Klient PSA Reviews & Product Details

As a PSA implementation expert, I’ve worked with many different PSA tools on Salesforce. While a lot of them offer similar features, in my experience Klient PSA stands out. The tool is usable out of the box with very few tweaks, which makes adoption much easier. At the same time, if you do need to customize it to better fit your processes, it’s highly flexible and can adapt well to different consulting workflows. This balance between simplicity and flexibility is one of its biggest strengths. Another strong differentiator is the support team. They’re very responsive, clearly listen to customer feedback, and consistently deliver solid monthly updates. The regular webinars explaining new features are also a nice touch and make it easier to stay on top of improvements. Having implemented both Klient PSA and Certinia PSA across many Salesforce consulting firms, I’ve consistently found Klient to be the better fit for small to mid-sized teams looking for a simpler, more adaptable PSA without enterprise overhead. Review collected by and hosted on G2.com.

The revenue recognition capabilities in Klient PSA are not as strong as some of its competitors. That said, for most clients this hasn’t been a dealbreaker, as revenue recognition is often handled in the financial system rather than directly in the PSA. The comparison between project baselines is also more limited than what some enterprise PSA tools offer. However, this hasn’t come up often in the implementations I’ve worked on, and it appears this is being addressed through the upcoming Project Snap workspace on their roadmap. Finally, the tool could benefit from having a customizable PDF generation option for proposals, as this functionality is currently not available. Review collected by and hosted on G2.com.

Klient runs natively on Salesforce, so projects, resource planning, timesheets and billing all sit next to our accounts and opportunities in one place. The resource planner gives us a clear view of who is booked where and how much capacity is left. And because it’s all on the platform, we can easily automate around it, like a weekly Slack reminder for planned hours that haven’t been logged yet. Review collected by and hosted on G2.com.

The user interface can feel less intuitive than standard Lightning, which means new colleagues need some time to get used to it. For more advanced insights we often need to build custom reports or automation ourselves, as not everything is available out of the box. Review collected by and hosted on G2.com.

A PSA solution that covers up to 90% of the requirements for an efficient PS ops implementation and easily customizable using standard Salesforce features. User-friendly, easy to navigate and to understand. Great support and onboarding experience with Customer Success Manager and quick answers in the Support tickets. Sits on top of Salesforce so no problems in synchronizing data and integrating into our overall customer experience tooling. Special highlight on the ability to build a Customer Community site with ease. Review collected by and hosted on G2.com.

Not all features share consistent UI and we had feedback from our Salesforce admin that some features are implemented based on outdated tooling Review collected by and hosted on G2.com.

Time tracking is what we rely on Klient for most, and it is where it has made the clearest difference in our organization. Before Klient, I was the one building an Excel time report every month, pulling hours out of a few different sources and stitching them together by hand. Now every consultant logs their hours against a specific task in one place, and all of it is reportable in Salesforce using the report builder our team already knows. We can now easily track utilization by consultant and watch a project's burn against its hours target. It also means we have real historical hours to scope new work against rather than estimating based on our gut feeling, which is a huge win for a consulting start-up. Review collected by and hosted on G2.com.

I don't have significant complaints. My own use is focused on time tracking and reporting, so there are parts of the product we have not adopted, so I can't speak to those. The thing most worth flagging for other buyers is that the value you get depends on the Salesforce skills you have in-house. Although Klient comes pre-configured with just about everything you need for proper project and resource management, we extended the standard Project setup with custom fields so it reflected how our engagements are actually structured. This was easy for us because we are a Salesforce consultancy, but a team without that would want to budget real time toward the learning curve and any future customizations. Review collected by and hosted on G2.com.

Klient has been genuinely transformative for us and represents a major step up in how we manage our studies, especially compared to our previous heavily manual, non-transparent reporting methods. Before deciding, we demoed and actively compared Klient against five other Salesforce-native vendors, and Klient came out on top of every single one.

On top of that, they push out monthly updates at an impressive pace. It’s fantastic to see a vendor that genuinely listens to user feedback through their idea exchange, rather than just building what they assume we need. Review collected by and hosted on G2.com.

There are still some improvement opportunities for Klient and how it handles the more nitty-gritty resourcing side of things, particularly around how task time is spread out, as it's not always equal effort for our use case; we may have to stop and start certain tasks on occasion. Review collected by and hosted on G2.com.

The Resource Planner has been a real game changer for us. It supports both tactical and strategic resource planning, so we can make week-to-week allocation decisions while also looking further ahead to understand capacity, spot potential gaps, and plan proactively for future demand. Being able to visualise over- and under-utilisation across the team has materially improved how we manage capacity.

Klient has also helped us standardise our project management processes, reduce administrative overhead, and improve the accuracy of our operational data. Instead of spending internal resources maintaining and developing a bespoke system, we can focus on optimising our processes and benefit from Klient’s ongoing product improvements. Review collected by and hosted on G2.com.

The only real downside is the pace at which new features are released. While it’s great to see the innovation, we find it hard to keep up with how quickly the tool evolves, especially given the need to enable and manage those changes internally. Review collected by and hosted on G2.com.

We’re a Salesforce consultancy and implement Klient PSA for professional services firms, so this is from the partner side.

The biggest plus is that it’s native on Salesforce. Sales, resource planning and delivery share one data model, so a won deal turns into a staffed project without re-keying anything. Because everything lives in Salesforce, our clients’ people already know the interface, which makes adoption a lot faster than with a separate PSA tool. Resource planning is the screen prospects fall for first: the rolling pipeline next to actual capacity makes hiring and utilisation decisions instantly concrete.

On integrations, being native means no middleware between CRM and delivery, and the Slack integration works great for day-to-day project updates. We can extend it with custom objects, flows and reporting, so it grows with the client. It supports both time & materials and milestone billing, and the flexibility of the platform means we can shape combinations of the two to fit how a firm actually works.

Performance is smooth for the firm sizes we work with (10 to 50 consultants). Licensing is very workable for a small or mid-sized firm, and the business case is easy to make: one system instead of a CRM plus a separate planning and billing tool. The vendor is responsive and straightforward, both on technical questions and on commercial terms, and getting a demo or first environment up and running was quick.

On the AI side, Klient already offers a number of agents out of the box, and we use Slackbot together with Klient, so project and planning questions can be handled straight from Slack. Because the data is structured and sits in one place on Salesforce, it’s a strong foundation for AI that actually adds value. Review collected by and hosted on G2.com.

Klient PSA is a feature-rich tool, and that comes with complexity. Some parts take time to get used to, both for us as implementers and for end users. Most of that complexity is there for a reason, though: the functionality it covers is needed in a PSA, so I wouldn’t call it unnecessary.

The same goes for importing data from another system. With this many features and connected objects, a migration takes careful mapping and preparation. That’s no worse than with other PSA tools that offer the same range of functionality, but it’s worth planning enough time for it. Review collected by and hosted on G2.com.

Klient PSA has become the daily operational hub for our professional services team. All project records, resource time, and billing data live in Salesforce. We do not move between systems to see where a project stands. Task-level billable tracking has been the most tangible win. Consultants on our team split time between billable and non-billable work on the same project, and Klient tracks each split correctly. Dashboards and reporting have also improved. We now see project health and resource data in one place. We have not yet touched invoicing, and we are just beginning to explore the agent capabilities. Review collected by and hosted on G2.com.

The learning curve is steep, and new users should prepare for it. The timesheet model has three levels: header, detail, and split. The cascade rules between those levels are not well-documented, and new users routinely log time incorrectly until they learn the structure. Multi-phase and parallel-track projects add another layer. The tool can handle that complexity, but it requires deliberate up-front configuration to work correctly. Split records cannot be edited or deleted by anyone, including System Administrators. Review collected by and hosted on G2.com.

Klient PSA's flexibility is unmatched, especially being built natively on Salesforce. We truly feel like partners in the product's evolution, with the ability to provide feedback that influences future enhancements. Review collected by and hosted on G2.com.

Honestly, very little. The flexibility that makes Klient PSA so powerful can sometimes result in a learning curve for new users (more of an internal issue), but the support team is responsive, and new features and improvements are released frequently. Overall, the benefits far outweigh any drawbacks. Review collected by and hosted on G2.com.

Klient offers a comprehensive suite of tools for managing service tasks efficiently. Its integration with Salesforce ensures seamless data flow and enhanced collaboration across teams. Review collected by and hosted on G2.com.

Klient is easy to work with and does not come with a steep learning curve. Because it is native on Salesforce, we can manage and extend it ourselves as a Salesforce boutique. The team behind it also puts real time into listening to customers and improving the product based on that feedback. We use Klient across our whole process, from project initiation through to support, and it gives us a lot of insight and grip. Review collected by and hosted on G2.com.