop floor or site
Step 5
Invoice & Rev Rec
Auto-invoice, ASC 606 revenue recognized
AI Agents

The agents built for manufacturing services

Klient PSA ships with a squad of Salesforce Agentforce agents. For engineer-to-order and field-service operations, three keep complex projects on track — each ships complete, and every output waits for your approval.

P1

PLANNY 1 · Project Management

Reads project health across every active build and delivers a prioritised brief — flagging schedule and cost risk on long-lead engineer-to-order work before it compounds.

S1

SCOPEY 1 · Scoping

Turns a plain-language change request into a structured scope with acceptance criteria — so engineering changes are documented and billable, not absorbed.

ST

STAFFY 1 · Resourcing

Surfaces engineering and field capacity, then proposes the right resource for every task — balancing specialised skills across concurrent builds. You decide and assign.

Who It's For

Built for the people who feel the pain

Primary User
VP of Operations / Engineering Director
VP of Operations or Engineering Director. Lives in "Excel Hell." Can't see resource availability in real-time. Constantly fighting deviation — budget vs. actuals.
"Turn your engineering team into a high-margin service engine, not a black box of costs."
Economic Buyer
The Risk-Averse CFO
Revenue leakage from unbilled change orders. Terrified of ASC 606 audits. Frustrated by manual reconciliation between Engineering and Finance.
"Automate revenue recognition and eliminate the month-end reconciliation nightmare."
Influencer
The Platform Champion
Salesforce Admin drowning in disconnected tools — Jira, Monday, Excel. Maintaining fragile integrations. Needs AI-ready structured data for Agentforce.
"Make your project data AI-ready with a 100% native solution that works with Manufacturing Cloud."
Common Objections

Questions we hear from manufacturers

"We already have SAP / Oracle for this."
That's great for inventory and general ledger. But how easily can your engineers schedule resources or track time in SAP? Most find it rigid and difficult, which leads to "shadow spreadsheets." Klient sits in front of the ERP — handling the agile "people" work in Salesforce — and pushes final financial data back to your ERP.
"We're a manufacturer, not a professional services firm."
If you do Engineer-to-Order, installation, or field maintenance, you are a services business. You sell expertise and time, just like a consultancy. The only difference is you also sell atoms alongside the bits. Klient is built to monetize that complexity — even if you don't call it "consulting."
"Monday.com is cheaper and handles our tasks."
If you save just one "lost" change order or improve utilization by 5% because of better visibility, the system pays for itself in a month. Monday.com manages tasks; Klient manages margin. Those tools are great for boards, but they don't understand dollars.
"Our engineers won't adopt another tool."
Klient is rated #1 for ease of use on G2. Engineers log time from their phone in under 30 seconds. We offer a 30-day scoped trial — let your engineers try the mobile app on one real ETO project. If they don't adopt it, walk away.

Run your service factory
with manufacturing precision

See how Klient gives you real-time project profitability, automated ASC 606 compliance, and AI agents — all native on Salesforce.

Book a Demo → Start 30-Day Trial