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Klient Software

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

Profile Name

Star Rating

60
20
2
1
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Klient Software Reviews

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Profile Name
Star Rating
60
20
2
1
0
Joris V.
JV
Joris V.
01/16/2026
Validated Reviewer
Review source: Organic
Translated Using AI

Efficient Automation with Challenging Configuration

I appreciate that the organization behind Klient PSA is very responsive to our questions. Additionally, Klient PSA integrates well with Salesforce, which helps us better align the sales processes with our operations.
Skip K.
SK
Skip K.
Director of Client Operations
01/15/2026
Validated Reviewer
Verified Current User
Review source: G2 invite

Effective PSA for Financial Visibility

Klient PSA has become a reliable “source of truth” for our organization because it keeps both our project management and invoicing data in one place. In my experience, the old mantra “follow the money” really applies here: tying operational data directly to financials naturally enforces better data hygiene. Since the system is what drives our billing, we’re motivated to keep everything accurate and up to date, which helps the data stay clean. As a result, we have real confidence in the numbers we’re looking at.
Robert H.
RH
Robert H.
01/15/2026
Validated Reviewer
Review source: Organic

Klient PSA, the best option for managing professional services on the Salesforce Platform

Klient PSA fits naturally into Salesforce and gives us solid project tracking, resourcing, and delivery visibility without needing a separate PSA platform. It’s improved our workflow consistency and makes reporting easier across teams.

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