• Klient PSA


    Phone: (844) 438-5769
    Website: https://klient.com/
    Year Founded: 2014

  • The PSA Solution for Improved Customer Experiences

    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.

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