--- 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: '2026-07-13' 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 PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Key capabilities include: \* Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. \* Resource Planning: Allocate resources based on skills, availability, and priority. Maximizing team productivity. \* Time & Expense Tracking: Enable your team to easily log time and expenses while ensuring accurate billing and forecasting. \* Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. \* Customer Collaboration: Keep customers engaged and aligned with real-time updates, shared documents, and approval workflows through the customer portal. Why teams choose Klient PSA: \* Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. \* Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. \* Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead. \* Scalability: Whether you’re onboarding 10 new consultants or expanding to new markets, Klient PSA supports your growth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department. Trusted by Salesforce partners, fast-scaling SaaS firms, and global consultancies, Klient PSA is more than software, it’s a modern operational backbone designed to help your team deliver value, every time. ## Klient PSA Pros & Cons **What users like:** - Users find Klient PSA to be **intuitive and efficient** , appreciating its ease of use and smooth experience. (5 reviews) - Users find Klient PSA to provide **solid project management integration** within Salesforce, enhancing workflow consistency and reporting. (4 reviews) - Users value the **comprehensive features** of Klient PSA, appreciating its balance of simplicity and adaptability for various workflows. (3 reviews) - Users value the **flexibility** of Klient PSA, as it adapts seamlessly to various consulting workflows and processes. (3 reviews) - Users value the **effective resource management** in Klient PSA, enhancing visibility and streamlining workflow for consulting firms. (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 face a noticeable **learning curve** with Klient PSA during initial configuration, though it performs well once set up. (2 reviews) - Users note the **missing features** in Klient PSA, especially in revenue recognition and PDF customization, affecting usability. (2 reviews) - Users face a **steep learning curve** initially, which requires time to configure the Klient PSA effectively. (2 reviews) - Users note that **time consumption** in learning and managing complexity significantly impacts their efficiency with Klient PSA. (2 reviews) - Users note the **unnecessary customization** efforts required in Klient PSA for tailored process alignment, indicating room for improvement. (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 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?page=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-13+19%3A56%3A29+-0500&secure%5Bsession_id%5D=2d0529d5-fabd-41b4-9c17-ef265400ad1f&secure%5Btoken%5D=bfc731cb55f2d9427a63ab22be007c96a878e6e7a3c5ec0b5d0f3497bf9abcfe&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 **Planning** - Resource Definiton - Capacity - Scheduling **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Optimization** - Performance - Forecasting - Corrections **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Analytics** - Forecasting - Reporting - KPIs **Administration** - Standard Integrations - Workflow - Access Management **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance ## 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 (1,451 reviews) - [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) - 4.3/5.0 (644 reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.5/5.0 (1,695 reviews)