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.

G2 reviews are authentic and verified.

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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.

ÉB

Éric B.

Associé fondateur

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.

James S.

CEO & Co-Founder

Small-Business (50 or fewer emp.)

6/22/2023

"CEO"

5/5

What do you like best about Klient PSA?

Invoicing integration with Quickbooks, project management, resource management and project profitability. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Improved collaboration and pm functions similar to Smartsheets Review collected by and hosted on G2.com.

Germain H.

Founder and HR Consultant

Small-Business (50 or fewer emp.)

8/17/2022

"A turning point in our growth"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Human Resources

Small-Business (50 or fewer emp.)

8/22/2022

"Must-have tool for project management"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Mandi C.

Mid-Market (51-1000 emp.)

Originally submitted 3/20/2020

"Clean look, great functionality, slow implementation"

4/5

What do you like best about Klient PSA?

We researched a ton of different project management options. This truly does it all: Resourcing, connecting pipeline to resources, contracts, timelines, time-tracking, invoices, margins, tasks, reporting, and revenue recognition. I love how integrated the work we are doing is to the timeline and accounting needs. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

The implementation is slow. If you rely on them to manage it will take forever. They recommend 1 hour a call a week. This is not enough and their documentation for training is lacking. If I had to do over again I'd request 2 days of dedicated configuration services. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

This product had a lot of potential. It's great that you can upload MS Project plans to get your started as you migrate timelines. The navigation can take some getting used to, but once you get comfortable it is able to do everything you need to successfully manage a project. I love the Kanban "My work" tab, this has been great for our team to prioritize tasks across multiple projects. Review collected by and hosted on G2.com.

What problems is Klient PSA solving and how is that benefiting you?

We had too many systems that were disconnected. Our goal was to get to one source of truth and one place for all teams to see the health of a project. By implementing Krow we would gain efficiency with less double entry of data and more visibility into the data being entered across platforms. Review collected by and hosted on G2.com.

Andrew H.

Salesforce Administrator

Small-Business (50 or fewer emp.)

1/9/2020

Business partner of the seller or seller's competitor, not included in G2 scores.

"My Krow Review"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Ryan R.

Marketing Automation Specialist

Small-Business (50 or fewer emp.)

1/9/2020

"I use KROW for project management"

5/5

What do you like best about Klient PSA?

I love 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. It's a place where I can see all my current tasks. I even color coded my projects for easy quick reference. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems is Klient PSA solving and how is that benefiting you?

We are getting projects done faster, cleaning up our email inbox, and tracking projects better than before. It has really prevented items from falling through the cracks. Review collected by and hosted on G2.com.

Steve B.

Principal

Small-Business (50 or fewer emp.)

Originally submitted 12/3/2019

"Krow review after being live a few months"

3/5

What do you like best about Klient PSA?

That all of the firm functions are in the same system and that it's built on Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

The project management functionality could be better. Krow should look to SmartSheet and even MS Project for product improvement ideas. Review collected by and hosted on G2.com.