For Salesforce admins
You found the PSA. Now you have to vouch for it.
Klient PSA for Salesforce admins — what it installs, what it changes in your org, and how to test it in a separate org before anyone signs anything.
★ 4.96 / 5 — 80+ reviews on the Salesforce AppExchange
Passed Salesforce security review · Runs entirely inside your org · 100+ professional-services firms since 2015
A full org to build in. No production changes required.
You are the one who gets asked “will this break anything?” — and the one who owns the answer.
Most professional-services teams end up running delivery outside the CRM: projects in one tool, timesheets in another, margin visible only after the quarter closes. When someone finally goes looking for a fix, they land on the marketplace, and then they come to you.
This page is written for that moment. Not the pitch — the install.
What does Klient PSA install in my Salesforce org?
Klient PSA installs as a managed package from the Salesforce AppExchange and runs entirely inside your own org. It brings its own objects for projects, tasks, resources, timesheets and invoicing under its own namespace, and access is granted through permission sets like any other managed package.
It is not a connected app pulling your data somewhere else. There is no second database to reconcile, and no CRM migration — Klient PSA reads the Accounts, Contacts and Opportunities you already have.
Because it runs on Salesforce, your data never leaves your org, and it inherits the compliance posture you already have — there is no new vendor environment to review.
The short version for your change-control notes: managed package, own namespace, permission-set driven, native Salesforce PSA — your existing CRM data stays where it is.
What actually changes for my users?
Delivery work moves into Salesforce, so your users stop switching tools to answer basic questions. A project lives next to the Opportunity that created it, time is logged in the same org where the work is tracked, and reporting comes from Salesforce reports rather than exported spreadsheets.
One org, not three tools
Proposals, projects, resourcing, time and invoicing sit on the platform you already administer.
Reporting you already know
Standard Salesforce reports and dashboards — no separate BI layer to learn or maintain.
Your security model holds
Profiles, permission sets and sharing behave the way they do everywhere else in your org.
Handoff stops being manual
Won work becomes a project without anyone retyping it — see opportunity-to-project.
What will my VP ask before approving this?
The three questions that decide it are almost always cost, disruption, and whether it survives you leaving. Here is the honest version of each, so you are not guessing in the meeting.
| What they’ll ask | The answer you can defend |
|---|---|
| “What does it cost?” | Klient PSA starts at $39 per user per month, billed annually, with the Salesforce licence included. Pricing detail is on the Klient PSA pricing page. |
| “How disruptive is the rollout?” | Three weeks, no data migration, and delivery teams keep working in Salesforce rather than learning a second system. |
| “Who else runs it?” | Professional-services firms on Salesforce, rated 4.96 out of 5 across 80+ reviews on the Salesforce AppExchange. |
| “What if you leave?” | It is a managed package administered like anything else in your org — not a bespoke build only you understand. |
| “Is the AI just a wrapper?” | The agents are built on Salesforce Agentforce and run in your org. See the Klient PSA AI agents. |
How long does it take to go live?
Klient PSA is built to go live in three weeks, because there is no platform to stand up and no data to migrate — the work is configuration, not implementation. That timeline assumes you already run Salesforce and can give a few hours a week to decisions about your own process.
How do I try it without touching production?
Start the 30-day trial and we spin up a separate Klient PSA org for you to build in — nothing is installed in your production org. Load a real project, log time against it, run the reports your team would actually ask for, and decide whether it holds up before anyone talks about licences.
- Start the trial — we provision a fresh org with Klient PSA installed, including the AI agents.
- Rebuild one real project — a live engagement you already know the shape of.
- Log a week of time against it and approve it, the way your team would.
- Run the report your VP asks for every month, and see how long it takes.
Who is Klient PSA for?
Klient PSA is built for professional-services firms of 50 to 1,000 people that already run Salesforce — consultancies, IT services providers, systems integrators, and software companies with delivery teams. It is not built for one-person shops or teams of five; the resourcing, approval and margin problems it solves only appear at scale.
If your firm is in that range and Salesforce is already the system of record, Klient PSA is the Salesforce PSA that keeps it that way.
Frequently asked questions
Does Klient PSA require a separate platform or database?
No. Klient PSA is 100% Salesforce-native and installs as a managed package in your own org, so project, resource, time and billing data lives alongside your CRM data rather than in a second system.
Will installing Klient PSA affect my existing objects and automation?
Klient PSA installs under its own namespace and is granted through permission sets, so it does not replace your existing configuration. As with any managed package, review it in the trial org first and check its interaction with your own automation before a production install.
Can I trial Klient PSA without installing it in production?
Yes. The 30-day trial runs in a separate Klient PSA org that we provision for you, including the AI agents, so you can rebuild a real project and test reporting without touching your production org.
How much does Klient PSA cost?
Klient PSA starts at $39 per user per month, billed annually, with the Salesforce licence included. AI agents are priced separately at $1,000 one-time each. Full detail is on the Klient PSA pricing page.
How long does a Klient PSA implementation take?
Three weeks is the standard go-live for firms already running Salesforce, because there is no platform to provision and no CRM data to migrate — the work is configuring your process, not building infrastructure.
Do the AI agents come with the trial?
Yes — the 30-day trial org includes the Klient PSA AI agents, so you can see how they behave against your own project data rather than in a canned demo.
Try it in a real org, not a slide deck
Thirty days, a full Klient PSA org, and one real project to test it against. Decide with evidence you gathered yourself.