Klient PSA Reviews & Product Details

As a PSA implementation expert, I’ve worked with many different PSA tools on Salesforce. While a lot of them offer similar features, in my experience Klient PSA stands out.

The tool is usable out of the box with very few tweaks, which makes adoption much easier. At the same time, if you do need to customize it to better fit your processes, it’s highly flexible and can adapt well to different consulting workflows. This balance between simplicity and flexibility is one of its biggest strengths.

Another strong differentiator is the support team. They’re very responsive, clearly listen to customer feedback, and consistently deliver solid monthly updates. The regular webinars explaining new features are also a nice touch and make it easier to stay on top of improvements.

Having implemented both Klient PSA and Certinia PSA across many Salesforce consulting firms, I’ve consistently found Klient to be the better fit for small to mid-sized teams looking for a simpler, more adaptable PSA without enterprise overhead. Review collected by and hosted on G2.com.

The revenue recognition capabilities in Klient PSA are not as strong as some of its competitors. That said, for most clients this hasn’t been a dealbreaker, as revenue recognition is often handled in the financial system rather than directly in the PSA.

The comparison between project baselines is also more limited than what some enterprise PSA tools offer. However, this hasn’t come up often in the implementations I’ve worked on, and it appears this is being addressed through the upcoming Project Snap workspace on their roadmap.

Finally, the tool could benefit from having a customizable PDF generation option for proposals, as this functionality is currently not available. Review collected by and hosted on G2.com.

Klient 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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

There is quite a lot of configuration needed, as with any other software, to adapt Klient PSA to our own business processes. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.