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
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:
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:
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:
Intelligent Communication Tools
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Top features
$15 USD/user/month* | $29 USD/user/month* | $39 USD/user/month* | COMING SOON |
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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. | ![]() | ![]() | ![]() |
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Project Billing & Invoicing iBilling & Invoicing of all project types with support for all RevRec models | ![]() | ![]() | ![]() |
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Financial Management iTrack Actual vs Forecast, Scheduled vs Worked, Invoiced vs Sold. | ![]() | ![]() | ![]() |
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Accounting Connectors iOut-of-the-Box connector to: Sage Intacct, Quickbooks, Xero, AccountingSeed. | ![]() | ![]() | ![]() |
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Customer Collaboration iCollaborate with customers for enhanced project transparency and feedback. | ![]() | ![]() |
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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 |
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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 | ![]() | ![]() | ![]() |
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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 | ![]() | ![]() |
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Project Outcome Predictions iUtilize advanced analytics to predict project outcomes and receive recommendations for optimizing project execution | ![]() |
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AI-Powered Risk Assessment iLeverage AI for proactive risk assessment | ![]() |
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Project AI Prompts & Skills iUtilize AI prompts and skills for smarter project management | ![]() |
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Predictive Project Analytics iUtilize AI for predictive analytics on project performance | ![]() |
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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 |
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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 | ![]() | ![]() | ![]() |
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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 | ![]() | ![]() | ![]() |
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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. | ![]() | ![]() | ![]() |
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Resource Forecasting iForecast resource needs for upcoming projects | ![]() | ![]() | ![]() | ![]() |
Customer Team Schedule Visibility iExpose team schedules to customers for better coordination | ![]() | ![]() |
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AI-Driven Resource Optimization iOptimize resource allocation with AI insights | for purchase | for purchase | ![]() |
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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 |
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Timesheet Submission iSubmit weekly or daily timesheets to capture worked hours | ![]() | ![]() | ![]() |
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Mobile Timesheet iEnter and submit timesheets on-the-go via a mobile interface | ![]() | ![]() | ![]() |
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Time Approval Workflow iManagers can review and approve time entries | ![]() | ![]() | ![]() |
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Deadline Alert for Timesheet Submission iReceive alerts for timesheet submission deadlines | ![]() | ![]() | ![]() |
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Time Entry Locking iLock time entries post-approval to maintain data integrity | ![]() | ![]() | ![]() |
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Time Off Requests iSubmit and track time off requests separately from work hours | ![]() | ![]() | ![]() |
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Expense Reporting iGenerate detailed expense reports for client reimbursement | ![]() | ![]() | ![]() |
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Expense Submission and Approval iSubmit and approve expense entries for client billing | ![]() | ![]() | ![]() |
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Timesheet Customer Approval Portal iCustomer can approve timesheet entries for billing | ![]() | ![]() |
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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 |
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Invoice Management iGenerate, send, and track invoices efficiently | ![]() | ![]() | ![]() |
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Invoice Time iBill clients for hours worked with time-based invoicing | ![]() | ![]() | ![]() |
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Invoice Expense iManage and invoice project-related expenses to clients | ![]() | ![]() | ![]() |
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Invoice Fixed Fee iBill clients with fixed fee invoicing for specified project milestones | ![]() | ![]() | ![]() |
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Write-Off Management iManage write-offs to accurately reflect financials | ![]() | ![]() | ![]() |
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Revenue Recognition Milestone & % complete (RevRec) iRecognize revenue based on project milestones and percentage of completion | ![]() | ![]() | ![]() |
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Revenue Estimated vs Actual Recognition (RevRec) iCompare estimated and actual revenue recognition to ensure accurate financial reporting | ![]() | ![]() | ![]() |
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Payments Management iHandle client payments and track payment status | ![]() | ![]() | ![]() |
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Fixed Fee/Milestone Billing iImplement fixed fee or milestone-based billing for projects | ![]() | ![]() | ![]() |
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Retainers/T&E Billing iManage retainers and time & expense billing efficiently | ![]() | ![]() | ![]() |
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Revenue & Cost Forecasting iForecast and track project revenues and costs | ![]() | ![]() | ![]() |
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Financial Integrations & Reporting iIntegrate with financial systems for robust reporting | ![]() | ![]() | ![]() |
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Financial Approvals iStreamline approval workflows for financial transactions | ![]() | ![]() | ![]() |
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Accounting Connectors iIntegrate with accounting systems for seamless financial operations | ![]() | ![]() | ![]() |
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Customer Invoice Portal iProvide a portal for customers to view and manage their invoices | ![]() | ![]() |
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Payment & Collection Management iManage payment collection efficiently | ![]() | ![]() | ![]() |
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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 |
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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 | ![]() | ![]() |
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Self-Service Portals iProvide self-service portals for customer engagement | ![]() | ![]() |
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Document Sharing iShare important project documents with customers | ![]() | ![]() |
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Real-time Collaboration Tools iCollaborate in real-time with customers | ![]() | ![]() |
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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 |
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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 | ![]() | ![]() | ![]() |
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Financial Reporting iGenerate financial reports for budgeting and forecasting | ![]() | ![]() | ![]() |
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Business Intelligence (BI) Reporting iUtilize BI tools to derive insights and make data-driven decisions | ![]() |
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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 |
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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 |
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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 | ![]() | ![]() | ![]() |
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Marketplace for Apps iAccess a marketplace for additional apps and integrations | ![]() | ![]() | ![]() | ![]() |

Support and Success Plans
Included Support
Unlimited Daily Advisory Office Hours
Additional Support
Extend your capabilities with add-ons.
Project Einstein Prediction
$75 USD/user/month
(billed annually)
Improve project accuracy with AI-powered forecasts.
Available With
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
Customer Community User
$5 USD/user/month
(billed annually)
Seamlessly Collaborate with your customers
Available With
FAQ
Is Salesforce license included?
Do I need Salesforce to use Klient?
Is Klient compatible with Salesforce products?
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 editions?
No. All your users will be using the same Klient Edition.
How is pricing structured?
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?
How can I start a trial?
Click on “Book a Demo” under the desired edition to begin.