Klient PSA Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users commend the ease of use of Klient PSA, finding it intuitive and efficient for daily tasks. (5 mentions)

Users value Klient PSA for its integrated project management that enhances workflow and improves data accuracy and reporting. (4 mentions)

Users highlight the comprehensive features of Klient PSA, praising its ease of use and flexibility for various workflows. (3 mentions)

Users value the flexibility of Klient PSA, enabling easy customization to fit various consulting workflows and processes. (3 mentions)

Users commend the resource management capabilities of Klient PSA, enhancing visibility and efficiency in project tracking and utilization. (3 mentions)

Users face a challenging learning curve initially, but the platform ultimately provides smooth and consistent performance. (2 mentions)

Users note the missing features in revenue recognition and customizable PDFs in Klient PSA, affecting overall functionality. (2 mentions)

Users face a steep learning curve when configuring Klient PSA, requiring time to understand the platform fully. (2 mentions)

Users find the time-consuming learning process for advanced forecasting in Klient PSA to be a challenge. (2 mentions)

Users find unnecessary customization in Klient PSA burdensome, as it complicates processes and demands extensive adjustments. (2 mentions)

5 Pros or Advantages of Klient PSA

1. Ease of Use

Users commend the ease of use of Klient PSA, finding it intuitive and efficient for daily tasks.

See 5 mentions

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Jeremy W.

Small-Business (50 or fewer emp.)

5.0/5

"A simple yet flexible PSA for consulting firms on Salesforce"

What do you like 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

Kaytlin P.

Small-Business (50 or fewer emp.)

5.0/5

"Clear Visibility Into Projects, Resources, and Profitability"

What do you like 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 visib

2. Project Management

Users value Klient PSA for its integrated project management that enhances workflow and improves data accuracy and reporting.

See 4 mentions

See Related User Reviews

Kaytlin P.

Small-Business (50 or fewer emp.)

5.0/5

"Clear Visibility Into Projects, Resources, and Profitability"

What do you like 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 visib

Skip K.

Mid-Market (51-1000 emp.)

4.5/5

"Effective PSA for Financial Visibility"

What do you like 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.

3. Comprehensive Features

Users highlight the comprehensive features of Klient PSA, praising its ease of use and flexibility for various workflows.

See 3 mentions

See Related User Reviews

Jeremy W.

Small-Business (50 or fewer emp.)

5.0/5

"A simple yet flexible PSA for consulting firms on Salesforce"

What do you like 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

Martin C.

Mid-Market (51-1000 emp.)

5.0/5

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

What do you like 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

4. Flexibility

Users value the flexibility of Klient PSA, enabling easy customization to fit various consulting workflows and processes.

See 3 mentions

See Related User Reviews

Jeremy W.

Small-Business (50 or fewer emp.)

5.0/5

"A simple yet flexible PSA for consulting firms on Salesforce"

What do you like 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

Kaytlin P.

Small-Business (50 or fewer emp.)

5.0/5

"Clear Visibility Into Projects, Resources, and Profitability"

What do you like 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 visib

5. Resource Management

Users commend the resource management capabilities of Klient PSA, enhancing visibility and efficiency in project tracking and utilization.

See 3 mentions

See Related User Reviews

Kaytlin P.

Small-Business (50 or fewer emp.)

5.0/5

"Clear Visibility Into Projects, Resources, and Profitability"

What do you like 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 visib

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"A reliable, evolving and dependable PSA"

What do you like 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

5 Cons or Disadvantages of Klient PSA

1. Learning Curve

Users face a challenging learning curve initially, but the platform ultimately provides smooth and consistent performance.

See 2 mentions

See Related User Reviews

Kaytlin P.

Small-Business (50 or fewer emp.)

5.0/5

"Clear Visibility Into Projects, Resources, and Profitability"

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

Robert H.

Mid-Market (51-1000 emp.)

5.0/5

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

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 smooth

2. Missing Features

Users note the missing features in revenue recognition and customizable PDFs in Klient PSA, affecting overall functionality.

See 2 mentions

See Related User Reviews

Jeremy W.

Small-Business (50 or fewer emp.)

5.0/5

"A simple yet flexible PSA for consulting firms on Salesforce"

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 dealbr

Michael G.

Enterprise (> 1000 emp.)

4.5/5

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

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

3. Steep Learning Curve

Users face a steep learning curve when configuring Klient PSA, requiring time to understand the platform fully.

See 2 mentions

See Related User Reviews

Kaytlin P.

Small-Business (50 or fewer emp.)

5.0/5

"Clear Visibility Into Projects, Resources, and Profitability"

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

Verified User

Small-Business (50 or fewer emp.)

4.5/5

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

What do you dislike about Klient PSA?

There's a lot to learn about it, and this takes some time.

4. Time-Consumption

Users find the time-consuming learning process for advanced forecasting in Klient PSA to be a challenge.

See 2 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

4.5/5

"A reliable, evolving and dependable PSA"

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 s

Verified User

Small-Business (50 or fewer emp.)

4.5/5

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

What do you dislike about Klient PSA?

There's a lot to learn about it, and this takes some time.

5. Unnecessary Customization

Users find unnecessary customization in Klient PSA burdensome, as it complicates processes and demands extensive adjustments.

See 2 mentions

See Related User Reviews

Jeremy W.

Small-Business (50 or fewer emp.)

5.0/5

"A simple yet flexible PSA for consulting firms on Salesforce"

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 dealbr

Michael G.

Enterprise (> 1000 emp.)

4.5/5

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

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

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

edit

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

edit

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

edit

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

edit

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.

Chuck M.

Mid-Market (51-1000 emp.)

4/25/2023

"Excellent PSA tool that connects all the dots!"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Nothing is worth mentioning as they always listen and work hard to introduce improvements. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Katie B.

CEO

Information Technology and Services

Small-Business (50 or fewer emp.)

6/27/2023

"Top notch customer service"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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Éric B.

Mid-Market (51-1000 emp.)

5/17/2023

"Friendly, professional, knowledgeable, the solution does what it is supposed to do!"

5/5

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! Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.