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.<br><br>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.

Klient PSA, built on Salesforce, allows us to bring Sales, Financials, Resource Planning, and time tracking together in one place.

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.