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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Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

12/20/2019

"Great product to help drive growth, schedule projects and improve visibility"

4/5

What do you like best about Klient PSA?

The project creation is pretty simple and easy to use, visibility of data all within the salesforce platform, ease of timecard / expense logging, project Gantt charts. Out of the box integrations are useful. Great visibility into in-flight projects for the sales team. Customisation and reporting due to being on the Salesforce platform. Instant calculations of utilisation and totals for the given week when entering timecards are a nice little feature. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Limited customisation in certain areas, would like to be able to customise some of the automated areas of the product, such as invoice generation, this is limited in terms of aggregating line items from timecards. A lot of fields present so a bit of a learning curve to figure out what their purposes are. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Look at creating a couple of custom report types to be able to report on more than the out of the box reports provide, they are however easy to set up using the standard platform reporting. Review collected by and hosted on G2.com.

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

Great product to allow us to efficiently track projects, timelines, availability of consultants and generate accurate invoices monthly. Ability to get monthly reports out to customers at the click of a button. Review collected by and hosted on G2.com.

Verified User in Real Estate

Small-Business (50 or fewer emp.)

12/19/2019

"Great onboarding experience!"

5/5

What do you like best about Klient PSA?

Ralph and Melissa have been a great help during our onboarding process. They and the implementation team have been available for all of our questions, and have been extremely knowledgeable during our weekly calls Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Still in onboarding, have not found anything to dislike yet Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Definitely try out the free demo, and ask a representative to set up a live demo with you. Come prepared with a list of questions and items related to what problems you want to solve using Krow and they'll be able to help you out! Review collected by and hosted on G2.com.

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

Our project managers have about 70-100 projects to be onboarded on a monthly basis, plus we have a growing backlog of new projects. This tool will help us stay organized, template and automate a lot of our manual processes, and help us close projects out a lot faster and more efficiently Review collected by and hosted on G2.com.

Verified User in Management Consulting

Small-Business (50 or fewer emp.)

1/9/2020

"Solid Foundation, Work in Progress"

4/5

What do you like best about Klient PSA?

The ability to customize Krow to our business has been a true asset. While we're a professional services firm, we had distinct needs that Krow was able to adapt to. The development team has also been responsive to our feedback and continues to improve the product with each new update. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Krow still has some bugs, which made implementation more difficult for our team. The user interface also took a while to adjust to. Review collected by and hosted on G2.com.

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

Krow replaced several different systems that our organization used, but that didn't communicate with each other. Krow has made it easier to work (because we aren't going back and forth between the systems) and has improved our ability to understand our staff's utilization and our firm's profitability. Review collected by and hosted on G2.com.

Verified User in Real Estate

Mid-Market (51-1000 emp.)

3/19/2020

"Our team loves it"

5/5

What do you like best about Klient PSA?

You can basically setup Krow to do whatever you want. High customization, and we had a ton of support during the on-boarding process. We've gotten so much value from the tool, and we've only been using it for a few months. Great decision on our part to go with Krow. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

The Krow project layout with tasks and subtasks is a bit wonky. Our team is utilizing list views instead. Review collected by and hosted on G2.com.

Gunwinder S.

Salesforce Administrator

Information Technology and Services

Mid-Market (51-1000 emp.)

Originally submitted 6/8/2017

"Great product, met our requirements"

5/5

What do you like best about Klient PSA?

Krow is a enabler for Project Management and Time tracking with its out of the box features native on the platform. UI is seamless when it comes to accessing modules in Salesforce classic and lightening. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

It would be nice if Krow team provides site based license instead of per user license management which is recently rolled out. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Know maintains their release notes frequently in their customer portal. Periodic webinars highlighting new functionality introduced makes a life of an administrator easy.

If you plan to use Krow for your Organization document your current and future business requirements. It becomes easy to hash what is possible out of the box and what can be done basis the road map that Krow have. Review collected by and hosted on G2.com.

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

Project management, Time Tracking and reporting which our previous CRM was lacked. Krow PSA have improved our employee UX. Review collected by and hosted on G2.com.

Mel S.

Managing Director

Mid-Market (51-1000 emp.)

9/5/2019

"Great product / rich feature set / powerful development"

5/5

What do you like best about Klient PSA?

Our previous PSA solution was capable but development of the product and responsiveness to customer feedback was low. Having seen the pace of development and enrichment of the product from the Krow team we decided to make the switch. Krow is definitely a more modern solution and grows increasingly capable with each release. Responsiveness from the support team is prompt. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

I would agree with other reviewers that better support and implementation resources such as videos, documentation and community support would be very welcome as we're always keen to keep pace with the developments of the product and take advantage of them. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

3/21/2020

"Billing and reporting"

1.5/5

What do you like best about Klient PSA?

Approval workflow for timesheets, invoices, automatic for statutory holiday Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Reports with foreign currency better managed. Now the values are included USA, CAD, or else in the value so required manual manipulation in Excel that is not scalable. No custom views or report build for classic control use cases Review collected by and hosted on G2.com.

Verified User in Management Consulting

Small-Business (50 or fewer emp.)

1/9/2020

"Great project management tool."

4/5

What do you like best about Klient PSA?

I think the way tasks show up for each individual user is crucial to determine daily work. Additionally, the ganttt view for the project timeline with related tasks is a visually helpful. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

When editing or completing a task, once saved, the system kicks back out to the overall menu rather than staying at the task. This just makes it more time consuming to add and complete tasks, Review collected by and hosted on G2.com.

Alex F.

Mid-Market (51-1000 emp.)

12/19/2019

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

"It gets better as you use it"

5/5

What do you like best about Klient PSA?

I like the look and feel of the app but also the task system for projects is pretty awesome Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

I dislike how long it takes to load some pages Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

8/27/2019

"Krow is changing how we work"

4/5

What do you like best about Klient PSA?

Two things:

- Its built on Salesforce which means we have the flexibility to build as we grow. As new demands come forth in how we run our projects, what we report on and what we automate, we are able to enhance the tool to meet those needs.

- the Krow team. We rarely receive a "no" from this vendor. They work with us to make sure we can get what we need from the system. One way or the other. Their standard product is robust and, as much, as possible we stick close to that. But, when needed and with their help, we're able to customize. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Its almost unfair to put it out there but we will always want "one place to do everything". We're working hard with Krow to reduce the number of clicks and screens needed to complete everything that needs to be done in a project on a daily basis. Review collected by and hosted on G2.com.