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.

Build accurate forecasts & proposals directly from Salesforce deals.

    • Estimate projects with real data.
    • Increase your forecasting revenue & margin.

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.

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.

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.

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.

    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.

    Unlock Measurable Gains with Professional Services Automation (PSA)

    Reduce costs, bill sooner, and accelerate cash flow.

    Reclaim thousands of billable hours & turn downtime into dollars.

    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

    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.

    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.

    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.

    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.

    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.

    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!

    Can’t Wait To Make Your Business Dreams Come True?

    Book your demo and see how Klient PSA can help your business run more efficiently.

    Customer Insights: Let’s hear from Katie Bluth, CEO of Saasinct

    In this episode, Katie will join our experts to share tips, real-world examples, and lessons learned across the five key projects that drive success. She’ll help you apply these strategies to your own business. Katie and Saasinct are customers and implementation partners of Klient.

    The Inception Architect

    CEO – Klient

    The Customer & SI Partner

    CEO – Saasinct

    The Growth Agent

    Sales Lead – Klient

    Here’s What To Expect From Each Episode…

    If you can dream it, we can show you how to make it a reality inside the Salesforce platform. And that’s exactly what we intend to do!

    1 theme. 2 exceptional team members. 2 challenges to help you scale your business without compromise. That’s what you can expect for each episode of The Klient Inception.

    Part business growth, part technical demo, you’ll leave this series feeling ready to become a role model for your customers.

    Season 1 – Episode 1

    How Salesforce™ Partners Can Close More Deals

    By Bridging The Gap Between Sales And Delivery.

    episode 2 (May 2023)

    Webinar coming soon…

    episode 3 (Coming Soon)

    Webinar coming soon…

    episode 4 (Coming Soon)

    Webinar coming soon…

    episode 5 (Coming Soon)

    Webinar coming soon…

    DATE: AUGUST 28th, 2024
    TIME: 11:00 AM EST

    THE KLIENT INCEPTION #S2.E1

    Customer Success equals Project Success

    The five projects that drive success and revenue for Salesforce SI Partners.

    In this episode you’ll learn:

    • The five essential project types that every Salesforce SI Partner needs.
    • How to structure projects to organize tasks and deliver results on time.
    • Best practices for creating effective statements of work.
    • Strategies to ensure each project contributes to your bottom line.