Make your customers’ experience unforgettable with Klient PSA!


To succeed in professional services, you must embody the ultimate trifecta of communication mastery, commitment to meeting all promises made, and never straying from the original objective – whatever it may have been. You’ll need to stay on top of any changes during the project life-cycle with clear communications, and this should be easy for you. To keep everyone up-to-date and to ensure spending stays within budget, regular communication is essential for success.

Watch our complete life of a project demo in Klient PSA


The results from having and integrated PSA Software are impressive, as described by SPI Research, 2022 Professional Services Maturity™Benchmark. The sales and delivery process benchmark has been seamlessly improved, leading to better growth in all areas!


Project Margin


Annual Revenue per Employee


Employee Billable Utilization


Projects delivered on time

Curious to see what Klient PSA has to offer?


There's nothing like a great project status report to ensure everyone is on the same page...


Staying on top of your project's health can mean the difference between a successful outcome and missing deadlines. Progress reports help you quickly check in to ensure things are going as planned—and if they're not, make adjustments before it’s too late! Everyone wants to reach the end of the project with no surprises, twists, or unexpected detours.


  • Keep customers aware of upcoming Milestones.
  • Raise issues that could negatively impact project delivery.
  • Provide clarity to manage customers’ expectations.
  • Generate Project Status report for approbation.
Share Project Status

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Here are all the features that you can get from Klient PSA for Customer Experience


Don't let daunting project-tracking tools pull you down. Let Klient PSA carry the load and power ahead! Our straightforward dashboards make managing updates a cinch while providing powerful, real-time reports to keep projects on track. You'll have an extra set of eyes in your corner without needing superpowers - just our smart software.

  • Customer Community
  • Project Status Reports
  • Satisfaction Surveys
  • Approval Management
  • Customer Profile
  • Communication Management
  • Contact Information
  • Meeting Management
  • Collaborative Notes
  • Email Extensions
  • Project Baseline
  • Milestone Management
  • Customer Tasks
  • Kanban View
  • Detailed Project Plan
  • Document Management
  • Customer Portal
  • Project Status Document
  • Project Health Report
Flexible Billing
"Klient are very proactive in expanding the functionality to address new use cases, and show genuine interest in understanding how our business needs and processes can help shape the future roadmap."
Tim Nash

Partner, APR LLP


Collaborate with your customer and offer better visibility


With Klient PSA, you have all the tools to ensure that clients are in-the-know about their projects every step of the way! Our client portal enables customers to communicate confidently with your team and keep track of progress from start to finish. Plus, our customer web forms help extract essential details quickly – no long email threads are required. This means customers can provide feedback on project deliverables easily and effectively for even greater transparency. Get connected today!

  • Easy and secure file management.
  • Get ready to skyrocket your collaboration efforts.
  • Watch in amazement as response rates surge!
  • Quickly track all communication and documentation.


Growth in 5 Years

Robin Leonard

CEO & Founder

“Using Klient to build a single customer and project view in Salesforce has been a key factor for our growth. Since implementing Klient, our business has grown in revenue 500%, and we've come from nothing to now managing our project P&L very carefully.”


A Klient Growth Success Story


AFDigital is a Salesforce Consulting partner which use Klient PSA to manage their business. In the 12 months following Klient implementation, they have doubled their customer retention rate and increased their opportunity conversion rate from 28% to 52%.


Professional services firms understand the power of customer loyalty


There's no better way to keep your revenue growing than from satisfied, long-term customers. With all your data living in one place, you can create customized experiences and offerings tailored perfectly to each individual customer, helping ensure they stay connected with your business and become part of its ongoing success story! Get creative in targeting potential services based on distinct personas – it’s worth investing time (and resources!) into creating an amazing journey every step of the way.


  • One Single Source of Truth.
  • Staying informed has never been easier.
  • All their contact info is in one, convenient place.
  • Insight into how best to serve those clients.
Customer Feedback

Talk to a Professional Services Advisor

Klient PSA has more to offer!

Investing in your team's well-being is a no-brainer. Make sure you're maximizing their effort, and brighten up tedious management with top-of-the-line resource software! No more guesswork - now it'll be easy to track who's doing what when...and where?

Estimate & Forcecast

Enhance upcoming projects visibility.

Learn More ›

Project Management

Use proven recipes to deliver unmatched quality!

Learn More ›

Resource Management

Let your Team Express their “ Zone of Genius”.

Learn More ›

Delivery & Execution

Enable your team to achieve more in less time!

Learn More ›

Billing & Invoicing

Stop revenue from falling through the cracks.

Learn More ›

Cross Department Visibility

Unify Every Department in your Professional Services Business


No more fruitless searching - with all your company info in the same place, everyone can find what they need quickly! Easily access historical insights and contact information to drive up performance across teams. And get ready for some news that's sure to make customers smile: lightning-fast results are just around the corner!


Why Pick Salesforce as your Unified Platform?


  • World’s #1 CRM: Integrated platform, AI, app development, 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
  • Trailblazer Success and Community: 96% of customers say they met or exceeded ROI expectation

Curious about Klient PSA Platform?

Expand your knowledge with our Professional Services blog