Product Avatar Image

Klient Software

Show rating breakdown
84 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
Serving customers since
2014

Profile Name

Star Rating

61
20
2
1
0

Klient Software Reviews

Review Filters
Profile Name
Star Rating
61
20
2
1
0
Éric B.
ÉB
Éric B.
05/17/2023
Validated Reviewer
Review source: Organic

Friendly, professional, knowledgeable, the solution does what it is supposed to do!

Great solution if you are looking for a PSA that works seamlessly with Salesforce! We're a medium size consultancy firm that's been growing quickly. As a Salesforce implementation partner, we use Salesforce intensively and after performing an exhaustive review of the solutions available out there we have decided to go with Klient. Why, because it is a well rounded solution, built on Salesforce and it sits on our salesforce instance that we use as an end to end solution to fullfill our Marketing, Sales, Projects, resources management, etc... needs. Klient's support team is friendly, knowledgeable and efficient so we know that we can count on them when we need them!
CM
Chuck M.
04/25/2023
Validated Reviewer
Verified Current User
Review source: Organic

Excellent PSA tool that connects all the dots!

We started our journey with Klient about two years ago. It was bumpy at first, but we’ve got 100% adoption and closely monitor for usage compliance within PS and Sales. Better yet, our CEO now has a license, and the entire ELT gets a copy of our revenue dashboard emailed every Monday morning. So, we’ve gone from general use and limited reporting to 100% adoption, compliance monitoring, revenue forecasting and regular reviews at an ELT level. We can finally connect all the dots and easily see how our business is doing in real-time.
Verified User in Human Resources
UH
Verified User in Human Resources
08/22/2022
Validated Reviewer
Verified Current User
Review source: Organic

Must-have tool for project management

I like that there are many ways I can use Klient for project management. I'm sold on Klient mainly because it's user-friendly and functionalities are well designed.

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