[ Klient PSA Reviews ](https://www.g2.com/products/klient-psa/reviews) [ Klient PSA Reviews ](https://www.g2.com/products/klient-psa/reviews) # Klient PSA Features ##### ## Planning (3) Resource Definiton Create human and material resources and categorize them based on skills and other criteria. Capacity Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Show More ##### ## Optimization (3) Performance Monitor the performance of each resource by project, portfolio, or resource type. Forecasting Provide demand-driven forecasts to prepare and plan for future projects. Corrections Identify misutilizations and provide suggestions to improve planning and scheduling. Show More ##### ## Customer Management (4) Customer Profiles Maintains a central repository of customer information and communications. Sales Identify sales opportunities and manage leads pipelines by customer or region. Marketing Create and manage marketing campaigns and track their performance Client Portal Provides a portal for clients to view project progress, budgets, resources, project documents, etc. Show More ##### ## Project Management (4) Project Planning Generate plans that define tha main activities and resources needed for a project Project Tracking Monitor the progress or all tasks and activities that are part of a project Resource Definition Contains library of skills and resources to allow project managers to find and assign to projects. Resource Management Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. Show More ##### ## Accounting (5) Revenue Recognition Automate revenue recogniton by project, portfolio, or milestone and deliverable. Invoice Management Ability to create and send electronic invoices, including templates that can be customized/branded. Payments Accepts multiple types of payments from clients and match with invoices. Project Accounting Deliver features to track and manage costs and revenues by project. Budget Tracking Enables accountants and project managers to track and manage budgets. Show More ##### ## Portfolio Management (4) Portfolio Definition Define multiple types of portfolios for projects, programs, and services. Portfolio Performance Monitor the performance of different types of portfolios and programs. Risk Identify risks that may negatively impact the performance of a portfolio of projects. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Show More ##### ## Analytics (3) Forecasting Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. Reporting Access pre-built and custom reports and dashboards that can be configured by users. KPIs Include business and financial KPIs that are specific to project and portfolio management . Show More ##### ## Administration (3) Standard Integrations Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. Access Management Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. Show More ##### ## Platform (5) APIs Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile Allows software to be easily used on multiple mobile devices including phones and tablets. Offline Access Ability to create and access tasks, transactions and reports while not connected to internet. Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Artificial Intelligence - Professional Services Automation (3) Predictive Forecasting Predicts project profitability, revenue, and resource utilization based on historical data and current trends. Smart task suggestions Gives task and resource allocation suggestions based on project context. Automated workflows Automates time-tracking, invoicing, and expense reporting. Show More ##### ## Agentic AI - Professional Services Automation (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More [ ![VOGSY](https://images.g2crowd.com/uploads/product/hd_favicon/1541605313/vogsy-vogsy.svg "VOGSY") Sponsored VOGSY 4.7/5 (38) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://images.g2crowd.com/uploads/product/hd_favicon/181e144a81f469ec182ad6517b02ec00/kantata-professional-services-automation-formerly-mavenlink-kimble.svg "Kantata Professional Services Automation (formerly Mavenlink+ Kimble)") Kantata Professional Services Automation (formerly Mavenlink+ Kimble) 4.2/5 (1,451) ](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) [ ![Certinia PS Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/b9465a040b561681ad19b753d4cf7b15/financialforce-professional-services-cloud.svg "Certinia PS Cloud") Certinia PS Cloud 4.3/5 (644) ](https://www.g2.com/products/certinia-ps-cloud/reviews) [ ![BigTime](https://images.g2crowd.com/uploads/product/hd_favicon/884ed97cdeee74de7e2af7115e09c500/bigtime.svg "BigTime") BigTime 4.5/5 (1,656) ](https://www.g2.com/products/bigtime/reviews) [ View All Alternatives ](https://www.g2.com/products/klient-psa/competitors/alternatives) Klient PSA Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_238598d7c4a8c5924a0601c7ed740c8f/certinia-ps-cloud.png "Product Avatar Image") Certinia PS Cloud 4.3/5 (673) [ Compare Now ](https://www.g2.com/compare/certinia-ps-cloud-vs-klient-psa) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e10379688b9627fab5d4f638b4867ccf/kantata-professional-services-automation-formerly-mavenlink-kimble.png "Product Avatar Image") Kantata Professional... 4.2/5 (1,512) [ Compare Now ](https://www.g2.com/compare/kantata-professional-services-automation-formerly-mavenlink-kimble-vs-klient-psa) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4d53e4b7f3e04a9956085d9ac0f5aafb/bigtime.png "Product Avatar Image") BigTime 4.5/5 (1,707) [ Compare Now ](https://www.g2.com/compare/bigtime-vs-klient-psa) ##### Categories on G2 [ Professional Services Automation ](https://www.g2.com/categories/professional-services-automation)[ Resource Management ](https://www.g2.com/categories/resource-management)[ Project Management Tools ](https://www.g2.com/categories/project-management-tools) ##### Explore More [ Vaccine Tracking ](https://www.g2.com/articles/g2-introduces-new-vaccine-tracking-software-category)[ What's a reliable customer success tool for digital service companies ](https://www.g2.com/discussions/what-s-a-reliable-customer-success-tool-for-digital-service-companies)[ Best platforms for visualizing HR data ](https://www.g2.com/discussions/what-are-the-best-platforms-for-visualizing-hr-data) [ Household Employee ](https://www.g2.com/glossary/household-employee-definition)[ What are the top tools for automating brand asset approvals? ](https://www.g2.com/discussions/what-are-the-top-tools-for-automating-brand-asset-approvals)[ Pros and Cons Details ](https://www.g2.com/products/klient-psa/reviews?qs=pros-and-cons) Show More [ Vaccine Tracking ](https://www.g2.com/articles/g2-introduces-new-vaccine-tracking-software-category)[ What's a reliable customer success tool for digital service companies ](https://www.g2.com/discussions/what-s-a-reliable-customer-success-tool-for-digital-service-companies)[ Best platforms for visualizing HR data ](https://www.g2.com/discussions/what-are-the-best-platforms-for-visualizing-hr-data) [ Household Employee ](https://www.g2.com/glossary/household-employee-definition)[ What are the top tools for automating brand asset approvals? ](https://www.g2.com/discussions/what-are-the-top-tools-for-automating-brand-asset-approvals)[ Pros and Cons Details ](https://www.g2.com/products/klient-psa/reviews?qs=pros-and-cons)