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.

Here's how.

John C.

Delivery Director, Salesforce Practice

Small-Business (50 or fewer emp.)

8/28/2019

"Krow is key to running our business"

4.5/5

What do you like best about Klient PSA?

Overall, very easy for our users to log their Timesheets each week and each month our Finance team gets a feed for invoicing our clients. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

I still do not have a full grasp of how the Forecasting and Resource planning works, and that area does not seem to be easily reported on. Review collected by and hosted on G2.com.

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

Again, it's primarily the financial aspects of running a professional services firm -- Timetracking to Invoicing. Initially as Salesforce consultants, we faced the build versus buy decision. We needed something in place quickly for running our business, and it has worked so well for us, that we've never revisited that decision. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

3/19/2020

"Very convenient and clean"

5/5

What do you like best about Klient PSA?

Clean UI, many options, organized. Alot of available variety in menus for all types Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

loading times, lags. But that is all, everything else good Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

3/20/2020

"Recommendation of Krow"

4/5

What do you like best about Klient PSA?

What I like best is the ease of creating a project and creating the subtasks within. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

I feel the project data i.e., financials has too many fields. I would recommend only revenue, margin, and percentage. Review collected by and hosted on G2.com.

Rory Ebanks M.

Director, Information Security Advisory

Small-Business (50 or fewer emp.)

4/8/2019

"Great Implementation Support & the tool is configurable"

4.5/5

What do you like best about Klient PSA?

My company experience with Krow thus far have been great, I especially appreciate the implementation personnel (Mike) which was assigned. Krow is built on the Salesforce platform which makes integration with our sales process easy. I like how Krow allows most items to be configurable, although there is a steep learning curve. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Some of the downsides with Krow is that, there are certain features which are not configurable by the user as yet. E.g. Project Status Report. The environment was slow when initially installed, however after tweaking the user permission and updates to Salesforce this have increased tremendously. Krow does not keep a adequate track of the Time-off request per year for each user, the system does not have a running balance of time off and will restrict a user from submitting a time-off request if there leave balance have been exceeded. Mobile app is not easy to use for Timesheet entry. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Adequate functionality for a small to medium size business. Review collected by and hosted on G2.com.

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

Krow have provided our organization with visibility into the utilization of resources, project management, and numerous notifications to keep abreast of the company. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

Originally submitted 8/28/2019

"Great Software, but Poor Documentation"

3.5/5

What do you like best about Klient PSA?

Krow is a great PSA and fulfills most of our needs. Krow is constantly releasing new functionalities. Several of our enhancement requests were in the next release cycle. The support team have been fairly responsive. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

While Krow is releasing new functionalities, the documentation is not kept up-to-date on the portal. Krow contains over 100 configurable settings, but we cannot figure out the impact of the setting. With better documentation, I don't have to reach out to Krow support every time. Review collected by and hosted on G2.com.

Joe M.

Sales and Customer Success

Computer Software

Small-Business (50 or fewer emp.)

8/27/2019

"True PSA functionality in native SalesForce application!"

5/5

What do you like best about Klient PSA?

Truly integrated functionality that goes way beyond the SalesForce functionality available in SalesForce Cloud Coach Milestones. Easy to use and you can leverage your SalesForce skills without having to learn a new toolset. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Documentation could be improved to allow advanced integrations/configurations without having to rely so heavily on partners. True collaboration with customers is limited unless you upgrade to Community Plus licenses. Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

12/3/2019

"Currently Implementing KROW"

4/5

What do you like best about Klient PSA?

I love the seamless native integration with Salesforce. I like how we can control a lot of the implementation. The Krow Team is also friendly and helpful. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

So far no dislikes since we haven't fully launched it yet. Review collected by and hosted on G2.com.

Jack H.

Small-Business (50 or fewer emp.)

12/20/2019

"End User in small consultancy"

4/5

What do you like best about Klient PSA?

The reportability of timesheet splits helps me understand how our business develops Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

The clunky UI of time entry is sometimes painfully slow Review collected by and hosted on G2.com.

Verified User in Real Estate

Mid-Market (51-1000 emp.)

12/3/2019

"Game changer tool for our professional services team"

4.5/5

What do you like best about Klient PSA?

I love that we can finally get out of google docs and random word documents and into Krow! You guys also have pretty great documentation! Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

I think some of the functionality is sometimes a bit confusing such as the resource planner. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

9/5/2019

"Krow is a great tool that provides a visibility into the utilization of resources and much more"

5/5

What do you like best about Klient PSA?

Krow is very easy to use, the Resource Planner is clear and the Time Off functionality allows us to capture all unavailability with out much fuss. The functionality of creating project from a template is great as it allows our team members to create project quickly and minimize the amount of mistakes made. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Even so the user guides are there, some of them could improve slightly. Review collected by and hosted on G2.com.