Project Management in Salesforce
Manage complex projects with confidence using Klient PSA.
Manage complex projects with confidence using Klient PSA, a 100% Salesforce™ native Professional Services Automation (PSA) platform. Keep your projects on track and deliver exceptional results for your customers.
Plan
Strategize and Organize
Develop detailed project plans with Gantt charts, set milestones, and allocate resources effectively. Plan for on-time, on-budget, and on-scope delivery. Keep your team and all stakeholders aligned and informed with comprehensive project schedules.
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Progress
Drive Continuous Progress
Keep projects on track with efficient workflow management and flexible resource assignments. Adapt your plan as needed, track progress continuously, and ensure steady advancement while receiving alerts for upcoming deadlines and budget constraints.
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Monitor
Gain Actionable Insights
Track resource time and work spent on tasks. Monitor project status with automated reporting to ensure timely and budget-conscious delivery. Make your people accountable with real-time updates to stay on top of project health.
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Deliver
Ensure Project Success
Automation acts as your copilot, helping you manage risks and stay ahead of issues. Use built-in tools to identify potential problems early and collaborate with your team to address them. Deliver projects on time, within budget, and within scope.
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Achievable results you can expect with a professional services automation platform
Experience impressive results with CRM-integrated PSA software. According to SPI Research's 2024 Professional Services Maturity™ benchmark, you can achieve:
Source: SPI Research 2024 Professional Services Maturity™ Benchmark
Essential Features for Project Management
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
Seamlessly share and retrieve information across the platform.
Engaged Customers
Improve interactions with detailed, accessible project data.
“Because the product is natively built and hosted upon the Salesforce platform, the possibilities for customization, integration, and growth are far-reaching!”
See Klient in action.
Discover the best growth secret for project success. Experience firsthand the capabilities of Klient.