Finally, have excellent visibility on your upcoming projects with Estimate & Forecast from Klient PSA!

For many companies, accurate project estimating is essential to success. Getting a clear picture of what projects entail can take time and could lead to misaligned kickoff dates or unrealistic delivery expectations.

Watch our complete Klient PSA Estimate & Forecast Demo Video.


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


Increase in Win-to-bid Ratio


Professional Services Revenue Growth


Expand New Clients Acquisition


Rise Your Projects Margin

Curious to see what Klient PSA has to offer?


How a PSA Can Improve Your Sales & Delivery Synergy?

Klient PSA is a game changer to help your teams work more efficiently! Your sales department can deliver compelling proposals faster, with greater confidence, and ease the transition for the delivery team. This way, both teams will access accurate information quickly and benefit from enhanced collaboration.

Improve your project estimates and forecasts:

  • Accurate Forecasting with Pipeline Projects.
  • Better visibility on required roles from Placeholder Resources.
  • Build Templates from Successful Projects.
  • Faster Sales Cycle with Projects Templates.
  • Accelerate your sales-to-delivery* with one unified system.

Want to Test Klient PSA? Set up your Free Trial in 3 easy steps:


Klient PSA has all the features you need to manage your projects

  • Proposal Generation
  • SOW Generation
  • Document Management
  • Pipeline Projects
  • Project Estimation
  • Project Templates
  • Project Portfolio
  • Account Details
  • Contact Details
  • Resource Utilization Forecast
  • Role Utilization Forecast
  • Advanced Forecasting
"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


What is the key to growth? Generate Accurate Forecast


Forecasting is essential to plan your professional services team's growth. The sales cycle tends to be unpredictable, and a new project can fall on the table at any time. Having complete visibility of your pipeline projects' roles and skills helps you plan ahead, train, and recruit the right resources to support your customer projects.

Start managing your peaks and valleys:


  • Forecast more than your planned revenue.
  • Create projects earlier in the sales process.
  • Transform project estimates into delivery projects.
  • Gain visibility on future utilization per roles and skills.
  • Access actionable business intelligence based on project data.


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%.


Go From Hero Culture to Project Excellence


In a hero culture, success depends on the heroics of people in the organization. Processes and practices aren't formalized so quality relies heavily upon individual experience/aptitude. The success of the company depends on these skill sets, which introduces too much risk. Standardization and measuring performance KPIs are important to move to a Project Excellence Firm.

Stop “guesstimating” the future of your business:


  • Collaborate better with your teams, and expose key milestones.
  • Speed up proposal creation with pre-made templates.
  • Accurate scoping and estimating for greater accuracy.
  • Leverage past successes for better predictions.
  • Detailed deliverables and key milestones for a more streamlined process.
Klient-PSA Project Template for Salesforce

Talk to a Professional Services Advisor


Accelerate your Sales Cycle and Increase your Win-To-Bid Ratio


Sales and Delivery can achieve more while working together. As mentioned before, the standardization of your offering has a real impact on your ability to generate and forecast upcoming projects. With Klient PSA, you will be able to quickly generate and adapt estimates from previous successful projects and send all the information to your customer within minutes.

Conduct business at full speed with:


  • Faster project evaluation from historical project data and templates.
  • Better insights to take best-margin projects, customers, and segments.
  • Increase customer lifetime value with upselling opportunities.

Unify Every Department in your Professional Services Business


The benefits of a unified platform are numerous. Resources across your organization can access key customer information, project data, and important documents from a single place. The result is an improved performance across every department. Everyone will have easy access to historical project data, customer contacts, and account status. It ensure a better success rates when taking sales calls, scoping projects, or key customers follow up.

Using Salesforce #1 CRM on the planet includes:


  • Integrated platform, world-class apps, AI and easy app development
  • Single Source of Truth to connect sales, service, marketing and more
  • Ease of design and implementation at speed with high ROI
  • Scalable and Flexible solutions for any size company or industry
  • Trailblazer Success and Community for enchanced learning

Curious about Klient PSA Platform?

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?

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 ›

Customer Experience

Make their heart beat for your business.

Learn More ›

Billing & Invoicing

Stop revenue from falling through the cracks.

Learn More ›

Expand your knowledge with our Professional Services blog

Klient Achieves SOC 2 Type 2 Certification

Klient Achieves SOC 2 Type 2 Certification

Klient is now SOC 2 Type 2 certified, meaning even higher levels of security and trust for our customers. Try for free our SOC 2 framework for Salesforce ISVs.