Salesforce PSA Software for Technology & SaaS

Turn implementation into a profit center

Your product is subscription. Your services shouldn’t be a mystery. Klient PSA, the Salesforce PSA for SaaS teams, connects customer onboarding, implementation, and success — from closed deal to recognized revenue — all native on Salesforce.

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See the Customer Lifecycle
100%
Salesforce native
3 wks
Go-live
ASC 606
Multi-deliverable rev rec
$39
/user/month
The Customer Lifecycle

From closed-won to renewal — one platform

SaaS companies sell subscriptions but deliver projects. Most track the subscription in Salesforce and the implementation in spreadsheets. That gap destroys PS margins — through scope creep you can’t see, hours you can’t bill, and revenue you can’t recognize.

Deal Closes
Subscription + implementation SOW in Salesforce
Implementation
Config, data migration, integrations, training
⚠ Scope creep zone
Go-Live
Customer live, handoff to CSM team
Ongoing Services
Custom dev, training, optimization sprints
⚠ Unbilled work
Renewal
Expansion, upsell, new modules
The Problem

Where SaaS services margins disappear

Implementation is a cost center

Your PS team delivers onboarding at a loss because no one tracks hours against the SOW. “We’ll absorb it” becomes the default — killing margin on every new deal.

-15%Average PS margin when untracked

Scope creep is invisible

Customer asks for “one more integration.” PM says yes. No change order, no updated SOW, no additional billing. The project grows but the budget doesn’t.

30%Of implementation scope typically unplanned

ASC 606 multi-deliverable chaos

Your contract bundles subscription + implementation + training. Finance needs to recognize each separately. The data lives in three different systems — or a spreadsheet.

Audit riskManual allocation = compliance headache
The Solution

Three reasons SaaS companies choose Klient

From Cost Center to Profit Center

Track every implementation hour against the SOW. See margin in real-time. Issue change orders before scope creep destroys the project economics.

“If you can’t measure it, you’ll give it away. Klient makes implementation profitable.”

Salesforce → Project → Revenue. One Thread.

Opportunity closes. Project auto-creates with budget, milestones, and resource plan. Time is logged. Invoice generates. Revenue recognized per ASC 606 — all without leaving Salesforce.

“Your CRM and your delivery platform should be the same platform. With Klient, they are.”

Scale Without Hiring

AI agents handle meeting recaps, status updates, timesheet reminders, and risk alerts. Your consultants focus on the customer, not admin work. Deliver more with the same team.

“Every hour your consultant spends on admin is an hour they’re not implementing. Agents fix that.”
AI Agents

The agents built for SaaS delivery

Klient PSA ships with a squad of Salesforce Agentforce agents. For SaaS teams, three pull the most weight across the onboarding-to-renewal lifecycle — each one ships complete, and every output waits for your approval.

G1

GUIDY1 · Onboarding

Keeps every implementation on track to go-live. GUIDY monitors onboarding tasks, nudges stalled owners, and escalates before a launch date slips — so new customers reach value faster.

Learn about GUIDY1 →
T1

TOUCHY1 · Customer Touchpoints

Owns the follow-up after every check-in, QBR, and renewal call. TOUCHY preps meeting briefs, drafts recap summaries, and updates the project record — so nothing slips between your CSMs and the customer.

Learn about TOUCHY1 →
K1

KNOWWY1 · Knowledge

Turns every implementation into reusable knowledge. KNOWWY drafts runbooks and Salesforce Knowledge articles from completed work — so the next onboarding is faster and your team stops reinventing the playbook.

Learn about KNOWWY1 →
Who It’s For

Built for SaaS delivery teams

Primary User
VP of Professional Services
Runs a team of 15–100 implementation consultants. Juggles fixed-fee and T&M projects. Can’t see utilization or margin across the portfolio in real time.
“See every project’s health, margin, and resource load — from one dashboard on Salesforce.”
Economic Buyer
CFO / VP Finance
Needs to separate subscription revenue from implementation revenue for ASC 606. Relies on spreadsheets to allocate transaction prices across bundled deliverables.
“Automate multi-deliverable revenue recognition. No more month-end reconciliation nightmares.”
Champion
Salesforce Admin / RevOps
Managing fragile integrations between Salesforce, Jira, and spreadsheets. Needs structured data for Agentforce AI. Wants to maximize Salesforce ROI.
“100% native PSA. No integration to maintain. Your project data is AI-ready from day one.”
Common Objections

Questions from SaaS leaders

“Our PS team is only 10 people. Do we really need a PSA?”
That’s exactly when to start. A 10-person team running on spreadsheets is leaving 10–15% of revenue on the table through unbilled scope changes and untracked hours. Klient starts at $39/user/month — one recovered change order pays for a year.
“We already use Jira for implementation tracking.”
Great — keep it. Klient syncs with Jira bidirectionally. Your engineers keep working in Jira; time and status flow into Klient for billing, resource management, and revenue recognition. No rip-and-replace needed.
“We mostly do fixed-fee implementations, so time tracking doesn’t matter.”
Time tracking matters even more on fixed-fee. If you don’t know how many hours a project actually consumed, you can’t price the next one correctly. Klient gives you cost-to-serve data so you can set profitable fixed fees, not hopeful guesses.
“Certinia is the ‘real’ PSA for SaaS companies.”
Certinia is built for 500+ person organizations with dedicated PSA admins. If you’re a SaaS company with a 10–500 person PS team, you need something your consultants will actually use. Klient is rated #1 for ease of use on G2, goes live in 3 weeks, and costs a fraction of Certinia. See the full comparison →

Make implementation your
most profitable product

See how Klient connects your SaaS delivery lifecycle — from closed deal to recognized revenue — all native on Salesforce.

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