---
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: '2026-08-07'
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:** 84
## About Klient PSA
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.



## Klient PSA Pros & Cons
**What users like:**

- Users find Klient PSA exceptionally **easy to use** , appreciating its organization, intuitive interface, and regular improvements. (5 reviews)
- Users value the **Reliable project management** of Klient PSA, enhancing accuracy and streamlining workflows within Salesforce. (4 reviews)
- Users praise the **comprehensive features** of Klient PSA, enjoying its simplicity, flexibility, and regular meaningful updates. (3 reviews)
- Users value the **flexibility** of Klient PSA, allowing customization to suit various consulting workflows effortlessly. (3 reviews)
- Users value the **excellent resource management** of Klient PSA, enhancing visibility and efficiency in project workflows. (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 experience a **learning curve** initially when configuring Klient PSA to fit their workflows, but it performs well afterward. (2 reviews)
- Users find **missing features** in Klient PSA, particularly in revenue recognition and customizable PDF generation options. (2 reviews)
- Users face a **steep learning curve** initially, but the system offers consistent value once configured correctly. (2 reviews)
- Users find the **time consumed on learning advanced forecasting** can be significant, impacting efficiency in managing complexity. (2 reviews)
- Users find **unnecessary customization** burdensome in Klient PSA, often needing tweaks to align with their processes. (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. Billing and reporting

**Rating:** 1.5/5.0 stars

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

**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


## Klient PSA Discussions
  - [How do you get support?](https://www.g2.com/discussions/25548-how-do-you-get-support) - 1 comment, 1 upvote
  - [How do you collaborate externally via Krow?](https://www.g2.com/discussions/16041-how-do-you-collaborate-externally-via-krow) - 1 comment, 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?filters%5Bnps_score%5D=2&section=pricing&secure%5Bexpires_at%5D=2026-08-07+22%3A46%3A52+-0500&secure%5Bsession_id%5D=b388c512-c104-40a8-8a83-ca4a8199d9e0&secure%5Btoken%5D=082c93e4b5d084d65780cecb72bff0fb1d389b8a8dd5582f034513a3c8906095&format=llm_user)
## Klient PSA Integrations
  - [Accounting Seed](https://www.g2.com/products/accounting-seed/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews)
  - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews)
  - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews)
  - [Salesforce B2B Commerce](https://www.g2.com/products/salesforce-b2b-commerce/reviews)
  - [Xero](https://www.g2.com/products/xero/reviews)
  - [Zoom Rooms](https://www.g2.com/products/zoom-rooms/reviews)

## 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 (1,509 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) - 4.5/5.0 (1,712 reviews)