Welcome to the Klient Inception – Where we Deliver Successful Project Every Time
You found the spinner, but are you in a dream or reality?
Built by consultants, for consultants, Klient PSA was born from the very challenges professional services teams face every day. We knew there had to be a better way, so we built it.
100% Salesforce-native platform that connects your Projects, Resources, and Customers in a single reality. No illusions, no chaos, just clarity, efficiency, and control from estimation to invoicing.
Want to know more? Leave us your info and the Klient Team will reach out as soon as possible.
Run Your Business on One Platform with Klient PSA.
The All-in-One PSA Built for Consulting & SaaS Teams. 100% Salesforce Native.
Plan Confidently
Build accurate forecasts & proposals directly from Salesforce deals.
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- 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.
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Embed timesheets into daily workflows: mobile, desktop & calendar.
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Approve hours in one click to keep billing smooth.
Get Paid Faster
Automate billing & cut days off your cash cycle.
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Trigger invoices instantly by milestone, T&E, or retainer.
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Sync seamlessly with QuickBooks, Sage, or Excel for faster payment.
Collaborate Seamlessly
Keep teams & clients aligned in one shared workspace.
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Share live project status, files, and approvals in a secure customer portal.
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Chat, comment, and resolve issues instantly — no more endless email chains.
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.
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
Trusted By Leading Organizations Worldwide.
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.
See How Consulting & SaaS Firms Win with Klient PSA.
Real stories of profit growth, smarter proposals, and better project visibility.
Replace all your tools with Klient, Salesforce #1 PSA platform
Run your entire SaaS and consulting business on a single professional service automation platform native to Salesforce!