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Klient Software

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81 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
Serving customers since
2014

Profile Name

Star Rating

58
20
2
1
0

Klient Software Reviews

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Profile Name
Star Rating
58
20
2
1
0
Jeremy W.
JW
Jeremy W.
01/30/2026
Validated Reviewer
Verified Current User
Review source: Organic

A simple yet flexible PSA for consulting firms on Salesforce

As a PSA implementation expert, I’ve worked with many different PSA tools on Salesforce. While a lot of them offer similar features, in my experience Klient PSA stands out. The tool is usable out of the box with very few tweaks, which makes adoption much easier. At the same time, if you do need to customize it to better fit your processes, it’s highly flexible and can adapt well to different consulting workflows. This balance between simplicity and flexibility is one of its biggest strengths. Another strong differentiator is the support team. They’re very responsive, clearly listen to customer feedback, and consistently deliver solid monthly updates. The regular webinars explaining new features are also a nice touch and make it easier to stay on top of improvements. Having implemented both Klient PSA and Certinia PSA across many Salesforce consulting firms, I’ve consistently found Klient to be the better fit for small to mid-sized teams looking for a simpler, more adaptable PSA without enterprise overhead.
Lea P.
LP
Lea P.
01/28/2026
Validated Reviewer
Review source: Organic
Translated Using AI

Effective Project Management with Klient PSA

I use Klient PSA for effective management and tracking of ERP projects. I particularly like that the information is centralized and standardized in a clear and efficient manner, thanks to customizable options like filters in the planner and workspace. Klient PSA offers excellent visibility on resource allocation, which is very practical for our team meetings. The visuals of the Workspace and Gantt are really good, clearly showing upcoming phases and what remains to be done. The Klient Community is also very useful for discovering new features.
Kaytlin P.
KP
Kaytlin P.
01/22/2026
Validated Reviewer
Verified Current User
Review source: Organic

Clear Visibility Into Projects, Resources, and Profitability

Klient PSA provides an excellent balance between flexibility and structure, which is critical for a consulting firm like ours. It gives us clear visibility into project performance, resource utilization, and financials without overcomplicating day-to-day workflows. Time tracking, project profitability, and forecasting are well integrated, allowing us to make informed operational and strategic decisions with confidence.

About

Contact

HQ Location:
Laval, Québec, Canada

Social

@klientapp

What is Klient Software?

Klient Software specializes in creating highly customized and efficient CRM (Customer Relationship Management) solutions specifically catering to the needs of professional service firms like consulting, software, and agencies. With its robust platform, Klient Software integrates project management capabilities with the powerful features of Salesforce CRM, capitalizing on Salesforce's extensive ecosystem to enhance usability and connectivity.Their flagship product, Klient PSA (Professional Services Automation), is designed to manage every aspect of the project lifecycle. This integration allows businesses to handle complex processes ranging from project management, time tracking, and invoicing to resource planning and revenue recognition, all within a single, unified system. The goal of Klient Software is to streamline operations, improve visibility into critical business metrics, and enhance client engagement for service-oriented businesses.Klient’s commitment to providing intuitive and scalable solutions makes it a preferred choice for businesses looking to boost efficiency and optimize their customer interactions.

Details

Year Founded
2014
Website
klient.com