Klient PSA Reviews & Product Details

Klient PSA is a Professional Services Automation (PSA) platform built 100% natively on Salesforce. It is designed for professional services organizations of roughly 50 to 1,000 people — consulting firms, SaaS services teams, systems integrators, and agencies — that already run on Salesforce and want delivery, finance, and customer data in one system instead of in a PSA bolted on beside the CRM. Because Klient PSA runs inside your existing Salesforce org, projects, resources, timesheets, and invoices share the same records, permissions, and reports as your pipeline. Klient PSA is sold as a Salesforce-native application and includes the Salesforce platform license required to run it, so buyers do not need to purchase a separate Salesforce subscription to get started. Klient Insights, included in Klient PSA from release 51.13, is a dashboard workspace inside Salesforce. It answers four recurring delivery questions on one live screen: where margin is being lost, who is free in the next 12 weeks, what time is unbilled, and which clients need attention this week. Templates cover Profitability, Capacity and Demand, Revenue and Billing, and an Account and Project Scorecard. Any number opens the records behind it, and Play mode runs the review meeting from the dashboard. What Klient PSA does Project management: templates, Kanban boards, Gantt charts, and task grids to plan and deliver projects on time and on budget. Resource management: assign people by skill, availability, and priority, and forecast billable utilization and capacity. Time and expense tracking: log time and expenses in seconds, with approval workflows that feed billing and forecasting. Billing and financials: pre-invoicing, invoice generation, revenue recognition, and accounting connectors for QuickBooks, Xero, Sage Intacct, and Accounting Seed. Customer collaboration: a customer portal for real-time status, shared documents, and approvals. Estimates and forecasting: quote work from the Salesforce opportunity and carry the estimate through to delivery and invoicing. AI agents inside your PSA Klient PSA includes a catalog of nine Agentforce AI agents that act on live PSA data inside Salesforce: SCOPEY1 for business analysis, PLANNY1 for project management, TIMEY1 for timesheets, STAFFY1 for resource management, CASEY1 for customer support, GUIDY1 for customer onboarding, TOUCHY1 for project touchpoints, DEVY1 for software development, and KNOWWY1 for knowledge. Klient PSA also ships MCP1, a Model Context Protocol server, so external AI assistants can read and update PSA data under existing Salesforce permissions. Implementation and support Klient PSA installs as a managed AppExchange package. Implementation is delivered by Klient's services team or a certified implementation partner, and covers configuration workshops, data migration, and administrator training. Ongoing support is provided by Klient's own team. Editions Three editions are sold annually — Professional, Enterprise, and Ultimate — with current per-user pricing shown in the Pricing section of this profile. The Ultimate edition includes every AI agent; agents can also be added individually to the other editions. Built by consultants for consultants, Klient PSA covers the full project lifecycle — estimation, planning, delivery, time tracking, billing, and reporting — on one Salesforce-native platform. Klient PSA was previously listed as Krow PSA. Older reviews and discussions on this profile that mention Krow refer to the same product.

Seller

Klient Software

Discussions

Klient PSA Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Yanick Abraham (Founder & CEO)

Used by PlansAnywhere and 2 others

Beta

Pricing

Pricing provided by Klient PSA.

Professional

$39.00

1 User Per Month

View More Pricing Information

Klient PSA Integrations

(10)

Verified by Klient PSA

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Klient PSA Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is Klient PSA, and what problem is it built to solve?

Klient PSA is a managed Professional Services Automation application installed in a customer’s Salesforce org. It brings project delivery, resource planning, time and expense capture, billing, and revenue recognition together with the sales pipeline on the same records.

What languages does Klient PSA support?

Klient PSA supports 1 language: English.

What company sizes and industries is Klient PSA the best fit for?

Klient PSA’s strongest fit is among small and mid-market professional services teams, with reviewer backgrounds clustering in these segments:

Company size: Small businesses and mid-market organizations.
Industries: Consulting, computer software, and information technology and services.

How long does it take to implement Klient PSA across a team?

Implementation most often takes 1–3 months, though the timeline can vary with configuration, migration, and the scope of the rollout.

Time to go live	Relative frequency
1–3 months	Most common
Less than 1 month	Also common
3–6 months	Less common
Less than 1 day	Occasional
6–12 months	Occasional

What customer support options does Klient PSA provide, and how do users find the overall support experience?

Klient PSA support is available through chat and phone, including 24/7 live-rep support. The support experience is described as responsive and helpful, with teams valuing knowledgeable answers and hands-on assistance; however, documentation and training guidance can be uneven.

What is the experience like for teams switching to Klient PSA from another tool?

Teams have moved to Klient PSA from tools such as Harvest, Toggl, Smartsheet, Wrike, and other standalone or homegrown systems when they needed stronger PSA functionality or a closer connection between sales, project delivery, time, and financial data. The transition can require careful setup and time for users to learn the system, but it can bring project and resource information into Salesforce, reduce manual reconciliation, and make reporting across delivery and sales more connected.

What tools and platforms does Klient PSA integrate with, and how do these integrations help users get more value from the product?

Klient PSA offers 10 integrations. They connect accounting, communication, and document workflows with project operations:

Accounting: Accounting Seed, AFAS, QuickBooks Free, QuickBooks Online, Sage Intacct, and Xero.
Communication and productivity: Constant Contact, Microsoft Outlook, and Slack.
Document generation: PDF Butler.

In daily use, these connections can help teams keep financial workflows and project information linked, while communication and document tools support updates and routine project work.

What features or capabilities could make Klient PSA even more useful?

Klient PSA could be more useful with deeper reporting, more flexible resource planning, and clearer guidance for configuring and using its extensive functionality.

Expand reporting options, including more ready-to-use reports and easier access to detailed financial and operational views.
Refine resource planning with clearer capacity and availability visibility and more flexible allocation of task time.
Strengthen documentation and training guidance so teams can understand settings, workflows, and new capabilities more easily.

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Michiel H.

Sales | Adviseur

Small-Business (50 or fewer emp.)

3/27/2026

"Powerful Tool with Intuitive Resource Planner"

4.5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

It is so large and powerful that you must choose carefully which functionalities to focus on. Review collected by and hosted on G2.com.

Response from Rosalie Chassat of Klient PSA

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Thank you Michiel 🙏 Great to hear the resource planner is pulling its weight, and that that your enjoying working with our team during your implementation.

Your point about the breadth is fair. There's a lot in there, and the trick is starting with what moves the needle for you and layering the rest in over time. To many more successful years with Klient!

Robert H.

Chief Revenue Officer

Mid-Market (51-1000 emp.)

1/15/2026

"Klient PSA, the best option for managing professional services on the Salesforce Platform"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Rosalie Chassat of Klient PSA

edit

Thank you for this, Robert 🙌 Having project status, time, milestones and utilization all in one place is exactly what we're building toward, so it's great to hear it's working that way for your teams.

On the learning curve, fair point, and aligning the configuration to your own processes is usually where the real work sits.

By the way, we just revamped our eLearning courses to make that ramp-up faster and more interactive, link below👇. Whenever you need a hand, our support team is there, and so is your CSM.

See how Klient PSA improved

Verified User in Telecommunications

Mid-Market (51-1000 emp.)

Originally submitted 10/3/2022

"Great integration and training process and helpful team throughout the whole process"

4.5/5

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Rosalie Chassat of Klient PSA

edit

Thank you for taking the time to write this. Glad the integration and training went smoothly, that's what we aim for.

On the Gantt, your hunch about the version was right. We've made big improvements to the Workspace since 2022, to the point where some customers tell us it's almost unrecognizable 🤩, so it's well worth upgrading to the latest version. I invite you to check out our documentation on the Project Workspace, to see what it looks like today.

See how Klient PSA improved

Martin C.

Sr. Director, Professional Services

Mid-Market (51-1000 emp.)

10/15/2025

"Klient: Easy Setup, Powerful Features, and Outstanding Support"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Rosalie Chassat of Klient PSA

edit

Thank you so much for taking the time to share this Martin 💙 Hearing that about our support team means a lot, that responsiveness is something we work hard at, so it's great to know it lands.

On the Workspace/Gantt performance latency, it's also one we've kept investing in and there have been real gains shipped since you wrote this, so complex plan updates should feel noticeably smoother. If anything still feels sluggish on your end, tell us and we'll get our team on it!

Joris V.

CEO

1/16/2026

"Efficient Automation with Challenging Configuration"

4/5

What do you like best about Klient PSA?

I appreciate that the organization behind Klient PSA is very responsive to our questions. Additionally, Klient PSA integrates well with Salesforce, which helps us better align the sales processes with our operations. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

There is quite a lot of configuration needed, as with any other software, to adapt Klient PSA to our own business processes. Review collected by and hosted on G2.com.

Response from Yanick Abraham of Klient PSA

edit

Thank you Joris for sharing your experience !

It is great to hear Klient PSA is supporting automation across areas like invoicing, planning, and forecasting, and that the Salesforce integration and our team’s responsiveness are working well for you.

On configuration, you are highlighting an important point. Klient is designed to adapt when teams have custom processes, which requires some setup to align the tool properly. For teams with simpler workflows, the out of the box features are structured to be easy to use and quick to adopt.

Thank you again for taking the time to leave a review.

Michael G.

Manager Systems Architecture & Implementation

Enterprise (> 1000 emp.)

8/14/2025

"Great flexibility and constant improvements — strong solution for Professional Services"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Yanick Abraham of Klient PSA

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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.

Thomas F.

Cybersecurity Specialist

Small-Business (50 or fewer emp.)

3/4/2026

"Very Easy to Use Yet Highly Configurable"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Yanick Abraham of Klient PSA

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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.

Frank W.

Salesforce-consultant & Product Owner

Small-Business (50 or fewer emp.)

8/20/2025

"Excellent Support Team and a PSA Solution that fits your needs."

5/5

What do you like best about Klient PSA?

The client's enthusiasm and drive to improve the package based on user feedback. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Yanick Abraham of Klient PSA

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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.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

10/16/2025

"Great Project Management on Salesforce, but Steep Learning Curve"

4.5/5

What do you like best about Klient PSA?

Its solid project management that we can augment because its on Salesforce Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

There's a lot to learn about it, and this takes some time. Review collected by and hosted on G2.com.

Response from Rosalie Chassat of Klient PSA

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Thanks for the honest feedback 🙏, and glad the Salesforce foundation is paying off for you.

You're right that there's a lot to learn. We just revamped our eLearning courses for exactly that reason, hopefully that's a more interactive and efficient way to learn about Klient. Worth a look for your team, link below.

And if there's a specific area you're stuck on, reach out to our team!

See how Klient PSA improved

Tim N.

Partner

Mid-Market (51-1000 emp.)

7/10/2023

"Klient - a flexible, sophisticated PSA tool built in Salesforce"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.