--- title: Klient PSA Reviews meta\_title: 'Klient PSA Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 84 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: 84 scale: '5' date\_modified: '2026-08-09' parent\_category: name: ERP url: https://www.g2.com/categories/erp --- # Klient PSA Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Klient PSA but has limited features. Are you part of the Klient PSA team? [Upgrade your plan](https://sell.g2.com) to enhance your branding and engage with visitors to your profile! Klient is the AI-powered Professional Services Automation (PSA) platform built 100% natively on Salesforce. Designed for consulting firms, SaaS companies, and global services teams, Klient PSA structures your work, optimizes resource utilization, improves collaboration, and accelerates revenue — all from a single source of truth on the Salesforce platform. Unlike bolt-on tools, Klient runs entirely inside Salesforce, so your delivery, finance, and customer data live in one place — now with a catalog of built-in AI agents that automate the busywork across the project lifecycle. Key Capabilities: AI Agents: Klient's native AI agents work directly inside your PSA. Planny handles project and resource planning, Timey streamlines time capture and timesheet accuracy, and Touchy keeps customers engaged with proactive status updates. Klient also supports MCP (Model Context Protocol), so your AI assistants can securely work with live PSA data. Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. Resource Management: Allocate resources by skills, availability, and priority to maximize team productivity and billable utilization. Time & Expense Tracking: Let teams log time and expenses in seconds while ensuring accurate billing and forecasting. Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. Customer Collaboration: Keep clients aligned with real-time updates, shared documents, and approval workflows through the customer portal. Why teams choose Klient PSA Single source of truth: Centralized data on Salesforce reduces manual work, miscommunication, and delays. AI-enabled delivery: Built-in AI agents automate repetitive tasks and free up billable hours across professional services teams. Aligned teams: Delivery, finance, and customer teams stay in sync from proposal to final invoice. Scalability: Whether you're onboarding 20 consultants or expanding to new markets, Klient PSA grows with you. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle — estimation, planning, delivery, time tracking, billing, and reporting — and now layers AI agents on top to accelerate each one. Operations teams move from disconnected tools and manual processes to a single, cohesive, Salesforce-native platform. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department. * * * Seller [Klient Software](https://www.g2.com/sellers/klient-software) Discussions [Klient PSA Community](https://www.g2.com/products/klient-psa/discuss) Languages Supported English Solution Type All-in-One Overview by Yanick Abraham (Founder & CEO) Show More ## Pricing Pricing provided by Klient PSA. ### Professional $39.00 1 User Per Month ### Enterprise $59.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/klient-psa/pricing) ## Top-Rated Alternatives [ ![Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kantata Professional Services Automation (formerly Mavenlink+ Kimble)") Kantata Professional Services Automation (formerly Mavenlink+ Kimble) 4.2/5(1,572) ](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) [ ![Certinia PS Cloud](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Certinia PS Cloud") Certinia PS Cloud 4.3/5(674) ](https://www.g2.com/products/certinia-ps-cloud/reviews) [ ![BigTime](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "BigTime") BigTime 4.5/5(1,760) ](https://www.g2.com/products/bigtime/reviews) [ View All Alternatives ](https://www.g2.com/products/klient-psa/competitors/alternatives) ## User Insights Average based on 84 real user reviews. Implementation Time 2 months Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) Per Month [Log in to unlock pricing and user insights](/login) ## Klient PSA Integrations (10) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Accounting Seed ](https://www.g2.com/products/accounting-seed/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Sales (formerly Salesforce Sales Cloud) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Agentforce Service (formerly Salesforce Service Cloud) ](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Intuit QuickBooks ](https://www.g2.com/products/intuit-quickbooks/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") NetSuite ](https://www.g2.com/products/oracle-netsuite/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") QuickBooks Online ](https://www.g2.com/products/quickbooks-online/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Sage Intacct ](https://www.g2.com/products/sage-intacct/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Salesforce B2B Commerce ](https://www.g2.com/products/salesforce-b2b-commerce/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Xero ](https://www.g2.com/products/xero/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zoom Rooms ](https://www.g2.com/products/zoom-rooms/reviews) Show More ![Lea P.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lea P.") LP Lea P. 1/28/2026 "Effective Project Management with Klient PSA" 3.5/5 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. Review collected by and hosted on G2.com. 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! Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: OrganicAI Translated ![Joris V.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joris V.") JV Joris V. 1/16/2026 "Efficient Automation with Challenging Configuration" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Response from Yanick Abraham of Klient PSA [Editedit](https://www.g2.com/survey_responses/klient-psa-review-12223262/official_response/edit) 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. Validated ReviewerSource: OrganicAI Translated MC Mandi C. Mid-Market (51-1000 emp.) 3/20/2020 "Clean look, great functionality, slow implementation" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 9/9/2020 Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") CI Verified User in Information Technology and Services Small-Business (50 or fewer emp.) 12/20/2019 "Great product to help drive growth, schedule projects and improve visibility" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Management Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Management Consulting") UM Verified User in Management Consulting Small-Business (50 or fewer emp.) 1/9/2020 "Solid Foundation, Work in Progress" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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.l Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Management Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Management Consulting") UM Verified User in Management Consulting Small-Business (50 or fewer emp.) 1/9/2020 "Great project management tool." 4/5 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. Review collected by and hosted on G2.com. 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, Review collected by and hosted on G2.com. Recommendations to others considering Klient PSA: Make sure to have a process in place to accomplish daily tasks. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Computer Software](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Software") UC Verified User in Computer Software Mid-Market (51-1000 emp.) 8/27/2019 "Krow is changing how we work" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 3/20/2020 "Recommendation of Krow" 4/5 What do you like best about Klient PSA? What is like best is the easy of creating a project and creating the subtasks within. Review collected by and hosted on G2.com. What do you dislike about Klient PSA? I feel the project data ie. financials has too many fields. I would recommend only revenue, margin, and percentage. Review collected by and hosted on G2.com. Recommendations to others considering Klient PSA: Ensure you have a process to integrate the KROW PSA tool into. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") AI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 8/28/2019 "Great Software, but Poor Documentation" 3.5/5 What do you like best about Klient PSA? Krow is a great PSA and fulfills most of our needs. Krow is constantly releasing new functionalities. Several of our enhancement requests were in the next release cycle. The support team have been fairly responsive. Review collected by and hosted on G2.com. What do you dislike about Klient PSA? While Krow is releasing new funcitonalites, the documentation are not kept up-to-date on the portal. Krow contains over 100 configurable settings, but we cannot figure the impact of the setting. With better documentation, I don't have to reach out to Krow support every time. Review collected by and hosted on G2.com. What problems is Klient PSA solving and how is that benefiting you? Task Assignment, Resource Management, Resource Utilization, Time Tracking, and Revenue Forecasting. Review collected by and hosted on G2.com. Show More 10/15/2019 Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 12/3/2019 "Currently Implementing KROW" 4/5 What do you like best about Klient PSA? I love the seamless native integration with saleforce. I like how we can control a lot of teh implementation. The Krow Team is also friendly and helpful. Review collected by and hosted on G2.com. What do you dislike about Klient PSA? So far no dislikes since we haven't fully launched it yet. Review collected by and hosted on G2.com. Recommendations to others considering Klient PSA: Cost effective for what you are getting compared to other PSA Tools. Review collected by and hosted on G2.com. What problems is Klient PSA solving and how is that benefiting you? visibility within our organization, organization and management of high volume of projects, activity logging. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Klient PSA? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Klient PSA ](https://www.g2.com/products/klient-psa/discussions/new) GU Guest User What is Klient PSA used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-klient-psa-used-for) SB Steve Beshuk • Last activity over 6 years ago How do you get support? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/25548-how-do-you-get-support) [ View all Discussions ](https://www.g2.com/products/klient-psa/discuss) ## Pricing Options Pricing provided by Klient PSA. ### Professional $39.00 1 User Per Month ### Enterprise $59.00 1 User Per Month ### Ultimate $129.00 1 User Per Month [ View More Pricing Information ](https://www.g2.com/products/klient-psa/pricing) Klient PSA Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_238598d7c4a8c5924a0601c7ed740c8f/certinia-ps-cloud.png "Product Avatar Image") Certinia PS Cloud 4.3/5(674) [ Compare Now ](https://www.g2.com/compare/certinia-ps-cloud-vs-klient-psa) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_e10379688b9627fab5d4f638b4867ccf/kantata-professional-services-automation-formerly-mavenlink-kimble.png "Product Avatar Image") Kantata Professional... 4.2/5(1,572) [ Compare Now ](https://www.g2.com/compare/kantata-professional-services-automation-formerly-mavenlink-kimble-vs-klient-psa) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4d53e4b7f3e04a9956085d9ac0f5aafb/bigtime.png "Product Avatar Image") BigTime 4.5/5(1,760) [ Compare Now ](https://www.g2.com/compare/bigtime-vs-klient-psa) ##### ##### Klient PSA Features Planning Capacity Scheduling Optimization Forecasting Project Management Project Tracking Accounting Invoice Management [ View More Features ](https://www.g2.com/products/klient-psa/features) ##### Categories on G2 [Professional Services Automation](https://www.g2.com/categories/professional-services-automation)[Resource Management](https://www.g2.com/categories/resource-management)[Project Management Tools](https://www.g2.com/categories/project-management-tools) ##### Explore More [What is the best software for handling sales rep commissions](https://www.g2.com/discussions/what-is-the-best-software-for-handling-sales-rep-commissions)[What website privacy auditing tools handle cookie tracking and consent management for privacy regulation compliance?](https://www.g2.com/discussions/what-website-privacy-auditing-tools-handle-cookie-tracking-and-consent-management-for-privacy-regulation-compliance)[Which live chat software is best for ecommerce](https://www.g2.com/discussions/which-live-chat-software-is-best-for-e-commerce-teams) [Which brand protection software has the fastest time to value for mid-sized organizations while still meeting compliance and security requirements?](https://www.g2.com/discussions/which-brand-protection-software-has-the-fastest-time-to-value-for-mid-sized-organizations-while-still-meeting-compliance-and-security-requirements)[Best AP Automation Software](https://www.g2.com/discussions/best-ap-automation-software-for-accounts-payable)[Pros and Cons Details](https://www.g2.com/products/klient-psa/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)