# Klient PSA Reviews **Vendor:** Klient Software **Category:** [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) **Average Rating:** 4.5/5.0 **Total Reviews:** 83 ## About Klient PSA Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Key capabilities include: \* Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. \* Resource Planning: Allocate resources based on skills, availability, and priority. Maximizing team productivity. \* Time & Expense Tracking: Enable your team to easily log time and expenses while ensuring accurate billing and forecasting. \* Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. \* Customer Collaboration: Keep customers engaged and aligned with real-time updates, shared documents, and approval workflows through the customer portal. Why teams choose Klient PSA: \* Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. \* Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. \* Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead. \* Scalability: Whether you’re onboarding 10 new consultants or expanding to new markets, Klient PSA supports your growth. Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. By running natively on Salesforce, Klient eliminates data silos, streamlines workflows, and improves visibility across every department. Trusted by Salesforce partners, fast-scaling SaaS firms, and global consultancies, Klient PSA is more than software, it’s a modern operational backbone designed to help your team deliver value, every time. ## Klient PSA Pros & Cons **What users like:** - Users commend the **ease of use** of Klient PSA, appreciating its intuitive design and straightforward implementation. (5 reviews) - Users value Klient PSA for its **effective project management** capabilities, integrating seamlessly with Salesforce for optimal workflow. (4 reviews) - Users appreciate the **comprehensive features** of Klient PSA, noting its ease of use and adaptability for various workflows. (3 reviews) - Users commend Klient PSA for its **flexibility** , allowing seamless customization that enhances consulting workflows significantly. (3 reviews) - Users highlight the **excellent resource management** of Klient PSA, facilitating visibility and decision-making in consulting projects. (3 reviews) - Users greatly value the **regular updates** of Klient PSA, noting significant improvements that enhance their daily workflow. (3 reviews) - Users value the **effective client management** of Klient PSA, which enhances efficiency in professional services teams. (2 reviews) - Users commend the **responsiveness and quality of Klient PSA's customer support** , enhancing their overall experience and satisfaction. (2 reviews) - Dashboard Features (2 reviews) - Users value the **remarkable functionality** of Klient PSA, praising its ease of use and regular improvements. (2 reviews) **What users dislike:** - Users experience a challenging **learning curve** initially while configuring Klient PSA to their workflows, but it performs well afterward. (2 reviews) - Users note the **missing features** in Klient PSA, such as revenue recognition and customizable proposals, affecting functionality. (2 reviews) - Users note a **steep learning curve** in configuring Klient PSA, requiring time to master the platform's functionalities. (2 reviews) - Users find that **time consumption** for revenue and cost forecasting hinders efficiency and requires significant effort weekly. (2 reviews) - Users note the **unnecessary customization** needed in Klient PSA to align with their specific processes and preferences. (2 reviews) - Users find the **Gantt chart feature cumbersome** due to its browser-based nature, affecting overall usability. (1 reviews) - Integration Issues (1 reviews) - Users experience a **lack of customization** in Klient PSA, requiring additional modifications to suit their workflow needs. (1 reviews) - Lack of Integrations (1 reviews) - Limitations (1 reviews) ## Klient PSA Reviews ### 1. A simple yet flexible PSA for consulting firms on Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy W. | Senior PSA Implementation Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 30, 2026 **What do you like best about Klient PSA?** 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. **What do you dislike about Klient PSA?** The revenue recognition capabilities in Klient PSA are not as strong as some of its competitors. That said, for most clients this hasn’t been a dealbreaker, as revenue recognition is often handled in the financial system rather than directly in the PSA. The comparison between project baselines is also more limited than what some enterprise PSA tools offer. However, this hasn’t come up often in the implementations I’ve worked on, and it appears this is being addressed through the upcoming Project Snap workspace on their roadmap. Finally, the tool could benefit from having a customizable PDF generation option for proposals, as this functionality is currently not available. **What problems is Klient PSA solving and how is that benefiting you?** Klient PSA helps replace spreadsheet-based project tracking, time entry, and invoicing with a clean, Salesforce-native solution. It reduces friction around managing projects and billing while keeping everything in one place. I use it for my own solo consulting business, and it makes it much easier to track projects, log time, and generate monthly invoices. Compared to spreadsheets, it saves me a lot of time and keeps things far more consistent. Across client implementations, it also helps teams move away from overcomplicated PSA tools while still getting the visibility they need into their services operations. ### 2. Effective PSA for Financial Visibility **Rating:** 4.5/5.0 stars **Reviewed by:** Skip K. | Director Of Consulting Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Klient PSA?** 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. **What do you dislike about Klient PSA?** The native integrations are currently limited, especially when it comes to accounting workflows. For instance, although Klient can sync expenses to QuickBooks Online (QBO), there’s no reverse sync from QBO back into Klient. As a result, it’s hard to automatically capture expenses that originate from corporate credit cards and end up in QBO. We really need a bi-directional sync to properly streamline our financial workflows, because the current one-way integration offers only limited value. **What problems is Klient PSA solving and how is that benefiting you?** The main problem Klient solves for us is the natural decline in data quality that tends to happen in most project management tools over time. In many systems, if project data isn’t updated, it’s mostly just an annoyance; with Klient, because that same data directly drives our invoicing, keeping it accurate becomes a financial necessity. The result is a self-correcting ecosystem. We don’t have to chase teams to update project status, because the system acts as a forcing function: if the data isn’t right, the billing isn’t right. That alignment keeps our operational metrics consistent with our financial reality and gives us a “single source of truth,” without the administrative overhead of constant auditing. **Official Response from Yanick Abraham:** > Hi Skip, thank you for continuing to share such thoughtful feedback. We are glad Klient PSA is delivering the financial visibility you are looking for and serving as a true source of truth by keeping project management and invoicing tightly connected. It is great to hear that the follow the money approach is helping maintain data hygiene and giving your team confidence in the numbers they rely on. We also really appreciate your input on integrations, especially around accounting workflows. Your feedback has been very helpful, and we value the time you take to clearly explain your use case. Insights like this play an important role in shaping how we think about future improvements. Thank you again for your trust and for being an engaged member of the Klient community. ### 3. Clear Visibility Into Projects, Resources, and Profitability **Rating:** 5.0/5.0 stars **Reviewed by:** Kaytlin P. | COO / Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 22, 2026 **What do you like best about Klient PSA?** 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. **What do you dislike about Klient PSA?** Like most robust PSA platforms, there is a learning curve when first configuring the system to match specific workflows. However, once set up properly, the platform runs smoothly and delivers consistent value. **What problems is Klient PSA solving and how is that benefiting you?** Klient PSA helps us centralize project management, resource planning, and financial oversight in one platform. This has significantly improved our operational clarity, accountability, and forecasting accuracy. As a result, we’re better equipped to manage margins, scale engagements, and ensure our teams are aligned across all client work. **Official Response from Yanick Abraham:** > Kaytlin, thank you for your feedback. It is helpful to hear that Klient is giving you strong visibility into projects and team utilization without adding unnecessary complexity to daily work. We also value your perspective overall. Thank you again for your time. ### 4. Effective Project Management with Klient PSA **Rating:** 3.5/5.0 stars **Reviewed by:** Lea P. **Reviewed Date:** January 28, 2026 **What do you like best about 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. **What do you dislike about Klient PSA?** There are the burnup/burndown charts, which, in the latest discussions with our representative at Klient, seemed to be about to make their appearance in the tool. This is an element that will greatly improve visibility, either of the hours used over time or of the tasks accomplished. Also, I see an improvement in the Workspace, where, when creating tasks that create the 'WBS' column list, we could have the option to click on the WBS and literally see the Work Breakdown Structure diagram. Moreover, unfortunately, when I was starting with Klient, there was no training or learning 'kit' as Klient now offers; which is something I would have really liked! **What problems is Klient PSA solving and how is that benefiting you?** I use Klient PSA to track the budget, schedule, and progress of projects, centralize and standardize documentation, gain clear visibility with the Workspace (Gantt), and manage resource allocation concisely and effectively. ### 5. A reliable, evolving and dependable PSA **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2020 **What do you like best about Klient PSA?** Since signing our very first Sales Order way back in 2020, we’re now close to our 6-year anniversary with Klient PSA. From that day, and still to this, I work in Klient PSA all day, every day. It is simply a great system to be in. Everything is well organized, intuitive, and efficient. The UI has improved significantly over the years, especially the resource planner. The platform keeps getting better with each release, and the overall experience is smooth and easy to use. **What do you dislike about Klient PSA?** If I could improve one area, it would be revenue and cost forecasting. With the level of complexity I manage, having more advanced forecasting would save a meaningful amount of manual time and effort every week **Recommendations to others considering Klient PSA:** Because the product is natively built and hosted upon the Salesforce platform, the possibilities for customisation, integration and growth are pretty far reaching. As a small business, Klient PSA aligned perfectly with our business needs (no qualifying minimum licence count / monthly spend) and stood out as the perfect growth partner in accordance with our business requirements. The PSA maturity journey will always be ongoing but what really stands out the Klient customer service / care and support which wraps around it. The Klient team have established a very comprehensive customer community to centralise feedback for product enhancements. There’s a solid product roadmap (in line with most of the areas that we will be pursuing next) which provides further assurance in our investment choice. **What problems is Klient PSA solving and how is that benefiting you?** Klient PSA has streamlined the way I work since we implemented in 2020. The product has become faster, cleaner, and far more efficient over time. It allows me to manage many active engagements and tasks, across many resources, and there’s simply no way I could stay on top of that workload without Klient PSA. It provides the structure, visibility, and control I need to operate effectively every day, while significantly reducing revenue leakage risk through robust timesheet approvals, accurate time tracking, and comprehensive reporting **Official Response from Yanick Abraham:** > Thanks for such a thoughtful review. Working in Klient every day for that long gives real perspective, and it’s great to hear the system has stayed clear, dependable, and easy to navigate as your work has grown. We appreciate you sharing your view on where Klient fits best and why you’d recommend it. It’s also good to hear your experience has been consistent and reliable over time, including the support you’ve received. ### 6. Powerful Tool with Intuitive Resource Planner **Rating:** 4.5/5.0 stars **Reviewed by:** Michiel H. | Sales | Adviseur, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2026 **What do you like best about Klient PSA?** I find Klient PSA a powerful tool that works intuitively. The resource planner is particularly strong for me, as it provides insight into capacity at a glance and is easy for project managers to maintain. This gives them direct insight into their available capacity. The initial setup was also great, especially because it was truly a co-working process. **What do you dislike about Klient PSA?** It is so large and powerful that you must choose carefully which functionalities to focus on. **What problems is Klient PSA solving and how is that benefiting you?** Client PSA provides us with control over project management, planning, resource management, and invoicing. The intuitive resource planner gives me an overview of the capacity at a glance, making it easy to maintain for project managers. ### 7. Klient PSA, the best option for managing professional services on the Salesforce Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Robert H. | Chief Revenue Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2026 **What do you like best about Klient PSA?** 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. **What do you dislike about Klient PSA?** Like most PSA tools, there’s a learning curve at first—especially when aligning the configuration to internal processes—but once set up it runs smoothly. **What problems is Klient PSA solving and how is that benefiting you?** Klient PSA is solving the problem of managing projects, resourcing, and delivery reporting across disconnected tools. By keeping everything inside Salesforce, we have one source of truth for project status, time, milestones, and team utilization. That’s improved visibility, reduced manual tracking, and helped us manage delivery more proactively. ### 8. Great integration and training process and helpful team throughout the whole process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** October 03, 2022 **What do you like best about Klient PSA?** Klient is a helpful tool for anyone in need of PSA or project planning solutions. I appreciate that it is cloud-based, as this offers flexibility, though it can sometimes be challenging if your internet connection is slow. Despite this, it generally works well. **What do you dislike about Klient PSA?** The Gantt chart feature functions, but because it is browser-based, it feels somewhat clunky to use. It would be beneficial to have a dedicated desktop client for Gantt charts, which could then allow for importing charts as needed. That said I don't think I got to use the very latest version **What problems is Klient PSA solving and how is that benefiting you?** It is solving the problems of Project tracking, status and progress. Time recording, invoicing and also at some point will help with utilisation and planning. It has helped with reporting on this information and thus ability for our business to report quicker. ### 9. Klient: Easy Setup, Powerful Features, and Outstanding Support **Rating:** 5.0/5.0 stars **Reviewed by:** Martin C. | Sr. Director, Professional Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2025 **What do you like best about Klient PSA?** It's impressive how Klient is easy to setup and implement. It's also very simple to use and the depth of functionality is remarkable, even compared to other market leading PSA tools. Lastly, the responsiveness of the support team, as well as the quality of their replies, is the best I've seen of pretty much any software company. **What do you dislike about Klient PSA?** The only thing I can say is about the performance/latency of managing updates to complex project plans in the Workspace/Gantt view. To be fair though, this isn't really about Klient, as much as the inherent challenges involved with using online tools to make such updates, as opposed to a local copy of MS Project. **What problems is Klient PSA solving and how is that benefiting you?** Increase utilization, maximize revenue, deliver projects on time and on budget. ### 10. Efficient Automation with Challenging Configuration **Rating:** 4.0/5.0 stars **Reviewed by:** Joris V. **Reviewed Date:** January 16, 2026 **What do you like best about Klient PSA?** 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. **What do you dislike about Klient PSA?** There is quite a lot of configuration needed, as with any other software, to adapt Klient PSA to our own business processes. **What problems is Klient PSA solving and how is that benefiting you?** I use Klient PSA for automating our processes, especially for Capate Ads management, invoicing, planning, and forecasting. **Official Response from Yanick Abraham:** > Thank you Joris for sharing your experience ! It is great to hear Klient PSA is supporting automation across areas like invoicing, planning, and forecasting, and that the Salesforce integration and our team’s responsiveness are working well for you. On configuration, you are highlighting an important point. Klient is designed to adapt when teams have custom processes, which requires some setup to align the tool properly. For teams with simpler workflows, the out of the box features are structured to be easy to use and quick to adopt. Thank you again for taking the time to leave a review. ## Klient PSA Discussions - [How do you get support?](https://www.g2.com/discussions/25548-how-do-you-get-support) - 1 comment, 1 upvote - [How do you collaborate externally via Krow?](https://www.g2.com/discussions/16041-how-do-you-collaborate-externally-via-krow) - 1 comment, 1 upvote - [I see pricing is per user per month. What is a user?](https://www.g2.com/discussions/pricing-c018dbda-c359-4176-aa48-a760050f0c4b) - 1 comment, 1 upvote - [Does Krow PSA integrate with other solutions?](https://www.g2.com/discussions/pricing-33d52eda-54c6-4962-90b6-13746781dda1) - 1 comment, 1 upvote - [Do I need to pay for a year up front?](https://www.g2.com/discussions/billing-83dfe8d5-adcf-4d7b-9ec1-8b7a0eeeb45a) - 1 comment, 1 upvote - [View Klient PSA pricing details and edition comparison](https://www.g2.com/products/klient-psa/reviews/klient-psa-review-4153929?section=pricing&secure%5Bexpires_at%5D=2026-05-26+18%3A36%3A44+-0500&secure%5Bsession_id%5D=028a63c6-fe1b-4bf6-a0b5-f5f52fb76577&secure%5Btoken%5D=b97141251acb24e50cac7fb6bfe7fe8c7a7a5d29b9266df0b42c4006b14ed8bf&format=llm_user) ## Klient PSA Integrations - [Accounting Seed](https://www.g2.com/products/accounting-seed/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Agentforce Service (formerly Salesforce Service Cloud)](https://www.g2.com/products/agentforce-service-formerly-salesforce-service-cloud/reviews) - [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) - [NetSuite](https://www.g2.com/products/netsuite/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [Salesforce B2B Commerce](https://www.g2.com/products/salesforce-b2b-commerce/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zoom Rooms](https://www.g2.com/products/zoom-rooms/reviews) ## Klient PSA Features **Planning** - Resource Definiton - Capacity - Scheduling **Customer Management** - Customer Profiles - Sales - Marketing - Client Portal **Optimization** - Performance - Forecasting - Corrections **Project Management** - Project Planning - Project Tracking - Resource Definition - Resource Management **Accounting** - Revenue Recognition - Invoice Management - Payments - Project Accounting - Budget Tracking **Portfolio Management** - Portfolio Definition - Portfolio Performance - Risk - Portfolio Mix **Analytics** - Forecasting - Reporting - KPIs **Administration** - Standard Integrations - Workflow - Access Management **Platform** - APIs - Internationalization - Performance and Reliability - Mobile - Offline Access **Generative AI** - AI Text Generation - AI Text Summarization **Artificial Intelligence - Professional Services Automation** - Predictive Forecasting - Smart task suggestions - Automated workflows **Agentic AI - Professional Services Automation** - Adaptive Learning - Proactive Assistance ## Top Klient PSA Alternatives - [Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) - 4.2/5.0 (1,451 reviews) - [Certinia PS Cloud](https://www.g2.com/products/certinia-ps-cloud/reviews) - 4.3/5.0 (683 reviews) - [BigTime](https://www.g2.com/products/bigtime/reviews) - 4.5/5.0 (1,652 reviews)