Klient PSA Reviews & Product Details

It is specialized for professional services, so all of the features you could want either exist or are on the roadmap. The UI is intuitive for PMs and they make every page highly customizable for your business. We have integrated our Quickbooks so we have real time financial data for all projects. Their support team is highly responsive and always gets me a helpful and timely answer. Review collected by and hosted on G2.com.

I prefer a WBS that includes an option to key in processors like "32SF". The gantt uses drag/drop which is fine but not my preference. Review collected by and hosted on G2.com.

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

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

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

The Agentforce agents shifted from novelty to genuinely useful faster than I expected. Planny drafting weekly status updates from live project data and Timey nudging timesheet completion have removed real PM hours from every engagement. Because the agents are Salesforce resource records, I can see their work in the same Gantt and utilization views as the humans, which makes the "AI-leveraged delivery" story we pitch to clients something we can demo in our own org. The MCP server is a bonus for a technical team; being able to query project state from Claude Code while working a client build is something no other PSA offered us. Review collected by and hosted on G2.com.

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

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

Finally, the pace of AI feature releases is fast, which is mostly a positive, but it means release notes deserve a real read each cycle. Review collected by and hosted on G2.com.

Klient PSA’s biggest strength is that it runs natively inside Salesforce, so our project data, resource assignments, billing lines, and revenue recognition all live in the same ecosystem as our CRM and opportunity pipeline. For a Professional Services organization managing 25+ concurrent implementations across a mix of prime and partner delivery models, having a true single source of truth that covers the full project lifecycle is genuinely valuable. Review collected by and hosted on G2.com.

Two areas stand out as friction points for our team.

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

Second, performance can lag, particularly when loading global resource planners. It's not a dealbreaker, but noticeable enough that it affects day-to-day productivity, especially during planning cycles when the team is moving quickly between projects. Review collected by and hosted on G2.com.

Klient PSA, built on Salesforce, allows us to bring Sales, Financials, Resource Planning, and time tracking together in one place. Review collected by and hosted on G2.com.

There is not much, the data model and functionality is extensive, and harder to pickup, however Klient is doing a great job with their new Customer Portal. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Klient PSA has become a reliable “source of truth” for our organization because it keeps both our project management and invoicing data in one place. In my experience, the old mantra “follow the money” really applies here: tying operational data directly to financials naturally enforces better data hygiene. Since the system is what drives our billing, we’re motivated to keep everything accurate and up to date, which helps the data stay clean. As a result, we have real confidence in the numbers we’re looking at. Review collected by and hosted on G2.com.

The native integrations are currently limited, especially when it comes to accounting workflows. For instance, although Klient can sync expenses to QuickBooks Online (QBO), there’s no reverse sync from QBO back into Klient. As a result, it’s hard to automatically capture expenses that originate from corporate credit cards and end up in QBO. We really need a bi-directional sync to properly streamline our financial workflows, because the current one-way integration offers only limited value. Review collected by and hosted on G2.com.

Klient PSA provides an excellent balance between flexibility and structure, which is critical for a consulting firm like ours. It gives us clear visibility into project performance, resource utilization, and financials without overcomplicating day-to-day workflows. Time tracking, project profitability, and forecasting are well integrated, allowing us to make informed operational and strategic decisions with confidence. Review collected by and hosted on G2.com.

Like most robust PSA platforms, there is a learning curve when first configuring the system to match specific workflows. However, once set up properly, the platform runs smoothly and delivers consistent value. Review collected by and hosted on G2.com.

The fantastic and fast support. The Webinars and fast Releases with new functions Review collected by and hosted on G2.com.

As an Admin it is sometimes difficult to find the right place to change a specific setting Review collected by and hosted on G2.com.

I use Klient PSA for effective management and tracking of ERP projects. I particularly like that the information is centralized and standardized in a clear and efficient manner, thanks to customizable options like filters in the planner and workspace. Klient PSA offers excellent visibility on resource allocation, which is very practical for our team meetings. The visuals of the Workspace and Gantt are really good, clearly showing upcoming phases and what remains to be done. The Klient Community is also very useful for discovering new features. Review collected by and hosted on G2.com.

There are the burnup/burndown charts, which, in the latest discussions with our representative at Klient, seemed to be about to make their appearance in the tool. This is an element that will greatly improve visibility, either of the hours used over time or of the tasks accomplished. Also, I see an improvement in the Workspace, where, when creating tasks that create the 'WBS' column list, we could have the option to click on the WBS and literally see the Work Breakdown Structure diagram. Moreover, unfortunately, when I was starting with Klient, there was no training or learning 'kit' as Klient now offers; which is something I would have really liked! Review collected by and hosted on G2.com.

Since signing our very first Sales Order way back in 2020, we’re now close to our 6-year anniversary with Klient PSA. From that day, and still to this, I work in Klient PSA all day, every day. It is simply a great system to be in. Everything is well organized, intuitive, and efficient. The UI has improved significantly over the years, especially the resource planner. The platform keeps getting better with each release, and the overall experience is smooth and easy to use. Review collected by and hosted on G2.com.

If I could improve one area, it would be revenue and cost forecasting. With the level of complexity I manage, having more advanced forecasting would save a meaningful amount of manual time and effort every week Review collected by and hosted on G2.com.