Manage your Growth with Smart Resource Management in Klient PSA!


When you need to manage your resources, it’s important that they are organized and available for use. The next page will cover everything a professional services department will benefit from when using our Resource Management tools in Klient PSA: From planning how much growth is needed based on current workloads or expectations of new customers coming through the door; to optimizing employee time by billable utilization rates instead of assigning them tasks without any indication as whether those jobs should be completed, later this week, next month or ever! You can also create KPIs (key performance indicators) that measure success against certain goals – giving managers something tangible to measure their work beyond just “increased revenue.” 

Watch our complete Klient PSA Demo Video.


Our advisory team will identify best practices that match
your organizational structure and help you deploy them.

The impact of using an integrated PSA Software are impressive (SPI Research, 2022 Professional Services Maturity™Benchmark.) Resource management has been seamlessly improved, leading to better growth in all areas!


Project Margin


Annual Revenue per Employee


Employee Billable Utilization


Number of Unbillable Resources

Curious to see what Klient PSA has to offer?


Take control and properly manage your bench


Studies have shown that having the right tool with great visibility on your resource utilization will help you increase your annual revenue by 13%. In this era of labor shortages, it helps you set up detailed projects with your resource requirements. Dig deep into employee workloads and find out what makes them tick! Keep their talents from fizzling away due to boredom or too much work - maximize efficiency for financial benefits, plus a healthier workforce.

Improve your project estimates and forecasts:

  • Analyze resource capacity based on ongoing & upcoming projects
  • Consider individual work schedules, holidays & time offs
  • Raise resource requests, find candidates and staff strategically
  • Keep track of your employees' amazing talents in one place
  • Find just the right person for any job.

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Here are all the features that you can get from Klient PSA for Resources Management

  • Resource Management
  • Pipeline Resources
  • Skills Management
  • Competencies & Certifications
  • Ratings & Level
  • Cost & Bill Rate Card
  • Holiday Schedules & Time Off
  • Performance & Utilization
  • Annual Review
  • Employee Workspace
  • Daily/Weekly Task
  • Occupation Forecasting
  • Resource Planner
  • Resource Advanced Research
  • Resource Splitting
  • Onboarding and Training
  • Candidate Evaluation
  • Custom Reporting
Klient-PSA Project Template for Salesforce
"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


Plan your hiring process based on tangible metrics


Professional services departments rarely align their hiring with resources management software. It’s one of the keys to successfully overseeing new hires' first billable hours. We all dream of recruiting the perfect resources, fully autonomous and highly trained in your field. The current reality is far from it. You can define new roles with different skills, competencies, and levels to recruit by having details on roles, tasks, and skills. You can reduce the workload of your experienced employees to focus on complex tasks. You can find new employees with better skills that would be more effective in executing the work.


  • Prioritize your skills and competencies requirements.
  • Reorganize your workload to optimize their utilization.
  • Help your employees to be at their best.
  • Manage soft skills to assign the right tasks.
  • Set up training and onboarding projects based on their role.


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%.


Give the right task to the right people.


Resources Allocation and Optimization is a job of its own. The success of a project is often based on the capacity of the person to understand and realize the mandate within its constraints. Most firms’ resources become productive within 60 days. The evolution of your resources does not end there.

Assign the right people for improved delivery


  • Get recommendations for best-fit resources for specific tasks.
  • Compare and improve resources’ quality and effectiveness.
  • Standardize their way of executing the services.
  • Manage or change resource assignation quickly based on the project evolution.
  • Quickly view your resources’ assignation and utilization to optimize their schedule..

Talk to a Professional Services Advisor


Plan and forecast your resources like a true hero.


Ready to hit your project goals faster than a speeding bullet? With insightful resource reports, you can get the answers that matter: how much capacity is available next month and who's on deck for over- or under-utilization? Find out if Superman could take charge of those extra tasks -a unique Resource Placeholder will give you superpowers to plan your future project. Now, check up on Lois Lane (or freelancers!) before an emergency arrives!


  • Use powerful insights to plan our team resources wisely.
  • Keep your projects running smoothly.
  • Keep your staff working at optimum capacity.
  • Predict your future resource needs.
  • Get the most out of every employee!

Get a crystal-clear view of your business at the flip of a switch!


Looking for the number-crunching facts to back up your business decisions. Our custom fields and filters make it simple to get every utilization report statistic. - all within a few clicks of your mouse. Look no further than Klient PSA to get the answers you need, fast! Its customizable templates and reports, as well as powerful real-time insights into your business's health – all in one dash. Track missed billing opportunities or examine work-in-progress value with just a few clicks - now that's what we call supercharged success.


  • No more getting lost in a data wilderness!
  • Track the metrics that drive your success.
  • Get the scoop on your staff's performance
  • Get a snapshot of utilization, billables, and realization rates
  • Create your ideal dashboards - no assembly required.

Talk to a Professional Services Advisor


Increase your retention by building career paths projects


Guide your people and support their career paths. Let's get the ball rolling on some awesome professional growth! Keep track of your employees' successes, help them identify where they can improve, and measure their progress along the way. It’s time to make that performance reviews fun(ish).


  • Keep morale high and work stress low.
  • Make sure your team members aren't taking on too much.
  • Track their evolution with an internal project.
  • Plan time for them to learn in-demand skills.

Unify Every Department in your Professional Services Business


Having all your company info in one place means everyone's a winner! Now everyone from the project manager to the CEO can quickly access customer data, project documents, and important reports. The result? Improved performance across departments - imagine how much easier it will be for teams when they have historical information at their fingertips plus contact details close by. It'll help them go above and beyond with customers faster than ever before!

Why Pick Salesforce as your Unified Platform?


  • World's #1 CRM: Integrated platform, AI, app development, 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
  • Trailblazer Success and Community: 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

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?

Estimate & Forcecast

Enhance upcoming projects visibility.

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Project Management

Use proven recipes to deliver unmatched quality!

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Delivery & Execution

Enable your team to achieve more in less time!

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Customer Experience

Make their heart beat for your business.

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Billing & Invoicing

Stop revenue from falling through the cracks.

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