---
title: Klient PSA Reviews
meta_title: 'Klient PSA Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 95 reviews by the users' company size, role or industry to
  find out how Klient PSA works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 95
  scale: '5'
date_modified: '2026-09-21'
parent_category:
  name: ERP
  url: https://www.g2.com/categories/erp
---


# Klient PSA Reviews
**Vendor:** Klient Software  
**Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 95  
**AI Enabled:** This product embeds AI to enhance or extend its core functionality.
## About 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. 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.



## Klient PSA Pros & Cons
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.

**What users like:**

- Users commend the **ease of use** of Klient PSA, finding it intuitive and efficient for daily tasks. (5 reviews)
- Users value Klient PSA for its **integrated project management** that enhances workflow and improves data accuracy and reporting. (4 reviews)
- Users highlight the **comprehensive features** of Klient PSA, praising its ease of use and flexibility for various workflows. (3 reviews)
- Users value the **flexibility** of Klient PSA, enabling easy customization to fit various consulting workflows and processes. (3 reviews)
- Users commend the **resource management** capabilities of Klient PSA, enhancing visibility and efficiency in project tracking and utilization. (3 reviews)
- Users greatly value the **regular updates** of Klient PSA, noting significant improvements that enhance their daily workflow. (3 reviews)
- Users value the **effective client management** of Klient PSA, which enhances efficiency in professional services teams. (2 reviews)
- Users commend the **responsiveness and quality of Klient PSA's customer support** , enhancing their overall experience and satisfaction. (2 reviews)
- Dashboard Features (2 reviews)
- Users value the **remarkable functionality** of Klient PSA, praising its ease of use and regular improvements. (2 reviews)

**What users dislike:**

- Users face a challenging **learning curve** initially, but the platform ultimately provides smooth and consistent performance. (2 reviews)
- Users note the **missing features** in revenue recognition and customizable PDFs in Klient PSA, affecting overall functionality. (2 reviews)
- Users face a **steep learning curve** when configuring Klient PSA, requiring time to understand the platform fully. (2 reviews)
- Users find the **time-consuming learning process** for advanced forecasting in Klient PSA to be a challenge. (2 reviews)
- Users find **unnecessary customization** in Klient PSA burdensome, as it complicates processes and demands extensive adjustments. (2 reviews)
- Users find the **Gantt chart feature cumbersome** due to its browser-based nature, affecting overall usability. (1 reviews)
- Integration Issues (1 reviews)
- Users experience a **lack of customization** in Klient PSA, requiring additional modifications to suit their workflow needs. (1 reviews)
- Lack of Integrations (1 reviews)
- Limitations (1 reviews)

## Klient PSA Reviews
  ### 1. Time Tracking and Reporting in Salesforce Made Simple with Klient

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lauryn W. | AI Operation, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 07, 2026

**What do you like best about Klient PSA?**

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.

**What do you dislike about Klient PSA?**

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.

**What problems is Klient PSA solving and how is that benefiting you?**

Before Klient we had no single system of record for delivery time. Hours lived in a few different places, so answering a basic question like how much time a project had actually consumed meant consolidating everything by hand first, and that job was mine. I spent about 20 minutes a week chasing down missing submissions and adding them to a running Excel report, then another 2.5 hours at month-end making sure everything reconciled. The bigger limitation was that my report could only ever give us total hours per project. Task-level time was not captured at all, to the disappointment of our clients.

With Klient, every consultant logs hours against a specific task, and what comes out is a single reportable dataset in Salesforce that we can filter however we need. Getting those four hours a month back is nice, but the granularity is the real gain. We can look at utilization by consultant, see whether an active project is tracking against its hours target while there is still room to adjust, and use historical task-level hours to scope new work.

Scale is the other piece of it. We had five to ten consultants entering hours when I started my manual time-tracking efforts two years ago. The company has since grown, and we're now at ten to fifteen consultants. Doing that by hand would not have held up. For a consulting firm growing at that rate, having time captured and stored properly is essential to operations.

  ### 2. Constant Updates and User-Driven Improvements

**Rating:** 4.5/5.0 stars

**Reviewed by:** Luke M. | Associate Director of Business Technology, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 27, 2026

**What do you like best about Klient PSA?**

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.<br><br>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.

**What do you dislike about Klient PSA?**

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.

**What problems is Klient PSA solving and how is that benefiting you?**

Providing a holistic overview of our studies and how we can better manage them as a whole, especially from a reporting standpoint. This is allowing us to pave a path towards doing away with endless spreadsheets

**Official Response from Rosalie Chassat:**

> Thank you Luke, coming out on top against five other Salesforce-native vendors is not something we take lightly, so this genuinely made our week!

On the resourcing point, I'd like to understand your use case properly. Reach out to our support team and let's get this one solved! There may well be a way to handle it today, and if there isn't, it's exactly the kind of specific feedback that does well in the Ideas Exchange, which you already know your way around 😉

  ### 3. A Game-Changer for Resource Planning and Capacity Visibility

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amita H. | Resource Manager, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 12, 2026

**What do you like best about Klient PSA?**

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.

**What do you dislike about Klient PSA?**

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.

**What problems is Klient PSA solving and how is that benefiting you?**

Klient has been a major step forward for our organisation. We moved from a homegrown Salesforce solution to a platform purpose-built for professional services, and the improvements in operational efficiency have been clear.

One of the biggest benefits is having our project, resource, and time data all in one place. It gives us a much clearer view of what’s happening across our client portfolio and makes it easier to monitor project performance, manage delivery, and track time more effectively and accurately.

Overall, Klient has improved visibility, strengthened operational discipline, and provided a far more effective way for us to manage projects, time, and resources at scale.

**Official Response from Rosalie Chassat:**

> Thank you Amita! Hearing that the Resource Planner works for both short term decisions and longer term planning is exactly what we hoped for.

And the pace point, fair enough, we'll tell the product team to stop doing such a good job 🤣. Joking aside, you can adopt at the rhythm your change management allows. The monthly update webinars are there to help you zoom in on what actually matters for your team, and your CSM can help prioritize what's genuinely relevant to your setup.

  ### 4. Powerful PSA on Salesforce with adequate setup steps and ongoing maintenance.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Aaran V. | Delivery Practice Manager, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account added to their profile

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 17, 2026

**What do you like best about Klient PSA?**

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.

**What do you dislike about Klient PSA?**

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.

**What problems is Klient PSA solving and how is that benefiting you?**

Klient PSA solves the core problem of running a professional services operation across multiple systems. Before, project data, resource time, and billing lived in separate places. Now everything is in Salesforce, and our team has one source of truth for project financials and resource tracking. The teams that get the most out of it are those that invest in configuration and internal training from the start.

  ### 5. A Flexible PSA Platform Backed by a True Partnership

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alejandro O. | Chief Financial Officer, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 20, 2026

**What do you like best about Klient PSA?**

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.

**What do you dislike about Klient PSA?**

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.

**What problems is Klient PSA solving and how is that benefiting you?**

Klient PSA helps us forecast resources, monitor project health in real time, and analyze revenue versus costs across our services organization. This visibility allows us to better manage capacity, improve project delivery, make data driven decisions, and understand profitability at both the project and company level.

**Official Response from Rosalie Chassat:**

> Thank you Alejandro 🤝 The partnership part is the piece we're proudest of. Our roadmap really is shaped by customers telling us what's missing, so please keep it coming.

On the learning curve for new users, that's fair, and it's exactly why we made a big push on enablement last quarter. We revamped our customer portal, documentation, chat agent KLARA and our eLearning courses, with plenty more on the way. Worth pointing your team at it as you bring new people on!

  ### 6. Easy to Learn, Native on Salesforce, and Runs Our Entire Delivery Process

**Rating:** 4.5/5.0 stars

**Reviewed by:** Hanno V. | Operations Director, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 01, 2026

**Describe the project or task Klient PSA helped with:**

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.

**What do you like best about Klient PSA?**

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.

**What do you dislike about Klient PSA?**

It would be great if Klient could one day fully replace Jira as well. For our development work it does not go far enough yet, so we still run both.

**Recommendations to others considering Klient PSA:**

We recommend Klient for teams looking to streamline their processes on Salesforce. Its integration capabilities and user-friendly interface make it a valuable tool for project management.

**What problems is Klient PSA solving and how is that benefiting you?**

We are an IT consultancy with several tech practices. Instead of separate systems and spreadsheets, our entire process now runs on Salesforce and Klient. That takes out a lot of manual work and the discussions about who has the right information. It also helps us steer and deliver our projects well, and that insight feeds straight into how clients experience us as a reliable partner.

**Official Response from Rosalie Chassat:**

> Thanks Hanno! A Salesforce consultancy that could easily build its own tooling, choosing to run the business on Klient instead, is about the best endorsement we could hope for 💙

On the dev side, tell us what's missing. Our own dev team runs entirely on Klient for project management, so I'd really like to know where it falls short for yours. Drop the specifics in the Ideas Exchange (link below) and/or bring them to our next call!

  ### 7. Intuitive and Customizable PM Tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Courtney S. | Client Service Operations, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**AI Translated:** This review has been translated from English using AI.

**Reviewed Date:** September 09, 2026

**What do you like best about Klient PSA?**

It is specialized for professional services, so all of the features you could want either exist or are on the roadmap. The UI is intuitive for PMs and they make every page highly customizable for your business. We have integrated our Quickbooks so we have real time financial data for all projects. Their support team is highly responsive and always gets me a helpful and timely answer.

**What do you dislike about Klient PSA?**

I prefer a WBS that includes an option to key in processors like "32SF". The gantt uses drag/drop which is fine but not my preference.

**What problems is Klient PSA solving and how is that benefiting you?**

answering all of the key questions about our business--projects, profitability, time, etc. in one place.

  ### 8. Finally a PSA that runs the business instead of documenting it after the fact

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 24, 2026

**What do you like best about Klient PSA?**

I run operations for a Salesforce consulting firm focused on Revenue Operations. Before Klient, "operations" meant reconciling a project tracker, a timesheet tool, and Salesforce every Friday afternoon to figure out where we actually stood on margin. Klient collapsed all of that into the org we already live in.

The thing I value most is that everything is a real Salesforce object. Projects, tasks, resource assignments, timesheets, and invoices sit right next to the Opportunity that created them. That sounds like a checkbox feature until you've lived the alternative. It means a closed-won deal becomes a staffed project without anyone re-keying scope. It means I can build a report on delivered margin by package type in a few minutes instead of exporting three CSVs. And it means our Fivetran-to-Snowflake pipeline picks up delivery data the same way it picks up pipeline data, so utilization and cash forecasting sit in one model.

We sell fixed-fee productized packages, which lives or dies on scope discipline. The Resource Planner and real-time budget burn on each project are what let us hold a [30%] net margin target across engagements instead of finding out at invoicing that we gave away [40] hours. Time entry is fast enough that consultants actually do it daily, which is the whole ballgame for margin visibility.

The Agentforce agents shifted from novelty to genuinely useful faster than I expected. Planny drafting weekly status updates from live project data and Timey nudging timesheet completion have removed real PM hours from every engagement. Because the agents are Salesforce resource records, I can see their work in the same Gantt and utilization views as the humans, which makes the "AI-leveraged delivery" story we pitch to clients something we can demo in our own org. The MCP server is a bonus for a technical team; being able to query project state from Claude Code while working a client build is something no other PSA offered us.

**What do you dislike about Klient PSA?**

Reporting out of the box is good but not deep. If you want margin by service line, by consultant seniority, or by package SKU, expect to build it yourself in Salesforce reports or a downstream warehouse. That was fine for us because we already had Snowflake, but a smaller shop without a data layer should budget setup time for it.

Configuration also rewards effort. The Resource Planner in particular needs to be tuned to how your firm actually staffs work, and the defaults won't match a small, senior-heavy team. Plan on a couple of iterations before it reflects reality.

Finally, the pace of AI feature releases is fast, which is mostly a positive, but it means release notes deserve a real read each cycle.

**What problems is Klient PSA solving and how is that benefiting you?**

The core problem was the gap between sales and delivery. Scope agreed in a proposal drifted by the time it hit a project plan, and we had no live view of whether a fixed-fee engagement was still profitable. Klient closed that gap by making quote-to-invoice one continuous record.

Operationally, it turned my role from reconciling systems into running the firm off one dashboard: utilization, backlog, project health, and invoicing readiness are visible without asking anyone. Invoices now go out [within a few days of] period close instead of [two weeks] after, because billable time is already approved and attached to milestones. And because our own org runs on it, it doubles as a live reference environment when we talk to prospects about Salesforce-native delivery.

For a Salesforce SI, dogfooding a native PSA is also a credibility play. Klient makes that story true rather than aspirational.

**Official Response from Rosalie Chassat:**

> This has to be one of the most detailed reviews we've ever received, thank you for that. Really glad you're finding value in our new AI offerings, both the agents and the MCP, since that's where a lot of our energy has gone lately.

The reporting and Resource Planner tuning points are fair, and both are going to our product team. On the AI release pace, guilty as charged 😄 We ran a webinar on the MCP a few weeks back with a full demo, worth a watch if there are corners of it your team hasn't put to work yet.

  ### 9. A True Single Source of Truth Inside Salesforce for End-to-End PSA

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through Google One Tap using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 16, 2026

**What do you like best about Klient PSA?**

Klient PSA’s biggest strength is that it runs natively inside Salesforce, so our project data, resource assignments, billing lines, and revenue recognition all live in the same ecosystem as our CRM and opportunity pipeline. For a Professional Services organization managing 25+ concurrent implementations across a mix of prime and partner delivery models, having a true single source of truth that covers the full project lifecycle is genuinely valuable.

**What do you dislike about Klient PSA?**

Two areas stand out as friction points for our team.

First, parts of the user interface have a steep learning curve. Certain workflows aren't intuitive, and new users often require hands-on coaching to navigate them correctly. For a team that onboards new Engagement Managers periodically and relies on consistent data hygiene across 25+ active projects, unintuitive workflows translate directly into data quality risk.

Second, performance can lag, particularly when loading global resource planners. It's not a dealbreaker, but noticeable enough that it affects day-to-day productivity, especially during planning cycles when the team is moving quickly between projects.

**What problems is Klient PSA solving and how is that benefiting you?**

Klient PSA solves the core operational challenge facing any Professional Services organization: connecting the commercial side of the business (opportunities, contracts, and billing) to the delivery side (resource capacity, project execution, and time tracking) in a single system of record.

Before having a purpose-built PSA, these two worlds lived in disconnected tools (mostly spreadsheets), which created reconciliation overhead, forecast blind spots, and revenue recognition delays. Klient eliminates most of that so our project portfolio, resource assignments, timesheet approvals, billing lines, and recognized revenue all live in one place and move through a connected workflow.

For our team specifically, the most tangible benefits are in two areas. 1. Resource planning: Engagement Managers can schedule named resources and open roles against active and pipeline projects, giving leadership a forward-looking view of capacity and demand. And 2. billing integrity: the connection between approved timesheets and billable amounts means our invoicing is traceable back to logged, approved hours, which matters in a government client environment where audit trails are expected.

  ### 10. Klient PSA Unifies Sales, Financials, Resource Planning, and Time Tracking in One Place

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amish D. | CEO, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 24, 2026

**What do you like best about Klient PSA?**

Klient PSA, built on Salesforce, allows us to bring Sales, Financials, Resource Planning, and time tracking together in one place.

**What do you dislike about Klient PSA?**

There is not much, the data model and functionality is extensive, and harder to pickup, however Klient is doing a great job with their new Customer Portal.

**What problems is Klient PSA solving and how is that benefiting you?**

The biggest benefit we’ve seen is that we’re able to do accurate revenue reporting, margin reporting, and forecasting. Extending this into resource forecasting also helps management understand potential income by resource in real time.

**Official Response from Rosalie Chassat:**

> Thank you Amish 🚀 Bringing sales, financials, resourcing and time into one place is the whole reason Klient exists, so it's great to hear that's paying off on the reporting and forecasting side.

Glad the new Customer Portal is helping there, and there's plenty more coming on the enablement side in the next few months. Link below in case your team hasn't explored all of it yet.

  ### 11. Klient Keeps Projects and Billing in One Place—Clearer Backlog and Expectations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gary P. | Vice President, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 09, 2026

**What do you like best about Klient PSA?**

Klient has helped us keep all our project and billing information in one place. We now have a clearer understanding of our backlog, can give employees straightforward guidance on expectations, and can rely on a single tool instead of juggling multiple tools.

**What do you dislike about Klient PSA?**

There is a fair learning curve. And, while we specifically chose it because we wanted to stay within the Salesforce ecosystem, Salesforce and its ecosystem can also feel complex for a small organization.

**What problems is Klient PSA solving and how is that benefiting you?**

We now can give clear expectations to employees, we understand backlog, and have a single system that can handle multiple billing arrangements

**Official Response from Rosalie Chassat:**

> Thank you Gary, really glad to read your positive feedback. One tool covering projects, billing and backlog is exactly what we set out to build, so knowing it's holding up for your team is great.

The learning curve is real, and so is the Salesforce piece, especially for a smaller org. But you shouldn't have to become Salesforce experts just to run your business. That's what everything around the product is for, our support team, the monthly webinars, the eLearning courses and the documentation. 

Hopefully that helps bridge the gap and if there's a spot where it doesn't, tell us and we'll fix it. 🤓

  ### 12. A simple yet flexible PSA for consulting firms on Salesforce

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeremy W. | Senior PSA Implementation Consultant, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 30, 2026

**What do you like best about Klient PSA?**

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.

**What do you dislike about Klient PSA?**

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.

**What problems is Klient PSA solving and how is that benefiting you?**

Klient PSA helps replace spreadsheet-based project tracking, time entry, and invoicing with a clean, Salesforce-native solution. It reduces friction around managing projects and billing while keeping everything in one place.

I use it for my own solo consulting business, and it makes it much easier to track projects, log time, and generate monthly invoices. Compared to spreadsheets, it saves me a lot of time and keeps things far more consistent. Across client implementations, it also helps teams move away from overcomplicated PSA tools while still getting the visibility they need into their services operations.

**Official Response from Rosalie Chassat:**

> Jeremy, coming from someone who implements these tools for a living, this means a lot.

Quick update on baselines: the Snap Workspace isn't on the roadmap anymore, it's live 🎉. Link to the documentation below 👇

For the customizable PDF proposals, drop it in the Ideas Exchange, our product team really does prioritize from there and a request from you carries weight.

  ### 13. Effective PSA for Financial Visibility

**Rating:** 4.5/5.0 stars

**Reviewed by:** Skip K. | Director Of Consulting Operations, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: G2 invite:** Invitation from G2. This reviewer was not provided any incentive by G2 for completing this review.

**Reviewed Date:** January 15, 2026

**What do you like best about Klient PSA?**

Klient PSA has become a reliable “source of truth” for our organization because it keeps both our project management and invoicing data in one place. In my experience, the old mantra “follow the money” really applies here: tying operational data directly to financials naturally enforces better data hygiene. Since the system is what drives our billing, we’re motivated to keep everything accurate and up to date, which helps the data stay clean. As a result, we have real confidence in the numbers we’re looking at.

**What do you dislike about Klient PSA?**

The native integrations are currently limited, especially when it comes to accounting workflows. For instance, although Klient can sync expenses to QuickBooks Online (QBO), there’s no reverse sync from QBO back into Klient. As a result, it’s hard to automatically capture expenses that originate from corporate credit cards and end up in QBO. We really need a bi-directional sync to properly streamline our financial workflows, because the current one-way integration offers only limited value.

**What problems is Klient PSA solving and how is that benefiting you?**

The main problem Klient solves for us is the natural decline in data quality that tends to happen in most project management tools over time. In many systems, if project data isn’t updated, it’s mostly just an annoyance; with Klient, because that same data directly drives our invoicing, keeping it accurate becomes a financial necessity. The result is a self-correcting ecosystem. We don’t have to chase teams to update project status, because the system acts as a forcing function: if the data isn’t right, the billing isn’t right. That alignment keeps our operational metrics consistent with our financial reality and gives us a “single source of truth,” without the administrative overhead of constant auditing.

**Official Response from Yanick Abraham:**

> Hi Skip, thank you for continuing to share such thoughtful feedback.

We are glad Klient PSA is delivering the financial visibility you are looking for and serving as a true source of truth by keeping project management and invoicing tightly connected. It is great to hear that the follow the money approach is helping maintain data hygiene and giving your team confidence in the numbers they rely on.

We also really appreciate your input on integrations, especially around accounting workflows. Your feedback has been very helpful, and we value the time you take to clearly explain your use case. Insights like this play an important role in shaping how we think about future improvements.

Thank you again for your trust and for being an engaged member of the Klient community.

  ### 14. Clear Visibility Into Projects, Resources, and Profitability

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kaytlin P. | COO / Managing Partner, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 22, 2026

**What do you like best about Klient PSA?**

Klient PSA provides an excellent balance between flexibility and structure, which is critical for a consulting firm like ours. It gives us clear visibility into project performance, resource utilization, and financials without overcomplicating day-to-day workflows. Time tracking, project profitability, and forecasting are well integrated, allowing us to make informed operational and strategic decisions with confidence.

**What do you dislike about Klient PSA?**

Like most robust PSA platforms, there is a learning curve when first configuring the system to match specific workflows. However, once set up properly, the platform runs smoothly and delivers consistent value.

**What problems is Klient PSA solving and how is that benefiting you?**

Klient PSA helps us centralize project management, resource planning, and financial oversight in one platform. This has significantly improved our operational clarity, accountability, and forecasting accuracy. As a result, we’re better equipped to manage margins, scale engagements, and ensure our teams are aligned across all client work.

**Official Response from Yanick Abraham:**

> Kaytlin, thank you for your feedback. It is helpful to hear that Klient is giving you strong visibility into projects and team utilization without adding unnecessary complexity to daily work.
We also value your perspective overall. 
Thank you again for your time. 

  ### 15. Fantastic, Fast Support with Frequent Feature Releases

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** September 17, 2026

**What do you like best about Klient PSA?**

The fantastic and fast support. The Webinars and fast Releases with new functions

**What do you dislike about Klient PSA?**

As an Admin it is sometimes difficult to find the right place to change a specific setting

**What problems is Klient PSA solving and how is that benefiting you?**

Klient solved issues with invoicing in different currencies, helped us building flows, solved BUGs in a very short time

  ### 16. Effective Project Management with Klient PSA

**Rating:** 3.5/5.0 stars

**Reviewed by:** Lea P.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**AI Translated:** This review has been translated from French using AI.

**Reviewed Date:** January 28, 2026

**What do you like best about Klient PSA?**

I use Klient PSA for effective management and tracking of ERP projects. I particularly like that the information is centralized and standardized in a clear and efficient manner, thanks to customizable options like filters in the planner and workspace. Klient PSA offers excellent visibility on resource allocation, which is very practical for our team meetings. The visuals of the Workspace and Gantt are really good, clearly showing upcoming phases and what remains to be done. The Klient Community is also very useful for discovering new features.

**What do you dislike about Klient PSA?**

There are the burnup/burndown charts, which, in the latest discussions with our representative at Klient, seemed to be about to make their appearance in the tool. This is an element that will greatly improve visibility, either of the hours used over time or of the tasks accomplished. Also, I see an improvement in the Workspace, where, when creating tasks that create the 'WBS' column list, we could have the option to click on the WBS and literally see the Work Breakdown Structure diagram. Moreover, unfortunately, when I was starting with Klient, there was no training or learning 'kit' as Klient now offers; which is something I would have really liked!

**What problems is Klient PSA solving and how is that benefiting you?**

I use Klient PSA to track the budget, schedule, and progress of projects, centralize and standardize documentation, gain clear visibility with the Workspace (Gantt), and manage resource allocation concisely and effectively.

**Official Response from Rosalie Chassat:**

> Lea, this is the kind of review we love, detailed enough that we can actually do something with it. 

Good news on the burnup/burndown charts, they're already here. You can see them in the Snap Workspace, a new project analytics interface released in February, link below 👇. For the clickable WBS diagram, please drop it in the Ideas Exchange, our product team really does prioritize what's in there, so ideas logged that way have a real shot at getting built.

And on the training kit, you're right, and I wish it had existed when you started. We now have eLearning courses, with new ones added just recently, so there's plenty there for you and your team 💙

  ### 17. A reliable, evolving and dependable PSA

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** December 06, 2020

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Klient PSA?**

Since signing our very first Sales Order way back in 2020, we’re now close to our 6-year anniversary with Klient PSA. From that day, and still to this, I work in Klient PSA all day, every day. It is simply a great system to be in. Everything is well organized, intuitive, and efficient. The UI has improved significantly over the years, especially the resource planner. The platform keeps getting better with each release, and the overall experience is smooth and easy to use.

**What do you dislike about Klient PSA?**

If I could improve one area, it would be revenue and cost forecasting. With the level of complexity I manage, having more advanced forecasting would save a meaningful amount of manual time and effort every week

**Recommendations to others considering Klient PSA:**

Because the product is natively built and hosted upon the Salesforce platform, the possibilities for customisation, integration and growth are pretty far reaching. As a small business, Klient PSA aligned perfectly with our business needs (no qualifying minimum licence count / monthly spend) and stood out as the perfect growth partner in accordance with our business requirements. The PSA maturity journey will always be ongoing but what really stands out the Klient customer service / care and support which wraps around it. The Klient team have established a very comprehensive customer community to centralise feedback for product enhancements. There’s a solid product roadmap (in line with most of the areas that we will be pursuing next) which provides further assurance in our investment choice.

**What problems is Klient PSA solving and how is that benefiting you?**

Klient PSA has streamlined the way I work since we implemented in 2020. The product has become faster, cleaner, and far more efficient over time. It allows me to manage many active engagements and tasks, across many resources, and there’s simply no way I could stay on top of that workload without Klient PSA. It provides the structure, visibility, and control I need to operate effectively every day, while significantly reducing revenue leakage risk through robust timesheet approvals, accurate time tracking, and comprehensive reporting

**Official Response from Yanick Abraham:**

> Thanks for such a thoughtful review. Working in Klient every day for that long gives real perspective, and it’s great to hear the system has stayed clear, dependable, and easy to navigate as your work has grown.

We appreciate you sharing your view on where Klient fits best and why you’d recommend it. It’s also good to hear your experience has been consistent and reliable over time, including the support you’ve received.

  ### 18. Powerful Tool with Intuitive Resource Planner

**Rating:** 4.5/5.0 stars

**Reviewed by:** Michiel H. | Sales | Adviseur, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**AI Translated:** This review has been translated from Dutch; Flemish using AI.

**Reviewed Date:** March 27, 2026

**What do you like best about Klient PSA?**

I find Klient PSA a powerful tool that works intuitively. The resource planner is particularly strong for me, as it provides insight into capacity at a glance and is easy for project managers to maintain. This gives them direct insight into their available capacity. The initial setup was also great, especially because it was truly a co-working process.

**What do you dislike about Klient PSA?**

It is so large and powerful that you must choose carefully which functionalities to focus on.

**What problems is Klient PSA solving and how is that benefiting you?**

Client PSA provides us with control over project management, planning, resource management, and invoicing. The intuitive resource planner gives me an overview of the capacity at a glance, making it easy to maintain for project managers.

**Official Response from Rosalie Chassat:**

> Thank you Michiel 🙏 Great to hear the resource planner is pulling its weight, and that that your enjoying working with our team during your implementation. 

Your point about the breadth is fair. There's a lot in there, and the trick is starting with what moves the needle for you and layering the rest in over time. To many more successful years with Klient!

  ### 19. Klient PSA, the best option for managing professional services on the Salesforce Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Robert H. | Chief Revenue Officer, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through Google One Tap using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** January 15, 2026

**What do you like best about Klient PSA?**

Klient PSA fits naturally into Salesforce and gives us solid project tracking, resourcing, and delivery visibility without needing a separate PSA platform. It’s improved our workflow consistency and makes reporting easier across teams.

**What do you dislike about Klient PSA?**

Like most PSA tools, there’s a learning curve at first—especially when aligning the configuration to internal processes—but once set up it runs smoothly.

**What problems is Klient PSA solving and how is that benefiting you?**

Klient PSA is solving the problem of managing projects, resourcing, and delivery reporting across disconnected tools. By keeping everything inside Salesforce, we have one source of truth for project status, time, milestones, and team utilization. That’s improved visibility, reduced manual tracking, and helped us manage delivery more proactively.

**Official Response from Rosalie Chassat:**

> Thank you for this, Robert 🙌 Having project status, time, milestones and utilization all in one place is exactly what we're building toward, so it's great to hear it's working that way for your teams.

On the learning curve, fair point, and aligning the configuration to your own processes is usually where the real work sits. 

By the way, we just revamped our eLearning courses to make that ramp-up faster and more interactive, link below👇. Whenever you need a hand, our support team is there, and so is your CSM.

  ### 20. Great integration and training process and helpful team throughout the whole process

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** October 03, 2022

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Klient PSA?**

Klient is a helpful tool for anyone in need of PSA or project planning solutions. I appreciate that it is cloud-based, as this offers flexibility, though it can sometimes be challenging if your internet connection is slow. Despite this, it generally works well.

**What do you dislike about Klient PSA?**

The Gantt chart feature functions, but because it is browser-based, it feels somewhat clunky to use. It would be beneficial to have a dedicated desktop client for Gantt charts, which could then allow for importing charts as needed. That said I don't think I got to use the very latest version

**What problems is Klient PSA solving and how is that benefiting you?**

It is solving the problems of Project tracking, status and progress. Time recording, invoicing and also at some point will help with utilisation and planning. It has helped with reporting on this information and thus ability for our business to report quicker.

**Official Response from Rosalie Chassat:**

> Thank you for taking the time to write this. Glad the integration and training went smoothly, that's what we aim for.

On the Gantt, your hunch about the version was right. We've made big improvements to the Workspace since 2022, to the point where some customers tell us it's almost unrecognizable 🤩, so it's well worth upgrading to the latest version. I invite you to check out our documentation on the Project Workspace, to see what it looks like today. 

  ### 21. Klient: Easy Setup, Powerful Features, and Outstanding Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Martin C. | Sr. Director, Professional Services, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** October 15, 2025

**What do you like best about Klient PSA?**

It's impressive how Klient is easy to setup and implement. It's also very simple to use and the depth of functionality is remarkable, even compared to other market leading PSA tools. Lastly, the responsiveness of the support team, as well as the quality of their replies, is the best I've seen of pretty much any software company.

**What do you dislike about Klient PSA?**

The only thing I can say is about the performance/latency of managing updates to complex project plans in the Workspace/Gantt view. To be fair though, this isn't really about Klient, as much as the inherent challenges involved with using online tools to make such updates, as opposed to a local copy of MS Project.

**What problems is Klient PSA solving and how is that benefiting you?**

Increase utilization, maximize revenue, deliver projects on time and on budget.

**Official Response from Rosalie Chassat:**

> Thank you so much for taking the time to share this Martin 💙 Hearing that about our support team means a lot, that responsiveness is something we work hard at, so it's great to know it lands. 

On the Workspace/Gantt performance latency, it's also one we've kept investing in and there have been real gains shipped since you wrote this, so complex plan updates should feel noticeably smoother. If anything still feels sluggish on your end, tell us and we'll get our team on it!

  ### 22. Efficient Automation with Challenging Configuration

**Rating:** 4.0/5.0 stars

**Reviewed by:** Joris V. | CEO

**Validated Reviewer:** Validated through a review partner

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**AI Translated:** This review has been translated from Dutch; Flemish using AI.

**Reviewed Date:** January 16, 2026

**What do you like best about Klient PSA?**

I appreciate that the organization behind Klient PSA is very responsive to our questions. Additionally, Klient PSA integrates well with Salesforce, which helps us better align the sales processes with our operations.

**What do you dislike about Klient PSA?**

There is quite a lot of configuration needed, as with any other software, to adapt Klient PSA to our own business processes.

**What problems is Klient PSA solving and how is that benefiting you?**

I use Klient PSA for automating our processes, especially for Capate Ads management, invoicing, planning, and forecasting.

**Official Response from Yanick Abraham:**

> Thank you Joris for sharing your experience ! 

It is great to hear Klient PSA is supporting automation across areas like invoicing, planning, and forecasting, and that the Salesforce integration and our team’s responsiveness are working well for you.

On configuration, you are highlighting an important point. Klient is designed to adapt when teams have custom processes, which requires some setup to align the tool properly. For teams with simpler workflows, the out of the box features are structured to be easy to use and quick to adopt.

Thank you again for taking the time to leave a review.

  ### 23. Great flexibility and constant improvements — strong solution for Professional Services

**Rating:** 4.5/5.0 stars

**Reviewed by:** Michael G. | Manager Systems Architecture &amp; Implementation, Enterprise (> 1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 14, 2025

**What do you like best about Klient PSA?**

We use Klient within our Professional Services team and are overall very happy with the platform. The Workspace feature is a great help in our daily work, and the tool is being actively improved through regular updates that often bring meaningful enhancements.

**What do you dislike about Klient PSA?**

We’ve had to implement some customizations to fully match our processes (e.g. for task preparation and follow-up), and we’d welcome better support for resource planning — particularly visibility into resource unavailability, which is currently missing.

Still, Klient gives us a solid foundation, and both customer support and customer success have been highly responsive and helpful whenever we needed them. A great product that keeps getting better.

**What problems is Klient PSA solving and how is that benefiting you?**

Klient helps us effectively plan and manage training and consulting appointments, which are essential parts of our Professional Services operations. We're also using Klient to generate billing-relevant information, streamlining the process of preparing invoices and ensuring data consistency.

In addition, Klient supports us in managing the order process for module licensing, which allows us to keep everything in one place — from service delivery to billing and license tracking.

This level of integration across different functions saves us time, reduces manual work, and gives us better visibility into project and customer activities.

**Official Response from Yanick Abraham:**

> Thank you for sharing such a detailed review. We’re glad to hear Klient PSA has been a valuable part of your daily operations, and that our monthly releases are bringing meaningful improvements to your team!

It’s great to know our support and success teams have been able to assist whenever needed. 
Thanks again for your trust and for taking the time to share your experience with us. 

  ### 24. Very Easy to Use Yet Highly Configurable

**Rating:** 4.5/5.0 stars

**Reviewed by:** Thomas F. | Cybersecurity Specialist, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** March 04, 2026

**What do you like best about Klient PSA?**

Very easy to use, yet highly configurable. The implementation person was excellent and the support is exceptional.

**What do you dislike about Klient PSA?**

If you do a lot of ongoing support or sell services that recur monthly (billing) it's a bit difficult to integrate.

**What problems is Klient PSA solving and how is that benefiting you?**

Consolidating projects in some cases. Providing visibility that we didn't have.

**Official Response from Yanick Abraham:**

> Hi Thomas,

Thank you for sharing this. It is great to hear the system felt straightforward to use while still offering the flexibility to configure it for different workflows. It is also encouraging to know the implementation support and overall support experience stood out.

  ### 25. Excellent Support Team and a PSA Solution that fits your needs.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Frank W. | Salesforce-consultant &amp; Product Owner, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 20, 2025

**What do you like best about Klient PSA?**

The client's enthusiasm and drive to improve the package based on user feedback.

**What do you dislike about Klient PSA?**

If I had to mention one thing, it would be that I would have liked to see more functionality in predictive analytics. But consider that more of a wish list item.

**What problems is Klient PSA solving and how is that benefiting you?**

Insight into current and future projects, resource planning for our consultants, and invoicing for logged hours.

**Official Response from Yanick Abraham:**

> Thank you so much for you time to share your feedback! We’re glad to hear Your input is very valuable and helps us improve every day.

  ### 26. Great Project Management on Salesforce, but Steep Learning Curve

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** October 16, 2025

**What do you like best about Klient PSA?**

Its solid project management that we can augment because its on Salesforce

**What do you dislike about Klient PSA?**

There's a lot to learn about it, and this takes some time.

**What problems is Klient PSA solving and how is that benefiting you?**

Flexible management reporting so we know whats going on in our services company

**Official Response from Rosalie Chassat:**

> Thanks for the honest feedback 🙏, and glad the Salesforce foundation is paying off for you.

You're right that there's a lot to learn. We just revamped our eLearning courses for exactly that reason, hopefully that's a more interactive and efficient way to learn about Klient. Worth a look for your team, link below. 

And if there's a specific area you're stuck on, reach out to our team!

  ### 27. Klient - a flexible, sophisticated PSA tool built in Salesforce

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tim N. | Partner, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** July 10, 2023

**What do you like best about Klient PSA?**

Klient has been an integral part of our business processes for three years and we use it extensively in all aspects of our business. The features of platform that led us to select it are still valid - although it has extensive functionality, it is flexible and highly customisable to allow us to adapt it to our own processes. Given it's built on Salesforce it also integrates seamlessly with our other business data and processes. The team at Klient are constantly developing the platform and adding new features, and seem genuinely engaged in our success as a business, not just in our use of the system.

**What do you dislike about Klient PSA?**

There will always be niggles with tools of this kind, but nothing that really detracts, and the support team are very responsive to any requests / queries we have.

**What problems is Klient PSA solving and how is that benefiting you?**

As a secondment / consulting firm we use Klient all the way through our process, from resource management, time recording, contract management and invoice generation, as well as lots of other processes along the way.

  ### 28. Excellent PSA tool that connects all the dots!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chuck M. | Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** April 25, 2023

**What do you like best about Klient PSA?**

We started our journey with Klient about two years ago. It was bumpy at first, but we’ve got 100% adoption and closely monitor for usage compliance within PS and Sales. Better yet, our CEO now has a license, and the entire ELT gets a copy of our revenue dashboard emailed every Monday morning. So, we’ve gone from general use and limited reporting to 100% adoption, compliance monitoring, revenue forecasting and regular reviews at an ELT level. We can finally connect all the dots and easily see how our business is doing in real-time.

**What do you dislike about Klient PSA?**

Nothing is worth mentioning as they always listen and work hard to introduce improvements.

**What problems is Klient PSA solving and how is that benefiting you?**

We needed to solve two significant problems. The first was to get a view of the Sales pipeline overlayed with Delivery work. I need to know what resources are required weeks or months out, and if I need to add capacity to support potential work. Klient exceeded all expectations with this. We use out-of-the-box Klient functionality that links Salesforce.com Opportunites to Klient Proposals. Doing so allows us to translate the pipeline (aka bookings) to revenue instantly. It also makes it very quick/easy to transition won deals to project teams. The second was to be able to manage a growing team of consultants in multiple regions. Again, Klient delivered via their Resource Planner. I can see who has capacity and who is overloaded and adjust in real time. I can also advise Sales when people free up to help better time new work. Klient transformed our business and I am confident they can do the same for you.

  ### 29. Top notch customer service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Katie B. | CEO, Information Technology and Services, Small-Business (50 or fewer emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 27, 2023

**What do you like best about Klient PSA?**

I am thrilled to share my experience with Klient software for our end-to-end sales and service delivery teams. This platform has consolidated our operations workflow, enabling improved efficiency and comprehensive dashboards for KPI reporting for every user type. The community and customer support team at Klient deserves high praise for their incredible responsiveness and dedication. They value their customers and constantly strive to enhance their software based on valuable feedback. What sets Klient apart is their genuine partnership approach. Not only did they provide top-notch support, but they also actively collaborated on our go-to-market strategy, offering invaluable advice. Klient is a true partner, committed to our success.

**What do you dislike about Klient PSA?**

As with any product, Klient has built the tool to account for many companies' workflows. The customer needs someone knowledgeable about the process and willing to look for the appropriate features within the Klient community to ensure they receive the most value from the tool.

**What problems is Klient PSA solving and how is that benefiting you?**

I no longer use one-point solutions for forecasting, sprint development, resource planning, analytics and invoicing tools. I can consolidate those into one seamless solution.

  ### 30. Friendly, professional, knowledgeable, the solution does what it is supposed to do!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Éric B. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** May 17, 2023

**What do you like best about Klient PSA?**

Great solution if you are looking for a PSA that works seamlessly with Salesforce!<br><br>We're a medium size consultancy firm that's been growing quickly. As a Salesforce implementation partner, we use Salesforce intensively and after performing an exhaustive review of the solutions available out there we have decided to go with Klient.<br><br>Why, because it is a well rounded solution, built on Salesforce and it sits on our salesforce instance that we use as an end to end solution to fullfill our Marketing, Sales, Projects, resources management, etc... needs.<br><br>Klient's support team is friendly, knowledgeable and efficient so we know that we can count on them when we need them!

**What do you dislike about Klient PSA?**

Like any solution, it isn't perfect but the team at Klient is very proactive in expanding the functionality to address new use cases and shows genuine interest in understanding how our business needs and processes can help shape the future roadmap.

**What problems is Klient PSA solving and how is that benefiting you?**

Allows centralizing all the project information, resource allocation, milestones, and much more!<br>Having access to everything in a single location is a huge advantage, on top of this the solution responds to our needs very well!

  ### 31. CEO

**Rating:** 5.0/5.0 stars

**Reviewed by:** James S. | CEO &amp; Co-Founder, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a review partner

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** June 22, 2023

**What do you like best about Klient PSA?**

Invoicing integration with Quickbooks, project management, resource management and project profitability.

**What do you dislike about Klient PSA?**

Improved collaboration and pm functions similar to Smartsheets

**What problems is Klient PSA solving and how is that benefiting you?**

Project profitability, timetracking, invoicing, project management and expense mgt

  ### 32. A turning point in our growth

**Rating:** 5.0/5.0 stars

**Reviewed by:** Germain H. | Founder and HR Consultant, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 17, 2022

**What do you like best about Klient PSA?**

For a professional service company, the main challenge is to achieve a balance in the level of the team's workload. Klient PSA allows us to better manage this fragile balance in addition to having precise data allowing us to have real-time visibility and a compensation system that generates the right behaviors within our teams of consultants.

**What do you dislike about Klient PSA?**

Nothing major bothers us with Klient. You just need to have the discipline to properly document the tool and then capitalize on the data. Every solution has this kind of issue.

**What problems is Klient PSA solving and how is that benefiting you?**

Among other things, it has enabled us to collaborate better remotely on projects by ultimately being 100% paperless. We are more productive and the team has a lot more fun working together.

  ### 33. Must-have tool for project management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Human Resources | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through Google using a business email account

**Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate.

**Reviewed Date:** August 22, 2022

**What do you like best about Klient PSA?**

I like that there are many ways I can use Klient for project management. I'm sold on Klient mainly because it's user-friendly and functionalities are well designed.

**What do you dislike about Klient PSA?**

Sometimes it can take some time to load the tool or for changes to be saved. I have no doubt this will be fixed in the short term.

**What problems is Klient PSA solving and how is that benefiting you?**

It's changing the way we (SMB) are doing/organizing our projects. It's giving us the tools that we need to move fast and do more with less.

  ### 34. Clean look, great functionality, slow implementation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mandi C. | Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 20, 2020

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Klient PSA?**

We researched a ton of different project management options. This truly does it all: Resourcing, connecting pipeline to resources, contracts, timelines, time-tracking, invoices, margins, tasks, reporting, and revenue recognition. I love how integrated the work we are doing is to the timeline and accounting needs.

**What do you dislike about Klient PSA?**

The implementation is slow. If you rely on them to manage it will take forever. They recommend 1 hour a call a week. This is not enough and their documentation for training is lacking. If I had to do over again I'd request 2 days of dedicated configuration services.

**Recommendations to others considering Klient PSA:**

This product had a lot of potential. It's great that you can upload MS Project plans to get your started as you migrate timelines. The navigation can take some getting used to, but once you get comfortable it is able to do everything you need to successfully manage a project. I love the Kanban "My work" tab, this has been great for our team to prioritize tasks across multiple projects.

**What problems is Klient PSA solving and how is that benefiting you?**

We had too many systems that were disconnected. Our goal was to get to one source of truth and one place for all teams to see the health of a project. By implementing Krow we would gain efficiency with less double entry of data and more visibility into the data being entered across platforms.

  ### 35. My Krow Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Andrew H. | Salesforce Administrator, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** January 09, 2020

**What do you like best about Klient PSA?**

The most helpful part about Krow is that I am able to see what my work day, work week, and even work month is like in different views. If I login for the day, I can see what Tasks have been assigned to me. Also if I complete my tasks for the day I can then move onto to tasks that are due at a later date. Another benefit is that i'm able to submit my time sheet along with any and all tasks I completed and Projects I have been working on.

**What do you dislike about Klient PSA?**

Closing out Tasks can be difficult and even searching for tasks that are assigned to me can be difficult at times. If I finish a task under an hour, I must choose hours as the time or I get an error. Also if tasks aren't assigned correctly then I won't see them.

**Recommendations to others considering Klient PSA:**

Krow is great for a busy work place, especially with a lot of employees. The ease of access is nice if you have used Salesforce before. But I would highly recommend, it just may take a few days to get use to it.

**What problems is Klient PSA solving and how is that benefiting you?**

Problems that are being solved is that there are more eyes on Projects and people are able to be assigned tasks in a better way. Instead of multiple emails, I can check and see who is assigned to what task. I've been more productive, since we are able to see and do the tasks instead of talking for 30 minutes and having to assign tasks.

  ### 36. I use KROW for project management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ryan R. | Marketing Automation Specialist, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** January 09, 2020

**What do you like best about Klient PSA?**

I love the ability to use tasks, the integration with chatter, and the ability to look at the overall status of current projects. The user interface is pretty easy to use. I really like "My Work" tab. It's a place where I can see all my current tasks. I even color coded my projects for easy quick reference.

**What do you dislike about Klient PSA?**

There is a little bit of a learning curve, but they are very willing to provide training and resources to help.

**Recommendations to others considering Klient PSA:**

I have used other project management software like Taskray and Workfront, and this was way easier to set up and use. I think that user adoption is 90% of success and this was pretty easy for everyone to grasp.

**What problems is Klient PSA solving and how is that benefiting you?**

We are getting projects done faster, cleaning up our email inbox, and tracking projects better than before. It has really prevented items from falling through the cracks.

  ### 37. Krow review after being live a few months

**Rating:** 3.0/5.0 stars

**Reviewed by:** Steve B. | Principal, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 03, 2019

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Klient PSA?**

That all of the firm functions are in the same system and that it's built on Salesforce.

**What do you dislike about Klient PSA?**

The project management functionality could be better. Krow should look to SmartSheet and even MS Project for product improvement ideas.

**Recommendations to others considering Klient PSA:**

You need someone to own it. We are a small firm and have had to dedicate a lot of time to it.

**What problems is Klient PSA solving and how is that benefiting you?**

A firm-wide view of our projects including utilization and project profitability.

  ### 38. Great product to help drive growth, schedule projects and improve visibility

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 20, 2019

**What do you like best about Klient PSA?**

The project creation is pretty simple and easy to use, visibility of data all within the salesforce platform, ease of timecard / expense logging, project Gantt charts. Out of the box integrations are useful. Great visibility into in-flight projects for the sales team. Customisation and reporting due to being on the Salesforce platform. Instant calculations of utilisation and totals for the given week when entering timecards are a nice little feature.

**What do you dislike about Klient PSA?**

Limited customisation in certain areas, would like to be able to customise some of the automated areas of the product, such as invoice generation, this is limited in terms of aggregating line items from timecards. A lot of fields present so a bit of a learning curve to figure out what their purposes are.

**Recommendations to others considering Klient PSA:**

Look at creating a couple of custom report types to be able to report on more than the out of the box reports provide, they are however easy to set up using the standard platform reporting.

**What problems is Klient PSA solving and how is that benefiting you?**

Great product to allow us to efficiently track projects, timelines, availability of consultants and generate accurate invoices monthly. Ability to get monthly reports out to customers at the click of a button.

  ### 39. Great onboarding experience!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 19, 2019

**What do you like best about Klient PSA?**

Ralph and Melissa have been a great help during our onboarding process. They and the implementation team have been available for all of our questions, and have been extremely knowledgeable during our weekly calls

**What do you dislike about Klient PSA?**

Still in onboarding, have not found anything to dislike yet

**Recommendations to others considering Klient PSA:**

Definitely try out the free demo, and ask a representative to set up a live demo with you. Come prepared with a list of questions and items related to what problems you want to solve using Krow and they'll be able to help you out!

**What problems is Klient PSA solving and how is that benefiting you?**

Our project managers have about 70-100 projects to be onboarded on a monthly basis, plus we have a growing backlog of new projects. This tool will help us stay organized, template and automate a lot of our manual processes, and help us close projects out a lot faster and more efficiently

  ### 40. Solid Foundation, Work in Progress

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** January 09, 2020

**What do you like best about Klient PSA?**

The ability to customize Krow to our business has been a true asset. While we're a professional services firm, we had distinct needs that Krow was able to adapt to. The development team has also been responsive to our feedback and continues to improve the product with each new update.

**What do you dislike about Klient PSA?**

Krow still has some bugs, which made implementation more difficult for our team. The user interface also took a while to adjust to.

**What problems is Klient PSA solving and how is that benefiting you?**

Krow replaced several different systems that our organization used, but that didn't communicate with each other. Krow has made it easier to work (because we aren't going back and forth between the systems) and has improved our ability to understand our staff's utilization and our firm's profitability.

  ### 41. Our team loves it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 19, 2020

**What do you like best about Klient PSA?**

You can basically setup Krow to do whatever you want. High customization, and we had a ton of support during the on-boarding process. We've gotten so much value from the tool, and we've only been using it for a few months. Great decision on our part to go with Krow.

**What do you dislike about Klient PSA?**

The Krow project layout with tasks and subtasks is a bit wonky. Our team is utilizing list views instead.

**What problems is Klient PSA solving and how is that benefiting you?**

Automation, faster implementation time, better reporting, metrics for nearly everything.

  ### 42. Great product, met our requirements

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gunwinder S. | Salesforce Administrator, Information Technology and Services, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** June 08, 2017

At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review.

**What do you like best about Klient PSA?**

Krow is a enabler for Project Management and Time tracking with its out of the box features native on the platform. UI is seamless when it comes to accessing modules in Salesforce classic and lightening.   



**What do you dislike about Klient PSA?**

It would be nice if Krow team provides site based license instead of per user license management which is recently rolled out. 

**Recommendations to others considering Klient PSA:**

Know maintains their release notes frequently in their customer portal. Periodic webinars highlighting new functionality introduced makes a life of an administrator easy. 

If you plan to use Krow for your Organization document your current and future business requirements. It becomes easy to hash what is possible out of the box and what can be done basis the road map that Krow have. 

**What problems is Klient PSA solving and how is that benefiting you?**

Project management, Time Tracking and reporting which our previous CRM was lacked. Krow PSA have improved our employee UX. 

  ### 43. Great product / rich feature set / powerful development

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mel S. | Managing Director, Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** September 05, 2019

**What do you like best about Klient PSA?**

Our previous PSA solution was capable but development of the product and responsiveness to customer feedback was low. Having seen the pace of development and enrichment of the product from the Krow team we decided to make the switch. Krow is definitely a more modern solution and grows increasingly capable with each release. Responsiveness from the support team is prompt.

**What do you dislike about Klient PSA?**

I would agree with other reviewers that better support and implementation resources such as videos, documentation and community support would be very welcome as we're always keen to keep pace with the developments of the product and take advantage of them.

**What problems is Klient PSA solving and how is that benefiting you?**

We are trying to use as much of the Krow solution as possible for the lifecycle of our consulting opportunities, namely: opportunities, scoping, quotes and proposals, staffing, project management, timesheets, invoicing, skills management.

  ### 44. Billing and reporting

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 21, 2020

**What do you like best about Klient PSA?**

Approval workflow for timesheets, invoices, automatic for statutory holiday

**What do you dislike about Klient PSA?**

Reports with foreign currency better managed. Now the values are included USA, CAD, or else in the value so required manual manipulation in Excel that is not scalable. No custom views or report build for classic control use cases

**What problems is Klient PSA solving and how is that benefiting you?**

Invoice generation in PSA, visibility to Professional Services on project balances including when a pre-billed balance is decreased by billable hours

  ### 45. Great project management tool.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** January 09, 2020

**What do you like best about Klient PSA?**

I think the way tasks show up for each individual user is crucial to determine daily work. Additionally, the ganttt view for the project timeline with related tasks is a visually helpful.

**What do you dislike about Klient PSA?**

When editing or completing a task, once saved, the system kicks back out to the overall menu rather than staying at the task. This just makes it more time consuming to add and complete tasks,

**Recommendations to others considering Klient PSA:**

Make sure to have a process in place to accomplish daily tasks.

**What problems is Klient PSA solving and how is that benefiting you?**

Organization of daily tasks and being able to distribute tasks to other team members.

  ### 46. It gets better as you use it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alex F. | Mid-Market (51-1000 emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** December 19, 2019

**What do you like best about Klient PSA?**

I like the look and feel of the app but also the task system for projects is pretty awesome

**What do you dislike about Klient PSA?**

I dislike how long it takes to load some pages

**Recommendations to others considering Klient PSA:**

Get a good understanding of krow tasks because that's how most of your projects will get worked on

**What problems is Klient PSA solving and how is that benefiting you?**

We are trying to automate projects that normally require a lot of manual work

  ### 47. Krow is changing how we work

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 27, 2019

**What do you like best about Klient PSA?**

Two things: 

- Its built on Salesforce which means we have the flexibility to build as we grow. As new demands come forth in how we run our projects, what we report on and what we automate, we are able to enhance the tool to meet those needs. 
- the Krow team. We rarely receive a "no" from this vendor. They work with us to make sure we can get what we need from the system. One way or the other. Their standard product is robust and, as much, as possible we stick close to that. But, when needed and with their help, we're able to customize.

**What do you dislike about Klient PSA?**

Its almost unfair to put it out there but we will always want "one place to do everything". We're working hard with Krow to reduce the number of clicks and screens needed to complete everything that needs to be done in a project on a daily basis.

**What problems is Klient PSA solving and how is that benefiting you?**

Reporting - we have so many different ways now of looking at our book of business. 
Time Entry - simplifying the tedious task of recording time 
Scheduling - managing client facing schedules in a tool integrated with time entry so we're able to accurately report and predict our KPIs.

  ### 48. Krow is key to running our business

**Rating:** 4.5/5.0 stars

**Reviewed by:** John C. | Delivery Director, Salesforce Practice, Small-Business (50 or fewer emp.)

**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** August 28, 2019

**What do you like best about Klient PSA?**

Overall, very easy for our users to log their Timesheets each week and each month our Finance team gets a feed for invoicing our clients.

**What do you dislike about Klient PSA?**

I still do not have a full grasp of how the Forecasting and Resource planning works, and that area does not seem to be easily reported on.

**What problems is Klient PSA solving and how is that benefiting you?**

Again, it's primarily the financial aspects of running a professional services firm -- Timetracking to Invoicing. Initially as Salesforce consultants, we faced the build versus buy decision. We needed something in place quickly for running our business, and it has worked so well for us, that we've never revisited that decision.

  ### 49. Very convenient and clean

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user.

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 19, 2020

**What do you like best about Klient PSA?**

Clean UI, many options, organized. Alot of available variety in menus for all types

**What do you dislike about Klient PSA?**

loading times, lags. But that is all, everything else good

**What problems is Klient PSA solving and how is that benefiting you?**

Timesheets, project management. More clear and easier to communicate

  ### 50. Recommendation of Krow

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

This reviewer's identity has been verified by our review moderation team. They have asked not to show their 
name, job title, or picture.


**Validated Reviewer:** Validated through a business email account

**Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review.

**Source: G2 invite on behalf of seller:** Invitation from G2 on behalf of a seller or affiliate. This reviewer was offered a nominal incentive as thanks for completing this review.

**Reviewed Date:** March 20, 2020

**What do you like best about Klient PSA?**

What I like best is the ease of creating a project and creating the subtasks within.

**What do you dislike about Klient PSA?**

I feel the project data i.e., financials has too many fields. I would recommend only revenue, margin, and percentage.

**Recommendations to others considering Klient PSA:**

Ensure you have a process to integrate the KROW PSA tool into.

**What problems is Klient PSA solving and how is that benefiting you?**

Solving many problems such as, project transparency, real-time project status, and the ability to make decisions based on the data.


## Klient PSA Discussions
  - [How do you get support?](https://www.g2.com/discussions/25548-how-do-you-get-support) - 2 comments, 1 upvote
  - [How do you collaborate externally via Krow?](https://www.g2.com/discussions/16041-how-do-you-collaborate-externally-via-krow) - 2 comments, 1 upvote
  - [I see pricing is per user per month. What is a user?](https://www.g2.com/discussions/pricing-c018dbda-c359-4176-aa48-a760050f0c4b) - 1 comment, 1 upvote
  - [Does Krow PSA integrate with other solutions?](https://www.g2.com/discussions/pricing-33d52eda-54c6-4962-90b6-13746781dda1) - 1 comment, 1 upvote
  - [Do I need to pay for a year up front?](https://www.g2.com/discussions/billing-83dfe8d5-adcf-4d7b-9ec1-8b7a0eeeb45a) - 1 comment, 1 upvote

- [View Klient PSA pricing details and edition comparison](https://www.g2.com/products/klient-psa/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-22+07%3A50%3A24+-0500&secure%5Bsession_id%5D=1ebf36ee-9ae8-42af-90de-a9e0b3cdc0d3&secure%5Btoken%5D=ce3cf5e83e6af48bcb1b61d01883468067123fb10a540d96ee4ae3605d828b8b&format=llm_user)

## Klient PSA Features
**Additional Functionality**
- Deadline Management
- Generative AI
- Activity Dashboard
- Project Planning
- Capacity Management
- Project Scheduling
- Alerts/Notifications
- Progress Tracking
- Bar Chart
- Project Tracking
- API
- Third-Party Integrations
- Commenting/Notes
- File Management
- Customizable Templates
- Document Storage
- Customizable Fields
- Dependency Tracking
- Calendar Management
- To-Do List
- Drag & Drop
- Task Scheduling
- Milestone Tracking
- Color Codes/Icons
- Workflow Management
- Assignment Management
- Prioritization
- Search/Filter
- Reporting & Statistics
- AI Copilot
- Task Management
- Project Workflow
- Templates
- Planning Tools
- Timeline Management
- Collaboration Tools
- Real-Time Notifications
- Status Tracking
- Project Time Tracking
- Task Progress Tracking
- Multiple Projects
- Access Controls/Permissions
- Activity Tracking
- @mentions
- Resource Management

**Planning**
- Resource Definiton
- Capacity
- Scheduling
- Real-Time Data

**Customer Management**
- Customer Profiles
- Sales
- Marketing
- Client Portal

**Optimization**
- Performance
- Forecasting
- Corrections

**Project Management**
- Project Planning
- Project Tracking
- Resource Definition
- Resource Management
- Resource Allocation & Planning
- Progress Tracking
- Project Time Tracking
- Project Management

**Additional Functionality**
- Calendar Management
- Shop Floor Management
- Performance Management
- Real-Time Monitoring
- KPI Monitoring
- Availability Management
- Third-Party Integration
- Drag & Drop
- Project Management
- Activity Dashboard
- Recommendations
- Collaboration Tools
- Equipment Management
- Task Management
- Gantt/Timeline View
- Progress Tracking
- Alerts/Notifications
- "What If" Scenarios
- AI Copilot
- For Manufacturers
- Real-Time Reporting
- Mobile Access
- Cost Management
- Scenario Planning
- Historical Database
- Inventory Control
- Reporting/Analytics
- Generative AI
- Time Tracking
- Resource Management
- Predictive Analytics
- Resource Allocation & Planning
- Projections
- Prioritization
- Search/Filter
- Timesheet Management
- Workflow Management
- Skills Tracking
- Utilization Reporting
- Approval Process Control
- Access Controls/Permissions
- Third-Party Integrations
- Reporting & Statistics
- Customizable Reports
- Commenting/Notes
- API
- Project Planning
- Assignment Management
- Customizable Fields
- Multiple Projects
- Time & Expense Tracking
- Resource Request
- Data Import/Export
- Reporting/Project Tracking
- Capacity Management
- Real-Time Notifications
- Real-Time Updates
- Project Templates
- Document Management
- Workflow Automation

**Accounting**
- Revenue Recognition
- Invoice Management
- Payments
- Project Accounting
- Budget Tracking
- Time & Expense Tracking
- Activity Tracking
- Billable Items Tracking
- Document Management
- Multiple Projects

**Portfolio Management**
- Portfolio Definition
- Portfolio Performance
- Risk
- Portfolio Mix

**Analytics**
- Forecasting
- Reporting
- KPIs
- Real-Time Reporting

**Administration**
- Standard Integrations
- Workflow
- Access Management
- Email Management
- Workflow Management
- Task Management
- Portfolio Management
- Calendar Management
- Timesheet Management
- Accounting Integration
- Third-Party Integrations

**Platform**
- APIs
- Internationalization
- Performance and Reliability
- Mobile
- Offline Access

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Proposal Generation
- Generative AI

**Artificial Intelligence - Professional Services Automation**
- Predictive Forecasting
- Smart task suggestions
- Automated workflows

**Agentic AI - Professional Services Automation**
- Adaptive Learning
- Proactive Assistance

**Additional Functionality**
- Activity Dashboard
- Gantt/Timeline View
- Quotes/Estimates
- Collaboration Tools
- Customizable Fields
- CRM
- AI Copilot
- Customizable Reports
- Performance Metrics
- Access Controls/Permissions
- Billing & Invoicing
- Approval Process Control
- Reporting & Statistics
- Project Templates
- Task Scheduling
- Real-Time Data
- Document Storage
- Drag & Drop

## Top Klient PSA Alternatives
  - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) - 4.2/5.0 (1,511 reviews)
  - [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) - 4.3/5.0 (645 reviews)
  - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.4/5.0 (1,745 reviews)