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

Show More Integrations

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.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

1/9/2020

"Very Easy & Intuitive UI"

4/5

What do you like best about Klient PSA?

We recently started using Krow it is very easy to use, interactive & intuitive UI. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

As we have recently started using it and so Nothing as of now. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

9/12/2019

"Do the job - need the WOW!"

3.5/5

What do you like best about Klient PSA?

Once you know it is reliable, stable releases, SFDC and Slack integration, have the essentials for a PSA tool, It has improved in Gantt , Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

It is complicated to make it work as external collaboration tool and task manager is not that straigfhtfwd .. also the look & feel (well all SFDC) is getting old fashioned. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

1/22/2020

"Comprehensive and detailed project management functionality"

4/5

What do you like best about Klient PSA?

Progress reporting and resource scheduling across projects Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

some lack of consistency when making updates as to when/how it saves Review collected by and hosted on G2.com.

Verified User in Management Consulting

Mid-Market (51-1000 emp.)

9/3/2019

"Krow runs our business"

5/5

What do you like best about Klient PSA?

Native on Salesforce. Integrated with our Financials - Sage Intacct. Complete Suite including Proposals, Projects, Time & Expense, Retainer Billing, Revenue Recognition and more. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

None really. Documentation and videos could be improved. Review collected by and hosted on G2.com.

Niklas K.

PMO Intern

Mid-Market (51-1000 emp.)

4/10/2019

"Powerful PSA tool"

3.5/5

What do you like best about Klient PSA?

We went from using a spreadsheet for resource planning, to be using Krow mainly. It was a bit of a learning curve, but we quickly got a hang of it and now we are very happy about all the data we can collect via the tool. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Reporting can be a bit tedious as it is built in silos and not having a map of what report types tie together makes it a hassle to guess sometimes. Review collected by and hosted on G2.com.

Jillian K.

Director of Marketing

Marketing and Advertising

Small-Business (50 or fewer emp.)

1/2/2019

"Best detail-oriented project management tool"

5/5

What do you like best about Klient PSA?

Love the ability to create workflows down to the task level, and integrate them with time. Makes training and documenting complex processes so, so, so much easier. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Nothing so far. We know the knowledge base will grow as the userbase does. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Get several demos and ask a lot of questions. Review collected by and hosted on G2.com.

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

Time tracking has become much more consistent. Moving a project from the sales cycle (in Salesforce) to the professional services without losing any historical data has been huge. It gives our services team much greater insight into what happened during sales, and sets each project off with a well defined process. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

Originally submitted 10/27/2018

"Krow is the best PSA I have used"

5/5

What do you like best about Klient PSA?

I have been in professional services for almost 20 years. During that time I have been a customer or used multiple timesheet/PSA solutions. They include a custom bespoke PSA solution with a huge American IT firm, timesheets.com.au, Netsuite OpenAir, PeopleSoft, and now Krow. By far Krow has been our most successful tool.

What we love:Built on Salesforce has been a huge advantage to others because:No integration to our CRM (we use Salesforce), Krow simply extends SF objects

You can use the SF report builder with Krow objects

Most dashboard tools can present SF reports. Therefore they can also report on Krow reports

SF works with Okta, so Krow works with Okta

Integration to our Accounting system - Xero

Very fast and easy to create Projects and Bookings. No batch jobs and tedious data entry like we expected with OpenAir (note: this might be better now. we were using it circa 2015).

We can do Timesheets, Expenses, Resource Scheduling, Invoicing, Forecasting, Contractor bills, Rate cards all in one system Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

The only thing I dislike about Krow was the time it took to implement. I was expecting it to be a 4 week process however it ended up taking a little over 3 months. However, to their credit the implementation cost was unchanged, it just took much longer than expected.

No local support in the Asia Pacific region. The implementation team in Canada is awesome, special call out to Mike Howe, however a weekly teleconference during implementation was probably the reason the implementation took so long. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Allow suitable time for the implementation before you go live with the product. Make sure the administrator of the product is involved in the implementation process. It was the best way I learned the project Review collected by and hosted on G2.com.

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

In our last business we had 3 people for an 100 person professional services firm to manage finance, resource management, and operations. Now, we are able to achieve this with a single FTE. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

8/27/2019

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

"Krow PSA app is too good and friendly use for project handling"

5/5

What do you like best about Klient PSA?

Project handling is too good. hours reporting and Invoicing Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Every thing is good and i don't have any dislikes for this app. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

4/9/2019

"A PM Tool with Limited Resource Utilization Functionality"

3/5

What do you like best about Klient PSA?

Salesforce integration, reporting, Customizable to your company. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

There is no resource leveling for the product. Release notes do not provide enough information to properly utilize new services or functionality Review collected by and hosted on G2.com.

David B.

Salesforce.com: Architect & Developer

Information Technology and Services

Mid-Market (51-1000 emp.)

10/30/2018

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

"Enticing UI / very functional / great customer service"

5/5

What do you like best about Klient PSA?

It's a native Salesforce application, everything is built into the existing platform, so you can extend and build upon it as you wish. There are no issues around having to deal with another application to integrate with, since Krow lives with your other data. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

There is training documentation, but it's a little thin in places. Screenshots and/or videos and simply more entries with applicable user stories would greatly enhance the experience. Review collected by and hosted on G2.com.