# What is Klient PSA used for?

What is Klient PSA used for?

##### Post Metadata
- Posted at: almost 3 years ago
- Author title: Pinned by G2 as a common question



## Comments
### Comment 1

Klient PSA is used to run the delivery side of a professional services business inside Salesforce: scoping and estimating work, planning projects, staffing them by skill and availability, capturing time and expenses, invoicing, and recognizing revenue — all on the same records as the sales pipeline, with no separate PSA system to sync.

It is built for services organizations of roughly 50 to 1,000 people — consulting firms, SaaS services teams, systems integrators, and agencies — that are already on Salesforce. Klient PSA installs as a managed AppExchange package and includes the Salesforce platform license needed to run it.

It also includes nine Agentforce AI agents and an MCP server, so AI assistants can act on live project, resource, and timesheet data under existing Salesforce permissions.

##### Comment Metadata
- Posted at: 4 days ago




## Related Product
[Klient PSA](https://www.g2.com/products/klient-psa/reviews)

## Related Category
[Professional Services Automation](https://www.g2.com/categories/professional-services-automation)

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