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.

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Verified User in Telecommunications

Small-Business (50 or fewer emp.)

4/9/2019

"Lovely Project management tool with flexibility of automation"

5/5

What do you like best about Klient PSA?

Tasks management and Gantt chart functionality and multiple templates configuration Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Automation tools are not native, we wrote lots of workflows to automate Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

4/8/2019

"Great scheduling tool integrated with Salesforce"

4.5/5

What do you like best about Klient PSA?

Krow is easy to use, and allows for full blown project scheduling. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Resourcing is still a little clunky, but the guys from Krow have been great to work with. They listen to client feedback, and are continually making changes to improve the product. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

n/a Review collected by and hosted on G2.com.

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

We needed a scheduling tool that was easy to use, and visible to all members of the organization. Krow has given us the capability to implement both enterprise-wide scheduling and resource planning. Review collected by and hosted on G2.com.

Verified User in Computer Software

Small-Business (50 or fewer emp.)

Originally submitted 4/10/2019

"Simple, Quick PSA Tool"

4/5

What do you like best about Klient PSA?

Intuitive design combined with lightning fast platform Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Clunky time entry functionality. Lack of pre-built reports. Review collected by and hosted on G2.com.

Verified User in E-Learning

Small-Business (50 or fewer emp.)

4/10/2019

"Good but with some limitations"

4/5

What do you like best about Klient PSA?

Project management. Cronograms can be the same for internal planning and to give to the clients. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

It is not possible to separate between different companies. For example: all the resources of all the companies have access to all the project templates, not only to those of their company. And the administrators can see all the human resources of all the companies, not only those of their company. Review collected by and hosted on G2.com.

Verified User in Utilities

Small-Business (50 or fewer emp.)

3/7/2019

"Great Salesforce Native Add On"

4/5

What do you like best about Klient PSA?

I like how it is a simple and cost-effective PSA tool that can be added to SF quickly. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

For the price, there isn't much more I could expect and dislike honestly. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Look into what integrations you will need on top such as document generation tools and email integration. Review collected by and hosted on G2.com.

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

We use it to automate our project workflow for quotes and service contracts as well as create team task organization. Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

10/2/2018

"Krow PSA answered all our needs plus"

5/5

What do you like best about Klient PSA?

Krow gave us an easy to use way to track revenue and time for employees against projects and deliverables. Compared to the last software we were using Krow has saved us time and our employees have not enjoyed the easy to use solution. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Implementation could have been a little smoother with a lot more training. I know there is more to Krow then what we are using. Review collected by and hosted on G2.com.

Emma W.

Salesforce Analyst

Information Technology and Services

Mid-Market (51-1000 emp.)

12/13/2017

"PSA for Success"

5/5

What do you like best about Klient PSA?

Out of the box Krow Software provides a complete PSA solution within Salesforce. For an end user, the Krow Interface is sleek, modern and easy to use. From an administrator perspective, Krow allows you to run simple and complex processes on top of their tool to allow you to meet any custom business requirements you face, or to support existing integrations. The Krow team have been extremely helpful in providing support and guidance, are very responsive to ideas and bugs and their product roadmap is focused on customer success Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

When we first starting building out our Phase 1 requirement in our Sandbox area we noticed that Krow did not have as much user documentation as we were hoping for and being in a different time zone made initial conversations difficult. Since then we have been in regular communications with the Krow Team and their documentation and materials library has been increasing. Review collected by and hosted on G2.com.

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

We are in the first phase of our PSA journey which is specifically around project planning, and already we are seeing powerful insights about our service delivery model and time allocation that we simply didn't have access to before. it is allowing us to standardize processes across our business globally and that really is a massive win for us Review collected by and hosted on G2.com.

April S.

Logistics Coordinator

Computer Software

Small-Business (50 or fewer emp.)

12/12/2017

"Krow helps overall"

4.5/5

What do you like best about Klient PSA?

Krow provides our company with visibility into projects and resource utilization at multiple useful levels for the company. From the Project Management and resource level to Executive high level reporting of overall project status and reporting. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Based on being one of the first to use Krow, our hardest part was our initial ramp up and then identifying areas that were changing and we were not fully aware how to use. We are currently going thru identifying training gaps and the Krow team has been fabulous at walking us thru improvements of the usage of the functionality available. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

I highly recommend the use of Krow for project management, time keeping, data analysis, and most importantly once in use Executive visibility to employee utilization. Review collected by and hosted on G2.com.

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

Project Visibility, resource funding visibility, more accurate reporting to just name a few. We are able to view actual time required at a task level for a project and adjust our customer pricing as need be when we see the trends change over time. Review collected by and hosted on G2.com.

Nikki T.

Director Project Management & Education and Training Departments

Computer Software

Small-Business (50 or fewer emp.)

12/12/2017

"FInding our Way"

3.5/5

What do you like best about Klient PSA?

I like the project tracking capability to show hours at various levels (incurred, milestone, task) as applied to a project. The summary of the budget hours and time completion along with the tasks specific details on spending is highly beneficial. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

We struggled with the setup and full use of the application. In hindsight I would say we needed more training and guidance from the Krow team in the very beginning. That said, the Krow team has been very generous with answering our questions and giving assistance. The training we recently purchased has been eye opening and we are excited to really get using Krow. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Explore the possibility of getting training from the Krow team to ensure your setup and use of the application is maximized. There is so much to know about the application. Especially recommend if you don't have a Salesforce Savvy admin. Review collected by and hosted on G2.com.

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

Overall budget and time tracking for projects. Review collected by and hosted on G2.com.

Verified User in Public Relations and Communications

Small-Business (50 or fewer emp.)

12/7/2017

"Krow System Implementation"

4.5/5

What do you like best about Klient PSA?

We just went live on December 1 so this review is more about working with the Krow implementation team. They have been great to work with and very helpful throughout the whole process. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Can't really say yet as we have just completed training and have just begun to use. Everyone who was trained feels it is very easy to use on the desk top and are eager to get started. That being said, what I like the least at this stage is the mobile app as it is not able to show drop downs as we need it to. Our implementation team is working on this so we hope to have solved soonest. Review collected by and hosted on G2.com.