Salesforce PSA Software for Salesforce SI Partners

Run your practice on
the platform you sell

You implement Salesforce for a living. But your own projects, timesheets, and billing? Spreadsheets, Jira, and a prayer. It’s time to eat your own cooking. Run your SI practice natively on Salesforce with Klient PSA — the Salesforce PSA built on the platform you already sell.

Book a Demo →See Project Types
100%
Salesforce native
Jira
Bidirectional sync
Agentforce
AI agents included
$39
/user/month
Your Business Model

Every Salesforce project type, one PSA

Salesforce SIs run implementations, managed services, migrations, and Agentforce builds — often for the same client, with different billing models.

SF Implementations
Fixed fee / milestone
Agentforce Builds
T&M or sprint-based
Managed Services
Monthly retainer
Migrations & Upgrades
T&M with cap
The Problem

The Salesforce partner paradox

You sell Salesforce but run on spreadsheets

You tell clients to centralize their data in Salesforce. Then you track your own projects in Jira, timesheets in Google Sheets, and billing in QuickBooks. Clients notice the irony.

73%of SIs use 3+ tools for delivery

Opp-to-project handoff is broken

AE closes a deal in Salesforce. Delivery manager re-enters everything in a PM tool. SOW details get lost. Scope gets misunderstood. Project starts with the wrong assumptions.

2–3 hrsWasted on every project kickoff

Certified talent is your scarcest asset

Every Salesforce SI battles for certified consultants. Without real-time resource visibility, your architects get triple-booked while certified admins sit underutilized.

68%Average utilization — top SIs hit 80%+

The Solution

Three reasons Salesforce SIs choose Klient

Opportunity → Project — Zero Re-entry

Deal closes in Sales Cloud. Project auto-creates with the SOW details, task template, and budget. No copy-paste. No lost scope. Delivery starts with perfect data because it came from the same system.

“The handoff from sales to delivery should be a click, not a meeting.”

Jira + Salesforce. Best of Both.

Your developers live in Jira. Your PMs and finance team live in Salesforce. Klient syncs bidirectionally — tasks, time, and status flow between both. No duplicate entry, no stale data.

“Devs use Jira. PMs see budgets in Salesforce. Everyone wins.”

Margin Visibility Across Every Engagement

See budget burn, utilization, and projected margin live — per project, per client, per practice. Spot an over-running implementation on day 3, not at month-end close. Price the next deal from real cost-to-serve data.

“Know your margin on every implementation in real time. Price smarter.”
AI Agents

The agents built for Salesforce SIs

You sell Agentforce to clients — run it on your own practice first. Klient PSA ships with a squad of Agentforce agents; three pull the most weight for an SI, and every output waits for your sign-off.

D1

DEVY1 · Development

Picks up approved, scoped Salesforce dev tasks, writes the code, runs tests, and routes the output back for human sign-off before anything deploys — so your developers spend their hours on the hard problems, not the boilerplate.

Learn about DEVY1 →
S1

SCOPEY1 · Scoping

Turns a client request into a structured scope with deliverables and acceptance criteria, held as a Klient PSA task for approval — so the opp-to-project handoff carries clean requirements instead of lost SOW detail.

Learn about SCOPEY1 →
ST1

STAFFY1 · Resourcing

Surfaces which certified consultants have capacity and proposes the right fit for every task — so your architects stop getting triple-booked while admins sit idle. You decide and assign.

Learn about STAFFY1 →
Who It’s For

Built for Salesforce SI delivery leaders

Primary User
Delivery Director / Practice Lead
Runs 10–30 concurrent Salesforce projects. Needs to see sprint health, budget burn, and resource conflicts across all engagements — without checking 3 different tools.
“One view of every project, every consultant, every dollar. Updated live.”
Economic Buyer
Managing Partner / CEO
Growing from 15 to 50+ consultants. Needs margin visibility by client, by project type, and by team. Currently flying blind until month-end close.
“Know your margin on every implementation in real time. Price smarter.”
Champion
Salesforce Admin / Ops Lead
Already manages the company’s Salesforce org. Tired of maintaining integrations between Jira, spreadsheets, and the CRM. Wants one native platform to manage.
“One platform to admin. Same security model. Same metadata. Native.”
Common Objections

Questions from Salesforce SI leaders

“We already use Jira for everything.”
Keep Jira for development. Klient handles the business layer: budgets, billing, resource planning, and client reporting. Our bidirectional Jira sync means tasks and time flow between both systems automatically. Devs stay in Jira. Finance and PMs stay in Salesforce.
“Why not just build our own on Salesforce? We’re developers.”
You could — and it would take 6–12 months of your best developers’ time, and maybe you end up with a viable tool. That’s time not spent on billable client work. Klient is $39/user/month and goes live in 3 weeks. The math doesn’t work for building your own when the opportunity cost is this high.
“We’re a small shop — 8 consultants. Is this overkill?”
8 consultants × $39/mo = $312/month. One recovered scope overrun pays for Klient for a year. Plus, you get to demo Agentforce on your own org to prospects — that’s a sales accelerator, not just an operations tool.
“Can we resell Klient to our clients?”
Absolutely. Klient has a Partner Program — SIs like Saasinct, Incloud, and Devpresso use Klient internally and implement it for their clients. It’s a new revenue stream: you earn implementation fees and ongoing referral commissions.

Eat your own cooking.
Run on Salesforce.

See how Salesforce SI partners use Klient to run their practice, demo Agentforce, and grow profitably — all native on the platform they sell.

Book a Demo →Explore Partner Program