Professional Services automation (PSA) tool on Salesforce
Manage all your projects, resources & billing in Salesforce.
Trusted. Proven. Loved by teams like yours.
4.95/5 on Salesforce AppExchange.
“Klient has an ideal combination of robustness and flexibility that has allowed us to improve our processes (…) while giving us far greater visibility across the business.”
– Tim Nash, Partner at APR Actuarial Solutions
G2 High Performer 2025
Curious to see Klient PSA in Action?
See how Klient PSA keeps your entire delivery pipeline — from scope to invoice — right inside Salesforce. No spreadsheets. No delays.
Unlock Measurable Gains with Professional Services Automation (PSA)
💰 Higher Profit Margins
Reduce costs, bill sooner, and accelerate cash flow.
🚀 Optimal Resource Utilization Rates
Reclaim thousands of billable hours & turn downtime into dollars.
⏱️ Reduced Project Staffing Time
With smarter scheduling and resource visibility, you fill roles faster & keep clients on track.
A modern PSA
Plan Confidently
Build accurate forecasts & proposals directly from Salesforce deals.
-
- Estimate projects with real data.
- Increase your forecasting revenue & margin.
Maximize Every Resource
Real-time heatmaps & skills matching to avoid burnout.
- Assign the right people by skill, role, and capacity.
- Plan ahead with forecasts that show who’s available next week.
Deliver on Time
Interactive Gantt, Kanban & WBS keep every project on track.
- Build detailed project plans with phases, milestones, and dependencies.
- Spot risks early with real-time status, margin & timeline insights.
Monitor & Track Time
Make time tracking effortless…and always on time.
-
Embed timesheets into daily workflows: mobile, desktop & calendar.
-
Approve hours in one click to keep billing smooth.
Get Paid Faster
Automate billing & cut days off your cash cycle.
-
Trigger invoices instantly by milestone, T&E, or retainer.
-
Sync seamlessly with QuickBooks, Sage, or Excel for faster payment.
Collaborate Seamlessly
Keep teams & clients aligned in one shared workspace.
-
Share live project status, files, and approvals in a secure customer portal.
-
Chat, comment, and resolve issues instantly — no more endless email chains.
Try Klient PSA Today
100 % Salesforce native
Bridge the project delivery gap. Your project working together with your Opportunity, cases, & accounts.
All-in-One PSA Suite
Project management, resource scheduling, time tracking, billing, forecasting.
Lightning‑Fast Onboarding
Be live in weeks with free eLearning and a success team on speed‑dial.
Customer success included
Ongoing guidance for long term success via our success advisors.
Ready to start optimizing your delivery operations ?
Why use a PSA software running on Salesforce?
World’s #1 CRM
A trusted, secure & innovative platform.
Already Selling in Salesforce?
Now deliver there too.
Single Source of Truth
Keep sales-to-delivery data in one place.
Don’t take our word for it.
Read what users are saying:
“We love having information layered in one system so we can see the bigger picture with more complex analytics.”
– Senior Project Manager
“The core functionalities fulfill all our requirements that you would expect from a project management tool, and we are able to leverage the Salesforce platform to tailor it to our internal processes.”
— Salesforce Partner
“It’s quick and easy to suggest improvements. The team truly focuses on what matters most to us as customers.”
— PS firm Leader
James Smale
CEO & Co-Founder
Redpath Consulting Group
See How Consulting & SaaS Firms Win with Klient PSA.
Real stories of profit growth, smarter proposals, and better project visibility.
Frequently Asked Questions
What is PSA software & Why do I need it?
A Professional Services Automation (PSA) software helps delivery teams track projects, time, billing, and resource planning in one system. Klient gives you all that — inside Salesforce — so nothing gets lost between sales and delivery.
Which industries benefit most from using a PSA solution like Klient PSA?
Professional services automation (PSA) solutions provide the most value to industries where time, project, resource & customer success are crucial. Klient PSA is designed to be flexible & easy to use allowing businesses of all sizes and sectors to leverage features like project & task management, automated billing, real-time reporting, and resource allocation. Whether you’re an independent consultancy or a global services firm, Klient PSA adapts to your unique processes and scales alongside your business growth.
Do I need Salesforce to use Klient?
No. If you don’t already have Salesforce, we’ll provision a Salesforce environment for you.
Our pricing includes the required Salesforce Platform and Experience licenses. So you get everything you need, all in one place.
How is Klient PSA priced? Is there a free trial or demo version available?
Klient PSA offers a flexible pricing model based on a per user, per month rate, billed annually. This transparent approach lets you scale affordably as your team grows. Yes, there is a free trial available, and you can book a demo to see how Klient PSA addresses your specific requirements. Our multiple pricing tiers cater to different business sizes, ensuring you only pay for the features you need.
How long does onboarding take?
You can be up and running in a few weeks with our eLearning modules, prebuilt templates & success advisors. For more complex setups, our advisors can also guide you through a fast, structured onboarding.