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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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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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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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:
Source: SPI Research 2024 Professional Services Maturity™ Benchmark
Essential Features for Estimate & Forecast
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.
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.
“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.”
See Klient in action.
Discover the best growth secret for project success. Experience firsthand the capabilities of Klient.