A full-featured PSA for the Professional Service industry!

All the features you need on a single platform

$49

User / month*
(billed annually)

USD

Klient for your workforce

Full Access / All Modules

Klient Workforce package is suited for consulting business who wants to scale up quickly. It includes all the powerful features your team needs to work more efficiently and automate your process. Don’t forget that Klient is built 100% native on Salesforce™ cloud ecosystem.

 CORE FEATURES INCLUDES:

  • Project Management
  • Resource Planning & Staffing
  • Time & Expense
  • Team Collaboration
  • Business Intelligence
  • Project Financials
  • Billing & Invoicing
  • Surveys
  • Service Analytics
  • Proposals / Service Contracts
  • Project Estimates / CPQ
  • Revenue Recognition

Proposals & Forecast

  • Estimates & Proposals
  • Project Templates
  • Pipeline Projects
  • Revenue Forecast
  • Resource Requests

Billing & Invoicing

  • Approvals
  • Fix Fee / Milestone / T & E
  • Billing & Invoicing
  • Invoice Documents & Email
  • Collection  / Payment

Analytics & Reporting

  • Reports & Graphs
  • Dashboard & Subscription
  • Personalized Homepage
  • Record Page Graphs
  • Business Intelligence

Project & Assignment

  • Project Assignment
  • Schedules & Availability
  • Resouces Visibility
  • Margins / Profitability
  • Issues & Risks

People & Workforce

  • Recruiting & Staffing
  • Onboarding
  • Skills & Certifications
  • Holiday Schedules & PTO
  • Performance & Utilization

Accounting Connectors

  • Quickbooks
  • Xero
  • Sage Intacct
  • Accounting Seed
  • Exports  / API / ETL

Execution & Delivery

  • Tasks & Checklists
  • Timesheets & Time Off
  • Expenses
  • Gantt & Kanban Boards
  • Email & Mobile App

Customer Experience

  • Project Surveys
  • Customer / Contractors Community
  • Project Exposure
  • Collaboration & Homework

Control & Permissions

  • Profiles
  • Permission Sets
  • Custom Settings
  • Approval Processes
  • Salesforce Security

Do you want to see Klient in action?

Let us Show You Our Magic!

Klient for your clients

Collaborate on your projects and provide visibility 

Invite your clients to collaborate on projects with your team. By sharing your process through an engaging experience, you’ll gain their trust and solidify your relationship.

$5

User / month*
(billed annually)

USD

Frequently Asked Questions (FAQ)

Do I need to be a Salesforce customer to use Klient?

No. Anyone can use Klient. There are many benefits with Klient if you are already a Salesforce CRM customer, but it is not a requirement.

How do you define a "user" for Klient?

A “user” is any person who uses the Klient software, such as a project manager, an employee, external consultant, or executive as example.

Do I need to pay for a year up front?

Yes.  All contracts are billed annually by default. New users added during the year are prorated based on the subscription period.

I'm interested to buy Klient PSA, how do I proceed?

When you’re ready to buy,  you can email us at [email protected] or call us at 1-844-438-5769 where we will confirm the number of users and proceed to send you an electronic sales order for signature.

 

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Schedule your demo

See Klient PSA in Action!

During a 45-minute Demo session, you will get an overview of Klient platform and it's amazing features, business expertise and thriving ecosystem. Click below to schedule your demo with a Klient Expert.