What is a professional services automation (PSA) software?

A professional services automation (PSA) software is a unified platform that helps service-based businesses manage and automate core workflows—such as project management, resource allocation, time tracking, billing, and analytics. By centralizing these functions, a PSA solution streamlines day-to-day operations, reduces manual errors, and improves visibility into project and financial performance.

Can I manage projects directly within Salesforce?

Absolutely. Klient PSA is native to Salesforce, meaning you can handle all your project management tasks—such as tracking milestones, assigning resources, and monitoring budgets—without leaving the Salesforce environment. This seamless integration helps you stay organized, minimize data silos, and streamline the entire project lifecycle from a single, familiar platform.

How long does it take to implement a PSA system?

With Klient PSA, you’re supported every step of the way by our dedicated Klient Advisors, ensuring a guided and efficient setup. Our self-paced eLearning courses further simplify the process and allow teams to adopt new features at their own speed. Thanks to this streamlined approach, you can go live with Klient PSA in just a few weeks—rather than months—accelerating your return on investment.

How is Klient PSA priced? Is there a free trial or demo version available?

Klient PSA offers a flexible pricing model based on a per user, per month rate, billed annually. This transparent approach lets you scale affordably as your team grows. Yes, there is a free trial available, and you can book a demo to see how Klient PSA addresses your specific requirements. Our multiple pricing tiers cater to different business sizes, ensuring you only pay for the features you need.

Which industries benefit most from using a PSA solution like Klient PSA?

PSA solutions provide the most value to industries where time and project management are crucial—such as IT services, consulting firms, marketing agencies, and other professional service providers. Klient PSA is designed to be flexible, allowing businesses of all sizes and sectors to leverage features like automated billing, real-time reporting, and resource allocation. Whether you’re an independent consultancy or a global services firm, Klient PSA adapts to your unique processes and scales alongside your business growth.

Do I need Salesforce to use Klient?

No, if you don’t have Salesforce, we will provision you an environment.

Estimate & Forecast

Streamline your sales cycle, enhance project planning, and improve collaboration with Klient’s Estimate & Forecast tools.

Bridge the gap between sales and delivery with first-class solutions tailored for growing organizations. Accurate project estimating is crucial for business success. Clear insights into project requirements can prevent unrealistic delivery expectations and enhance customer satisfaction. Start your project lifecycle optimally with Klient, a Professional Service Automation (PSA) platform, 100% Salesforce native.

ACCELERATE

Faster Sales Cycle

Use project templates to expedite the complete scope of work for quicker sales cycles. Rapidly create new proposals using standardized projects and resource placeholders, providing clear timelines and improving estimate accuracy.

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OPTIMIZE

Leverage Smarter Tools

Enable project managers with Work Breakdown Structure (WBS) and editable grids to quickly adapt estimates. Provide detailed deliverables and milestones for precise project planning.

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Klient-PSA Project Template for Salesforce

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

PLAN

Efficiently Plan Ahead

Resource requests within the platform help organize projects, manage peaks and valleys, and provide insights into future utilization by role and project revenue. Plan resources effectively to ensure project success.

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Essential Features for Estimate & Forecast

Adaptable Work Breakdown Structure (WBS)

Scope of Work Management

Proposal Generation

Collaborative Grid

Project Templates

Role-Based Planning

Gantt & Timeline

Resource Request

Resource Utilization Allocation

Revenue & Cost Forecasting

Advanced Forecasting

Utilization Forecasting

COLLABORATE

Work Seamlessly Together

Improve alignment between sales and service with a unified platform. Accelerate sales cycles and increase the win-to-bid ratio through enhanced collaboration and communication.

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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

“Klient has an ideal combination of robustness and flexibility that has allowed us to improve our processes without reinventing them while giving us greater business visibility.”

Tim Nash

Partner
APR LLP

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.

Estimate & Forecast

Faster Sales Cycle

Leverage Smarter Tools

Achievable results you can expect with a professional service automation platform

Efficiently Plan Ahead

Essential Features for Estimate & Forecast

Work Seamlessly Together

Why use a PSA software running on Salesforce?

World’s #1 CRM

Single Source of Truth

Fast Time to Value

Scalable and Flexible

Community Success

Tim Nash

Unify Every Department Under One Source of Truth

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

PRODUCT

RESOURCES

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