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Estimate & Forecast

Project Management

Empower your team, streamline workflows, and achieve on-time delivery with Klient’s project management tools.

Manage complex projects with confidence using Klient, a 100% Salesforce™ native PSA platform. Address key challenges with structured planning, clear communication, and proactive issue resolution. Keep your projects on track and deliver exceptional results for your customers.

PLAN

Strategize and Organize

Develop detailed project plans with Gantt charts, set milestones, and allocate resources effectively. Plan for on-time, on-budget, and on-scope delivery. Keep your team and all stakeholders aligned and informed with comprehensive project schedules.
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PROGRESS

Drive Continuous Progress

Keep projects on track with efficient workflow management and flexible resource assignments. Adapt your plan as needed, track progress continuously, and ensure steady advancement while receiving alerts for upcoming deadlines and budget constraints.
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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

MONITOR

Gain Actionable Insights

Track resource time and work spent on tasks. Monitor project status with automated reporting to ensure timely and budget-conscious delivery. Make your people accountable with real-time updates to stay on top of project health.
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Estimate & Forecast

Essential Features for Project Management

Gantt Charts
Milestone Tracking
Resource Allocation
Task Assignment and Tracking
Real-Time Dashboards
Project Health Reports
Risk Management
Time Tracking
Budget Management
Issue Tracking
Customizable Workflows
Project Status Reports
DELIVER

Ensure Project Success

Automation acts as your copilot, helping you manage risks and stay ahead of issues. Use built-in tools to identify potential problems early and collaborate with your team to address them. Deliver projects on time, within budget, and within scope. Keep stakeholders informed with easy monitoring of key success indicators.
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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
“Because the product is natively built and hosted upon the Salesforce platform, the possibilities for customization, integration, and growth are far-reaching!”

Paul Webster

Senior Technical Project Manager
Protirus

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.