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

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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Organize and Focus — Klient PSA Resource Management

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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Deliver Tasks Efficiently — Klient PSA Resource Management

Track

Log Time Intelligently

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

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Log Time Intelligently — Klient PSA Resource Management

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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Contribute & Deliver Results — Klient PSA Resource Management

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:

14%
Boost in Project Margin
10%
Increase Revenue Per Employee
13%
Grow Profit (EBITDA %)
20%
Acquire More Customers

Source: SPI Research 2024 Professional Services Maturity™ Benchmark

Essential Features for Task & Time

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

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.

96%

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.

“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

See Klient in action.

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

$39/user/mo 3 wks go-live 100% Salesforce native