Salesforce PSA
Klient is the Salesforce PSA that runs your entire services business
Professional Services Automation (PSA) Software Built Natively on Salesforce.
Plan projects, staff the right people, track time, and bill — all natively in Salesforce, with real-time margin on every engagement.
A Salesforce PSA turns won deals into profitable projects
When your PSA lives inside Salesforce, the opportunity sales closes becomes the project delivery staffs, tracks, and bills — no re-keying, no second system to reconcile, one record from pipeline to paid. See the opportunity-to-project handoff →
See the margin on every engagement, in real time
Klient PSA shows planned-versus-actual hours, utilization, and project margin as work happens — so you catch a scope overrun in week two, not at invoicing. Most firms run this on spreadsheets and find out too late.
Replace your disconnected tools with one Salesforce PSA
Run estimating, resourcing, time, billing, and revenue forecasting on a single platform native to Salesforce — retiring the patchwork of spreadsheets, timesheet apps, and standalone PSAs your team reconciles by hand.
What is a Salesforce PSA?
A Salesforce PSA is a professional services automation platform that runs natively inside Salesforce, managing projects, resources, time, and billing on the same database as your CRM. Because the data never leaves Salesforce, there is no integration to maintain and no nightly sync to break. New to the category? See PSA vs CRM.
Klient PSA is the Salesforce-native PSA platform, priced at $39/user/month and live in an average of three weeks. It replaces the patchwork of spreadsheets and disconnected tools with one system your team already opens every day. Learn what PSA software does, or see why a native Salesforce PSA beats an integrated one.
Klient PSA includes nine AI agents and one MCP server, powered by Salesforce Agentforce: SCOPEY1 for business analysis, PLANNY1 for project status, TIMEY1 for timesheets, STAFFY1 for resource management, GUIDY1 for onboarding, TOUCHY1 for touchpoints, CASEY1 for support, DEVY1 for development, and KNOWWY1 for knowledge management. Humans lead; the agents deliver, and each stops at a human approval gate.
Native Salesforce PSA vs generic PSA vs building it yourself
There are three ways to run a services business on Salesforce. A native Salesforce PSA keeps delivery and financials on the same platform as your CRM; a generic PSA syncs across the boundary; building on core Salesforce means maintaining it yourself.
| Klient PSANative Salesforce PSA | Generic / standalone PSA | Building on Salesforce core CRM | |
|---|---|---|---|
| Where your data lives | One Salesforce database, shared with CRM | Separate SaaS database, synced via integration | Salesforce — but only what you build |
| Integration to CRM | None needed — same platform | Integration + middleware to maintain | Native |
| Billing & revenue recognition | Built in (fixed-fee, T&M, milestone, retainer) | Included, but off-platform | Custom-build or add another tool |
| Resource management | Built in | Built in | DIY with custom objects |
| AI agents for delivery | Nine Agentforce agents + one MCP | Vendor-specific AI, if any | Build your own on Agentforce |
| Security & permissions | Your existing Salesforce model | Second permission model to manage | Your existing Salesforce model |
| Who administers it | Your Salesforce admin | Separate tool owner + SF admin | Salesforce admin + developer time |
| Typical time to value | ~3 weeks | Months, incl. integration | Ongoing build & maintenance |
| Price | $39/user/month | Varies (often premium) | Internal dev + platform cost |
Comparing a specific vendor? See how Klient PSA compares with other PSA software.
Klient PSA vs Certinia vs Kantata
Among Salesforce PSA options, Klient PSA is the native, AI-era choice: from $39/user/month, live in about three weeks, with nine Agentforce agents plus one MCP server built in. Certinia is also Salesforce-native but enterprise-priced and typically takes three to six months to implement. Kantata is a capable PSA but runs on its own platform and syncs into Salesforce rather than living inside it. See the full Klient PSA vs Certinia vs Kantata comparison →
Why services firms move to a Salesforce PSA
Services firms adopt a PSA to close the margin gap between the CRM and disconnected delivery tools. The numbers, straight from SPI Research:
Source: SPI Research 2025 Professional Services Maturity™ Benchmark
See the Salesforce PSA in action
Book a 30-minute demo and watch projects, resourcing, time, and billing run natively in your Salesforce — with nine AI agents on top.
Book a Demo →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.
Salesforce PSA — frequently asked questions
What is a Salesforce PSA?
A Salesforce PSA is a professional services automation platform built natively on Salesforce that manages the full project lifecycle — estimating, resourcing, time tracking, billing, and revenue recognition — on the same database as your CRM.
What is the best PSA for Salesforce?
The best PSA for Salesforce is one that is truly native to the platform rather than a standalone tool synced through an integration. Klient PSA is 100% Salesforce-native, priced at $39/user/month, goes live in an average of three weeks, and includes nine AI agents powered by Salesforce Agentforce. It holds a 4.96/5 rating across 73 Salesforce AppExchange reviews and 4.5/5 across 83 G2 reviews.
Is Klient PSA native to Salesforce?
Yes. Klient PSA is 100% Salesforce-native: it stores its data in Salesforce and runs on Salesforce security. There is no separate database, no integration, and no nightly sync.
How much does a Salesforce PSA cost?
Klient PSA is $39/user/month — less than one billable hour. That price includes project management, resourcing, time, and billing on one platform.
How long does it take to go live?
Klient PSA goes live in an average of three weeks, compared with three to six months for Certinia. Because it is native, there is no integration project to schedule first.
Does Klient PSA include AI agents?
Yes. Klient PSA includes nine AI agents and one MCP server, powered by Salesforce Agentforce, covering business analysis, project status, timesheets, resourcing, onboarding, touchpoints, support, development, and knowledge. The MCP server lets external AI assistants like Claude, Copilot, or Cursor work with your Klient PSA data. Humans lead; the agents deliver.
What is the difference between a native and an integrated Salesforce PSA?
A native Salesforce PSA stores its records inside Salesforce, so your CRM and delivery data share one source of truth. An integrated PSA is a separate application that syncs into Salesforce, which adds an integration to build, pay for, and maintain. Compare Klient PSA with other PSA software.
Who needs a Salesforce PSA?
Any services business that bills for its people — consultancies, IT and Salesforce implementation partners, agencies, and professional services teams — needs a Salesforce PSA once spreadsheets stop keeping up, usually around 20 to 30 billable people. It connects resourcing, time, and billing to the CRM so you protect margin as you scale. See Klient PSA by industry.
How is Klient PSA different from Certinia and Kantata?
Klient PSA is native to Salesforce, priced from $39/user/month, with a roughly three-week go-live and nine Agentforce AI agents built in. Certinia is also Salesforce-native but enterprise-priced with three-to-six-month implementations; Kantata runs on its own platform and syncs into Salesforce rather than living inside it. See the full comparison.
See Klient PSA in action.
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