Estimate & Forecast

Customer Collaboration

Exceed client expectations, boost engagement, and elevate service quality with Klient’s customer collaboration tools.

Genuine feedback helps you adapt to evolving customer needs. Turn insights into consistent, high-quality interactions that enhance service quality and client satisfaction. Deliver an unforgettable experience with Klient, a 100% Salesforce™ native PSA platform.
FEEDBACK Improve Constantly - Customer Collaboration


Manage Customer Expectations

Keep your customers engaged with regular project updates. Show timelines and be transparent with budgets to ensure clear communication and reduce misunderstandings. Detect risks early and avoid surprises to enhance satisfaction.


Improve Constantly

Show your customers that their opinions matter. Regularly solicit feedback through project surveys to identify strengths and weaknesses. Use real-time data to improve processes and benchmark against industry standards.
FEEDBACK Improve Constantly - Customer Collaboration (1)

Achievable results you can expect with a professional service automation platform

Experience impressive results with CRM-integrated PSA software. According to SPI Research’s 2024 Professional Services Maturity™ benchmark, you can achieve:


Boost in
Project Margin


Increase Revenue
Per Employee


Grow Profit


More Customers

COMMUNICATION Enhanced Collaboration Tools - Customer Collaboration

Enhanced Collaboration Tools

Build trust with transparent project sharing via a secure customer portal with live chat. Engage stakeholders with tools for assigning tasks, maintaining clear communication, and ensuring projects are completed on time, on budget, and within scope.
Estimate & Forecast

Essential Features for Customer Collaboration Management

Customer Community Portal
Customer Assignments
Collaborative Interfaces
Project Health Report
Satisfaction Surveys
Project Baseline
Account Review
Dashboard and Reports
Document Sharing
Live Chat
Issue Tracking
Customizable Workflows


Achieve Project Goals

Streamline communication and maintain a complete view of every interaction. Address issues promptly, deliver superior service, and ensure projects are completed on time, on budget, and within scope. A 360 degree view of your Accounts and their projects. 

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Why use a PSA software running on Salesforce?

World’s #1 CRM

Integrated platform, Al, app de-velopment, best-in-class apps

Single Source of Truth

Connect sales, service, marketing, commerce, and IT, personalize experiences

Fast Time to Value

Ease of design and implementation at speed with high ROI

Scalable and Flexible

Solutions for any size company or industry

Community Success

96% of customers say they met or exceeded ROI expectation

“Because the product is natively built and hosted upon the Salesforce platform, the possibilities for customization, integration, and growth are far-reaching!”

Paul Webster

Senior Technical Project Manager


Unify Every Department Under One Source of Truth

Benefits of a Single Platform:


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

Schedule Your Demo Now >

See Klient in action.

Discover the best growth secret for project success. Experience firsthand the capabilities of Klient.