--- 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. 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.) **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 ### 2. 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.) **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. ### 3. Effective PSA for Financial Visibility **Rating:** 4.5/5.0 stars **Reviewed by:** Skip K. | Director Of Consulting Operations, Mid-Market (51-1000 emp.) **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. ### 4. 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.) **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. ### 5. 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.) **Reviewed Date:** December 06, 2020 **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. ### 6. Powerful Tool with Intuitive Resource Planner **Rating:** 4.5/5.0 stars **Reviewed by:** Michiel H. | Sales | Adviseur, Small-Business (50 or fewer emp.) **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. ### 7. 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.) **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. ### 8. 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.) **Reviewed Date:** October 03, 2022 **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. ### 9. 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.) **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. ### 10. Great flexibility and constant improvements — strong solution for Professional Services **Rating:** 4.5/5.0 stars **Reviewed by:** Michael G. | Manager Systems Architecture & Implementation, Enterprise (> 1000 emp.) **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. ### 11. 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.) **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. ### 12. Excellent Support Team and a PSA Solution that fits your needs. **Rating:** 5.0/5.0 stars **Reviewed by:** Frank W. | Salesforce-consultant & Product Owner, Small-Business (50 or fewer emp.) **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. ### 13. 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.) **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 ### 14. Klient - a flexible, sophisticated PSA tool built in Salesforc **Rating:** 5.0/5.0 stars **Reviewed by:** Tim N. | Mid-Market (51-1000 emp.) **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. ### 15. Excellent PSA tool that connects all the dots! **Rating:** 5.0/5.0 stars **Reviewed by:** Chuck M. | Mid-Market (51-1000 emp.) **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. ### 16. 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.) **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. ### 17. 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.) **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! 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. 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. 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! Having access to everything in a single location is a huge advantage, on top of this the solution responds to our needs very well! ### 18. CEO **Rating:** 5.0/5.0 stars **Reviewed by:** James S. | CEO & Co-Founder, Small-Business (50 or fewer emp.) **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 profitabilty, timetracking, invoicing,, project management and expense mgt ### 19. 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.) **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. ### 20. 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.) **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. ### 21. My Krow Review **Rating:** 4.5/5.0 stars **Reviewed by:** Andrew H. | Salesforce Administrator, Small-Business (50 or fewer emp.) **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. ### 22. 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.) **Reviewed Date:** January 09, 2020 **What do you like best about Klient PSA?** I love the 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. Its 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 project done faster, cleaning up our email inbox, and tracking projects better than before. It has really prevented items from falling through the cracks. ### 23. Great onboarding experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **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 ### 24. Our team loves it **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **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. ### 25. 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.) **Reviewed Date:** June 08, 2017 **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. ### 26. Great product / rich feature set / powerful development **Rating:** 5.0/5.0 stars **Reviewed by:** Mel S. | Managing Director, Mid-Market (51-1000 emp.) **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. ### 27. It gets better as you use it **Rating:** 5.0/5.0 stars **Reviewed by:** Alex F. | Mid-Market (51-1000 emp.) **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 ### 28. 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.) **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. ### 29. Very convenient and clean **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **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 ### 30. Great Implementation Support & the tool is configurable **Rating:** 4.5/5.0 stars **Reviewed by:** Rory Ebanks M. | Director, Information Security Advisory, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2019 **What do you like best about Klient PSA?** My company experience with Krow thus far have been great, I especially appreciate the implementation personnel (Mike) which was assigned. Krow is built on the Salesforce platform which makes integration with our sales process easy. I like how Krow allows most items to be configurable, although there is a steep learning curve. **What do you dislike about Klient PSA?** Some of the downsides with Krow is that, there are certain features which are not configurable by the user as yet. E.g. Project Status Report. The environment was slow when initially installed, however after tweaking the user permission and updates to Salesforce this have increased tremendously. Krow does not keep a adequate track of the Time-off request per year for each user, the system does not have a running balance of time off and will restrict a user from submitting a time-off request if there leave balance have been exceeded. Mobile app is not easy to use for Timesheet entry. **Recommendations to others considering Klient PSA:** Adequate functionality for a small to medium size business. **What problems is Klient PSA solving and how is that benefiting you?** Krow have provided our organization with visibility into the utilization of resources, project management, and numerous notifications to keep abreast of the company. ### 31. True PSA functionality in native SalesForce application! **Rating:** 5.0/5.0 stars **Reviewed by:** Joe M. | Sales and Customer Success, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2019 **What do you like best about Klient PSA?** Truly integrated functionality that goes way beyond the SalesForce functionality available in SalesForce Cloud Coach Milestones. Easy to use and you can leverage your SalesForce skills without having to learn a new toolset. **What do you dislike about Klient PSA?** Documentation could be improved to allow advanced integrations/configurations without having to rely so heavily on partners. True collaboration with customers is limited unless you upgrade to Community Plus licenses. **Recommendations to others considering Klient PSA:** None at this time. **What problems is Klient PSA solving and how is that benefiting you?** Greater flexibility to tailor project management to our needs. ### 32. Game changer tool for our professional services team **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2019 **What do you like best about Klient PSA?** I love that we can finally get out of google docs and random word documents and into Krow! You guys also have pretty great documentation! **What do you dislike about Klient PSA?** I think some of the functionality is sometimes a bit confusing such as the resource planner. **What problems is Klient PSA solving and how is that benefiting you?** We're just trying to automate our processes to improve how quickly we can projects done. ### 33. Krow is a great tool that provides a visibility into the utilization of resources and much more **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** September 05, 2019 **What do you like best about Klient PSA?** Krow is very easy to use, the Resource Planner is clear and the Time Off functionality allows us to capture all unavailability with out much fuss. The functionality of creating project from a template is great as it allows our team members to create project quickly and minimize the amount of mistakes made. **What do you dislike about Klient PSA?** Even so the user guides are there, some of them could improve slightly. **What problems is Klient PSA solving and how is that benefiting you?** We have full visibility into the utilization of resource, we are now able to use the data captured though Krow to help us to move our business forward. ### 34. Krow runs our business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** September 03, 2019 **What do you like best about Klient PSA?** Native on Salesforce. Integrated with our Financials - Sage Intacct. Complete Suite including Proposals, Projects, Time & Expense, Retainer Billing, Revenue Recognition and more. **What do you dislike about Klient PSA?** None really. Documentation and videos could be improved. **What problems is Klient PSA solving and how is that benefiting you?** We are an IT consulting firm with offices Globally. ### 35. Best detail-oriented project management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Jillian K. | Director of Marketing, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** January 02, 2019 **What do you like best about Klient PSA?** Love the ability to create workflows down to the task level, and integrate them with time. Makes training and documenting complex processes so, so, so much easier. **What do you dislike about Klient PSA?** Nothing so far. We know the knowledge base will grow as the userbase does. **Recommendations to others considering Klient PSA:** Get several demos and ask a lot of questions. **What problems is Klient PSA solving and how is that benefiting you?** Time tracking has become much more consistent. Moving a project from the sales cycle (in Salesforce) to the professional services without losing any historical data has been huge. It gives our services team much greater insight into what happened during sales, and sets each project off with a well defined process. ### 36. Krow is the best PSA I have used **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2018 **What do you like best about Klient PSA?** I have been in professional services for almost 20 years. During that time I have been a customer or used multiple timesheet/PSA solutions. They include a custom bespoke PSA solution with a huge American IT firm, timesheets.com.au, Netsuite OpenAir, PeopleSoft, and now Krow. By far Krow has been our most successful tool. What we love: - Built on Salesforce has been a huge advantage to others because: * No integration to our CRM (we use Salesforce), Krow simply extends SF objects * You can use the SF report builder with Krow objects * Most dashboard tools can present SF reports. Therefore they can also report on Krow reports * SF works with Okta, so Krow works with Okta - Integration to our Accounting system - Xero - Very fast and easy to create Projects and Bookings. No batch jobs and tedious data entry like we expected with OpenAir (note: this might be better now. we were using it circa 2015). - We can do Timesheets, Expenses, Resource Scheduling, Invoicing, Forecasting, Contractor bills, Rate cards all in one system **What do you dislike about Klient PSA?** The only thing I dislike about Krow was the time it took to implement. I was expecting it to be a 4 week process however it ended up taking a little over 3 months. However, to their credit the implementation cost was unchanged, it just took much longer than expected. No local support in the Asia Pacific region. The implementation team in Canada is awesome, special call out to Mike Howe, however a weekly teleconference during implementation was probably the reason the implementation took so long. **Recommendations to others considering Klient PSA:** Allow suitable time for the implementation before you go live with the product. Make sure the administrator of the product is involved in the implementation process. It was the best way I learned the project **What problems is Klient PSA solving and how is that benefiting you?** In our last business we had 3 people for an 100 person professional services firm to manage finance, resource management, and operations. Now, we are able to achieve this with a single FTE. ### 37. Krow PSA app is too good and friendly use for project handling **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2019 **What do you like best about Klient PSA?** Project handling is too good. hours reporting and Invoicing **What do you dislike about Klient PSA?** Every thing is good and i don't have any dislikes for this app. **Recommendations to others considering Klient PSA:** It's a good app and its user-friendly app. Easy to use. **What problems is Klient PSA solving and how is that benefiting you?** Balance hours and budget ### 38. Enticing UI / very functional / great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** David B. | Salesforce.com: Architect & Developer, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2018 **What do you like best about Klient PSA?** It's a native Salesforce application, everything is built into the existing platform, so you can extend and build upon it as you wish. There are no issues around having to deal with another application to integrate with, since Krow lives with your other data. **What do you dislike about Klient PSA?** There is training documentation, but it's a little thin in places. Screenshots and/or videos and simply more entries with applicable user stories would greatly enhance the experience. **What problems is Klient PSA solving and how is that benefiting you?** Tracking time, budget, billable vs unbillable hours, resource planning ### 39. Lovely Project management tool with flexibility of automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** April 09, 2019 **What do you like best about Klient PSA?** Tasks management and Gantt chart functionality and multiple templates configuration **What do you dislike about Klient PSA?** Automation tools are not native, we wrote lots of workflows to automate **What problems is Klient PSA solving and how is that benefiting you?** We have different kind of projects with different tasks, templates are helping in managing different projects ### 40. Great scheduling tool integrated with Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 08, 2019 **What do you like best about Klient PSA?** Krow is easy to use, and allows for full blown project scheduling. **What do you dislike about Klient PSA?** Resourcing is still a little clunky, but the guys from Krow have been great to work with. They listen to client feedback, and are continually making changes to improve the product. **Recommendations to others considering Klient PSA:** n/a **What problems is Klient PSA solving and how is that benefiting you?** We needed a scheduling tool that was easy to use, and visible to all members of the organization. Krow has given us the capability to implement both enterprise-wide scheduling and resource planning.. ### 41. Krow PSA answered all our needs plus **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2018 **What do you like best about Klient PSA?** Krow gave us an easy to use way to track revenue and time for employees against projects and deliverables. Compared to the last software we were using Krow has saved us time and our employees have not enjoyed the easy to use solution. **What do you dislike about Klient PSA?** Implementation could have been a little smoother with a lot more training. I know there is more to Krow then what we are using. **What problems is Klient PSA solving and how is that benefiting you?** We were looking for an easy to use way to track revenue and time against customer projects ### 42. PSA for Success **Rating:** 5.0/5.0 stars **Reviewed by:** Emma W. | Salesforce Analyst, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2017 **What do you like best about Klient PSA?** Out of the box Krow Software provides a complete PSA solution within Salesforce. For an end user, the Krow Interface is sleek, modern and easy to use. From an administrator perspective, Krow allows you to run simple and complex processes on top of their tool to allow you to meet any custom business requirements you face, or to support existing integrations. The Krow team have been extremely helpful in providing support and guidance, are very responsive to ideas and bugs and their product roadmap is focused on customer success **What do you dislike about Klient PSA?** When we first starting building out our Phase 1 requirement in our Sandbox area we noticed that Krow did not have as much user documentation as we were hoping for and being in a different time zone made initial conversations difficult. Since then we have been in regular communications with the Krow Team and their documentation and materials library has been increasing. **What problems is Klient PSA solving and how is that benefiting you?** We are in the first phase of our PSA journey which is specifically around project planning, and already we are seeing powerful insights about our service delivery model and time allocation that we simply didn't have access to before. it is allowing us to standardize processes across our business globally and that really is a massive win for us ### 43. Krow helps overall **Rating:** 4.5/5.0 stars **Reviewed by:** April S. | Logistics Coordinator, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2017 **What do you like best about Klient PSA?** Krow provides our company with visibility into projects and resource utilization at multiple useful levels for the company. From the Project Management and resource level to Executive high level reporting of overall project status and reporting. **What do you dislike about Klient PSA?** Based on being one of the first to use Krow, our hardest part was our initial ramp up and then identifying areas that were changing and we were not fully aware how to use. We are currently going thru identifying training gaps and the Krow team has been fabulous at walking us thru improvements of the usage of the functionality available. **Recommendations to others considering Klient PSA:** I highly recommend the use of Krow for project management, time keeping, data analysis, and most importantly once in use Executive visibility to employee utilization. **What problems is Klient PSA solving and how is that benefiting you?** Project Visibility, resource funding visibility, more accurate reporting to just name a few. We are able to view actual time required at a task level for a project and adjust our customer pricing as need be when we see the trends change over time. ### 44. Krow System Implementation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Public Relations and Communications | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2017 **What do you like best about Klient PSA?** We just went live on December 1 so this review is more about working with the Krow implementation team. They have been great to work with and very helpful throughout the whole process. **What do you dislike about Klient PSA?** Can't really say yet as we have just completed training and have just begun to use. Everyone who was trained feels it is very easy to use on the desk top and are eager to get started. That being said, what I like the least at this stage is the mobile app as it is not able to show drop downs as we need it to. Our implementation team is working on this so we hope to have solved soonest. **What problems is Klient PSA solving and how is that benefiting you?** The time it takes to enter time information and report on it. Also the ability of our account managers to look at time data on a real time basis and not have to wait for Accounting to prepare the reports ### 45. Krow deployment & integration **Rating:** 5.0/5.0 stars **Reviewed by:** James B. | Group Commercial Director, Media Production, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2017 **What do you like best about Klient PSA?** In addition to excellent value of the product, Krow team have been, and continue to be (we are in early UAT) incredibly responsive and supportive in what is a very complex, integration build project across the 3 platforms; their advice and guidance has extended beyond simply the product, but into our business process. Will post a further update when we go live and very happy to be contacted for direct references if helpful **What do you dislike about Klient PSA?** Nothing to dislike. This is a very complex build and we have just got into 1st level UAT and finding the Krow team really supportive through a process of repetition and iteration! **What problems is Klient PSA solving and how is that benefiting you?** We are a complex (small multi-national) business and are building out an integrated end-to-end CRM across the entire customer and delivery journey using Salesforce, to Krow, to SageLive. ### 46. Easy to Use and Visual **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2017 **What do you like best about Klient PSA?** The system provides a single, integrated platform for Project Planning, Scheduling and Time submissions. It's easy for the team to see and understand what they're doing and when. These assignments translate easily to their Timesheets and makes timesheet submission an easy and efficient process. Reporting is as powerful as it utilizes the SF.com reporting engine. **What do you dislike about Klient PSA?** Sorting on some screens but there are usually workarounds so it's not really an issue. **Recommendations to others considering Klient PSA:** Make sure the users who are going to use the system are on board and dedicated to the system. With any new system they are always hurdles and the team has to be committed and disciplined enough to get over those hurdles. **What problems is Klient PSA solving and how is that benefiting you?** Efficiency in Project Planning and Resource Scheduling. ### 47. Working smarter with KROW **Rating:** 5.0/5.0 stars **Reviewed by:** Bernard M. | President, Industrial Automation, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2017 **What do you like best about Klient PSA?** What we like best about Krow is the flexibility it has. It allows us to make templates for the different types of work we manage. The ability to create templates allows us to create and manage projects more efficiently. Additionally, it offers helpful features such as invoicing, task management, project management, resource management, and job analytics. **What do you dislike about Klient PSA?** It’s hardly considered a dislike, but because there are so many features, you have to consciously decide which ones you want to view and which ones you want to hide. **Recommendations to others considering Klient PSA:** In short: we like Krow. You can use it as a stand alone PSA software, but because it’s native on Salesforce you also have the option to take all the benefits and information directly from Salesforce. My recommendation would be to establish the types of projects you’re managing then utilize the templates feature to aid the efficiency of your workflow. **What problems is Klient PSA solving and how is that benefiting you?** We are small team that doesn’t have a designated full-time project manager and at any given time we are managing 30-40 active projects. They range from 1-2 hour projects during a week-long timeframe to 500-1,500 hour projects that extend over a year or two. Krow allows us to manage all projects on one system; it is fluid enough for small projects that pop up from time to time but robust enough to manage large projects. Regardless of the scale of the project, we can manage all of them without a lot of time-consuming user interaction. ### 48. Excellent comprehensive and alegant app! **Rating:** 4.5/5.0 stars **Reviewed by:** Mark B. | Founder & Managing Partner, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2017 **What do you like best about Klient PSA?** Lightning experience is very well conceived - nice UX! **What do you dislike about Klient PSA?** Not Krow's fault but Lightning was slow in the early days **Recommendations to others considering Klient PSA:** I would recommend for small and medium size teams, tear off the band aid - go live in one month and abandon spreadsheets and other tools as you go **What problems is Klient PSA solving and how is that benefiting you?** Scheduling, resource planning, rate cards complexity, and project planning were all on different tools ### 49. Field Operations Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2017 **What do you like best about Klient PSA?** The program is a great tool for those with prior SalesForce experience. It is intuitive and fully customizable. The reporting capabilities are robust and the use of color coding and easy-to-read charts make it extremely efficient. **What do you dislike about Klient PSA?** If you are not using Opportunities in SalesForce there are a number of functions that the program has that will not apply. **Recommendations to others considering Klient PSA:** This product is worth a look for anyone looking to maximize efficiency both in-house and in the field. Krow has put a lot of effort into making the program user-centric as opposed to developer-centric. If a product isn't easy to use and does not immediately show why it will make a difference it will never get off of the ground. Krow's support and willingness to tailor the program to our specific needs has made it the right decision, hands-down. **What problems is Klient PSA solving and how is that benefiting you?** Project management of various size projects that span across the country with multiple resources of varying skill sets. The benefits are most seen in top level control of multiple ongoing projects. It has streamlined our corporate processes by bringing all team members onto the same platform. ### 50. Complete, fresh experience on SalesForce Lightning **Rating:** 4.5/5.0 stars **Reviewed by:** Nick L. | Director of Professional Services, Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2017 **What do you like best about Klient PSA?** Krow offers full functionality for a fraction of cost. **What do you dislike about Klient PSA?** As a newer PSA, I'd like to see more pre-built integrations however I feel like Krow chose the right first integrations. **Recommendations to others considering Klient PSA:** Seriously consider adoption of processes versus adapting software. Fundamentally I offer this advice for any software. **What problems is Klient PSA solving and how is that benefiting you?** We ran PSA from a SDLC system, Redmine. While providing basic project management and insight into product and development, it did not provide simple resource management or revenue recognition. ## 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=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+01%3A40%3A15+-0500&secure%5Bsession_id%5D=20b53311-33e0-4cf3-a0dd-6256bbb27f71&secure%5Btoken%5D=5d82243d9eab240d77f21ed370a99c5b429fdc9a83ca4215168e8968a1d136e5&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 (1,510 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 (1,713 reviews)