Grow your deal.
Hit your number.
Klient PSA is a 100% Salesforce-native app that adds project management, billing, and AI agents to every Services Cloud, Sales Cloud, or platform deal. It’s quota credit for you — and a complete Professional Services Automation platform for your customer.
Loved by customers. Built on a trusted platform.
4.96 stars on AppExchange. G2 High Performer. 11+ years on the Salesforce ecosystem. Your customers are in safe hands.
Three ways Klient PSA grows your deal
PNR Quota Credit
Every Klient PSA deal sold into your account earns you quota credit. A 50-user deal puts $3,480 toward your number.
Your credit.
Flex Credit Attach
Klient’s AI agents run on Agentforce and consume Flex Credits. Every Klient deal is a Flex Credit deal. More agents = more consumption.
You earn.
Expand the Platform
Klient PSA gets the PS team into Salesforce daily. More users, more adoption. Pulls Service Cloud, Experience Cloud, and Data Cloud in.
Footprint up.
One platform for the entire revenue lifecycle
Your customer’s sales team lives in Salesforce. But the moment a deal closes, delivery moves to spreadsheets, Monday.com, Jira, and disconnected tools. Klient PSA closes that gap — natively.
Opp → Project → Invoice
Deal closes in Sales Cloud. Project auto-creates with SOW, tasks, and budget. Time tracked. Invoice generated. Revenue recognized.
Deliver it.
Bill it.
Done.
AI Agents Handle Admin
TIMEY chases timesheets. PLANNY writes status reports. KLARA answers questions. SCOPEY monitors scope. Powered by Agentforce.
Agents deliver.
Stop Revenue Leakage
Most PS firms lose 5–10% of earned revenue through unbilled hours, scope creep, and invoice delays. Every hour visible. Every dollar billable.
they’re losing.
Not just billable work. Any project type.
If your customer manages projects, Klient PSA fits. Here are the most common use cases:
Ask these in every discovery call
If any answer triggers a signal — you’ve found a Klient deal. Tag our Salesforce PAM or email partners@klient.com.
“Where do you manage projects once a deal closes?”
If they say spreadsheets, Monday.com, Asana, Smartsheet, or Jira — that’s a displacement opportunity. Klient replaces all of these natively on Salesforce.
“Do you have a professional services or implementation team?”
Any company that bills for time, delivers projects, or runs implementations is a Klient customer. SaaS with PS, consulting firms, IT services, Salesforce SIs.
“How do your PMs track time and create invoices?”
If time tracking and billing are separate tools (or manual), that’s revenue leaking. Klient connects time → approval → invoice → accounting in one flow.
“Are you interested in Agentforce for your delivery team?”
Klient’s AI agents are a live Agentforce proof point. Your customer gets real agents on day one — not a custom build. Great for Agentforce pipeline.
“Who in your org uses Salesforce today? Just sales — or also delivery?”
If delivery isn’t in Salesforce yet, Klient is the reason to expand. More licenses, more platform adoption, bigger footprint.
“Do you bill clients for implementation or consulting work?”
If yes — they need a PSA. If they’re using anything other than a Salesforce-native tool, you have an easy conversation starter.
How to spot a Klient deal by industry
Klient PSA works for any firm that manages projects — billable or internal. If they run projects, there’s a fit. Here’s how to spot it by vertical.
| Industry | Signals to Listen For | What They Replace | Klient Pitch Angle |
|---|---|---|---|
| Salesforce SI Partners | “We use Jira for our own projects” / “We track time in spreadsheets” | Jira + Sheets + manual billing | Run your practice on the platform you sell. Jira sync included. |
| SaaS / Tech | “Our PS team uses different tools than sales” / “Implementation margin is a black box” | Monday.com, Asana, Smartsheet | Opp → project → invoice in one system. ASC 606 revenue recognition. |
| Consulting & Advisory | “We can’t see utilization across practices” / “Retainers are hard to track” | Spreadsheets, Kantata, custom builds | Real-time margin by engagement. Cross-practice resource planning. |
| IT Services | “We mix T&M, fixed-fee, and retainer billing” / “Cash flow lags behind delivery” | ConnectWise (for projects), Sheets | All billing models in one platform. Invoice cycle from weeks to days. |
| Cybersecurity | “Our analysts hate timesheets” / “We over-deliver on retainers” | Spreadsheets, Autotask | Retainer guardrails. Staff by certification and clearance. |
| Manufacturing (ETO) | “Engineering hours are hard to track against orders” / “Revenue recognition is manual” | ERP side-systems, Sheets | Track engineering time against custom orders. Automate ETO rev rec. |
Competitive quick-reference
If a prospect mentions any of these tools for project delivery, you have a Klient conversation.
Generic project management. No billing, no resource planning, no Salesforce native. Data lives outside Salesforce. Your customer is paying for two systems that don’t talk to each other.
Spreadsheets with a UI. No billing engine, no PSA, no AI agents. Requires manual data transfer to/from Salesforce.
Salesforce native but $175/user, 3–6 month implementation. Built for 2,000+ person orgs with dedicated PSA admins. Klient is $39/user, goes live in 3 weeks.
Biggest market. The prospect doesn’t realize they have a problem yet. Lead with the revenue leakage angle — most firms lose 5–10% of earned revenue.
What the customer might push back on
📋 AE/SE Quick Reference
Ready to attach Klient
to your next deal?
Tag our Salesforce PAM or email partners@klient.com. We’ll join the call, run the demo, and help you close. You get quota credit. Your customer gets a better Salesforce.