Klient Pricing
Deliver success every time with a fully customizable project platform on Salesforce™.
Our pricing includes Salesforce licenses
Yep, you read that right—Best Deal Ever!
First, choose the right Klient edition for your business needs:
Starter
PROJECTS + TASKS + RESOURCES
Easily manage projects, assign tasks, and schedule resources with streamlined tools. Replace Monday.com, Asana, Clickup.
$15
USD/user/month
(billed annually)
Salesforce Platform License
INCLUDED
Effortless Project Management
Smart Resource Scheduling
Real-Time Project Status Sharing
Professional
+ TIME + EXPENSES + INVOICES
Harness a full Professional Services Automation (PSA) suite to seamlessly run your entire business operations.
$29
USD/user/month
(billed annually)
Salesforce Platform License
INCLUDED
Everything in Starter plus:
Seamless Project Invoicing
Accurate Time & Expense Tracking
Maximized Resource Utilization
Enterprise
+ CUSTOMER PORTAL
Engage and collaborate with your customers to truly deliver success on projects with an inclusive PSA suite.
$39
USD/user/month
(billed annually)
Salesforce Platform & Salesforce Experience Cloud INCLUDED
Everything in Professional plus:
Advanced Customer Collaboration
Secure Customer Portal
Self-Serve Project Monitoring
Ultimate
+ AI AGENTS
Elevate project delivery to the next level with an AI-enhanced Project Management Suite.
COMING SOON
Salesforce Platform, Experience Cloud & AI Agents INCLUDED
Everything in Enterprise plus:
AI-Powered Klient Agent
Predictive Project Insights
Intelligent Communication Tools
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Compare editions and top features.
Top features
$15 USD/user/month* | $29 USD/user/month* | $39 USD/user/month* | COMING SOON |
|
Project & Task Management iManage projects, tasks, milestones, and checklists efficiently. |  | | | |
Agile Tools & Interfaces iAccess agile methodologies tools for streamlined project workflows. | | | | |
Resource Scheduling & Time-Off iAssign resources, schedule tasks, and manage time-off seamlessly. | | | | |
Business Recipe Marketplace iUtilize ready-made business templates and workflows to fast-track project execution. | | | | |
Timesheet & Expense Approval iTrack and approve timesheets and expenses with ease. | | | |
|
Project Billing & Invoicing iBilling & Invoicing of all project types with support for all RevRec models | | | |
|
Financial Management iTrack Actual vs Forecast, Scheduled vs Worked, Invoiced vs Sold. | | | |
|
Accounting Connectors iOut-of-the-Box connector to: Sage Intacct, Quickbooks, Xero, AccountingSeed. | | | |
|
Customer Collaboration iCollaborate with customers for enhanced project transparency and feedback. | | |
||
AI-Powered Project Insights iUtilize AI prompts and skills for smarter project management. | |
Efficiently Manage Projects and Tasks
$15 USD/user/month* | $29 USD/user/month* | $39 USD/user/month* | COMING SOON |
|
Project, Task, Milestone & Checklist Management iManage projects, tasks, milestones, and checklists efficiently | | | | |
WBS & Editable Grids iPlan projects with Work Breakdown Structure and editable grids | | | | |
Kanban & Sprints iAccess agile tools for streamlined project workflows | | | | |
Gantt Chart & Timeline iVisualize project timelines and dependencies | | | | |
Risk & Issue Tracking iIdentify, track, and mitigate project risks and issues | | | | |
Project Templates iStreamline project initiation with reusable templates | | | | |
Proposal Management iCreate and manage project proposals efficiently | | | |
|
Real-time Project Alerts iReceive immediate alerts for project milestones and risks | | | | |
Customer Homework Assignments iAssign and track homework tasks for customers to ensure they are engaged and contributing to the project's success | | |
||
Project Outcome Predictions iUtilize advanced analytics to predict project outcomes and receive recommendations for optimizing project execution | |
|||
AI-Powered Risk Assessment iLeverage AI for proactive risk assessment | |
|||
Project AI Prompts & Skills iUtilize AI prompts and skills for smarter project management | |
|||
Predictive Project Analytics iUtilize AI for predictive analytics on project performance | |
|||
Live Project Recommendations iReceive real-time recommendations to enhance project outcomes | |
Optimize Resource Allocation
$15 USD/user/month* | $29 USD/user/month* | $39 USD/user/month* | COMING SOON |
|
Resource Assignment iEfficiently assign resources to projects and tasks based on availability and skills | | | | |
Task Scheduling iSchedule tasks effectively to ensure timely project progression | | | | |
Time-Off Management iManage time-off requests to maintain project schedules and resource availability | | | |
|
Skills Management iManage and track resource skills for effective assignment | | | | |
Resource Request Management iHandle resource requests efficiently | | | | |
Staff Recruitment iStreamline the recruitment process for project staffing | | | | |
Employee Onboarding iEnsure smooth onboarding for new project team members | | | | |
Performance & Utilization Tracking iTrack resource performance and utilization | | | |
|
Capacity Planning iPlan resource capacity to meet project demands | | | | |
Performance Analysis iCompare actual, scheduled, sold, and invoiced metrics to optimize resource allocation and project financial performance. | | | |
|
Resource Forecasting iForecast resource needs for upcoming projects | | | | |
Customer Team Schedule Visibility iExpose team schedules to customers for better coordination | | |
||
AI-Driven Resource Optimization iOptimize resource allocation with AI insights | for purchase | for purchase | |
|
AI-Powered Resource Analysis iAnalyze resource peaks and valleys using AI for optimized allocation | for purchase | for purchase | |
Streamline Time and Expense Tracking
$15 USD/user/month* | $29 USD/user/month* | $39 USD/user/month* | COMING SOON |
|
Timesheet Submission iSubmit weekly or daily timesheets to capture worked hours | | | |
|
Mobile Timesheet iEnter and submit timesheets on-the-go via a mobile interface | | | |
|
Time Approval Workflow iManagers can review and approve time entries | | | |
|
Deadline Alert for Timesheet Submission iReceive alerts for timesheet submission deadlines | | | |
|
Time Entry Locking iLock time entries post-approval to maintain data integrity | | | |
|
Time Off Requests iSubmit and track time off requests separately from work hours | | | |
|
Expense Reporting iGenerate detailed expense reports for client reimbursement | | | |
|
Expense Submission and Approval iSubmit and approve expense entries for client billing | | | |
|
Timesheet Customer Approval Portal iCustomer can approve timesheet entries for billing | | |
||
AI Time Analysis iIdentify missing records and optimization patterns | |
Manage Financials Effectively
$15 USD/user/month* | $29 USD/user/month* | $39 USD/user/month* | COMING SOON |
|
Invoice Management iGenerate, send, and track invoices efficiently | | | |
|
Invoice Time iBill clients for hours worked with time-based invoicing | | | |
|
Invoice Expense iManage and invoice project-related expenses to clients | | | |
|
Invoice Fixed Fee iBill clients with fixed fee invoicing for specified project milestones | | | |
|
Write-Off Management iManage write-offs to accurately reflect financials | | | |
|
Revenue Recognition Milestone & % complete (RevRec) iRecognize revenue based on project milestones and percentage of completion | | | |
|
Revenue Estimated vs Actual Recognition (RevRec) iCompare estimated and actual revenue recognition to ensure accurate financial reporting | | | |
|
Payments Management iHandle client payments and track payment status | | | |
|
Fixed Fee/Milestone Billing iImplement fixed fee or milestone-based billing for projects | | | |
|
Retainers/T&E Billing iManage retainers and time & expense billing efficiently | | | |
|
Revenue & Cost Forecasting iForecast and track project revenues and costs | | | |
|
Financial Integrations & Reporting iIntegrate with financial systems for robust reporting | | | |
|
Financial Approvals iStreamline approval workflows for financial transactions | | | |
|
Accounting Connectors iIntegrate with accounting systems for seamless financial operations | | | |
|
Customer Invoice Portal iProvide a portal for customers to view and manage their invoices | | |
||
Payment & Collection Management iManage payment collection efficiently | | | |
|
AI Cash Flow Prediction iUtilize AI to predict cash flow based on current and anticipated transactions | |
Enhance Customer Collaboration
$15 USD/user/month* | $29 USD/user/month* | $39 USD/user/month* | COMING SOON |
|
Dynamic Project Surveys iCollect customer feedback through project surveys | | | | |
Live Project Statuses iProvide live status updates via a unique link or email | | | | |
Collaborate with your Customer iCollaborate with customers for enhanced project transparency and feedback | | |
||
Self-Service Portals iProvide self-service portals for customer engagement | | |
||
Document Sharing iShare important project documents with customers | | |
||
Real-time Collaboration Tools iCollaborate in real-time with customers | | |
||
Customer Feedback Loop iEstablish a feedback loop for continuous improvement | | | | |
Enhance Reporting Capabilities
$15 USD/user/month* | $29 USD/user/month* | $39 USD/user/month* | COMING SOON |
|
Customizable Reports and Dashboards iCreate custom reports and dashboards for real-time insights | | | | |
Advanced Reporting Features iAccess advanced reporting tools for deeper analysis | | | | |
Project Performance Analytics iAnalyze project performance with intuitive analytics | | | |
|
Financial Reporting iGenerate financial reports for budgeting and forecasting | | | |
|
Business Intelligence (BI) Reporting iUtilize BI tools to derive insights and make data-driven decisions | |
|||
Customizable BI and Data Set iCustomize business intelligence datasets for tailored analytics | |
Secure and Compliant Operations
$15 USD/user/month* | $29 USD/user/month* | $39 USD/user/month* | COMING SOON |
|
Data Security and Compliance iEnsure data security and compliance with industry standards | | | | |
Role-Based Access Control iDefine access control based on roles for enhanced security | | | | |
Audit Trails iMaintain audit trails for accountability and compliance | | | | |
Extend and Integrate
$15 USD/user/month* | $29 USD/user/month* | $39 USD/user/month* | COMING SOON |
|
API Access for Integration iIntegrate with other systems using API access | | | | |
Third-Party App Integrations iExtend functionalities with third-party app integrations | | | | |
Custom App Development iDevelop custom apps to meet unique business needs | | | | |
Accounting Connector Integration iAvoid data duplication with connectors for Sage Intacct, Quickbooks, Xero, and Accounting Seed | | | |
|
Marketplace for Apps iAccess a marketplace for additional apps and integrations | | | | |
Support and Success Plans
Included Support
Unlimited Daily Advisory Office Hours
Receive guidance from our experienced advisors during designated daily office hours. This service is designed to provide quick answers and advice on project management, best practices, and how to optimize your use of Klient to achieve your business goals.
Additional Support
Our Implementation and Managed Services provide enhanced support for an additional fee. Features include administrative assistance, complete configuration and development support, along with 24/7 customer support availability.
Extend your capabilities with add-ons.
Project Einstein Prediction
$75 USD/user/month
(billed annually)
Improve project accuracy with AI-powered forecasts.
Available With
Enterprise & Above
Project Analytics Platform
$140 USD/user/month
(billed annually)
Uncover project trends to optimize resource allocation.
Available With
Enterprise & Above
Project Analytics Plus
$165 USD/user/month
(billed annually)
Leverage advanced analytics to enhance project performance and customer satisfaction.
Available With
Enterprise & Above
Customer Community User
$5 USD/user/month
(billed annually)
Seamlessly Collaborate with your customers
Available With
All editions
FAQ
Is Salesforce license included?
YES, Salesforce platform and lightning console licenses are included in our pricing.
Do I need Salesforce to use Klient?
No, if you don’t have Salesforce, we will provision you an environment.
Is Klient compatible with Salesforce products?
YES, Klient is on Salesforce and interacts with all Salesforce clouds, working especially well with Sales Cloud for project scoping and estimation, Service Cloud for tracking support time per customer, and Experience Cloud for customer collaboration.
What does each edition offer?
- Starter: Ideal for basic project management needs.
- Professional: Full PSA suite for comprehensive business operations.
- Enterprise: Engage and collaborate with customers for successful project delivery.
- Ultimate: AI-enhanced PSA for next-gen project execution.
Can I mix & match the different edition.
No. All your users will be using the same Klient Edition.
How is pricing structured?
Pricing is per user, per month, billed annually.
What is included in the Support and Success Plans?
- Included Support offers Unlimited Daily Advisory Office Hours.
- Additional Support provides enhanced assistance through Gap-List Implementation and Managed Services for an extra fee.
What add-ons are available to extend capabilities?
Project Einstein Prediction, Project Analytics Growth, and Project Analytics Plus are available for additional monthly fees.
How can I start a trial?
Click on “Book a Demo” under the desired edition to begin.