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# Your Projects in Salesforce with Klient PSA

 All-in-One Project Management Suite, 100% Salesforce Native

## Sitemaps

- [XML Sitemap](https://klient.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Klient Blog](https://klient.com/klient-blog/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”||0px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” custom_margin=”-30px|auto||auto||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_font=”|||on|||||” header_text_color=”#666666″ header_font_size=”63px” global_colors_info=”{}”] Klient Blog [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”1px|||||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blog fullwidth=”off” include_categories=”all” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][/et_pb_blog][/et_pb_column][/et_pb_row][/et_pb_section]
- [4 Client Retention Strategies for Professional Service Firms](https://klient.com/blog/4-client-retention-strategies-professional-service/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2019/04/Klient_customer_happy.jpg” alt=”four happy professional people with crossed arms” title_text=”Klient_customer_happy” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_code admin_label=”Social-Share” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px”
- [Klient PSA is now built 100% Native on Salesforce!](https://klient.com/blog/klient-now-native-cloud-salesforce-psa/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2022/03/Klient_salesforce_100native.png” alt=”Klient_salesforce_100native” title_text=”Klient_salesforce_100native” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_code admin_label=”Social-Share” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″
- [G2 Tech Website Rates Klient Has A Momentum Leader!](https://klient.com/blog/g2-rates-klient-momentum-leader/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2018/09/Klient_blog_G2_momentum_leader_Fall2018.jpg” alt=”four hands holding small trophy” title_text=”Klient_blog_G2_momentum_leader_Fall2018″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_code admin_label=”Social-Share” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″
- [Professional Services Automation (PSA) VS Project Management Software](https://klient.com/blog/professional-services-automation-psa-and-project-management-software/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2019/02/psa_vs_psm.jpg” alt=”psa_vs_psm” title_text=”psa_vs_psm” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_code admin_label=”Social-Share” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″
- [Top 43 Professional Services KPIs To Grow Your Firm](https://klient.com/blog/top-kpis-examples-for-professional-services-firms/) - Get an exhaustive list of the best professional services KPIs to track and review to grow your business. Learn how to calculate them for yourself (and why).
- [The Power of Data: Leveraging CRM for Professional Services for Better Insights](https://klient.com/blog/the-power-of-data-leveraging-crm-in-professional-services-for-better-insights/) - [et_pb_section][et_pb_row][et_pb_column type=”4_4″][et_pb_text] Are you making the most of your data? If you’re using a CRM for professional services, there are several ways you can use this data to help both your business and your customers. Data collected through customer relationship management (CRM) software can help professional services companies improve their operations, offer better customer service,
- [Leverage project templates earlier in the sales process to improve your CPQ bookings and delivery](https://klient.com/blog/improve-cpq-delivery-project-templates/) - By linking deployment recipes, proposal templates and project structures early, Salesforce Partners can secure and deliver CPQ engagements more efficiently.
- [Newsletter - April 2025](https://klient.com/blog/newsletter-april-2025/) - Explore Klient PSA’s April 2025 updates: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [Newsletter - May 2025](https://klient.com/blog/newsletter-may-2025/) - Explore Klient PSA’s May 2025 updates: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [Klient Newsletter - June 2025](https://klient.com/blog/newsletter-june-2025/) - Explore Klient PSA’s June 2025 updates: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [November 2025 Klient PSA Product Update Webinar](https://klient.com/blog/november-2025-klient-psa-product-update-webinar/) - Watch the November 2025 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [September 2025 Klient PSA Product Update Webinar](https://klient.com/blog/september-2025-klient-psa-product-update-webinar/) - Watch the September 2025 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [August 2025 Klient PSA Product Update Webinar](https://klient.com/blog/august-2025-klient-psa-product-update-webinar/) - Watch the August 2025 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [July 2025 Klient Product Update Webinar](https://klient.com/blog/july-2025-klient-product-update-webinar/) - Watch the July 2025 Klient Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [June 2025 Klient Product Update Webinar](https://klient.com/blog/june-2025-klient-product-update-webinar/) - Watch the June 2025 Klient Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [Newsletter - March 2025](https://klient.com/blog/newsletter-march-2025/) - Explore Klient PSA’s March 2025 updates: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [QA Management & Release Handoff](https://klient.com/blog/qa-management-release-handoff/) - Learn how to manage QA processes and release handoffs efficiently with Klient. Tips on task management, verification, and tracking release progress.
- [Resource Assignment & Team Allocation](https://klient.com/blog/resource-assignment-team-allocation/) - Learn how to manage resource assignment and team allocation efficiently with Klient. Tips on checking availability, adding tasks, and visualizing workload.
- [Share project development in real-time with Klient Customer Community | How I Solved It With Klient](https://klient.com/blog/share-project-development-in-real-time-with-klient-customer-community-how-i-solved-it-with-klient/) - TEMPLATE
- [Achieve more with your customer with Klient Customer Community](https://klient.com/blog/achieve-more-with-your-customer-with-klient-customer-community/) - Discover how to improve project success with Klient's Custom Community. Learn best practices for user-centric design, automation, and effective communication.
- [See The Future With Product Roadmap](https://klient.com/blog/see-the-future-with-product-roadmap/) - Discover how sharing a product roadmap can build customer trust, improve engagement, and foster collaboration.
- [Sending an NPS Survey from Klient](https://klient.com/blog/sending-an-nps-survey-from-klient/) - Discover how Klient's NPS surveys enhance customer feedback.
- [Why TSIA World INTERACT 2025 Matters for Professional Services Leaders](https://klient.com/blog/klient-tsia-world-interact/) - Join Klient PSA at TSIA World INTERACT 2025, the premier event for professional services leaders. Visit Booth #829 for live demos & expert strategies.
- [Klient Launches Partner Program to Unlock Lucrative Revenue Streams for the North American Salesforce Ecosystem](https://klient.com/blog/klient-launches-partner-program-salesforce-ecosystem/) - Klient launches Partner Program to unlock lucrative revenue streams for the North American Salesforce ecosystem.
- [Understanding SOC 2 for Salesforce ISV Partners](https://klient.com/blog/guide-soc-2-salesforce-isv-partners/) - Understanding SOC 2 for Salesforce ISV Partners: A Quick Start Guide. Understand the basics and why it's pivotal for your business security and credibility.
- [December 2025 Klient PSA Product Update Webinar](https://klient.com/blog/december-2025-klient-psa-product-update-webinar/) - Watch the December 2025 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [January 2026 Klient PSA Product Update Webinar](https://klient.com/blog/january-2026-klient-psa-product-update-webinar/) - Watch the January 2026 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [February 2026 Klient PSA Product Update Webinar](https://klient.com/blog/february-2026-klient-psa-product-update-webinar/) - Watch the february 2026 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [March 2026 Klient PSA Product Update Webinar](https://klient.com/blog/march-2026-klient-psa-product-update-webinar/) - Watch the march 2026 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [April 2026 Klient PSA Product Update Webinar](https://klient.com/blog/april-2026-klient-psa-product-update-webinar/) - Watch the april 2026 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [May 2026 Klient PSA Product Update Webinar](https://klient.com/blog/may-2026-klient-psa-product-update-webinar/) - Watch the May 2026 Klient PSA Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [What is a PSA software ? Professional Services Automation](https://klient.com/blog/what-is-professional-services-automation/) - PSA software manages projects, resources, timesheets, and billing. Learn what Professional Services Automation does, how it compares to ERP, and how to choose.
- [Simplify SaaS Product Development with Agile and Sprint Planning in Salesforce - The Klient Inception S2.E2](https://klient.com/blog/simplify-saas-product-development-with-agile-and-sprint-planning-in-salesforce-the-klient-inception-s2-e2/) - One platform to run your entire product life cycle. With Klient PSA in Salesforce, use projects to manage development tasks and timelines, keep your team aligned, and launch your product faster.
- [Customer Success equals Project Success - The Klient Inception S2.E1](https://klient.com/blog/customer-success-equals-project-success-the-klient-inception-s2-e1/) - The five projects that drive success and revenue for Salesforce SI Partners. How to structure projects to organize tasks and deliver results on time. Best practices for creating effective statements of work. Strategies to ensure each project contributes to your bottom line.
- [Klient PSA at Agentforce World Tour London 2026](https://klient.com/blog/klient-psa-at-agentforce-world-tour-london-2026/) - Klient PSA brings Hybrid Project Delivery and its full AI agent catalog to Agentforce World Tour London on June 18th, 2026.
- [Klient Feature Hub: One Place to Discover, Learn, and Shape Klient PSA](https://klient.com/blog/klient-feature-hub-one-place-to-discover-learn-and-shape-klient-psa/) - Discover features, follow learning paths, submit ideas, and track the roadmap. The Klient Feature Hub centralizes the Klient PSA customer experience.
- [Salesforce PSA solutions : Native vs Integrated](https://klient.com/blog/salesforce-psa-native-vs-integrated/) - A Salesforce PSA tool runs natively inside your CRM. Learn why salesforce-native PSA beats integrated and what to look for when evaluating.
- [AI Agents in Professional Services: How consulting firms are changing the way they deliver](https://klient.com/blog/ai-agents-in-professional-services/) - AI agents in professional services are autonomous task executors — scoping, status reports, time capture — with humans approving every output before it ships.
- [Klient Newsletter - May 2026](https://klient.com/blog/klient-newsletter-may-2026-2/) - Explore Klient PSA’s May newsletter: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [Klient PSA at Agentforce World Tour Toronto 2026](https://klient.com/blog/klient-psa-at-agentforce-world-tour-toronto-2026/) - Klient PSA brings Hybrid Project Delivery and its full AI agent catalog to Agentforce World Tour Toronto on May 7th, 2026.
- [Klient PSA at Agentforce World Tour New York 2026](https://klient.com/blog/agentforce-world-tour-new-york-2026/) - Klient PSA brings Hybrid Project Delivery and its full AI agent catalog to Agentforce World Tour New York on April 29, 2026 at the Javits Center.
- [ERP vs PSA: Differences and Which You Need](https://klient.com/blog/erp-vs-psa/) - ERP vs PSA: PSA manages projects, resources, and billing for services firms. ERP manages finance, inventory, and operations.
- [The Best Time Tracking App for Salesforce: A Consultant’s Guide](https://klient.com/blog/salesforce-time-tracking/) - Discover Salesforce Time tracking the smarter way. Explore Klient PSA’s powerful time tracking app, weekly timesheet, keyboard nav, and PTO automation.
- [Top 10 Apps on Salesforce for Project Management (2025 Guide)](https://klient.com/blog/top-8-apps-on-salesforce-for-project-management/) - Discover the 10 best project management apps on Salesforce in 2025. Compare PSA, timesheet, resource, and RFP tools to streamline your operations.
- [Klient PSA at Dreamforce | Exploring Agentforce & AI](https://klient.com/blog/klientpsa-at-dreamforce-2025/) - Klient PSA at Dreamforce 2025. Join us in San Francisco to explore Salesforce innovation, Agentforce, and connect with peers.
- [Klient Newsletter - January 2026](https://klient.com/blog/klient-newsletter-january-2026/) - Explore Klient PSA’s January newsletter: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [Klient Newsletter - February 2026](https://klient.com/blog/klient-newsletter-february-2026/) - Explore Klient PSA’s february newsletter: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [Klient Newsletter - April 2026](https://klient.com/blog/klient-newsletter-april-2026/) - Explore Klient PSA’s april newsletter: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [Klient PSA Introduces Hybrid Project Delivery](https://klient.com/blog/klient-psa-introduces-hybrid-project-delivery/) - Eight specialized Agentforce agents now work alongside human consultants inside Salesforce. That's Hybrid Project Delivery.
- [Capture, Compare, and Analyze Project Performance Over Time](https://klient.com/blog/snap-workspace-project-analytics/) - Capture project snapshot, compare baselines, and visualize project performance with Snap Workspace in Salesforce. Burndown charts, KPIs, & Agentforce ready analytics for PSA.
- [Time Tracker for Jira | Klient PSA Time Tracking App](https://klient.com/blog/time-tracker-for-jira/) - The Klient PSA Time Tracker for Jira lets teams log hours directly from Jira issues into Salesforce. No switching apps, no lost billable time.
- [Klient PSA 50.8: Log Time from Google Calendar & Automate Project Schedules](https://klient.com/blog/klient-psa-50-8-automate-project-schedules/) - Discover Klient PSA 50.8 with Google Calendar time logging, smarter timesheets, automated project transposition, and improved QuickBooks syncing.
- [Klient PSA 50.9: Faster Timesheets and Task Management in Salesforce](https://klient.com/blog/klient-psa-50-9-timesheets-task-updates/) - Discover Klient PSA 50.9, explore Project Workspace Mass Update capabilities, automated month-end timesheets, QuickBooks Bill Sync in Salesforce
- [Klient PSA 50.11: Clearer Project Delivery Through Smarter Time Tracking and Resource Planning on Salesforce](https://klient.com/blog/klient-psa-50-11-clearer-project-delivery-through-smarter-time-tracking-and-resource-planning-on-salesforce/) - Learn how Outlook calendar time tracking, flexible time entry, and survey forms improve project delivery and resource planning on Salesforce with Klient PSA 50.11
- [Klient PSA Launches Project Agent on AgentExchange](https://klient.com/blog/klient-psa-launches-project-agent/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.24.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_margin=”||||false|false” custom_padding=”100px||50px||false|false” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”75px” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_text _builder_version=”4.27.5″ _module_preset=”default” global_colors_info=”{}”] Klient’s customers can now accelerate project delivery with an AI agent designed to enhance human performance and strengthen hybrid workforce collaboration. [/et_pb_text][et_pb_code
- [Klient Newsletter - December 2025](https://klient.com/blog/klient-newsletter-december-2025/) - Explore Klient newsletter December edition: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [Bulk Edit Tasks Faster in Salesforce: Introducing Mass Update Fields](https://klient.com/blog/mass-update-fields-project-salesforce/) - Klient PSA 50.9 introduces Mass Update Fields, an easy way to bulk update tasks in Salesforce. Save time, ensure data consistency, and eliminate repetitive clicks.
- [Klient PSA Launches Time Tracker for Jira](https://klient.com/blog/klient-psa-time-tracker-for-jira/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.24.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_margin=”||||false|false” custom_padding=”100px||50px||false|false” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”75px” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2025/11/Time-Tracker-for-Jira.png” title_text=”Time Tracker for Jira” _builder_version=”4.27.4″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” alt=”Klient PSA time tracker for jira thumbnail ” sticky_enabled=”0″][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_code admin_label=”Social-Share” _builder_version=”4.21.0″
- [Klient Newsletter - November 2025](https://klient.com/blog/klient-newsletter-november-2025/) - Explore Klient PSA’s october newsletter: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [TSIA Envision 2025 Insights: 4 Shifts Redefining Professional Services Delivery](https://klient.com/blog/tsia-envision-2025-insights-4-shifts-redefining-professional-services-delivery/) - Explore key takeaways from TSIA Envision 2025. Learn how AI, connected delivery, and outcome-based models are transforming Professional Services and SaaS operations.
- [Klient Newsletter - October 2025](https://klient.com/blog/klient-newsletter-october-2025-2/) - Explore Klient PSA’s october newsletter: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [Klient PSA 50.7: Smarter Reporting, Stronger Financial Tracking, and Clearer Resource Planning](https://klient.com/blog/klient-psa-50-7-smarter-reporting-financials-resource-planning/) - Discover how Klient PSA v50.7 delivers smarter reporting, deeper financial tracking, and clearer resource planning for consulting firms.
- [Klient PSA at TSIA ENVISION 2025](https://klient.com/blog/klient-psa-at-tsiaenvision/) - Meet Klient PSA at TSIA ENVISION 2025 in Las Vegas. Visit Booth #601 and join CEO Yanick Abraham’s session with 5 practical lessons for SMBs and services teams.
- [Klient Newsletter - September 2025](https://klient.com/blog/klient-newsletter-september-2025/) - Explore Klient PSA’s september 2025 updates: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [Klient PSA 50.6: Smarter Reports, Timesheets & Resource Planner](https://klient.com/blog/feature-spotlight-release-50-6/) - Discover Klient PSA 50.6: customizable project status reports, Salesforce calendar-integrated timesheets, and new resource planning tools.
- [Feature Spotlight: Enhanced Client Portal for PSA](https://klient.com/blog/feature-spotlight-klient-customer-community/) - Transform customer collaboration with Klient PSA client portal. Empower customers with real-time project transparency, document sharing, and seamless feedback. Get started today!
- [Klient Newsletter - August 2025](https://klient.com/blog/klient-newsletter-august-2025/) - Explore Klient PSA’s August 2025 updates: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [Klient PSA 50.5:  Automate Scheduling, Timesheets & Expenses in Salesforce](https://klient.com/blog/klient-psa-50-5-automate-scheduling-timesheets-expenses-in-salesforce/) - See how Klient PSA 50.5 automates scheduling, timesheets & expenses in Salesforce. Deliver faster, bill sooner.
- [Can Salesforce Be Used as a Project Management Tool? Yes. Here’s How.](https://klient.com/blog/tip-25-salesforce-as-a-project-management-tool/) - Want to manage projects directly in Salesforce? Discover how Salesforce as a project management tool can be powerful with the right setup.
- [How to Migrate Your Smartsheet to Salesforce and Boost Project Margins](https://klient.com/blog/how-to-migrate-your-smartsheet-to-salesforce-and-boost-project-margins/) - Migrating your projects from Smartsheet to Salesforce not only brings everything together but also drives up project margins.
- [Klient PSA v50.3.2: Enhanced Resource Planning & Time Tracking in Salesforce](https://klient.com/blog/feature-spotlight-release50-3-2/) - Explore smarter time tracking, efficient resource planning, and new Klient PSA 50.3.2 features to streamline project delivery inside Salesforce.
- [Klient Newsletter - July 2025](https://klient.com/blog/klient-newsletter-july-2025/) - Explore Klient PSA’s July 2025 updates: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.
- [Feature Spotlight: Project Import Wizard](https://klient.com/blog/feature-spotlight-project-import-wizard/) - Quickly set up projects with our Project Import Wizard, leveraging pre-built templates to streamline and accelerate your workflow.
- [Feature Spotlight: Time-Based Scheduling](https://klient.com/blog/feature-spotlight-timebased-scheduling/) - Flexible Resource Scheduling in Salesforce: Align resources, plan projects, and boost delivery with Klient PSA, 100% Salesforce native.
- [Klient PSA 50.4: Automating Project Billing & Time Reconciliation in Salesforce](https://klient.com/blog/feature-spotlight-release-50-4/) - Explore what’s new in Klient PSA 50.4 — Enhanced Salesforce project management software for consulting firms and SaaS businesses.
- [May 2025 Klient Product Update Webinar](https://klient.com/blog/may-2025-klient-product-update-webinar/) - Watch the May 2025 Klient Product Update Webinar about our newest Professional Services Automation (PSA) functionalities.
- [The 3 Biggest Pros and Cons of Collaborating with Customers](https://klient.com/blog/3-pros-and-3-cons-of-collaborating-on-your-projects-with-your-customers/) - Collaborating with customers boosts communication and relationships but can add workload. Discover the key pros and cons of customer collaboration in projects.
- [Feature Spotlight: Workspace Milestone View](https://klient.com/blog/feature-spotlight-workspace-milestone-view/) - Every project needs its milestones. They provide clarity and set expectations for your customers. Easily toggle between all tasks and an uncluttered milestone view from the Global and Project Workspace.
- [April 2025 Klient Product Update Webinar](https://klient.com/blog/april-2025-klient-product-update-webinar/) - Watch the April 2025 Klient Product Update Webinar about our newest professional services automation (PSA) functionalities.
- [Estimate with Project Templates](https://klient.com/blog/estimate-with-project-templates/) - Improve your project estimates and proposals with Klient's project templates. Learn best practices and streamline your processes.
- [Boost Project Success & Engagement: The Power of Project Surveys](https://klient.com/blog/boost-project-success-engagement-the-power-of-project-surveys/) - Discover how project surveys enhance client satisfaction, streamline project execution, and boost employee engagement. Learn best practices inside!
- [March 2025 Klient Product Update Webinar](https://klient.com/blog/march-2025-klient-product-update-webinar/) - Watch the March 2025 Klient PSA Product Update Webinar to learn how our newest functionalities could be leveraged to add value to your organization.
- [February 2025 Klient Product Update Webinar](https://klient.com/blog/february-2025-klient-product-update-webinar/) - Watch the February 2025 Klient PSA Product Update Webinar to learn how our newest functionalities could be leveraged to add value to your organization.
- [Feature Spotlight: Save time with Klient Preload](https://klient.com/blog/feature-spotlight-klient-preload/) - Salesforce is a trusted and highly secure platform, but sometimes that comes at the cost of speed. Good news—we’ve got a solution!
- [Boost Business Performance by Putting the Right People in the Right Seats](https://klient.com/blog/boost-business-performance-right-people-in-the-right-seats-principle/) - Align your team's passions and abilities with their roles. Boost morale and business performance with the Right People in the Right Seats principle.
- [8 Reasons We Share Our Project Roadmap with Customers](https://klient.com/blog/8-reasons-we-share-our-project-roadmap-with-prospects-and-customers/) - Wondering if you should share your project roadmap? Discover 8 key reasons why transparency with prospects and customers builds trust, aligns goals, and drives success.
- [Streamline Project Management with Salesforce Next Step Field](https://klient.com/blog/streamline-project-management-with-salesforce-next-step-field/) - Enhance project management with Salesforce's 'Next Step' field. Improve communication, track updates efficiently, and streamline workflow for success.
- [January 2025 Klient Product Update Webinar](https://klient.com/blog/january-2025-klient-product-update-webinar/) - Watch the January 2025 Klient PSA Product Update Webinar hosted by Yanick & Rosalie, to stay up-to-date with our latest version released and learn how our newest functionalities could be leveraged to add value to your organization. In this webinar, we cover new features from version 49.14.2 (released in early January).
- [November 2024 Klient Product Update Webinar](https://klient.com/blog/november-2024-klient-product-update-webinar/) - Watch the November 2024 Klient PSA Product Update Webinar. Discover 5 exciting features with insights from Yanick & Rosalie to enhance your Salesforce-native PSA experience. Register to our upcoming webinars.
- [December 2024 Klient Product Update Webinar](https://klient.com/blog/december-2024-klient-product-update-webinar/) - Watch the December 2024 Klient PSA Product Update Webinar hosted by Yanick & Rosalie, to stay up-to-date with our latest version released and learn how our newest functionalities could be leveraged to add value to your organization. In this webinar, we cover new features from version 49.12.1(released in early December).
- [October 2024 Klient Product Update Webinar](https://klient.com/blog/october-2024-klient-product-update-webinar/) - Watch the October 2024 Klient PSA Product Update Webinar hosted by Yanick & Rosalie, to stay up-to-date with our latest version released and learn how our newest functionalities could be leveraged to add value to your organization. In this webinar, we cover new features from version 49.9.2 (released in late September).
- [Feature Spotlight: Checklists](https://klient.com/blog/feature-spotlight-checklists/) - Checklists in Klient PSA do more than just keep you organized—they ensure tasks move forward efficiently and teams stay on track. Let’s dive into how this features enhance your project management.
- [From Good to Great: How Competencies Can Elevate Your Project Management Skills](https://klient.com/blog/from-good-to-great-how-competencies-can-elevate-your-project-management-skills/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/02/Project-Management-Competencies.png” alt=”From Good to Great: How Competencies Can Elevate Your Project Management Skills” title_text=”Project-Management-Competencies” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_code admin_label=”Social-Share” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row
- [Feature Spotlight: Read-Only Project Sharing](https://klient.com/blog/feature-spotlight-read-only-project-sharing/) - Smoothly share project information with your customers using Klient Customer Community
- [Feature Spotlight: On-Demand Project Status Report](https://klient.com/blog/feature-spotlight-on-demand-project-status-report/) - Keep Your Customers in the Know with Live Sharing of Project Status through Customer Community
- [Building Trust Through Customer Transparency](https://klient.com/blog/building-trust-through-customer-transparency/) - Building Trust Through Customer Transparency How Transparency Drives Success & Maximizes Revenue in Challenging Economic Times
- [Project Managers Sleep Better When Exposing Their Project Statuses](https://klient.com/blog/project-managers-sleep-better-when-exposing-their-project-statuses/) - Improve project management with weekly Project Status Updates. Reduce stress, enhance communication, and keep your projects on track. Get expert tips now!
- [Feature Spotlight: Collaborative Tools: Chatter & Files](https://klient.com/blog/feature-spotlight-collaborative-tools-chatter-files/) - Streamline your Customer Collaboration with Powerful Collaborative Tools in Klient Customer Community
- [Agile Sprint Planning & Release Management](https://klient.com/blog/agile-sprint-planning-release-management/) - Efficient agile sprint planning and release management. Learn key practices for optimizing project implementation and success in our latest video.
- [Improve Customer Relationships With Collaboration](https://klient.com/blog/improve-customer-relationships-with-collaboration/) - Improve customer relationships with Klient. Learn effective collaboration strategies to enhance service quality and customer satisfaction in this video.
- [Improve Transparency with Efficient Project Status Updates](https://klient.com/blog/improve-transparency-with-efficient-project-status-updates/) - Learn how efficient project status updates improve transparency and project success with Klient's project platform on Salesforce.
- [Send a project status weekly to build customer trust](https://klient.com/blog/klient-tips-send-a-project-status-weekly-to-build-customer-trust/) - Sending a Project Status weekly will make you free! We send this project status weekly to our customers with Time & Expense Projects. Is there anything missing? Keeping customers and us in sync is a no-brainer when both sides can easily see the budget, scope, and timeline.
- [Managing My Work As A Developer](https://klient.com/blog/managing-my-work-as-a-developer/) - Learn how to manage work efficiently as a developer with Klient. Tips on task prioritization, team collaboration, and effective time logging.
- [Plan Your Summer, Review Time Off Requests](https://klient.com/blog/plan-your-summer-review-time-off-requests/) - Learn how to manage time off requests efficiently with Klient. Tips on creating requests, approval process, and using Resource Planner.
- [Focus on the Right Task](https://klient.com/blog/focus-on-the-right-task/) - Learn how to focus on the right tasks using Klient tools. Tips on using Homepage dashboard, Global Kanban, Workspace, and My Timesheet.
- [Tailor Resource Planning with Scheduling Modes](https://klient.com/blog/tailor-resource-planning-with-scheduling-modes/) - Learn how different scheduling modes in Klient improve resource planning and project management efficiency.
- [Transform the Employee Experience](https://klient.com/blog/transform-the-employee-experience/) - Enhance employee satisfaction and productivity with structured onboarding and real-time analytics using Klient.
- [Maximize Your Margins With Efficient Implementation](https://klient.com/blog/maximize-your-margins-with-efficient-implementation/) - Maximize project margins with efficient implementation. Learn key practices for optimizing project profitability and growth in our latest video.
- [Harness Your Business Knowledge With Project Templates](https://klient.com/blog/harness-your-business-knowledge-with-project-templates/) - Standardize your project structure and improve efficiency using Klient project templates.
- [Optimize your project, when to use Task, Checklist and Milestone](https://klient.com/blog/optimize-your-project-when-to-use-task-checklist-and-milestone/) - Learn how Klient optimizes project management by effectively using tasks, checklists, and milestones
- [Assign Project Resources to a Won Project](https://klient.com/blog/assign-project-resources-to-a-won-project/) - Learn how Klient assigns resources to won projects for effective project management and success.
- [Life of a Project: Fixed Fee with Milestones](https://klient.com/blog/life-of-a-project-fixed-fee-with-milestones/) - Learn how Klient manages fixed fee projects with milestone payments, from project creation to invoicing.
- [Life of a Project: Fixed Fee with Installments with Sales Cloud](https://klient.com/blog/life-of-a-project-fixed-fee-with-installments-with-sales-cloud/) - Learn how Klient manages fixed fee projects with installments, from project creation to invoicing.
- [Ensure Project Accuracy With Contextual Timesheet Approval](https://klient.com/blog/ensure-project-accuracy-with-contextual-timesheet-approval/) - Ensure project accuracy with Klient's timesheet approval process. Improve data quality and operational efficiency.
- [Life of a Project: Fixed Fee With Installments](https://klient.com/blog/life-of-a-project-fixed-fee-with-installments/) - Optimize your project management with Klient: Fixed fee projects with installments. Learn how to deliver successful projects every time.
- [Maintain Data Quality Using Exception Reports](https://klient.com/blog/maintain-data-quality-using-exception-reports/) - Optimize your data management with exception reports for seamless project delivery.
- [Prevent Revenue Leakage With Dashboards](https://klient.com/blog/prevent-revenue-leakage-with-dashboards/) - Prevent revenue leakage with comprehensive dashboards. Learn key practices for optimizing invoicing and revenue management in our latest video.
- [Manage Agile Epics and Sprints in the Workspace](https://klient.com/blog/manage-agile-epics-and-sprints-in-the-workspace/) - Effectively manage Agile epics and sprints using Klient's workspace. Learn key practices for successful Agile project management in our latest video.
- [Successfully Onboard Employees With a Structured Project Template](https://klient.com/blog/successfully-onboard-employees-with-a-structured-project-template/) - Effectively onboard employees using structured project templates. Learn key practices for successful onboarding in our latest video.
- [Add Value to Project Closure Using Survey](https://klient.com/blog/add-value-to-project-closure-using-survey/) - Enhance project closure with surveys to drive continuous improvement. Learn key practices for effective project closure using Klient.
- [Prevent Budget Disasters Before They Happen](https://klient.com/blog/prevent-budget-disasters-before-they-happen/) - Learn how to prevent budget disasters with Klient. Discover strategies for effective budget control and project management in our latest video series.
- [Highlight Key Related Records on Page Layouts Using Dynamic Lists](https://klient.com/blog/highlight-key-related-records-on-page-layouts-using-dynamic-lists/) - Enhance project visibility by highlighting key related records on Klient page layouts using dynamic lists.
- [Restrict Time Entry Against Specific Tasks](https://klient.com/blog/restrict-time-entry-against-specific-tasks/) - Discover how to restrict time entry on specific tasks using Klient. Learn practical solutions for accurate time tracking and project management.
- [Want a productivity boost? Try these new Klient PSA tools!](https://klient.com/blog/klient-psa-features-showcase-april-2024/) - Invoice Generation Improvements, Export + Import Klient Projects Utilities and Customizable Survey Labels, boost productivity with these new PSA tools!
- [Our Salesforce Partner Summit and World Tour Experience](https://klient.com/blog/highlights-salesforce-partner-summit-2024/) - Join us as we delve into the highlights of our team's experience at the last Salesforce Partner Summit and World Tour NYC.
- [7 Ways PSA Software Helps Sales Teams Improve Their Results](https://klient.com/blog/7-ways-psa-software-helps-sales-teams-improve-their-results/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2016/05/Klient_7reason_alignsalesteam.jpg” alt=”stack of hands” title_text=”Klient_7reason_alignsalesteam” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_code admin_label=”Social-Share” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.1″ _module_preset=”default”
- [Slack is now Integrated Into Klient PSA](https://klient.com/blog/klient-psa-launches-for-slack/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2016/05/Slack_logo_new.png” alt=”slack logo” title_text=”Slack_logo_new” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_code admin_label=”Social-Share” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text
- [The 4 Benefits of Effective Resource Planning for Service Organizations](https://klient.com/blog/the-4-benefits-of-effective-resource-planning-for-service-organizations/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2016/01/Klient_4reasons_planning.jpg” alt=”man holding growth graph” title_text=”Klient_4reasons_planning” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_code admin_label=”Social-Share” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.1″
- [PSA Integration Guide: Run Your Business On One Platform](https://klient.com/blog/integrating-psa-with-the-solutions-that-drive-your-services-business/) - Is your data scattered and unreliable? Learn the best practices for a successful PSA integration as well as what to look for in a PSA for your business.
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- [Managing Resource Constraints in Project Management: Insights from Industry Leaders](https://klient.com/blog/resource-constraints-project-management/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/03/Resources-Constraint.png” alt=”Resources Constraints in Project Management” title_text=”Resources-Constraint” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_code admin_label=”Social-Share” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″
- [Top 5 Project Management Applications for Salesforce : Which Project Management Application is Right for Your Business?](https://klient.com/blog/top-5-project-management-applications-for-salesforce-which-project-management-application-is-right-for-your-business/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/03/Top-Salesforce-Project-Management.png” alt=”Top Salesforce Project Management Application” title_text=”Top-Salesforce-Project-Management” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_code admin_label=”Social-Share” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″
- [The Essential Guide to Creating Invoices for Professional Services](https://klient.com/blog/the-essential-guide-to-creating-invoices-for-professional-services/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/03/The-Essential-Guide-to-Creating-Invoices-for-Professional-Services.png” alt=”The Essential Guide to Creating Invoices for Professional Services” title_text=”The Essential Guide to Creating Invoices for Professional Services” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px”
- [From Finance to Resource Management: ERP for the Full Spectrum of Professional Services](https://klient.com/blog/from-finance-to-resource-management-erp-for-the-full-spectrum-of-professional-services/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/03/From-Finance-to-Resource-Management-ERP-for-the-Full-Spectrum-of-Professional-Services.png” alt=”From Finance to Resource Management ERP for the Full Spectrum of Professional Services” title_text=”From Finance to Resource Management ERP for the Full Spectrum of Professional Services” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″
- [Professional Services ERP: Should you invest in this business solution?](https://klient.com/blog/professional-services-erp/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”off|desktop” _builder_version=”4.25.0″ background_color=”#f7f7f7″ background_image=”https://klient.com/wp-content/uploads/2023/06/Tile_vertical.png” background_size=”initial” background_position=”top_left” custom_padding=”100px||||false|false” hover_enabled=”0″ global_colors_info=”{}” background_last_edited=”on|phone” background_size_phone=”custom” background_image_width_phone=”60px” sticky_enabled=”0″][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/04/Project-Management-Competencies.png” alt=”professional services erp” title_text=”professional services erp” _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_post_title comments=”off” featured_image=”off” _builder_version=”4.23.1″ _module_preset=”default” title_font_size=”40px” title_line_height=”1.3em” meta_font=”||on||||||” global_colors_info=”{}”][/et_pb_post_title][et_pb_code admin_label=”Social-Share” _builder_version=”4.21.0″ _module_preset=”default” global_colors_info=”{}”][/et_pb_code][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″
- [PSA System – The Ultimate Guide to Professional Services Automation Software](https://klient.com/blog/psa-system/) - Learn how to implement and make the most of a PSA system so that you can optimize every process of your professional services business.
- [10 Must-Have Features of a Salesforce Project Management App](https://klient.com/blog/essential-features-project-management-salesforce-app-software/) - Discover 10 essential features that your Salesforce Project Management software should have if you want to manage projects more efficiently and effectively.
- [5 Challenges of Implementing PM Software in Salesforce](https://klient.com/blog/challenges-implementation-project-management-salesforce-software/) - These 5 challenges of implementing Project Management software in Salesforce can hold back your growth. Apply these actionable solutions to overcome them.
- [How to Convince Your Boss to Purchase a Salesforce PM App](https://klient.com/blog/why-purchase-project-management-tool-app-software-salesforce/) - Use these 6 KPIs to convince your boss that purchasing a native Salesforce Project Management software is the best way to grow faster in any economic climate.
- [7 Great Reasons for Using Salesforce for Project Management](https://klient.com/blog/7-reasons-why-you-should-use-salesforce-for-project-management/) - There are plenty of good reasons why professional services teams should adopt Salesforce to manage their projects. We've listed our Top 7 in this article.
- [Klient Achieves SOC 2 Type 2 Certification](https://klient.com/blog/klient-achieves-soc-2-type-2-certification/) - Klient is now SOC 2 Type 2 certified, meaning even higher levels of security and trust for our customers. Try for free our SOC 2 framework for Salesforce ISVs.
- [7 Reasons For Running SOC 2 and GRC Policies on Salesforce](https://klient.com/blog/soc-2-control-matrix-it-grc-policies-salesforce/) - Discover the advantages of managing your SOC 2 Control Matrix and IT GRC Policies directly on Salesforce, a guide for ISV Partners.
- [Top Sales & Marketing KPIs for Professional Services](https://klient.com/blog/sales-marketing-kpi-metrics-professional-services/) - Bookmark our exhaustive list of the best Sales and Marketing KPIs for Professional Services. Learn how to measure and track these metrics to grow your business.
- [The Future of Project Management in Salesforce is AI](https://klient.com/blog/ai-trends-project-management-salesforce/) - Salesforce's Einstein AI is also shaping the future of Project Management in Salesforce. This article explores where this transformative journey might lead us.
- [Auventa, Jumpr, Rouge Marketing graduate from Klient University](https://klient.com/blog/auventa-jumpr-rouge-marketing-klient-university/) - Three new organizations have completed their Klient University training. Our grads are now ready to help their teams get the most out of Klient PSA!
- [New Task Management Tools Now Available in Klient PSA](https://klient.com/blog/task-management-updates-klient-psa-march-2024/) - Experience seamless data alignment with enhanced Project and Task Assignments, intuitive task deletion and improved visibility on task status!
- [Rosalie Chassat and Sean Nazaria Join the Ranks of Klient](https://klient.com/blog/rosalie-chassat-sean-nazarian-join-klient/) - Meet Rosalie Chassat (Customer Success Manager) and Sean Nazarian (Senior Account Executive), the dynamic additions to our team!
- [5 New Klient PSA Features to Boost Productivity You Need to Know](https://klient.com/blog/top-5-klient-psa-features-q4-2023/) - Discover 5 Klient PSA features released this Fall that will help boost your team’s work experience and project productivity!
- [Klient Renews and Extends Partnership with Sage Intacct](https://klient.com/blog/klient-extends-partnership-sage-intacct/) - Klient PSA joins Sage Intacct Marketplace, renewing its partnership and deepening its connector integration with Sage financial management and accounting cloud.
- [Klient PSA to Enforce Multi-Factor Authentication in 2024](https://klient.com/blog/klient-psa-multi-factor-authentication-2024-update/) - In 2024, Multi-Factor Authentication (MFA) will be mandatory for all Salesforce and Klient PSA users. Prepare your teams for this update by reading our guide.
- [Have you scheduled your next meeting?](https://klient.com/blog/klient-tips-have-you-schedule-your-next-meeting/) - Always book your next meeting…. before you end your call, book the next one. There’s many benefits to this: • You’ll be able to plan throughly beforehand. • You can structure the agenda, so that both sides will be prepared. • You can easily handle action items for the following week.
- [The power of an email recap](https://klient.com/blog/klient-tips-the-power-of-an-email-recap/) - Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page. To get the most out of client meetings, an email recap can be a powerful tool!
- [Leverage Salesforce LWC to take control of your workflow!](https://klient.com/blog/klient-tips-leverage-salesforce-lwc-to-take-control-of-your-workflow/) - Don’t be afraid to leverage Salesforce in a way that’s customized to your team’s needs! We love posting helpful content, but managing it across a word, CMS, and version manager… not so much. Here’s what we’ve done to help our team:
- [Create Checklists to Manage Fewer Tasks](https://klient.com/blog/klient-tips-create-checklists-to-manage-fewer-tasks/) - Does your dashboard look like a messy set of tasks? Maybe it’s time to consider using Checklists instead! Checklists are an easy way to regroup to-do lists inside a single task. For example, instead of having 10 tasks to onboard your client, you could only have one, but add items such as Send questionnaire, Book onboarding call, Send documentation link, etc…
- [Use EOS to run your business](https://klient.com/blog/klient-tips-use-eos-to-run-your-business/) - Have you heard of the EOS model – or Entrepreneurial Operating System? First introduced in Traction by Gino Wickman, this is the model we recommend for all SaaS and professional service teams to run their businesses.
- [Always lead with your “why”](https://klient.com/blog/klient-tips-always-lead-with-your-why/) - Do you communicate your ideas with colleagues? If not… you should. Let’s say you’re describing a new feature to your dev team. You specify a button should appear on the top right of the interface. Why? Is there a reason for that placement? For example, will it provide a better UX? Will it reduce scroll time?
- [Adapting your user interface for visual accessibility](https://klient.com/blog/klient-tips-adapting-your-user-interface-for-visual-accessibility/) - What’s the importance of the User Interface in a PSA software? Recently a prospective customer who experienced visual challenges asked us how to adapt the Klient interface for accessibility. We happily walked them through a demo of how to do it.
- [Send handwritten cards to build stronger customer relationships](https://klient.com/blog/send-handwritten-cards-to-build-stronger-customer-relationships/) - How do you build your customers relationship? A handwritten card or note is a thoughtful and personal gesture that shows you care and appreciate the recipient. For employees, receiving a handwritten note from their employer can 𝗯𝗼𝗼𝘀𝘁 𝗺𝗼𝗿𝗮𝗹𝗲 𝗮𝗻𝗱 𝗺𝗮𝗸𝗲 𝘁𝗵𝗲𝗺 𝗳𝗲𝗲𝗹 𝘃𝗮𝗹𝘂𝗲𝗱.
- [Create Dashboards to Showcase Important Data](https://klient.com/blog/klient-tip_create-dashboards-to-showcase-important-data/) - Are you struggling to keep track of all the important reports and metrics you need to access daily? By creating your own custom dashboards in Salesforce, you can conveniently showcase all your important data in a single view by pulling information from multiple reports.
- [Keep Your Projects In Scope with A Backlog or GapList](https://klient.com/blog/klient-tip-11-keep-your-projects-in-scope-with-a-backlog-or-gaplist/) - Here’s how to keep customers happy while respecting your budget. Dealing with out-of-scope requests from customers can be a real challenge, especially when you want to keep them happy while respecting your budget. But don’t worry, we’ve got you covered! With this simple tip, you can manage these requests like a pro!
- [Boost Collaboration and Productivity with Kanban Boards](https://klient.com/blog/klient-tip-12-boost-collaboration-and-productivity-with-kanban-boards/) - Are you struggling to keep up with changing project scopes and deadlines? The Kanban board allows teams to work more efficiently by streamlining their workflows, improving communication and collaboration and achieving better outcomes. It provides a visual and flexible approach to manage your tasks and projects.
- [Boost Productivity with Salesforce Favorites](https://klient.com/blog/boost-productivity-with-salesforce-favorites/) - You’re struggling to navigate through the go-to items and project records you need every day? Use Salesforce Favorites to keep frequently used items at your fingertips and boost productivity!
- [Find Your Ideal Candidates with Psychometric Tests](https://klient.com/blog/find-your-ideal-candidates-with-psychometric-tests/) - Can’t seem to find candidates with the right aptitudes and culture fit for your business? Here’s how to leverage psychometric tests in your HR recruiting process.
- [Streamline Your SOC 2 Compliance Journey with an Automation Platform](https://klient.com/blog/manage-soc-2-compliance-with-unified-automation-platform/) - Simplify your SOC 2 compliance process. Centralize all policies, procedures, and tasks on a single platform. Streamline audits and foster effective risk management.
- [Keep Your Work Breakdown Structure (WBS) Simple](https://klient.com/blog/simplify-work-breakdown-structure-tip-salesforce/) - Your WBS is your roadmap—keep it simple, clear, and focused on the major stops. Don't let unnecessary details derail your journey to project management success.
- [Grow Your Team with Quality Talent](https://klient.com/blog/hr-advice-top-talent-acquisition-recruitment/) - Looking to hire top talent to grow your organization? Setup a well-defined, efficient and repeatable HR process to benchmark and compare candidates at scale.
- [Get Your Priorities Right with Salesforce Pinned Tabs](https://klient.com/blog/manage-your-priorities-with-salesforce-pinned-tabs/) - Constant distractions often undermine our ability to focus and deliver on our projects. Salesforce Pinned Tabs can help you get your priorities right by aligning your workspace with your professional mission and role, at all times.
- [Boost Your Salesforce Adoption Success with a Named ORG](https://klient.com/blog/why-name-salesforce-org-deployment-project/) - Naming your Salesforce Org is a simple strategy to enhance communication, boost adoption, and foster team unity on your deployment projects.
- [Stay Up to Date with Salesforce Last 7 Days Filter](https://klient.com/blog/what-is-salesforce-7-days-filter-report/) - The Last 7 Days filter in Salesforce provides a clearer picture of your project's progress, allowing you to make better decisions based on real-time data.
- [The Benefits of Taking Vacations to Boost Team Productivity](https://klient.com/blog/benefits-taking-time-vacations-for-productivity-job-satisfaction/) - Taking a break from the job during long periods can lead to greater productivity. Follow our tips for charging your team's batteries during vacations.
- [How and Why You Should Write Down Your Ideas](https://klient.com/blog/how-why-write-down-your-ideas/) - Want to improve your ideation process and avoid missed opportunities? Read our tips for getting better at writing down, organizing, and exploiting your ideas.
- [Salesforce: The Project Collaboration Powerhouse](https://klient.com/blog/tip-27-salesforce-collaboration-project-management/) - Boost team synergy on your projects with Salesforce's powerful, unified and integrated collaboration tools. Make bad communication a thing of the past!
- [Scale Your Professional Services with Salesforce](https://klient.com/blog/tip-28-salesforce-professional-service-scaling-project-management/) - Scale your Professional Services without limits, grow your firm without constraints. With Salesforce and Klient PSA embark on projects of any scale, confidently.
- [Automate and Elevate Your Projects with Salesforce](https://klient.com/blog/tip-30-salesforce-automation-project-management/) - Drive project efficiency with Salesforce's automation tools. Streamline and get rid of redundancy. Let your PSA do the work and focus on what truly matters.
- [3 Benefits of Salesforce’s Rich Ecosystem](https://klient.com/blog/tip-31-salesforce-ecosystem-project-management/) - Bet on Salesforce's rich support ecosystem. Dive into diverse integrations, apps, plugins and custom solutions. Work with experienced experts to drive growth!
- [Improve Team Productivity with Unread Messages View in Slack](https://klient.com/blog/slack-unread-messages-view-benefits/) - Make Slack feature Unread Messages View a standard practice within your teams to ensure collaborators never miss out on important project information.
- [How to survive Salesforce Multi-Factor Authentication Update](https://klient.com/blog/salesforce-multi-factor-authentication-2024-update/) - Salesforce will implement Multi-Factor Authentication (MFA) for all users at the beginning of 2024. Follow our guide to prepare for this update.
- [Centralized Data: The Heartbeat of Your Project Decisions](https://klient.com/blog/tip-26-salesforce-project-management-data/) - Centralized data equals empowered decisions. Dive into all-in-one access & make quicker, more informed choices with Salesforce. Data-driven success awaits!
- [Maven TM has graduated from Klient University!](https://klient.com/blog/maven-tm-has-graduated-from-klient-university/) - Celebrating our first Klient Community-driven University Onboarding Success with Maven TM! Their thirst for knowledge and dedication surpassed expectations, going above and beyond assigned homework. We applaud Brian Byrne, Neil Kane, and Michelle Larkin's remarkable achievements. We're excited they selected Klient to drive and grow their business!
- [Rockwater Associates has graduated from Klient University!](https://klient.com/blog/rockwater-associates-has-graduated-from-klient-university/) - Congrats Rockwater Associates on a successful Klient University journey! Using our Trial org for testing your business scenarios made the process seamless. Special thanks to John Shaw, Ryan Martin, AJ Arroyo, and Ron Jost for their invaluable support. Excited about our continued growth together!
- [Quorum has graduated from Klient University!](https://klient.com/blog/quorum-has-graduated-from-klient-university/) - Congratulations to the Quorum team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
- [Mainspring has graduated from Klient University!](https://klient.com/blog/mainspring-has-graduated-from-klient-university/) - Congratulations to the Mainspring team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
- [Quantilope has graduated from Klient University!](https://klient.com/blog/quantilope-has-graduated-from-klient-university/) - Congratulations to the Quantilope team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
- [Gail Perry has graduated from Klient University!](https://klient.com/blog/gail-perry-has-graduated-from-klient-university/) - Congratulations to the Gail Perry team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
- [Techstep has graduated from Klient University!](https://klient.com/blog/techstep-has-graduated-from-klient-university/) - Congratulations to the Techstep team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
- [CEE has graduated from Klient University!](https://klient.com/blog/cee-has-graduated-from-klient-university/) - Congratulations to the cee (Center for Energy and Environment) team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
- [Rosov Consulting has graduated from Klient University!](https://klient.com/blog/rosov-consulting-has-graduated-from-klient-university/) - Congratulations to the Rosov Consulting team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
- [R3 has graduated from Klient University!](https://klient.com/blog/r3-has-graduated-from-klient-university/) - Congratulations to the R3 team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
- [InCloud has graduated from Klient University!](https://klient.com/blog/incloud-has-graduated-from-klient-university/) - Congratulations to the InCloud team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
- [Tropos has graduated from Klient University!](https://klient.com/blog/tropos-has-graduated-from-klient-university/) - Congratulations to the Tropos team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
- [Lightguide has graduated from Klient University!](https://klient.com/blog/lightguide-has-graduated-from-klient-university/) - Congratulations to the Lightguide team for their graduation from Klient University, LIVE on Klient psa within just a few weeks, very well done!!
- [Quorum has Officially Graduated from Klient University!](https://klient.com/blog/congratulations-quorum-klient-university-badge/) - Quorum, it's a great honor to welcome you into Klient's ecosystem. Special kudos for overperforming during your Klient University class, you were great!
- [Congratulations SQALE! Our first Klient-University graduates!](https://klient.com/blog/congratulations-sqale-our-first-klient-university-graduates/) - SQALE, It's with great honor that we welcome you into Klient's ecosystem. A special kudos for overperforming during your Klient-University class, you were great!
- [Klient Newsletter - June 2026](https://klient.com/blog/klient-newsletter-june-2026/) - Explore Klient PSA’s June newsletter: new features, expert tips, success stories & resources to deliver successful projects in Salesforce.

## Pages

- [Klient PSA | Professional Services Automation for Salesforce](https://klient.com/) - Run an agentic services business with Klient PSA, a leading Professional Services Automation software. Streamline project management, optimize resources, and automate workflows with our Salesforce PSA solution.
- [Thank-You-Contact-Us](https://klient.com/thank-you-contact-us/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Header” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#f4f6f9″ background_enable_image=”off” background_size=”contain” background_position=”bottom_right” custom_padding=”||||false|false” custom_padding_tablet=”0vw||0vw||true|false” custom_padding_phone=”||||true” bottom_divider_height=”250px” bottom_divider_flip=”horizontal” bottom_divider_height_tablet=”150px” bottom_divider_height_phone=”110px” bottom_divider_height_last_edited=”on|phone” saved_tabs=”all” global_colors_info=”{}”][et_pb_row _builder_version=”4.19.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” background_color=”#FFFFFF” hover_enabled=”0″ border_radii=”on|19px|19px|19px|19px” global_colors_info=”{}” sticky_enabled=”0″] Thank you for submitting your message! We have received your request. Schedule Your Discovery Call Let’s discuss your project
- [Thank you Contact Sales](https://klient.com/thank-you-contact-sales/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Header” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#f4f6f9″ background_enable_image=”off” background_size=”contain” background_position=”bottom_right” custom_padding=”||||false|false” custom_padding_tablet=”0vw||0vw||true|false” custom_padding_phone=”||||true” bottom_divider_height=”250px” bottom_divider_flip=”horizontal” bottom_divider_height_tablet=”150px” bottom_divider_height_phone=”110px” bottom_divider_height_last_edited=”on|phone” saved_tabs=”all” global_colors_info=”{}”][et_pb_row _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_code _builder_version=”4.27.4″ _module_preset=”default” sticky_enabled=”0″ background_color=”#FFFFFF” border_radii=”on|19px|19px|19px|19px”] Thank you for submitting your message! We have received your request. Schedule Your Discovery Call Let’s discuss your project and how
- [Thank-You-Demo](https://klient.com/thank-you-demo/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Header” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#f4f6f9″ background_enable_image=”off” background_size=”contain” background_position=”bottom_right” custom_padding=”||||false|false” custom_padding_tablet=”0vw||0vw||true|false” custom_padding_phone=”||||true” bottom_divider_height=”250px” bottom_divider_flip=”horizontal” bottom_divider_height_tablet=”150px” bottom_divider_height_phone=”110px” bottom_divider_height_last_edited=”on|phone” saved_tabs=”all” global_colors_info=”{}”][et_pb_row _builder_version=”4.19.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_text_align=”center” header_line_height=”1.2em” header_3_text_align=”center” header_3_text_color=”#ffffff” background_color=”RGBA(255,255,255,0)” text_orientation=”center” max_width=”1024px” module_alignment=”center” custom_margin=”||0px|||” hover_enabled=”0″ text_font_size_last_edited=”off|desktop” header_font_size_tablet=”40px” header_font_size_phone=”32px” header_font_size_last_edited=”on|phone” header_3_font_size_tablet=”16px” header_3_font_size_phone=”14px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”5px” header_3_letter_spacing_phone=”” header_3_letter_spacing_last_edited=”on|tablet” global_colors_info=”{}” sticky_enabled=”0″] Thank You
- [Alto Consultants](https://klient.com/partnerhub/alto-consultants/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Header” _builder_version=”4.22.1″ _module_preset=”default” background_enable_color=”off” use_background_color_gradient=”on” background_color_gradient_direction=”177deg” background_color_gradient_stops=”#263342 34%|#437388 100%” background_enable_image=”off” background_position=”bottom_right” background_repeat=”repeat-x” custom_padding=”0px||0px||false|false” custom_padding_tablet=”0vw||0vw||true|false” custom_padding_phone=”||||true” bottom_divider_height=”250px” bottom_divider_flip=”horizontal” bottom_divider_height_tablet=”150px” bottom_divider_height_phone=”110px” bottom_divider_height_last_edited=”on|phone” hover_transition_duration=”0ms” saved_tabs=”all” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ custom_padding_last_edited=”on|phone” _builder_version=”4.27.4″ _module_preset=”default” background_image=”https://klient.com/wp-content/uploads/2023/09/Section_rightbottom_grid.png” background_size=”custom” background_image_width=”20%” background_position=”bottom_right” background_horizontal_offset=”0%” positioning=”none” position_origin_r=”bottom_left” width=”100%” custom_margin=”|auto|0px|auto|false|false” custom_padding=”50px|10%|63px|10%|false|false” custom_padding_tablet=”100px|10%|70px|10%|false|false” custom_padding_phone=”70px|10%|70px|10%|false|false” hover_enabled=”0″ background_last_edited=”on|phone” background_image_width_phone=”45%” border_radii=”on|14px|14px|14px|14px” global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”2_3″ _builder_version=”4.22.1″ _module_preset=”default” background_enable_color=”off” vertical_offset=”0px” custom_padding=”|20px|20px|20px|false|false” global_colors_info=”{}”
- [Klient-msa-july1st-2021](https://klient.com/klient-msa-july1st-2021/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.20.0″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ max_width=”960px” module_alignment=”center” hover_enabled=”0″ z_index_tablet=”0″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}” width=”90%” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.20.0″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ header_font_size=”36px” header_font=”Outfit|500|||||||” custom_margin=”||1px|||”] Klient MSA – July 1st, 2021 [/et_pb_text][et_pb_image src=”https://klient.com/wp-content/uploads/2023/03/shape-description-automatically-generated-with-me-1-e1677769292612.png” _builder_version=”4.20.0″ _module_preset=”default” title_text=”Klient logo_flush” width=”28%” hover_enabled=”0″ sticky_enabled=”0″ custom_margin=”||0px|||”][/et_pb_image][et_pb_text _builder_version=”4.20.0″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ hover_enabled=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px”
- [Klient-msa-september-1st-2021](https://klient.com/klient-msa-september-1st-2021/) - Klient MSA July 28th 2021
- [Klient Master Subscription Agreement ( MSA ) - March 1st 2023](https://klient.com/klient-msa-march-1st-2023/) - Klient MSA
- [Klient - MSA - August 19th 2025](https://klient.com/klient-msa-august-19th-2025/) - Klient MSA
- [Klient Master Subscription Agreement ( MSA )](https://klient.com/msa/) - Klient MSA
- [Standard Success Plan](https://klient.com/standard-success-plan/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ width=”90%” max_width=”960px” z_index_tablet=”0″ box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.24.0″ header_2_font=”Open Sans|700||on|||||” header_2_text_color=”#666666″ header_2_font_size=”30px” header_3_font=”Open Sans Condensed|||on|||||” header_3_text_align=”left” header_3_text_color=”#969696″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ hover_enabled=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px”
- [Hybrid Project Delivery - Agentforce for Professional Services](https://klient.com/hybrid-project-delivery/) - Klient PSA extended its resource model so AI agents are assigned to project tasks. Humans lead and agents deliver, that's hybrid project delivery.
- [Apricity Group](https://klient.com/partnerhub/apricity-group/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Header” _builder_version=”4.22.1″ _module_preset=”default” background_enable_color=”off” use_background_color_gradient=”on” background_color_gradient_direction=”177deg” background_color_gradient_stops=”#263342 34%|#437388 100%” background_enable_image=”off” background_position=”bottom_right” background_repeat=”repeat-x” custom_padding=”0px||0px||false|false” custom_padding_tablet=”0vw||0vw||true|false” custom_padding_phone=”||||true” bottom_divider_height=”250px” bottom_divider_flip=”horizontal” bottom_divider_height_tablet=”150px” bottom_divider_height_phone=”110px” bottom_divider_height_last_edited=”on|phone” hover_transition_duration=”0ms” saved_tabs=”all” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ custom_padding_last_edited=”on|phone” _builder_version=”4.22.1″ _module_preset=”default” background_image=”https://klient.com/wp-content/uploads/2023/09/Section_rightbottom_grid.png” background_size=”custom” background_image_width=”20%” background_position=”bottom_right” background_horizontal_offset=”0%” positioning=”none” position_origin_r=”bottom_left” width=”100%” custom_margin=”|auto|0px|auto|false|false” custom_padding=”50px|10%|63px|10%|false|false” custom_padding_tablet=”100px|10%|70px|10%|false|false” custom_padding_phone=”70px|10%|70px|10%|false|false” background_last_edited=”on|phone” background_image_width_phone=”45%” border_radii=”on|14px|14px|14px|14px” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.22.1″ _module_preset=”default” background_enable_color=”off” vertical_offset=”0px” custom_padding=”|20px|20px|20px|false|false” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.26.0″
- [28 north consulting](https://klient.com/partnerhub/28-north-consulting/) - 28 North Consulting is a certified Klient PSA partner helping teams streamline project delivery, resource management & billing natively in Salesforce
- [Case Study: how Flexia increased 900% with Klient PSA](https://klient.com/flexia-success-story/) - Discover how Flexia increased 900% in business volume in 5 years with Klient PSA!
- [Case Study: how Incloud reduced costs with Klient PSA](https://klient.com/incloud-success-story/) - Discover how Incloud managed to cut down on software fees, save time and increase productivity with Klient PSA!
- [How TruSummit Solutions Built a High-Margin Delivery Engine](https://klient.com/case-study-high-margin-delivery/) - See how TruSummit Solutions, a Salesforce consultancy, built a high-margin delivery engine on Klient PSA, the only PSA platform native to Salesforce.
- [Thank You - Klient PSA Trial Activated](https://klient.com/thank-you-klient-trial/) - Congrats on starting your business transformation with Klient PSA! Check your emails for the following steps on how to get started with your FREE Trial.
- [Incloud - Klient Implementation Partner](https://klient.com/partnerhub/incloud/) - Incloud is a Klient Partner driving revenues with Klient. Join Klient Partner Program and earn lifelong commissions by co-selling/implementing Klient PSA.
- [Saasinct - Klient Implementation Partner](https://klient.com/partnerhub/saasinct/) - Saasinct is a Klient Partner driving revenues with Klient. Join Klient Partner Program and earn lifelong commissions by co-selling/implementing Klient PSA.
- [Devpresso - Klient Implementation Partner](https://klient.com/partnerhub/devpresso/) - Devpresso is a Klient Partner driving revenues with Klient. Join Klient Partner Program and earn lifelong commissions by co-selling/implementing Klient PSA.
- [Case Study: Maximizing the power of data with Klient PSA](https://klient.com/case-study-dunsky-with-klient-psa/) - How Dunsky Energy + Climate Advisors maximized its data with Klient PSA. Streamline projects, automate workflows, & enhance forecasting.
- [Case Study: Saasinct’s Strategic Blueprint for Scalable Growth](https://klient.com/case-study-saasincts-strategic-blueprint-for-scalable-growth/) - Check out our newest Customer Success Story, where Saasinct Founder Kathie Bluth breaks down the strategic blueprint that helped them enhance their operational efficiency.
- [Case Study: How Bolt Data doubled in revenue with Klient PSA](https://klient.com/bolt-data-success-story/) - Discover how Bolt Data doubled in size and revenue, without expanding their operations team, in under 18 months by using Klient PSA.
- [Previous Klient Referral Agreement](https://klient.com/previous-klient-referral-agreement/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”||411px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.27.5″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ custom_padding=”8px|||||” hover_enabled=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}” sticky_enabled=”0″]
- [Pricing](https://klient.com/pricing/) - Choose the right Klient edition for your business needs
- [Salesforce AI Agents for Professional Services — Klient PSA](https://klient.com/agent-catalog/) - 8 Salesforce AI agents for PS teams. SCOPEY, PLANNY, TIMEY and more. Each does one job. Each costs $1,000 one-time. Humans lead. Agents deliver.
- [Integrations](https://klient.com/integrations/) - Klient PSA fully integrates with these popular accouting platforms: Intuit QuickBooks, Sage Intacct, Xero, Accounting Seed and CSV.
- [Billing and Financials - PSA Tools for Salesforce Partners](https://klient.com/psa-software/billing-invoicing/) - Streamline your operations with our top-tier Billing and Financials tools designed for Salesforce Partners. Save time and money with faster invoicing!
- [Submit a Referral - Klient Partner Program](https://klient.com/referral/) - Join Klient Partner Program, earn lifelong commissions by co-selling Klient PSA licenses. Salesforce Partners create recurring revenues by joining our program.
- [Klient PSA for Salesforce AEs & SEs — Grow Your Deal, Hit Your Number](https://klient.com/klient-psa-for-salesforce-aes-ses-grow-your-deal-hit-your-number/) - Attach Klient PSA to any Salesforce deal. Earn up to 20% PNR quota credit, drive Flex Credit consumption with AI agents, and expand platform footprint. 100% Salesforce native. $29/user/month.
- [webinar_model2](https://klient.com/webinar_model2-2/) - [et_pb_section fb_built=”1″ _builder_version=”4.20.0″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_row _builder_version=”4.20.0″ _module_preset=”default” width=”90%” max_width=”1200px” max_width_tablet=”1200px” max_width_phone=”1200px” max_width_last_edited=”on|tablet” module_alignment=”center” custom_padding=”9px||22px|||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.20.0″ _module_preset=”default” text_font=”Outfit|300||on|||||” text_font_size=”14px” custom_padding=”||11px|||” border_width_bottom=”1px” border_color_bottom=”#d1d1d1″ global_colors_info=”{}”] When: March 29, 2023Time: 10:00 AM est [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.20.0″ _module_preset=”default” width_tablet=”90%” width_phone=”90%” width_last_edited=”on|tablet” max_width=”1200px” max_width_tablet=”1200px” max_width_phone=”1200px” max_width_last_edited=”on|tablet” module_alignment=”center” custom_padding=”1px||0px|||” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_tablet=”display:flex;” custom_css_main_element_phone=”display:flex;”][et_pb_column type=”1_2″ _builder_version=”4.20.0″ _module_preset=”default”
- [The Klient PSA Inception](https://klient.com/the-klient-inception/) - Are you in a dream or a reality? Run your entire business on one platform with Klient PSA.
- [The Klient Inception Season 1 Episode 2: The Upsell](https://klient.com/the-klient-inception-s1-e2/) - Learn how your Professional Services Teams can Close More Deals on Salesforce using Klient PSA. You will be able to Bridge the Gap Between Sales & Delivery!
- [industries](https://klient.com/industries/) - Grow your consulting business faster with Klient PSA, 100% native to Salesforce. Klient focuses on consulting businesses in SaaS, Salesforce partners & professional services organizations in technology.
- [Klient PSA vs Cloud Coach | Best PSA Alternative](https://klient.com/compare/cloud-coach-alternative/) - Looking for the best PSA alternative to Cloud Coach? Discover why consulting and SaaS firms pick Klient PSA for faster onboarding, deeper PSA features, and full Salesforce integration.
- [Klient PSA Alternatives | Compare PSA Software](https://klient.com/compare/) - Discover the best Klient PSA alternatives and project management software comparisons. See how Klient PSA stacks up against Cloud Coach, FinancialForce, Monday.com, and more
- [Klient PSA Events & Webinars](https://klient.com/klient-psa-events/) - Stay up-to-date with Klient PSA webinars. Learn how our Salesforce-native PSA streamlines workflows, explore on-demand content, and discover best practices for successful project management.
- [eLearning](https://klient.com/klient-psa-elearning/) - Level up your Klient PSA skills with free eLearning courses. Master time tracking, approvals, invoicing, and project management with interactive lessons.
- [legal-previous-msa](https://klient.com/msa_previous/) - [et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_padding=”||411px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.27.4″ vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ custom_padding=”8px|||||” hover_enabled=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px” header_3_text_shadow_horizontal_length_tablet=”0px” header_3_text_shadow_vertical_length_tablet=”0px” header_3_text_shadow_blur_strength_tablet=”1px” header_4_text_shadow_horizontal_length_tablet=”0px” header_4_text_shadow_vertical_length_tablet=”0px” header_4_text_shadow_blur_strength_tablet=”1px” header_5_text_shadow_horizontal_length_tablet=”0px” header_5_text_shadow_vertical_length_tablet=”0px” header_5_text_shadow_blur_strength_tablet=”1px” header_6_text_shadow_horizontal_length_tablet=”0px” header_6_text_shadow_vertical_length_tablet=”0px” header_6_text_shadow_blur_strength_tablet=”1px” box_shadow_horizontal_tablet=”0px” box_shadow_vertical_tablet=”0px” box_shadow_blur_tablet=”40px” box_shadow_spread_tablet=”0px” global_colors_info=”{}” sticky_enabled=”0″]
- [Klient Referral Agreement](https://klient.com/klient-referral-agreement-2023/) - Klient MSA
- [Klient - Data Processing Agreement (DPA)](https://klient.com/dpa/) - Klient MSA
- [Privacy Policy](https://klient.com/privacy-policy/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ background_color=”#f4f4f4″ global_colors_info=”{}”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” width=”90%” width_tablet=”” width_phone=”80%” width_last_edited=”on|phone” max_width=”760px” max_width_tablet=”” max_width_phone=”” max_width_last_edited=”on|phone” module_alignment=”center” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.21.0″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” vertical_offset_tablet=”0″ horizontal_offset_tablet=”0″ hover_enabled=”0″ z_index_tablet=”0″ text_text_shadow_horizontal_length_tablet=”0px” text_text_shadow_vertical_length_tablet=”0px” text_text_shadow_blur_strength_tablet=”1px” link_text_shadow_horizontal_length_tablet=”0px” link_text_shadow_vertical_length_tablet=”0px” link_text_shadow_blur_strength_tablet=”1px” ul_text_shadow_horizontal_length_tablet=”0px” ul_text_shadow_vertical_length_tablet=”0px” ul_text_shadow_blur_strength_tablet=”1px” ol_text_shadow_horizontal_length_tablet=”0px” ol_text_shadow_vertical_length_tablet=”0px” ol_text_shadow_blur_strength_tablet=”1px” quote_text_shadow_horizontal_length_tablet=”0px” quote_text_shadow_vertical_length_tablet=”0px” quote_text_shadow_blur_strength_tablet=”1px” header_text_shadow_horizontal_length_tablet=”0px” header_text_shadow_vertical_length_tablet=”0px” header_text_shadow_blur_strength_tablet=”1px” header_2_text_shadow_horizontal_length_tablet=”0px” header_2_text_shadow_vertical_length_tablet=”0px” header_2_text_shadow_blur_strength_tablet=”1px”
- [TruSummit Solutions](https://klient.com/partnerhub/trusummit-solutions/) - TruSummit Solutions is a Klient PSA partner offering Salesforce consulting, implementation & managed services to reduce technical debt and accelerate value.
- [Englhard Consulting](https://klient.com/partnerhub/englhard-consulting/) - Englhard Consulting partners with Klient PSA to help B2B businesses unify Lead-to-Quote-to-Execution on Salesforce and scale from challenger to champion.
- [Cobra](https://klient.com/partnerhub/cobra/) - Cobra is a Klient PSA and Salesforce Implementation Partner in the Netherlands. They help consulting firms and SaaS businesses implement and optimize Klient PSA to streamline project delivery and resource management on Salesforce.
- [Growteq](https://klient.com/partnerhub/growteq/) - Growteq is a certified Klient PSA partner helping teams streamline project delivery, resource management & billing natively in Salesforce
- [Klient Partners](https://klient.com/partnerhub/) - Meet Klient's implementation partners driving growth in the Professional Services industry by accelerating the adoption of Klient PSA across the world.
- [Klient Partner Program](https://klient.com/partners/) - Join Klient Partner Program, earn lifelong commissions by co-selling Klient PSA licenses. Salesforce Partners create recurring revenues by joining our program.
- [Customer Success](https://klient.com/customer-success/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” module_id=”onboarding” _builder_version=”4.25.0″ _module_preset=”default” use_background_color_gradient=”on” background_color_gradient_direction=”179deg” background_color_gradient_stops=”rgba(88,191,227,0.39) 0%|rgba(255,255,255,0.63) 78%” background_color_gradient_overlays_image=”on” background_image=”https://klient.com/wp-content/uploads/2024/04/Klient_WhiteSectionBg_Splash-min.jpg” background_size=”initial” background_position=”bottom_right” custom_padding=”||0px||false|false” custom_padding_tablet=”” custom_padding_phone=”30px||30px||false|false” global_colors_info=”{}”][et_pb_row make_equal=”on” _builder_version=”4.25.0″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” custom_css_main_element=”margin:auto;” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” text_font=”|600|||||||” text_text_color=”#FFFFFF” text_font_size=”28px” text_line_height=”1.3em” header_font=”|700|||||||” header_text_align=”center” header_text_color=”gcid-f62b50eb-54d8-40a7-a87d-0d520e6e1500″ header_2_font=”|700|||||||” header_2_text_align=”center” header_2_text_color=”#177DE5″ header_2_font_size=”60px” custom_margin=”||10px||false|false” text_line_height_tablet=”1.3em” text_line_height_phone=”1em” text_line_height_last_edited=”on|phone” header_font_size_tablet=”70px” header_font_size_phone=”50px” header_font_size_last_edited=”off|desktop” header_line_height_tablet=”” header_line_height_phone=”0.9em” header_line_height_last_edited=”on|phone” header_2_font_size_tablet=”60px” header_2_font_size_phone=”40px” header_2_font_size_last_edited=”on|phone”
- [Blog](https://klient.com/blog/) - Knowledge hub for Salesforce Project Managers, Business & Team Leaders, professional services thought leadership, PSA software resources, and best practices.
- [PSA Software Built for Salesforce](https://klient.com/psa-software/) - Discover Klient PSA: the #1 Professional Services Automation software built 100% native on Salesforce. Empower your delivery, from project planning to invoicing
- [Time Tracking in Jira for Salesforce Teams | Best Jira Time Tracker App](https://klient.com/psa-software/time-tracking-in-jira-for-salesforce-teams/) - The best Jira time tracker app built for Salesforce teams. Manage time tracking in Jira and connect projects, billing, and utilization in Salesforce.
- [Customer Collaboration - PSA Tools for Salesforce Partners](https://klient.com/psa-software/customer-experience/) - Streamline your operations with our top-tier Customer Collaboration tools designed for Salesforce Partners. Deliver ungogettable customer experiences and grow!
- [Task & Time Module in Klient PSA](https://klient.com/psa-software/delivery-execution/) - Streamline your operations with our top-tier Delivery and Execution tools designed for Salesforce Partners. Maximize team productivity and performance!
- [Project Management in Klient PSA](https://klient.com/psa-software/project-management/) - Streamline your operations with our top-tier Project Management tools right inside Salesforce. Deliver unmatched project quality and boost your margins!
- [Estimate & Forecast Module in Klient PSA](https://klient.com/psa-software/estimate-forecast/) - Streamline your operations with our top-tier Estimate and Forecast tools for Salesforce Partners. Use your proven recipes to deliver impressive results!
- [Managing your Growth with Resource Management in Klient PSA!](https://klient.com/psa-software/resource-management/) - Streamline your operations with top-tier Resource Management tools designed for Salesforce Partners. Maximize employee utilization and reduce time on bench!
- [Contact Us](https://klient.com/contact-us/) - Contact Klient PSA to learn more about our Salesforce-native PSA software, request a demo, or get support for your professional services automation needs.
- [Contact Sales](https://klient.com/contact-sales/) - [et_pb_section fb_built=”1″ _builder_version=”4.25.0″ _module_preset=”default” background_enable_color=”off” background_image=”https://klient.com/wp-content/uploads/2024/02/klient_dawnsectionbg.jpg” background_position=”bottom_right” custom_padding=”||30px||false|false” global_colors_info=”{%22gcid-f62b50eb-54d8-40a7-a87d-0d520e6e1500%22:%91%22background_color_gradient_stops%22%93}”][et_pb_row _builder_version=”4.25.0″ _module_preset=”default” max_width=”1200px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.25.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default” header_font=”|700|||||||” header_text_color=”#58BFE3″ global_colors_info=”{}”] Request a Call [/et_pb_text][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Contact” _builder_version=”4.25.0″ background_color=”#FFFFFF” background_enable_image=”off” custom_padding=”0px||63px||false|false” saved_tabs=”all” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.25.0″ width=”90%” max_width=”1200px” min_height=”471px” custom_margin=”-22px|auto||auto||” custom_padding=”11px||79px|||” custom_css_main_element=” ” global_colors_info=”{}” custom_css_main_element_last_edited=”on|tablet” custom_css_main_element_phone=” ” custom_css_main_element_tablet=”display:flex;”][et_pb_column type=”1_2″ _builder_version=”4.25.0″ custom_padding=”50px||||false|false” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.25.0″ _module_preset=”default”
- [Book a demo](https://klient.com/request-demo/) - Request a personalized 30-Day demo today and see how Klient PSA can help your Salesforce-enabled organization drive efficiency and growth.
- [KNOWWY 1 · Knowledge Agent — Klient PSA](https://klient.com/agent-catalog/knowwy-knowledge-agent/) - KNOWWY 1, knowledge agent finds knowledge gaps, researches closed cases and project data, and drafts structured Salesforce Knowledge articles. Powered by Agentforce.
- [MCP1 · Klient PSA MCP Server — Connect Any AI to Live Project Data](https://klient.com/agent-catalog/mcp-klient-psa-mcp-server/) - CP1 is a Salesforce-native MCP server that connects Claude, GPT-4, Gemini, and Cursor to live Klient PSA data. Query projects, tasks, SPI metrics in real time. $1,000 one-time.
- [DEVY 1 · Software Development Agent — Klient PSA](https://klient.com/agent-catalog/devy-software-development-agent/) - DEVY 1, a software development agent reads a requirement from a Klient PSA task, connects to your dev environment, writes working code, runs tests, and delivers it for human review. Powered by Agentforce.
- [TOUCHY 1 · Touchpoint Agent — Klient PSA](https://klient.com/agent-catalog/touchy-touchpoint-agent/) - TOUCHY 1, a touchpoint agent that builds the meeting agenda, reads the transcript, updates Klient PSA, and sends the recap email staged for human approval. Powered by Agentforce.
- [CASEY 1 · Customer Support Agent — Klient PSA](https://klient.com/agent-catalog/casey-customer-support-agent/) - CASEY 1, a customer support agent picks up every support case instantly, searches the Knowledge Base, resolves L1 cases, and routes complex cases with full context before the SLA clock runs out. Powered by Agentforce.
- [GUIDY 1 · Customer Onboarding Agent — Klient PSA](https://klient.com/agent-catalog/guidy-customer-onboarding-agent/) - GUIDY 1, customer onboarding agent reads your onboarding plan, monitors every task daily, nudges owners when things stall, escalates go-live risk, and tracks adoption. Powered by Agentforce.
- [TIMEY 1 · Timesheet Agent — Klient PSA](https://klient.com/agent-catalog/timey-timesheet-agent/) - TIMEY 1 is a timesheet agent that reads your Klient PSA schedule, calendar, email, and Slack to pre-fill your timesheet automatically. Review and approve. $1,000 one-time. Powered by Agentforce.
- [PLANNY 1 · AI Project Management Agent — Klient PSA](https://klient.com/agent-catalog/planny-project-management-agent/) - PLANNY 1 is an AI project management agent for Salesforce that delivers prioritized project briefs every morning and night — and on demand.
- [SCOPEY 1 · Business Analysis Agent — Klient PSA](https://klient.com/agent-catalog/scopey-business-analysis-agent/) - SCOPEY 1 is an AI business analysis agent for Salesforce that scopes every task before work starts. One clarifying question, one structured scope, tasks created in Klient PSA. No rework. $1,000 one-time.
- [Salesforce Native PSA for Consulting Firms | Klient PSA](https://klient.com/salesforce-native-psa-for-consulting-firms/) - Looking for a Salesforce native PSA for consulting firms? Klient PSA lets you manage delivery, billing, and forecasting 100% in Salesforce.
- [Klient Referral Agreement - January 2026](https://klient.com/klient-referral-agreement/) - Klient MSA
- [Discovery Call](https://klient.com/discovery-call/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Header” _builder_version=”4.17.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” background_image=”https://klient.com/wp-content/uploads/2022/07/Klient_puzzle.png” background_size=”contain” background_position=”bottom_right” custom_padding=”0vw||0vw||false|false” custom_padding_tablet=”0vw||0vw||true|false” custom_padding_phone=”||||true” bottom_divider_height=”250px” bottom_divider_flip=”horizontal” bottom_divider_height_tablet=”150px” bottom_divider_height_phone=”110px” bottom_divider_height_last_edited=”on|phone” saved_tabs=”all” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” header_text_align=”center” header_line_height=”1.2em” header_3_text_align=”center” header_3_text_color=”#ffffff” text_orientation=”center” max_width=”1024px” module_alignment=”center” custom_margin=”||0px|||” text_font_size_last_edited=”off|desktop” header_font_size_tablet=”40px” header_font_size_phone=”32px” header_font_size_last_edited=”on|phone” header_3_font_size_tablet=”16px” header_3_font_size_phone=”14px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”5px” header_3_letter_spacing_phone=”” header_3_letter_spacing_last_edited=”on|tablet” global_colors_info=”{}”] Book Your Free Discovery Call
- [Spinner Give Away](https://klient.com/spinner/) - [et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.27.4″ background_enable_color=”off” background_enable_image=”off” global_colors_info=”{%22gcid-f62b50eb-54d8-40a7-a87d-0d520e6e1500%22:%91%22background_color%22%93}”][et_pb_row column_structure=”2_5,3_5″ admin_label=”row” _builder_version=”4.27.4″ background_color=”#f4f6f9″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_cta _builder_version=”4.27.4″ _module_preset=”default” header_text_color=”#253D51″ header_font_size=”36px” body_text_color=”gcid-07d75082-fec5-4dec-8467-6ecaa94bc7df” body_font_size=”31px” background_enable_color=”off” custom_margin=”45px||||false|false” custom_padding=”||0px||false|false” global_colors_info=”{%22gcid-f62b50eb-54d8-40a7-a87d-0d520e6e1500%22:%91%22background_color%22%93,%22gcid-07d75082-fec5-4dec-8467-6ecaa94bc7df%22:%91%22body_text_color%22%93}”] Live The Klient Inception. Get your Spinner now. [/et_pb_cta][et_pb_image src=”https://klient.com/wp-content/uploads/2023/03/Spinner_mobile_opt.png” alt=”spinner” title_text=”Spinner_mobile_opt” align=”center” _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][/et_pb_image][/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Text” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″
- [Thank you Signup Newsletter](https://klient.com/thank-you-signup-newsletter/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Header” _builder_version=”4.27.4″ _module_preset=”default” background_color=”#f4f6f9″ background_enable_image=”off” background_size=”contain” background_position=”bottom_right” custom_padding=”||||false|false” custom_padding_tablet=”0vw||0vw||true|false” custom_padding_phone=”||||true” bottom_divider_height=”250px” bottom_divider_flip=”horizontal” bottom_divider_height_tablet=”150px” bottom_divider_height_phone=”110px” bottom_divider_height_last_edited=”on|phone” hover_enabled=”0″ saved_tabs=”all” global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″][et_pb_row _builder_version=”4.19.0″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_text_align=”center” header_line_height=”1.2em” header_3_text_align=”center” header_3_text_color=”#ffffff” background_color=”RGBA(255,255,255,0)” text_orientation=”center” max_width=”1024px” module_alignment=”center” custom_margin=”||0px|||” hover_enabled=”0″ text_font_size_last_edited=”off|desktop” header_font_size_tablet=”40px” header_font_size_phone=”32px” header_font_size_last_edited=”on|phone” header_3_font_size_tablet=”16px” header_3_font_size_phone=”14px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”5px” header_3_letter_spacing_phone=””
- [Thank You - Klient Partner Program](https://klient.com/thank-you-klient-partner-program/) - Thank you for applying to Klient's Partner Program. You will receive an email from our team with further instructions shortly.
- [The Klient Inception - Registration - Thank-You](https://klient.com/the-klient-inception-registration-thank-you/) - Your registration to The Klient Inception is confirmed.
- [The Klient Inception - S1.E1- Registration - Thank-You](https://klient.com/the-klient-inception-s1-e1-registration-thank-you/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” module_id=”intro” _builder_version=”4.20.2″ _module_preset=”default” background_enable_color=”off” background_image=”https://klient.com/wp-content/uploads/2023/03/klient_inception_rightversion_v2.jpg” parallax=”on” custom_padding=”190px||190px||true|false” custom_padding_tablet=”150px||113px||false|false” custom_padding_phone=”50px||37px||false|false” background_color_phone=”RGBA(255,255,255,0)” background_last_edited=”on|phone” background_enable_color_phone=”on” parallax_phone=”off” background_size_phone=”cover” background_position_phone=”top_right” background_horizontal_offset_phone=”48%” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|tablet” _builder_version=”4.20.2″ _module_preset=”default” width_tablet=”90%” width_phone=”90%” width_last_edited=”on|tablet” max_width=”1200px” max_width_tablet=”1200px” max_width_phone=”1200px” max_width_last_edited=”on|tablet” module_alignment=”center” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||0px||true|false” custom_margin_last_edited=”on|tablet” custom_padding=”25px||0px||false|false” custom_padding_tablet=”0px||||false|false” custom_padding_phone=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text ul_position=”inside” ul_item_indent=”24px” _builder_version=”4.20.2″ _module_preset=”default” text_font=”Outfit|300|||||||” header_2_line_height=”1.1em” custom_margin=”56px||||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px|0px||0px|false|false” custom_margin_last_edited=”on|tablet” custom_padding=”||41px|20px|false|false” custom_padding_tablet=”0px||0px|20px|false|false” custom_padding_phone=”|0px|20px|0px|false|false”
- [Klient Lunch & Learn sessions for Salesforce™ SI Partners](https://klient.com/lunchandlearn/) - Join to discover how Klient PSA can transform your clients' Project Management experience in Salesforce™. Learn about powerful tools and partnerships for SIs!
- [Download Your Ebook](https://klient.com/ebook/) - [et_pb_section fb_built=”1″ make_equal=”on” specialty=”on” padding_right_1=”3%” padding_left_1=”3%” padding_top_bottom_link_1=”false” padding_left_right_link_1=”false” custom_css_main_1=”border-right:2px solid #dadada;” disabled_on=”off|off|off” _builder_version=”4.24.2″ _module_preset=”default” background_image=”https://klient.com/wp-content/uploads/2024/04/Klient_WhiteSectionBg_Splash-min.jpg” inner_width=”80%” inner_max_width=”1400px” global_colors_info=”{}”][et_pb_column type=”2_3″ specialty_columns=”2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner _builder_version=”4.24.0″ _module_preset=”default” custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”2_3″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” header_text_color=”#177DE5″ header_font_size=”50px” header_2_text_color=”#177DE5″ header_2_font_size=”50px” custom_margin=”||||false|false” custom_padding=”||||false|false” header_font_size_tablet=”46px” header_font_size_phone=”30px” header_font_size_last_edited=”on|phone” header_2_font_size_tablet=”50px” header_2_font_size_phone=”34px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}”] A buyer’s guide to choosing the right Professional
- [Thank You Ebook](https://klient.com/thank-you-ebook/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.24.3″ _module_preset=”default” background_image=”https://klient.com/wp-content/uploads/2024/04/Klient_WhiteSectionBg_Splash-min.jpg” custom_padding=”20vh||20vh||false|false” custom_padding_tablet=”20vh||20vh||false|false” custom_padding_phone=”5vh||5vh||false|false” global_colors_info=”{}”][et_pb_row column_structure=”3_4,1_4″ _builder_version=”4.24.3″ _module_preset=”default” max_width=”1200px” hover_enabled=”0″ global_colors_info=”{}” custom_padding=”||0px||false|false” sticky_enabled=”0″][et_pb_column type=”3_4″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” text_font=”||||||||” text_text_color=”#2E4556″ text_font_size=”24px” text_line_height=”1.2em” link_text_color=”#177DE5″ header_2_text_color=”#177DE5″ header_2_font_size=”50px” custom_margin=”||||false|false” custom_padding=”||||false|false” hover_enabled=”0″ header_2_font_size_tablet=”50px” header_2_font_size_phone=”34px” header_2_font_size_last_edited=”on|phone” global_colors_info=”{}” sticky_enabled=”0″] On behalf of the whole team at Klient, we want to congratulate you for making this
- [Time & Execution](https://klient.com/psa-software/time-execution/) - Klient PSA helps you to build a consistent workflow that empower your employees with tools that make more efficient and productive.
- [Thank You for Submitting a Referral - Klient Partner Program](https://klient.com/thank-you-for-submitting-a-referral-klient-partner-program/) - Thank you for applying to Klient's Partner Program. You will receive an email from our team with further instructions shortly.
- [Klient Tips](https://klient.com/klient-tips/) - Klient Tips are a series of snackable helpful expert articles for getting the most out of your Salesforce Project Management & Professional Services workflows.
- [Klient Onboarding](https://klient.com/klient-onboarding/)
- [test](https://klient.com/test/)
- [How Salesforce Partners Can Close More Deals](https://klient.com/the-klient-inception-s1-e1/) - Learn how your Professional Services Teams can Close More Deals on Salesforce using Klient PSA. You will be able to Bridge the Gap Between Sales & Delivery!
- [Klient PSA Product Brochure](https://klient.com/klient-psa-product-brochure/) - [et_pb_section fb_built=”1″ _builder_version=”4.17.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_row column_structure=”2_5,3_5″ use_custom_gutter=”on” gutter_width=”1″ _builder_version=”4.17.4″ _module_preset=”default” width_last_edited=”off|phone” max_width=”1400px” max_width_tablet=”1400px” max_width_phone=”1400px” max_width_last_edited=”on|phone” custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2022/07/Klient_Brochure_datasheet_cover.png” title_text=”Klient_Brochure_datasheet_cover” show_bottom_space=”off” align=”right” align_tablet=”center” align_phone=”center” align_last_edited=”on|tablet” _builder_version=”4.17.4″ _module_preset=”default” width_tablet=”60%” width_phone=”90%” width_last_edited=”on|tablet” module_alignment=”center” custom_margin_tablet=”||||false|false” custom_margin_phone=”||||false|false” custom_margin_last_edited=”on|tablet” custom_padding=”10px||||false|false” animation_style=”zoom” global_colors_info=”{}” custom_margin__hover_enabled=”off|desktop”][/et_pb_image][/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.17.4″ _module_preset=”default” custom_padding=”104px|||||” custom_padding_tablet=”0px||||false|false” custom_padding_phone=”0px||||false|false” custom_padding_last_edited=”on|tablet”
- [The Klient Inception - S1.E2- Registration - Thank-You](https://klient.com/the-klient-inception-s1-e2-registration-thank-you/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” module_id=”intro” _builder_version=”4.20.2″ _module_preset=”default” background_enable_color=”off” background_image=”https://klient.com/wp-content/uploads/2023/03/klient_inception_rightversion_v2.jpg” parallax=”on” custom_padding=”190px||190px||true|false” custom_padding_tablet=”150px||113px||false|false” custom_padding_phone=”50px||37px||false|false” background_color_phone=”RGBA(255,255,255,0)” background_last_edited=”on|phone” background_enable_color_phone=”on” parallax_phone=”off” background_size_phone=”cover” background_position_phone=”top_right” background_horizontal_offset_phone=”48%” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|tablet” _builder_version=”4.20.2″ _module_preset=”default” width_tablet=”90%” width_phone=”90%” width_last_edited=”on|tablet” max_width=”1200px” max_width_tablet=”1200px” max_width_phone=”1200px” max_width_last_edited=”on|tablet” module_alignment=”center” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px||0px||true|false” custom_margin_last_edited=”on|tablet” custom_padding=”25px||0px||false|false” custom_padding_tablet=”0px||||false|false” custom_padding_phone=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.20.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text ul_position=”inside” ul_item_indent=”24px” _builder_version=”4.20.2″ _module_preset=”default” text_font=”Outfit|300|||||||” header_2_line_height=”1.1em” custom_margin=”56px||||false|false” custom_margin_tablet=”0px||||false|false” custom_margin_phone=”0px|0px||0px|false|false” custom_margin_last_edited=”on|tablet” custom_padding=”||41px|20px|false|false” custom_padding_tablet=”0px||0px|20px|false|false” custom_padding_phone=”|0px|20px|0px|false|false”
- [test2 live chat](https://klient.com/test2-live-chat/)
- [Thank-You-Discovery-Call](https://klient.com/thank-you-discovery-call/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|desktop” admin_label=”Header” _builder_version=”4.19.0″ _module_preset=”default” background_color=”#f4f6f9″ background_enable_image=”off” background_size=”contain” background_position=”bottom_right” custom_padding=”0vw||0vw||false|false” custom_padding_tablet=”0vw||0vw||true|false” custom_padding_phone=”||||true” bottom_divider_height=”250px” bottom_divider_flip=”horizontal” bottom_divider_height_tablet=”150px” bottom_divider_height_phone=”110px” bottom_divider_height_last_edited=”on|phone” saved_tabs=”all” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.19.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider show_divider=”off” _builder_version=”4.19.0″ _module_preset=”default” custom_padding=”150px||||false|false” global_colors_info=”{}”][/et_pb_divider][et_pb_text _builder_version=”4.19.0″ _module_preset=”default” header_text_align=”center” header_line_height=”1.2em” header_3_text_align=”center” header_3_text_color=”#ffffff” text_orientation=”center” max_width=”1024px” module_alignment=”center” custom_margin=”||0px|||” hover_enabled=”0″ text_font_size_last_edited=”off|desktop” header_font_size_tablet=”40px” header_font_size_phone=”32px” header_font_size_last_edited=”on|phone” header_3_font_size_tablet=”16px” header_3_font_size_phone=”14px” header_3_font_size_last_edited=”on|phone” header_3_letter_spacing_tablet=”5px” header_3_letter_spacing_phone=””
- [Kanban Grouping Options field set with picklist and lookup fields](https://klient.com/kanban-grouping-options-field-set-with-picklist-and-lookup-fields/)
- [Global Kanban board welcome screen for eLearning course](https://klient.com/global-kanban-board-welcome-screen-for-elearning-course/)
- [Preset Coachmark guided walkthrough popup on Kanban board](https://klient.com/preset-coachmark-guided-walkthrough-popup-on-kanban-board/)
- [Share Presets UI for distributing Kanban views to team](https://klient.com/share-presets-ui-for-distributing-kanban-views-to-team/)
- [Project Filter dropdown showing Global Kanban project filtering](https://klient.com/project-filter-dropdown-showing-global-kanban-project-filtering/)
- [Products](https://klient.com/products/) - Klient PSA products Everything Klient builds for professional-services teams on Salesforce — the PSA platform, the AI agents, and the MCP servers that connect your own tools. Klient PSA platform The 100% Salesforce-native professional services automation platform — projects, resources, time, and billing as native objects alongside your CRM. Explore the platform → AI agents
- [MCP1 Admin](https://klient.com/products/mcp/mcp1-admin/)
- [MCP1 Knowledge](https://klient.com/products/mcp/mcp1-knowledge/)
- [MCP1 Data](https://klient.com/products/mcp/mcp1-data/)
- [MCP Servers](https://klient.com/products/mcp/)
- [Your Playbook is Ready](https://klient.com/thank-you-playbook/) - 📘 Your Playbook is ready The Salesforce PSA & AI Agents Playbook Thanks! Your copy is ready to download right now — and we've also emailed it to you as a backup. Download the Playbook (PDF) → Didn't get the email? Check your spam folder, or use the button above. Want to see how Klient
- [Klient for Manufacturing — The Operating System for Your Service Factory](https://klient.com/industries/manufacturing/) - Klient 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. Book a Demo → See the Quote-to-Cash Flow 100%Salesforce native 3 wksGo-live ASC 606Revenue
- [Kanban presets and filters configuration for eLearning module](https://klient.com/kanban-presets-and-filters-configuration-for-elearning-module/)
- [Add Question interface showing all six question types](https://klient.com/add-question-interface-showing-all-six-question-types/)
- [Klient PSA vs Rocketlane — The Salesforce-Native Alternative](https://klient.com/compare/rocketlane-alternative/) - Klient PSA vs Rocketlane: where Rocketlane is a standalone PSA you integrate with Salesforce, Klient PSA runs 100% natively inside it — one source of truth for projects, resources, time, and billing, plus AI agents on Agentforce.
- [Side Task Panel with Details tab open from Kanban](https://klient.com/side-task-panel-with-details-tab-open-from-kanban/)
- [Quick Add bar for fast task creation at top of Kanban board](https://klient.com/quick-add-bar-for-fast-task-creation-at-top-of-kanban-board/)
- [Create New Task form from Kanban column header](https://klient.com/create-new-task-form-from-kanban-column-header/)

## Projects

- [Always lead with your “why”](https://klient.com/project/always-lead-with-your-why/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.19.4″ _module_preset=”default” background_color=”#f4f6f9″ background_image=”https://klient.com/wp-content/uploads/2022/12/Triangles_vertical.png” background_size=”custom” background_image_width=”5%” background_position=”top_left” background_horizontal_offset=”3%” background_vertical_offset=”0%” custom_padding=”28px|||||” custom_padding_tablet=”” custom_padding_phone=”20px||0px||false|false” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|tablet” _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||40px||false|false” custom_padding_tablet=”0px||25px||false|false” custom_padding_phone=”||10px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” text_text_color=”#c1c1c1″ text_font_size=”15px” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjgyMTgifX0=@” global_colors_info=”{}” text_text_color__hover_enabled=”on|hover” text_text_color__hover=”#177de9″]« Klient Tips[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/04/KT_TM_lead_with_why.png” alt=”Effective_capacity” title_text=”KT_TM_lead_with_why” align=”center” _builder_version=”4.20.2″ _module_preset=”default” module_alignment=”center” border_radii=”on|10px|10px|10px|10px”
- [Use EOS to run your business](https://klient.com/project/use-eos-to-run-your-business/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.19.4″ _module_preset=”default” background_color=”#f4f6f9″ background_image=”https://klient.com/wp-content/uploads/2022/12/Triangles_vertical.png” background_size=”custom” background_image_width=”5%” background_position=”top_left” background_horizontal_offset=”3%” background_vertical_offset=”0%” custom_padding=”28px|||||” custom_padding_tablet=”” custom_padding_phone=”20px||0px||false|false” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|tablet” _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||40px||false|false” custom_padding_tablet=”0px||25px||false|false” custom_padding_phone=”||10px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” text_text_color=”#c1c1c1″ text_font_size=”15px” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjgyMTgifX0=@” global_colors_info=”{}” text_text_color__hover_enabled=”on|hover” text_text_color__hover=”#177de9″]« Klient Tips[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/04/KLIENT-TIPS-Project-Status.png” alt=”Effective_capacity” title_text=”KLIENT TIPS – Project Status” align=”center”
- [Salesforce CAN be lightning-fast!](https://klient.com/project/salesforce-can-be-lightning-fast/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.19.4″ _module_preset=”default” background_color=”#f4f6f9″ background_image=”https://klient.com/wp-content/uploads/2022/12/Triangles_vertical.png” background_size=”custom” background_image_width=”5%” background_position=”top_left” background_horizontal_offset=”3%” background_vertical_offset=”0%” custom_padding=”28px|||||” custom_padding_tablet=”” custom_padding_phone=”20px||0px||false|false” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|tablet” _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||40px||false|false” custom_padding_tablet=”0px||25px||false|false” custom_padding_phone=”||10px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” text_text_color=”#c1c1c1″ text_font_size=”15px” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjgyMTgifX0=@” global_colors_info=”{}” text_text_color__hover_enabled=”on|hover” text_text_color__hover=”#177de9″]« Klient Tips[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/04/KT06_PM_salesforce_cache.png” alt=”Effective_capacity” title_text=”KT06_PM_salesforce_cache” align=”center” _builder_version=”4.20.2″ _module_preset=”default” module_alignment=”center” border_radii=”on|10px|10px|10px|10px”
- [Send a project status weekly to build customer trust.](https://klient.com/project/project-status/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.19.4″ _module_preset=”default” background_color=”#f4f6f9″ background_image=”https://klient.com/wp-content/uploads/2022/12/Triangles_vertical.png” background_size=”custom” background_image_width=”5%” background_position=”top_left” background_horizontal_offset=”3%” background_vertical_offset=”0%” custom_padding=”28px|||||” custom_padding_tablet=”” custom_padding_phone=”20px||0px||false|false” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|tablet” _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||40px||false|false” custom_padding_tablet=”0px||25px||false|false” custom_padding_phone=”||10px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” text_text_color=”#c1c1c1″ text_font_size=”15px” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjgyMTgifX0=@” global_colors_info=”{}” text_text_color__hover_enabled=”on|hover” text_text_color__hover=”#177de9″] « Klient Tips [/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/03/KLIENT_tips_01_project_status.png” alt=”Effective_capacity” title_text=”KLIENT_tips_01_project_status” align=”center” _builder_version=”4.20.2″ _module_preset=”default”
- [Have you schedule your next meeting?](https://klient.com/project/book-meeting/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.19.4″ _module_preset=”default” background_color=”#f4f6f9″ background_image=”https://klient.com/wp-content/uploads/2022/12/Triangles_vertical.png” background_size=”custom” background_image_width=”5%” background_position=”top_left” background_horizontal_offset=”3%” background_vertical_offset=”0%” custom_padding=”28px|||||” custom_padding_tablet=”” custom_padding_phone=”20px||0px||false|false” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|tablet” _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||40px||false|false” custom_padding_tablet=”0px||25px||false|false” custom_padding_phone=”||10px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” text_text_color=”#c1c1c1″ text_font_size=”15px” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjgyMTgifX0=@” global_colors_info=”{}” text_text_color__hover_enabled=”on|hover” text_text_color__hover=”#177de9″]« Klient Tips[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/03/KLIENT_tips_02_monthly_status.png” alt=”Effective_capacity” title_text=”KLIENT_tips_02_monthly_status” align=”center” _builder_version=”4.20.2″ _module_preset=”default” module_alignment=”center” border_radii=”on|10px|10px|10px|10px”
- [The power of an email recap](https://klient.com/project/klient-tips-email-recap/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.19.4″ _module_preset=”default” background_color=”#f4f6f9″ background_image=”https://klient.com/wp-content/uploads/2022/12/Triangles_vertical.png” background_size=”custom” background_image_width=”5%” background_position=”top_left” background_horizontal_offset=”3%” background_vertical_offset=”0%” custom_padding=”28px|||||” custom_padding_tablet=”” custom_padding_phone=”20px||0px||false|false” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|tablet” _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||40px||false|false” custom_padding_tablet=”0px||25px||false|false” custom_padding_phone=”||10px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” text_text_color=”#c1c1c1″ text_font_size=”15px” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjgyMTgifX0=@” global_colors_info=”{}” text_text_color__hover_enabled=”on|hover” text_text_color__hover=”#177de9″]« Klient Tips[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/03/KLIENT_tips_03_email.png” alt=”Effective_capacity” title_text=”KLIENT_tips_03_email” align=”center” _builder_version=”4.20.2″ _module_preset=”default” module_alignment=”center” border_radii=”on|10px|10px|10px|10px”
- [Leverage Salesforce LWC to take control of your workflow!](https://klient.com/project/klient-tips-leverage-lwc-control-workflow/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.19.4″ _module_preset=”default” background_color=”#f4f6f9″ background_image=”https://klient.com/wp-content/uploads/2022/12/Triangles_vertical.png” background_size=”custom” background_image_width=”5%” background_position=”top_left” background_horizontal_offset=”3%” background_vertical_offset=”0%” custom_padding=”28px|||||” custom_padding_tablet=”” custom_padding_phone=”20px||0px||false|false” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|tablet” _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||40px||false|false” custom_padding_tablet=”0px||25px||false|false” custom_padding_phone=”||10px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” text_text_color=”#c1c1c1″ text_font_size=”15px” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjgyMTgifX0=@” global_colors_info=”{}” text_text_color__hover_enabled=”on|hover” text_text_color__hover=”#177de9″]« Klient Tips[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/03/KLIENT_tips_04_community.png” alt=”Effective_capacity” title_text=”KLIENT_tips_04_community” align=”center” _builder_version=”4.20.2″ _module_preset=”default” module_alignment=”center” border_radii=”on|10px|10px|10px|10px”
- [Create Checklists to Manage Fewer Tasks](https://klient.com/project/klient-tips-use-checklists-manage-fewer-task/) - [et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” _builder_version=”4.19.4″ _module_preset=”default” background_color=”#f4f6f9″ background_image=”https://klient.com/wp-content/uploads/2022/12/Triangles_vertical.png” background_size=”custom” background_image_width=”5%” background_position=”top_left” background_horizontal_offset=”3%” background_vertical_offset=”0%” custom_padding=”28px|||||” custom_padding_tablet=”” custom_padding_phone=”20px||0px||false|false” global_colors_info=”{}”][et_pb_row custom_padding_last_edited=”on|tablet” _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||40px||false|false” custom_padding_tablet=”0px||25px||false|false” custom_padding_phone=”||10px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.19.4″ _dynamic_attributes=”link_option_url” _module_preset=”default” text_text_color=”#c1c1c1″ text_font_size=”15px” link_option_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjgyMTgifX0=@” global_colors_info=”{}” text_text_color__hover_enabled=”on|hover” text_text_color__hover=”#177de9″]« Klient Tips[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.19.4″ _module_preset=”default” custom_padding=”0px||0px|||” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https://klient.com/wp-content/uploads/2023/03/KLIENT_tips_05_checklist.png” alt=”Effective_capacity” title_text=”KLIENT_tips_05_checklist” align=”center” _builder_version=”4.20.2″ _module_preset=”default” module_alignment=”center” border_radii=”on|10px|10px|10px|10px”

## Categories

- [Uncategorized](https://klient.com/blog/category/uncategorized/) - A full list of uncategorized posts from the Klient PSA blog.
- [PSA](https://klient.com/blog/category/psa/)
- [Professional Services Automation](https://klient.com/blog/category/psa/professional-services-automation/)
- [Success](https://klient.com/blog/category/klient-services/customer-experience-klient-services/success/)
- [Project Management](https://klient.com/blog/category/klient-services/project-management/) - Get tips on how project management teams can structure their work to achieve better planning resource allocation.
- [G2 Reviews](https://klient.com/blog/category/klient/g2-reviews/) - With positive feedback and a 4.5 stars rating on G2 reviews, learn why Klient PSA is trusted by the fastest growing businesses around the world.
- [Salesforce PSA](https://klient.com/blog/category/salesforce-psa/) - Learn the benefits of using Klient platform built 100% native on Salesforce PSA.
- [Resource Management](https://klient.com/blog/category/klient-services/resource-management/) - Get tips on how klient helps resource management team to achieve efficient planning, smarter task assignments & grow your workforce.
- [PSA for Small Business](https://klient.com/blog/category/psa/psa-for-small-business/)
- [Accounting](https://klient.com/blog/category/klient-services/accounting/)
- [PSA Integrations](https://klient.com/blog/category/psa/psa-integrations/)
- [PSA metrics](https://klient.com/blog/category/psa/psa-metrics/)
- [Client Retention](https://klient.com/blog/category/klient-services/customer-experience-klient-services/client-retention/)
- [Billing](https://klient.com/blog/category/klient-services/accounting/billing/)
- [Revenue Recognition](https://klient.com/blog/category/klient-services/accounting/revenue-recognition/)
- [PSA New Features](https://klient.com/blog/category/klient/pas-new-features/) - Get the latest update on Klient PSA the new features!
- [Klient Services](https://klient.com/blog/category/klient-services/) - All the caterogy of services offered by client (accounting, billing, etc)
- [Customer Experience](https://klient.com/blog/category/klient-services/customer-experience-klient-services/) - Every content related to client problmes, user experience, retention
- [Consulting Businesses](https://klient.com/blog/category/consulting-industry/consulting-firms/) - See how Klient PSA can help your consulting firms
- [News](https://klient.com/blog/category/klient/news/) - Get the latest news from Klient PSA!
- [Klient](https://klient.com/blog/category/klient/) - Primary – Everything related to klient
- [Consulting industry](https://klient.com/blog/category/consulting-industry/) - Klient PSA focuses on the consulting industry including: SaaS, Consulting Businesses and Salesforce Consulting Partners.
- [SaaS](https://klient.com/blog/category/consulting-industry/saas/) - See how Klient PSA can help your SaaS business.
- [Salesforce Consulting Partners](https://klient.com/blog/category/consulting-industry/salesforce-consulting-partners/) - Read insightful articles to learn why Klient PSA is the best platform for Salesforce Consulting Partners.
- [Achievements](https://klient.com/blog/category/klient/klient-university/achievements/) - See how Klient customer engagement is rewarded within Klient thriving ecosystem.
- [Salesforce AppExchange](https://klient.com/blog/category/salesforce-psa/salesforce-appexchange/) - With a 5 stars rating on Salesforce AppExchange, there’s a reason why Salesforce Consulting Partners trust Klient PSA to run their business.
- [Reports](https://klient.com/blog/category/consulting-industry/reports/) - Get valuable reports and data from PSA industry.
- [Estimate & Forecast](https://klient.com/blog/category/klient-services/project-estimate-forecast/) - Get tips on how to enhance team collaboration, generate accurate project scoping estimate & revenue forecast.
- [Klient University](https://klient.com/blog/category/klient/klient-university/) - Get the latest news on the Klient University, the best place to learn Klient PSA principles, acquire new skills and improve your business practices.
- [PSA Business Recipes](https://klient.com/blog/category/psa/psa-business-recipes/) - Access proven PSA business recipes to run your business with better efficiency.
- [Analytics & Reports](https://klient.com/blog/category/klient-services/analytics-reports/)
- [Budget](https://klient.com/blog/category/klient-services/project-management/budget/)
- [Time & Execution](https://klient.com/blog/category/klient-services/time-execution/)
- [Security & Privileges](https://klient.com/blog/category/klient-services/security-privileges/)
- [Events](https://klient.com/blog/category/klient/event/)
- [Success Stories](https://klient.com/blog/category/klient/success-stories/) - Klient PSA empower fast growing services business all around the world.
- [Klient Tips](https://klient.com/blog/category/klient-tips/) - Klient Tips All the content related to Klient Tips with 4 categories
- [Team Members](https://klient.com/blog/category/klient-tips/team-members/) - Klient tips for team members category.
- [Business Leader](https://klient.com/blog/category/klient-tips/business-leader/) - Klient tips for Business Leader category.
- [Project Managers](https://klient.com/blog/category/klient-tips/project-managers/) - Klient tips for Project Manager category.
- [Graduated](https://klient.com/blog/category/klient/klient-university/graduated/) - Reward a company that has fully completed the Klient University training.
- [Collections](https://klient.com/blog/category/collections/)
- [Project Management on Salesforce](https://klient.com/blog/category/collections/project-management-on-salesforce/)
- [SOC 2 for Salesforce Partners](https://klient.com/blog/category/collections/soc-2-for-salesforce-partners/)
- [How I Solved It with Klient](https://klient.com/blog/category/how-i-solved-it-with-klient/) - The How I Solved It with Klient series explores the challenges often faced by businesses and the solutions and best practices proposed by Klient experts.
- [Klient Feature Spotlight](https://klient.com/blog/category/klient-feature-spotlight/) - Learn all about Klient PSA latest releases with our feature spotlight blog posts.
- [KTips - Community](https://klient.com/blog/category/ktips-community/)
- [SPOT - Community](https://klient.com/blog/category/spot-community/)
- [HISI - Community](https://klient.com/blog/category/hisi-community/)
- [The Klient Inception](https://klient.com/blog/category/the-klient-inception/)
- [Webinars](https://klient.com/blog/category/webinars/)
- [Monthly Newsletter](https://klient.com/blog/category/monthly-newsletter/)

## Tags

- [project management](https://klient.com/blog/tag/project-management/)
- [afdigital](https://klient.com/blog/tag/afdigital/)
- [growth](https://klient.com/blog/tag/growth/)
- [Salesforce](https://klient.com/blog/tag/salesforce/)
- [christmas](https://klient.com/blog/tag/christmas/)
- [holidays](https://klient.com/blog/tag/holidays/)
- [klient](https://klient.com/blog/tag/klient/)
- [PSA](https://klient.com/blog/tag/psa/)
- [Change Management](https://klient.com/blog/tag/change-management/)
- [adoption](https://klient.com/blog/tag/adoption/)
- [Klient University](https://klient.com/blog/tag/klient-university/)
- [Customer](https://klient.com/blog/tag/customer/)
- [SQALE](https://klient.com/blog/tag/sqale/)
- [NPO](https://klient.com/blog/tag/npo/)
- [mira](https://klient.com/blog/tag/mira/)
- [mchf](https://klient.com/blog/tag/mchf/)
- [Quorum](https://klient.com/blog/tag/quorum/)
- [client retention](https://klient.com/blog/tag/client-retention/)
- [customer centric](https://klient.com/blog/tag/customer-centric/)
- [team collaboration](https://klient.com/blog/tag/team-collaboration/)
- [revenue leakage](https://klient.com/blog/tag/revenue-leakage/)
- [revenue recognition](https://klient.com/blog/tag/revenue-recognition/)
- [g2](https://klient.com/blog/tag/g2/)
- [gdp](https://klient.com/blog/tag/gdp/)
- [job creation](https://klient.com/blog/tag/job-creation/)
- [Salesforce Economy](https://klient.com/blog/tag/salesforce-economy/)
- [Billable](https://klient.com/blog/tag/billable/)
- [checklist](https://klient.com/blog/tag/checklist/)
- [cashflow](https://klient.com/blog/tag/cashflow/)
- [money](https://klient.com/blog/tag/money/)
- [revenue](https://klient.com/blog/tag/revenue/)
- [margin](https://klient.com/blog/tag/margin/)
- [accounting](https://klient.com/blog/tag/accounting/)
- [slack](https://klient.com/blog/tag/slack/)
- [integration](https://klient.com/blog/tag/integration/)
- [sales team](https://klient.com/blog/tag/sales-team/)
- [delivery team](https://klient.com/blog/tag/delivery-team/)
- [Resource Planning](https://klient.com/blog/tag/resource-planning/)
- [klient psa](https://klient.com/blog/tag/klient-psa/)
- [budget](https://klient.com/blog/tag/budget/)
- [deadline](https://klient.com/blog/tag/deadline/)
- [crm](https://klient.com/blog/tag/crm/)
- [team work](https://klient.com/blog/tag/team-work/)
- [planning](https://klient.com/blog/tag/planning/)
- [salesforce PSA](https://klient.com/blog/tag/salesforce-psa/)
- [drakya](https://klient.com/blog/tag/drakya/)
- [100% native PSA](https://klient.com/blog/tag/100-native-psa/)
- [forecasting](https://klient.com/blog/tag/forecasting/)
- [CPQ](https://klient.com/blog/tag/cpq/)
- [User interface](https://klient.com/blog/tag/user-interface/)
- [scheduling](https://klient.com/blog/tag/scheduling/)
- [technology](https://klient.com/blog/tag/technology/)
- [momentum leader](https://klient.com/blog/tag/momentum-leader/)
- [customer success](https://klient.com/blog/tag/customer-success/)
- [360 solution](https://klient.com/blog/tag/360-solution/)
- [productivity](https://klient.com/blog/tag/productivity/)
- [xero](https://klient.com/blog/tag/xero/)
- [sage intacct](https://klient.com/blog/tag/sage-intacct/)
- [intuit quickbooks](https://klient.com/blog/tag/intuit-quickbooks/)
- [accounting seed](https://klient.com/blog/tag/accounting-seed/)
- [The why](https://klient.com/blog/tag/the-why/)
- [client relationship](https://klient.com/blog/tag/client-relationship/)
- [metrics](https://klient.com/blog/tag/metrics/)
- [ideagen](https://klient.com/blog/tag/ideagen/)
- [gantt](https://klient.com/blog/tag/gantt/)
- [project planning](https://klient.com/blog/tag/project-planning/)
- [team success](https://klient.com/blog/tag/team-success/)
- [compare](https://klient.com/blog/tag/compare/)
- [customer experience](https://klient.com/blog/tag/customer-experience/)
- [lighting component](https://klient.com/blog/tag/lighting-component/)
- [template project](https://klient.com/blog/tag/template-project/)
- [project timeline](https://klient.com/blog/tag/project-timeline/)
- [krow](https://klient.com/blog/tag/krow/)
- [korg](https://klient.com/blog/tag/korg/)
- [badge](https://klient.com/blog/tag/badge/)
- [CEE](https://klient.com/blog/tag/cee/)
- [Quantilope](https://klient.com/blog/tag/quantilope/)
- [Rosov Consulting](https://klient.com/blog/tag/rosov-consulting/)
- [techstep](https://klient.com/blog/tag/techstep/)
- [Tropos](https://klient.com/blog/tag/tropos/)
- [Lightguide](https://klient.com/blog/tag/lightguide/)
- [InCloud](https://klient.com/blog/tag/incloud/)
- [r3](https://klient.com/blog/tag/r3/)
- [Gail Perry](https://klient.com/blog/tag/gail-perry/)
- [mainspring](https://klient.com/blog/tag/mainspring/)
- [Salesforce Favorites](https://klient.com/blog/tag/salesforce-favorites/)
- [document management](https://klient.com/blog/tag/document-management/)
- [Psychometry](https://klient.com/blog/tag/psychometry/)
- [HR](https://klient.com/blog/tag/hr/)
- [recruitment](https://klient.com/blog/tag/recruitment/)
- [psychometric tests](https://klient.com/blog/tag/psychometric-tests/)
- [Atman test](https://klient.com/blog/tag/atman-test/)
- [Salesforce Next Step Field](https://klient.com/blog/tag/salesforce-next-step-field/)
- [SOC 2](https://klient.com/blog/tag/soc-2/)
- [SOC 2 audit](https://klient.com/blog/tag/soc-2-audit/)
- [SOC 2 compliance](https://klient.com/blog/tag/soc-2-compliance/)
- [project status](https://klient.com/blog/tag/project-status/)
- [Salesforce project management](https://klient.com/blog/tag/salesforce-project-management/)
- [WBS](https://klient.com/blog/tag/wbs/)
- [work breakdown structure](https://klient.com/blog/tag/work-breakdown-structure/)
- [talent acquisition](https://klient.com/blog/tag/talent-acquisition/)
- [HR automation](https://klient.com/blog/tag/hr-automation/)
- [Salesforce Pinned Tabs](https://klient.com/blog/tag/salesforce-pinned-tabs/)
- [Salesforce Lightning](https://klient.com/blog/tag/salesforce-lightning/)
- [Salesforce Org](https://klient.com/blog/tag/salesforce-org/)
- [Salesforce deployment](https://klient.com/blog/tag/salesforce-deployment/)
- [Salesforce reports](https://klient.com/blog/tag/salesforce-reports/)
- [Last 7 Days filter](https://klient.com/blog/tag/last-7-days-filter/)
- [vacations](https://klient.com/blog/tag/vacations/)
- [well-being](https://klient.com/blog/tag/well-being/)
- [creativity](https://klient.com/blog/tag/creativity/)
- [ideation](https://klient.com/blog/tag/ideation/)
- [ai](https://klient.com/blog/tag/ai/)
- [machine learning](https://klient.com/blog/tag/machine-learning/)
- [Einstein AI](https://klient.com/blog/tag/einstein-ai/)
- [Trends](https://klient.com/blog/tag/trends/)
- [software features](https://klient.com/blog/tag/software-features/)
- [salesforce apps](https://klient.com/blog/tag/salesforce-apps/)
- [Buying Salesforce Project Management Software](https://klient.com/blog/tag/buying-salesforce-project-management-software/)
- [KPIs for PSA](https://klient.com/blog/tag/kpis-for-psa/)
- [IT Consulting KPIs](https://klient.com/blog/tag/it-consulting-kpis/)
- [Salesforce Klient](https://klient.com/blog/tag/salesforce-klient/)
- [Project Management KPIs](https://klient.com/blog/tag/project-management-kpis/)
- [Salesforce implementation](https://klient.com/blog/tag/salesforce-implementation/)
- [Salesforce App](https://klient.com/blog/tag/salesforce-app/)
- [implementation challenges](https://klient.com/blog/tag/implementation-challenges/)
- [scaling](https://klient.com/blog/tag/scaling/)
- [Salesforce scalability](https://klient.com/blog/tag/salesforce-scalability/)
- [Service scaling](https://klient.com/blog/tag/service-scaling/)
- [Salesforce automation](https://klient.com/blog/tag/salesforce-automation/)
- [automation](https://klient.com/blog/tag/automation/)
- [Salesforce ecosystem](https://klient.com/blog/tag/salesforce-ecosystem/)
- [Salesforce partners](https://klient.com/blog/tag/salesforce-partners/)
- [Trailblazer community](https://klient.com/blog/tag/trailblazer-community/)
- [Salesforce support](https://klient.com/blog/tag/salesforce-support/)
- [Salesforce AppExchange](https://klient.com/blog/tag/salesforce-appexchange/)
- [SOC 2 Type 2](https://klient.com/blog/tag/soc-2-type-2/)
- [SOC 2 framework](https://klient.com/blog/tag/soc-2-framework/)
- [Salesforce ISV Partners](https://klient.com/blog/tag/salesforce-isv-partners/)
- [SOC 2 roadmap](https://klient.com/blog/tag/soc-2-roadmap/)
- [IT GRC Policies](https://klient.com/blog/tag/it-grc-policies/)
- [Professional Services KPIs](https://klient.com/blog/tag/professional-services-kpis/)
- [Salesforce security](https://klient.com/blog/tag/salesforce-security/)
- [Multi-Factor Authentication](https://klient.com/blog/tag/multi-factor-authentication/)
- [Product Releases](https://klient.com/blog/tag/product-releases/)
- [Task management](https://klient.com/blog/tag/task-management/)
- [Salesforce Partner Summit](https://klient.com/blog/tag/salesforce-partner-summit/)
- [World Tour NYC](https://klient.com/blog/tag/world-tour-nyc/)
- [Auventa](https://klient.com/blog/tag/auventa/)
- [Jumpr](https://klient.com/blog/tag/jumpr/)
- [Rouge Marketing](https://klient.com/blog/tag/rouge-marketing/)

## Project Categories

- [Klient Tips](https://klient.com/blog/project_category/klient-tips/) - Quick tips for project manager.
- [Project Manager](https://klient.com/blog/project_category/project-manager/) - A sub category of Klient Tips content for “Project Manager”
- [Business Leader](https://klient.com/blog/project_category/business-leader/) - A sub category of Klient Tips content for “Business Leader”
- [Team Members](https://klient.com/blog/project_category/team-members/) - A sub category of Klient Tips content for “Team Members”

## Project Tags

- [Project status](https://klient.com/blog/project_tag/project-status/)
- [lwc](https://klient.com/blog/project_tag/lwc/)
- [checklist](https://klient.com/blog/project_tag/checklist/)