Time tracking is what we rely on Klient for most, and it is where it has made the clearest difference in our organization. Before Klient, I was the one building an Excel time report every month, pulling hours out of a few different sources and stitching them together by hand. Now every consultant logs their hours against a specific task in one place, and all of it is reportable in Salesforce using the report builder our team already knows. We can now easily track utilization by consultant and watch a project's burn against its hours target. It also means we have real historical hours to scope new work against rather than estimating based on our gut feeling, which is a huge win for a consulting start-up. Review collected by and hosted on G2.com.

I don't have significant complaints. My own use is focused on time tracking and reporting, so there are parts of the product we have not adopted, so I can't speak to those. The thing most worth flagging for other buyers is that the value you get depends on the Salesforce skills you have in-house. Although Klient comes pre-configured with just about everything you need for proper project and resource management, we extended the standard Project setup with custom fields so it reflected how our engagements are actually structured. This was easy for us because we are a Salesforce consultancy, but a team without that would want to budget real time toward the learning curve and any future customizations. Review collected by and hosted on G2.com.

Klient has been genuinely transformative for us and represents a major step up in how we manage our studies, especially compared to our previous heavily manual, non-transparent reporting methods. Before deciding, we demoed and actively compared Klient against five other Salesforce-native vendors, and Klient came out on top of every single one.

On top of that, they push out monthly updates at an impressive pace. It’s fantastic to see a vendor that genuinely listens to user feedback through their idea exchange, rather than just building what they assume we need. Review collected by and hosted on G2.com.

There are still some improvement opportunities for Klient and how it handles the more nitty-gritty resourcing side of things, particularly around how task time is spread out, as it's not always equal effort for our use case; we may have to stop and start certain tasks on occasion. Review collected by and hosted on G2.com.

The Resource Planner has been a real game changer for us. It supports both tactical and strategic resource planning, so we can make week-to-week allocation decisions while also looking further ahead to understand capacity, spot potential gaps, and plan proactively for future demand. Being able to visualise over- and under-utilisation across the team has materially improved how we manage capacity.

Klient has also helped us standardise our project management processes, reduce administrative overhead, and improve the accuracy of our operational data. Instead of spending internal resources maintaining and developing a bespoke system, we can focus on optimising our processes and benefit from Klient’s ongoing product improvements. Review collected by and hosted on G2.com.

The only real downside is the pace at which new features are released. While it’s great to see the innovation, we find it hard to keep up with how quickly the tool evolves, especially given the need to enable and manage those changes internally. Review collected by and hosted on G2.com.

Klient PSA has become the daily operational hub for our professional services team. All project records, resource time, and billing data live in Salesforce. We do not move between systems to see where a project stands. Task-level billable tracking has been the most tangible win. Consultants on our team split time between billable and non-billable work on the same project, and Klient tracks each split correctly. Dashboards and reporting have also improved. We now see project health and resource data in one place. We have not yet touched invoicing, and we are just beginning to explore the agent capabilities. Review collected by and hosted on G2.com.

The learning curve is steep, and new users should prepare for it. The timesheet model has three levels: header, detail, and split. The cascade rules between those levels are not well-documented, and new users routinely log time incorrectly until they learn the structure. Multi-phase and parallel-track projects add another layer. The tool can handle that complexity, but it requires deliberate up-front configuration to work correctly. Split records cannot be edited or deleted by anyone, including System Administrators. Review collected by and hosted on G2.com.

Klient PSA's flexibility is unmatched, especially being built natively on Salesforce. We truly feel like partners in the product's evolution, with the ability to provide feedback that influences future enhancements. Review collected by and hosted on G2.com.

Honestly, very little. The flexibility that makes Klient PSA so powerful can sometimes result in a learning curve for new users (more of an internal issue), but the support team is responsive, and new features and improvements are released frequently. Overall, the benefits far outweigh any drawbacks. Review collected by and hosted on G2.com.

Klient offers a comprehensive suite of tools for managing service tasks efficiently. Its integration with Salesforce ensures seamless data flow and enhanced collaboration across teams. Review collected by and hosted on G2.com.

Klient is easy to work with and does not come with a steep learning curve. Because it is native on Salesforce, we can manage and extend it ourselves as a Salesforce boutique. The team behind it also puts real time into listening to customers and improving the product based on that feedback. We use Klient across our whole process, from project initiation through to support, and it gives us a lot of insight and grip. Review collected by and hosted on G2.com.

It is specialized for professional services, so all of the features you could want either exist or are on the roadmap. The UI is intuitive for PMs and they make every page highly customizable for your business. We have integrated our Quickbooks so we have real time financial data for all projects. Their support team is highly responsive and always gets me a helpful and timely answer. Review collected by and hosted on G2.com.

I prefer a WBS that includes an option to key in processors like "32SF". The gantt uses drag/drop which is fine but not my preference. Review collected by and hosted on G2.com.

I run operations for a Salesforce consulting firm focused on Revenue Operations. Before Klient, "operations" meant reconciling a project tracker, a timesheet tool, and Salesforce every Friday afternoon to figure out where we actually stood on margin. Klient collapsed all of that into the org we already live in.

The thing I value most is that everything is a real Salesforce object. Projects, tasks, resource assignments, timesheets, and invoices sit right next to the Opportunity that created them. That sounds like a checkbox feature until you've lived the alternative. It means a closed-won deal becomes a staffed project without anyone re-keying scope. It means I can build a report on delivered margin by package type in a few minutes instead of exporting three CSVs. And it means our Fivetran-to-Snowflake pipeline picks up delivery data the same way it picks up pipeline data, so utilization and cash forecasting sit in one model.

We sell fixed-fee productized packages, which lives or dies on scope discipline. The Resource Planner and real-time budget burn on each project are what let us hold a [30%] net margin target across engagements instead of finding out at invoicing that we gave away [40] hours. Time entry is fast enough that consultants actually do it daily, which is the whole ballgame for margin visibility.

The Agentforce agents shifted from novelty to genuinely useful faster than I expected. Planny drafting weekly status updates from live project data and Timey nudging timesheet completion have removed real PM hours from every engagement. Because the agents are Salesforce resource records, I can see their work in the same Gantt and utilization views as the humans, which makes the "AI-leveraged delivery" story we pitch to clients something we can demo in our own org. The MCP server is a bonus for a technical team; being able to query project state from Claude Code while working a client build is something no other PSA offered us. Review collected by and hosted on G2.com.

Reporting out of the box is good but not deep. If you want margin by service line, by consultant seniority, or by package SKU, expect to build it yourself in Salesforce reports or a downstream warehouse. That was fine for us because we already had Snowflake, but a smaller shop without a data layer should budget setup time for it.

Configuration also rewards effort. The Resource Planner in particular needs to be tuned to how your firm actually staffs work, and the defaults won't match a small, senior-heavy team. Plan on a couple of iterations before it reflects reality.

Finally, the pace of AI feature releases is fast, which is mostly a positive, but it means release notes deserve a real read each cycle. Review collected by and hosted on G2.com.

Klient PSA’s biggest strength is that it runs natively inside Salesforce, so our project data, resource assignments, billing lines, and revenue recognition all live in the same ecosystem as our CRM and opportunity pipeline. For a Professional Services organization managing 25+ concurrent implementations across a mix of prime and partner delivery models, having a true single source of truth that covers the full project lifecycle is genuinely valuable. Review collected by and hosted on G2.com.

Two areas stand out as friction points for our team.

First, parts of the user interface have a steep learning curve. Certain workflows aren't intuitive, and new users often require hands-on coaching to navigate them correctly. For a team that onboards new Engagement Managers periodically and relies on consistent data hygiene across 25+ active projects, unintuitive workflows translate directly into data quality risk.

Second, performance can lag, particularly when loading global resource planners. It's not a dealbreaker, but noticeable enough that it affects day-to-day productivity, especially during planning cycles when the team is moving quickly between projects. Review collected by and hosted on G2.com.

Klient PSA, built on Salesforce, allows us to bring Sales, Financials, Resource Planning, and time tracking together in one place. Review collected by and hosted on G2.com.

There is not much, the data model and functionality is extensive, and harder to pickup, however Klient is doing a great job with their new Customer Portal. Review collected by and hosted on G2.com.