The Klient PSA product family
Everything you need to run a services business on Salesforce
One 100% Salesforce-native platform, nine AI agents that work beside your team, and open MCP access for your own AI tools — projects, resources, time, and billing living right next to your CRM.
Klient PSA Platform
The professional services automation platform, 100% native to Salesforce — every stage of delivery, from a won deal to a paid invoice, as native objects right alongside your CRM.
AI Agents
Nine Agentforce agents that work as project resources beside your team — capturing time, updating tasks, tracking scope, onboarding customers and more, always with your approval. Each does one job. Each is $1,000 one-time.
Business Analysis PL PLANNY 1
Project Management TI TIMEY 1
Timesheets ST STAFFY 1
Resource Management CA CASEY 1
Customer Support GU GUIDY 1
Customer Onboarding TO TOUCHY 1
Touchpoints DE DEVY 1
Software Development KN KNOWWY 1
Knowledge
MCP Servers
Connect your own AI — Claude, Cursor, Copilot — straight to Klient PSA under your Salesforce login, with full permission-awareness. Three servers cover data, administration, and knowledge.
Jira for Salesforce
Two ways to connect Atlassian Jira to Klient PSA — for teams that deliver in Jira but run the business in Salesforce.
The results teams see on a native PSA platform
Benchmarked outcomes for services firms running CRM-integrated PSA:
Source: SPI Research 2024 Professional Services Maturity™ Benchmark
Why use a PSA software running on Salesforce?
World's #1 CRM
Integrated platform, AI, app development, and best-in-class apps — all on the world's leading CRM.
Single Source of Truth
Connect sales, service, marketing, commerce, and IT, and personalize every experience from one platform.
Fast Time to Value
Ease of design and implementation at speed, with high ROI from day one.
Scalable and Flexible
Solutions for any size company or industry, ready to grow as you do.
of customers say they met or exceeded ROI expectation
Unify Every Department Under One Source of Truth
Centralized BI
Access all data and reports in one unified platform.
Enhanced Performance
Boost performance with easy access to unified project data.
Efficient Collaboration
Share and retrieve information across the platform in real time.
Engaged Customers
Improve interactions with detailed, accessible project data.
See the whole platform in action
One native platform, nine AI agents, and open MCP access — built for professional-services firms of 50 to 1,000 people on Salesforce.
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