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Estimate & Forecast

Task & Time

Boost your productivity, stay on top of tasks, track time effortlessly, and be the hero with Klient’s task and time management tools.

Empower yourself to deliver tasks on time, within scope, and on budget with Klient, a 100% Salesforce™ native PSA platform. Spend less time managing tasks and more time delivering value to customers. Always know what to work on, collaborate seamlessly, and deliver your tasks with ease.
PRIORITIZE Organize and Focus - Task & Time
PRIORITIZE

Organize and Focus

Easily see your tasks, priorities, and deadlines. Use task lists and boards to manage your work and stay organized. Never let anything fall through the cracks with clear task visibility.
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EXECUTE

Deliver Tasks Efficiently

Ensure clarity with detailed task descriptions. Complete tasks as specified, meeting customer expectations every time. Track your progress to ensure everything is on schedule.
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EXECUTE - Deliver Tasks Efficiently - Task and Time

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
(EBITDA %)

%

Acquire
More Customers

TRACK - Log Time Intelligently

TRACK

Log Time Intelligently

Record your hours effortlessly and work on the tasks your are scheduled on. Ensure efficient use of your time and contribute to project profitability.

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Estimate & Forecast

Essential Features for Task & Time Management

Prioritized Task Lists
Kanban Boards
Agile Delivery
Timesheets and Expenses
Real-Time Collaboration Tools
Automated Notifications
Advancement Reports
Holiday and PTO
Calendar Integration
Mobile Accessibility
Reporting and Analytics
Customizable Workflows

COMPLETE

Contribute & Deliver Results

Stay on top of tasks, complete checklists, manage deadlines, and communicate seamlessly with your team.

Be a proactive team player, ensuring all work is completed and communication flows smoothly.

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COMPLETE - Contribute & Deliver Results
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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
“The project creation is pretty simple and easy to use, visibility of data all within the salesforce platform, ease of timecard / expense logging, project charts. Out of the box integrations are very useful. Klient’s team is friendly, knowledgeable and efficient always helping us to drive the things forward. I highly recommend Klient PSA !”

Laxman Rao Manchukonda

Senior Technical Architect
Shiftlogic.io

 

UNITY

Unify Every Department Under One Source of Truth

Benefits of a Single Platform:

E

CENTRALIZED BI: Access all data and reports in one unified platform

E

ENHANCED PERFORMANCE: Boost performance with easy access to unified project data

E

EFFICIENT COLLABORATION: Seamlessly share and retrieve information across the platform

E

ENGAGED CUSTOMERS: Improve interactions with detailed, accessible project data

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See Klient in action.

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