Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth.
Key capabilities include:
* Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids.
* Resource Planning: Allocate resources based on skills, availability, and priority. Maximizing team productivity.
* Time & Expense Tracking: Enable your team to easily log time and expenses while ensuring accurate billing and forecasting.
* Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow.
* Customer Collaboration: Keep customers engaged and aligned with real-time updates, shared documents, and approval workflows through the customer portal.
Why teams choose Klient PSA:
* Centralized Data: A single source of truth reduces manual work, miscommunication, and delays.
* Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice.
* Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead.
* Scalability: Whether you’re onboarding 10 new consultants or expanding to new markets, Klient PSA supports your growth.
Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department.
Trusted by Salesforce partners, fast-scaling SaaS firms, and global consultancies, Klient PSA is more than software, it’s a modern operational backbone designed to help your team deliver value, every time.