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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James B.

Group Commercial Director

Media Production

Mid-Market (51-1000 emp.)

12/12/2017

"Krow deployment & integration"

5/5

What do you like best about Klient PSA?

In addition to excellent value of the product, Krow team have been, and continue to be (we are in early UAT) incredibly responsive and supportive in what is a very complex, integration build project across the 3 platforms; their advice and guidance has extended beyond simply the product, but into our business process.

Will post a further update when we go live and very happy to be contacted for direct references if helpful Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Nothing to dislike. This is a very complex build and we have just got into 1st level UAT and finding the Krow team really supportive through a process of repetition and iteration! Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

12/13/2017

"Easy to Use and Visual"

5/5

What do you like best about Klient PSA?

The system provides a single, integrated platform for Project Planning, Scheduling and Time submissions. It's easy for the team to see and understand what they're doing and when. These assignments translate easily to their Timesheets and makes timesheet submission an easy and efficient process. Reporting is as powerful as it utilizes the SF.com reporting engine. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Sorting on some screens but there are usually workarounds so it's not really an issue. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Make sure the users who are going to use the system are on board and dedicated to the system. With any new system they are always hurdles and the team has to be committed and disciplined enough to get over those hurdles. Review collected by and hosted on G2.com.

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

Efficiency in Project Planning and Resource Scheduling. Review collected by and hosted on G2.com.

Bernard M.

President

Industrial Automation

Small-Business (50 or fewer emp.)

6/12/2017

"Working smarter with KROW"

5/5

What do you like best about Klient PSA?

What we like best about Krow is the flexibility it has. It allows us to make templates for the different types of work we manage. The ability to create templates allows us to create and manage projects more efficiently. Additionally, it offers helpful features such as invoicing, task management, project management, resource management, and job analytics. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

It’s hardly considered a dislike, but because there are so many features, you have to consciously decide which ones you want to view and which ones you want to hide. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

In short: we like Krow. You can use it as a stand alone PSA software, but because it’s native on Salesforce you also have the option to take all the benefits and information directly from Salesforce. My recommendation would be to establish the types of projects you’re managing then utilize the templates feature to aid the efficiency of your workflow. Review collected by and hosted on G2.com.

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

We are small team that doesn’t have a designated full-time project manager and at any given time we are managing 30-40 active projects. They range from 1-2 hour projects during a week-long timeframe to 500-1,500 hour projects that extend over a year or two. Krow allows us to manage all projects on one system; it is fluid enough for small projects that pop up from time to time but robust enough to manage large projects. Regardless of the scale of the project, we can manage all of them without a lot of time-consuming user interaction. Review collected by and hosted on G2.com.

Verified User in Consumer Goods

Mid-Market (51-1000 emp.)

4/24/2018

"Krow user case"

4/5

What do you like best about Klient PSA?

Great project management and billing tool and really solved a need Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Took some time to learn and get all benefits due to the way we onboarded Review collected by and hosted on G2.com.

Mark B.

Founder & Managing Partner

Information Technology and Services

Small-Business (50 or fewer emp.)

12/7/2017

"Excellent comprehensive and alegant app!"

4.5/5

What do you like best about Klient PSA?

Lightning experience is very well conceived - nice UX! Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Not Krow's fault but Lightning was slow in the early days Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

I would recommend for small and medium size teams, tear off the band aid - go live in one month and abandon spreadsheets and other tools as you go Review collected by and hosted on G2.com.

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

Scheduling, resource planning, rate cards complexity, and project planning were all on different tools Review collected by and hosted on G2.com.

Verified User in Security and Investigations

Mid-Market (51-1000 emp.)

6/8/2017

"Field Operations Manager"

4.5/5

What do you like best about Klient PSA?

The program is a great tool for those with prior SalesForce experience. It is intuitive and fully customizable.

The reporting capabilities are robust and the use of color coding and easy-to-read charts make it extremely efficient. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

If you are not using Opportunities in SalesForce there are a number of functions that the program has that will not apply. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

This product is worth a look for anyone looking to maximize efficiency both in-house and in the field.

Krow has put a lot of effort into making the program user-centric as opposed to developer-centric.

If a product isn't easy to use and does not immediately show why it will make a difference it will never get off of the ground.

Krow's support and willingness to tailor the program to our specific needs has made it the right decision, hands-down. Review collected by and hosted on G2.com.

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

Project management of various size projects that span across the country with multiple resources of varying skill sets.

The benefits are most seen in top level control of multiple ongoing projects. It has streamlined our corporate processes by bringing all team members onto the same platform. Review collected by and hosted on G2.com.

Nick L.

Director of Professional Services

Mid-Market (51-1000 emp.)

6/2/2017

"Complete, fresh experience on SalesForce Lightning"

4.5/5

What do you like best about Klient PSA?

Krow offers full functionality for a fraction of cost. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

As a newer PSA, I'd like to see more pre-built integrations however I feel like Krow chose the right first integrations. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Seriously consider adoption of processes versus adapting software. Fundamentally I offer this advice for any software. Review collected by and hosted on G2.com.

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

We ran PSA from a SDLC system, Redmine. While providing basic project management and insight into product and development, it did not provide simple resource management or revenue recognition. Review collected by and hosted on G2.com.

Alexis M.

Principal Consultant + Founder

Information Technology and Services

Small-Business (50 or fewer emp.)

8/29/2016

"Salesforce-Native PSA for SMBs"

5/5

What do you like best about Klient PSA?

I did a lot of research and closely followed the development of the product before deciding to go with Krow PSA. I believe Krow to be the best Salesforce-native solution for time tracking, project management, invoicing, and resource management for SMBs. The price is a great value for all of the features that come with Krow. And the transparent pricing is icing on the cake.

The team has been great with keeping their users up-to-speed on the product roadmap and new features with monthly webinars. Krow has created a great product that feels like it has a lot of momentum behind it. And, last but not least, the product looks great! The interface is Lightning Ready -- and looks great in both Classic and Lightning Experience. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

The implementation documentation could be more fleshed out but their support team i ready to help out when needed. Review collected by and hosted on G2.com.

Mary Ellen C.

Director, Support and Operations

Information Technology and Services

Small-Business (50 or fewer emp.)

7/18/2016

"Krow was the best value PSA, easiest to use and deploy"

5/5

What do you like best about Klient PSA?

We looked at several PSA solutions, both on the SF platform and outside. Not only was Krow the best value in the bunch, but was the solution that was the easiest to use and deploy. Most of our professional service business centers on the deployment of software, so we are very sensitive to where expense and risks are presented. Krow is right-sized for our business, and the time investment to get it up and running was right in line with what we had hoped. Krow is not just our PSA vendor, they are our partner for project and resource management, and they exceeded our expectations at almost every step along the way. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Timesheet approval is different for our managers than what they're accustomed to - it's not a matter of disliking how Krow handles it, rather a process change for our users. Review collected by and hosted on G2.com.

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

Resource planning was a spreadsheet effort prior to Krow, at a resource type level. With simple project assignments per (actual) resource, Krow gives us the opportunity to see visual representation when resources themselves are under or over-allocated. We've not even uncovered all the potentials yet in this regard. Review collected by and hosted on G2.com.

Aaron T.

Champion of Information and Systems

Hospital & Health Care

Small-Business (50 or fewer emp.)

7/17/2016

"Krow PSA - Changed the way we do business"

5/5

What do you like best about Klient PSA?

After conducting an extensive review of PSA tools on the Salesforce App exchange in early 2016, and meeting with over 10 different vendors, it was clear that Krow was the market leading tool in terms of features, usability and the roadmap for deployment of additional features. Krow represents incredible value for money compared to other PSA tool. Krow is also one of the few PSA tools that is Lightning Ready.

Krow is a very powerful PSA tool. The features are endless, but the features we like the best are:

- It is easy and intuitive to use - deploying Krow has been easy and quick thanks to this!;

- The User Interfaces are not only beautiful to look at but easy to use;

- Tasks that are assigned under projects have a direct link to the Salesforce Calendar (which in turn sync to the users calendar);

- The planners, such as the Gantt Chart, Resource Planner, Task Planner (all that have multiple views as standard) mean every user is catered for;

- Direct connection to financial packages - in our case Xero;

- Access to large portions of the program meaning we could easily tailor this to our business case;

- The steady flow of new features means we are always being challenged to utilse the true power of the system and enhance our business model;

- The ease of access to the Krow team for suggestion of new features - we already have had a few of our suggestions implemented!

Most importantly, Dave, Suba and Ralph have made the transition to Krow seamless and have only been very accommodating to any request.

This tool has changed and will continue to change the way we do business. Krow are definitely a long term partner of our business. Review collected by and hosted on G2.com.

What do you dislike about Klient PSA?

Dislike is a strong word. Being a problem solver, a little more detailed documentation at times would have been great. That said, overall the documentation is good and when we did have questions, Dave, Suba and the team have only been prompt to reply. Review collected by and hosted on G2.com.

Recommendations to others considering Klient PSA:

Compare Krow on pricing and features to other PSA tools - you will quickly work out that you will be able to deploy with speed (where you cannot with others), at a fraction of the cost of other tools whilst having more control to better meet your business case. Review collected by and hosted on G2.com.

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

Our business prior to Krow was compartmentalised, had clear divisions between teams, was ran on an alarming number of Microsoft Excel and Word documents, and involved large amounts of manual processing. We were also running a custom, behind the firewall Filemaker Pro database. You can imagine the situation - large volumes of emails and phone calls just to make the business tick - taking our team away from enhancing and growing the business.

Implementing Krow, in conjunction with Salesforce meant that we have everyone in real time collaborating and working together. This has reduced the compartmentalisation and divisions within the business. To date, we estimate that we are saving the equivalent hours of two full time people in manual tasks (per week), which will be significantly increased, as we continue to roll out features over the coming 18 months.

The success of streamlining our business could not have been done without Krow PSA. Review collected by and hosted on G2.com.