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Klient Software

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

Profile Name

Star Rating

54
18
2
1
0

Klient Software Reviews

Review Filters
Profile Name
Star Rating
54
18
2
1
0
Verified User in Information Technology and Services
EI
Verified User in Information Technology and Services
12/06/2020
Validated Reviewer
Review source: Organic

Successful transformation

The transformation ! As relative newbies to the world of PSA (at the time of procurement); ‘Klient PSA’ has helped us to successfully transition and establish our PMO as a key strategic component within the business. With process automation, approval workflows and reporting sitting at the heart of this new digital capability, our teams are now enabled with Opportunity, Resource / Scheduling, Portfolio / Project, Billing and Reporting Management. The product is built and hosted natively upon the Salesforce platform which was a big ‘assurance’ plus for us during the procurement process.
MC
Mandi C.
09/09/2020
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Clean look, great functionality, slow implementation

We researched a ton of different project management options. This truly does it all: Resourcing, connecting pipeline to resources, contracts, timelines, time-tracking, invoices, margins, tasks, reporting, and revenue recognition. I love how integrated the work we are doing is to the timeline and accounting needs.
Verified User in Information Technology and Services
EI
Verified User in Information Technology and Services
03/21/2020
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Billing and reporting

Approval workflow for timesheets, invoices,automatic for statutory holiday

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