Klient PSA
Klient PSA is a Professional Services Automation (PSA) platform built 100% natively on Salesforce. It is designed for professional services organizations of roughly 50 to 1,000 people — consulting firms, SaaS services teams, systems integrators, and agencies — that already run on Salesforce and want delivery, finance, and customer data in one system instead of in a PSA bolted on beside the CRM. Because Klient PSA runs inside your existing Salesforce org, projects, resources, timesheets, and invoices share the same records, permissions, and reports as your pipeline. Klient PSA is sold as a Salesforce-native application and includes the Salesforce platform license required to run it, so buyers do not need to purchase a separate Salesforce subscription to get started. Klient Insights, included in Klient PSA from release 51.13, is a dashboard workspace inside Salesforce. It answers four recurring delivery questions on one live screen: where margin is being lost, who is free in the next 12 weeks, what time is unbilled, and which clients need attention this week. Templates cover Profitability, Capacity and Demand, Revenue and Billing, and an Account and Project Scorecard. Any number opens the records behind it, and Play mode runs the review meeting from the dashboard. What Klient PSA does Project management: templates, Kanban boards, Gantt charts, and task grids to plan and deliver projects on time and on budget. Resource management: assign people by skill, availability, and priority, and forecast billable utilization and capacity. Time and expense tracking: log time and expenses in seconds, with approval workflows that feed billing and forecasting. Billing and financials: pre-invoicing, invoice generation, revenue recognition, and accounting connectors for QuickBooks, Xero, Sage Intacct, and Accounting Seed. Customer collaboration: a customer portal for real-time status, shared documents, and approvals. Estimates and forecasting: quote work from the Salesforce opportunity and carry the estimate through to delivery and invoicing. AI agents inside your PSA Klient PSA includes a catalog of nine Agentforce AI agents that act on live PSA data inside Salesforce: SCOPEY1 for business analysis, PLANNY1 for project management, TIMEY1 for timesheets, STAFFY1 for resource management, CASEY1 for customer support, GUIDY1 for customer onboarding, TOUCHY1 for project touchpoints, DEVY1 for software development, and KNOWWY1 for knowledge. Klient PSA also ships MCP1, a Model Context Protocol server, so external AI assistants can read and update PSA data under existing Salesforce permissions. Implementation and support Klient PSA installs as a managed AppExchange package. Implementation is delivered by Klient's services team or a certified implementation partner, and covers configuration workshops, data migration, and administrator training. Ongoing support is provided by Klient's own team. Editions Three editions are sold annually — Professional, Enterprise, and Ultimate — with current per-user pricing shown in the Pricing section of this profile. The Ultimate edition includes every AI agent; agents can also be added individually to the other editions. Built by consultants for consultants, Klient PSA covers the full project lifecycle — estimation, planning, delivery, time tracking, billing, and reporting — on one Salesforce-native platform. Klient PSA was previously listed as Krow PSA. Older reviews and discussions on this profile that mention Krow refer to the same product.
Average Rating: 4.5/5.0
Total Reviews: 93
How Do G2 Users Rate Klient PSA?
- Ease of Use: 8.5/10 (Category avg: 8.7/10)
- Resource Definiton: 7.9/10 (Category avg: 8.7/10)
- Capacity: 9.2/10 (Category avg: 8.8/10)
- Forecasting: 8.5/10 (Category avg: 8.5/10)
Who Is the Company Behind Klient PSA?
- Seller: Klient Software
- Company Website:
- Year Founded: 2014
- HQ Location: Laval, Québec, Canada
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Twitter: @klientapp
205 Twitter followers -
LinkedIn® Page: www.linkedin.com
36 employees on LinkedIn®
Who Uses This Product?
- Who Uses This: CEO
- Top Industries: Information Technology and Services, Computer Software
- Company Size: 56% Small, 41% Medium
What Do G2 Reviewers Say About Klient PSA?
AI-generated summary from verified user reviews
Pros
- Users commend the ease of use of Klient PSA, finding it intuitive and efficient for daily tasks.
- Users value Klient PSA for its integrated project management that enhances workflow and improves data accuracy and reporting.
- Users highlight the comprehensive features of Klient PSA, praising its ease of use and flexibility for various workflows.
- Users value the flexibility of Klient PSA, enabling easy customization to fit various consulting workflows and processes.
- Users commend the resource management capabilities of Klient PSA, enhancing visibility and efficiency in project tracking and utilization.
Cons
- Users face a challenging learning curve initially, but the platform ultimately provides smooth and consistent performance.
- Users note the missing features in revenue recognition and customizable PDFs in Klient PSA, affecting overall functionality.
- Users face a steep learning curve when configuring Klient PSA, requiring time to understand the platform fully.
- Users find the time-consuming learning process for advanced forecasting in Klient PSA to be a challenge.
- Users find unnecessary customization in Klient PSA burdensome, as it complicates processes and demands extensive adjustments.
What Are Recent G2 Reviews of Klient PSA?
"A simple yet flexible PSA for consulting firms on Salesforce"
Rating: 5.0/5.0 stars
— Jeremy W.
"User-Friendly PSA with Easy Customization and Great Support"
Rating: 5.0/5.0 stars
— Hélène Z.
What Are G2 Users Discussing About Klient PSA?
- What is Klient PSA used for? - 1 comment

