About Klient PSA

Klient PSA is a web-based software built on Salesforce that provides capabilities such as dashboards, task management, and scheduling. It also enables the user with interactive Gantt charts for more efficient project management on top of its ability to generate work breakdown structures.

Features of Klient PSA include:

- Project management
- Employees skillsets
- Resource planning
- Time and expense management
- Project financials
- Billing and invoicing
- Surveys and project reports
- Project estimates/CPQ
- Proposals and service contracts
- Project recipes and frameworks
- Revenue recognition

Pricing starting from:

US$49.00/year

  • Free Version
  • Free Trial
  • Subscription

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

Markets

Andorra, United Arab Emirates, Afghanistan, Antigua & Barbuda, Anguilla, Albania, Armenia, Argentina, American Samoa, Austria, Australia, Aruba, Åland Islands, Azerbaijan, Bosnia & Herzegovina, Barbados, Bangladesh, Belgium, Bulgaria, Bahrain, Bermuda, Brunei, Bolivia, Brazil, Bahamas, Bhutan, Belarus, Belize, Canada, Switzerland, Cook Islands, Chile, China, Colombia, Costa Rica, Cuba, Cyprus, Czechia, Germany, Denmark, Dominica, Dominican Republic, Ecuador, Estonia, Spain, Finland, Fiji, Falkland Islands, Micronesia, Faroe Islands, France, United Kingdom, Grenada, Georgia, French Guiana, Guernsey, Gibraltar, Greenland, Guadeloupe, Greece, Guatemala, Guam, Guyana, Hong Kong SAR China, Honduras, Croatia, Haiti, Hungary, Indonesia, Ireland, Israel, Isle of Man, India, Iraq, Iran, Iceland, Italy, Jersey, Jamaica, Jordan, Japan, Kyrgyzstan, Cambodia, Kiribati, St. Kitts & Nevis, South Korea, Kuwait, Cayman Islands, Kazakhstan, Laos, Lebanon, St. Lucia, Liechtenstein, Sri Lanka, Lithuania, Luxembourg, Latvia, Monaco, Moldova, Montenegro, St. Martin, Marshall Islands, North Macedonia, Myanmar (Burma), Mongolia, Macao SAR China, Northern Mariana Islands, Martinique, Montserrat, Malta, Maldives, Mexico, Malaysia, New Caledonia, Norfolk Island, Nicaragua, Netherlands, Norway, Nepal, Nauru, New Zealand, Oman, Panama, Peru, French Polynesia, Papua New Guinea, Philippines, Pakistan, Poland, St. Pierre & Miquelon, Puerto Rico, Palestinian Territories, Portugal, Palau, Paraguay, Qatar, Romania, Serbia, Russia, Saudi Arabia, Solomon Islands, Sweden, Singapore, Slovenia, Svalbard & Jan Mayen, Slovakia, San Marino, Suriname, El Salvador, Syria, Turks & Caicos Islands, Thailand, Tajikistan, Timor-Leste, Turkmenistan, Tonga, Turkey, Trinidad & Tobago, Tuvalu, Taiwan, Ukraine, United States, Uruguay, Uzbekistan, Vatican City, St. Vincent & Grenadines, Venezuela, British Virgin Islands, US Virgin Islands, Vietnam, Vanuatu, Wallis & Futuna, Samoa, Yemen

Supported Languages

English, French

Pricing starting from:

US$49.00/year

  • Free Version
  • Free Trial
  • Subscription

Images

Klient PSA Software - Klient PSA - 100% Native on Salesforce - Customer-Centric Approach
Klient PSA Software - Klient PSA - 100% Native on Salesforce - Project Management
Klient PSA Software - Klient PSA - 100% Native on Salesforce - Resource Planning
Klient PSA Software - Klient PSA - 100% Native on Salesforce - Time Management
Klient PSA Software - Klient PSA - 100% Native on Salesforce - Billing & Invoicing
Klient PSA Software - Klient PSA - 100% Native on Salesforce - Integration
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Klient PSA video
Klient PSA Software - Klient PSA - 100% Native on Salesforce - Customer-Centric Approach
Klient PSA Software - Klient PSA - 100% Native on Salesforce - Project Management
Klient PSA Software - Klient PSA - 100% Native on Salesforce - Resource Planning
Klient PSA Software - Klient PSA - 100% Native on Salesforce - Time Management
Klient PSA Software - Klient PSA - 100% Native on Salesforce - Billing & Invoicing
Klient PSA Software - Klient PSA - 100% Native on Salesforce - Integration

Features

Total features of Klient PSA: 50

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Billable Items Tracking
  • Billing & Invoicing
  • CRM
  • Calendar Management
  • Client Portal
  • Collaboration Tools
  • Customisable Reports
  • Customizable Fields
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Expense Tracking
  • Forecasting
  • Gantt/Timeline View
  • Invoice Management
  • Monitoring
  • Multiple Projects
  • Performance Metrics
  • Portfolio Management
  • Progress Tracking
  • Project Management
  • Project Planning
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Resource Allocation & Planning
  • Resource Management
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • Time & Expense Tracking
  • Timesheet Management
  • Workflow Management

Alternatives

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HaloPSA

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HaloPSA is a single, all-inclusive PSA solution, designed for MSPs and service providers. HaloPSA gives you the power...

Birdview PSA

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Reviews

Overall rating

4.5 /5
(10)
Value for Money
4.6/5
Features
4.3/5
Ease of Use
4.3/5
Customer Support
4.6/5

Already have Klient PSA?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Write a Review!
Showing 5 reviews of 10
Eric
Overall rating
  • Industry: Human Resources
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

A great discovery

Reviewed on 27/7/2022

We optimised day to day processes with tasks automation so we can focus on priorities

We optimised day to day processes with tasks automation so we can focus on priorities

Pros

This PSA is so easy of use and powerful. It's definitely a great help conducting day to day business, manage projects and work load!

Cons

Project Gantt still needs some small bugs fix but almost fully functional

Tim
Overall rating
  • Industry: Insurance
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great system and exciting plans ahead

Reviewed on 12/7/2022

Klient has quickly become a key tool in our business processes, and we are very pleased with the...

Klient has quickly become a key tool in our business processes, and we are very pleased with the system. While there are undoubtedly improvements that could be made, the team have an ambitious road-map and are always willing to consider new ideas for enhancing functionality.

Pros

Very flexible and highly configurable. It uses standard Salesforce structure, so we're able to tweak the out-of-the box functionality to suit our specific business needs. The team at Klient are friendly and helpful, and while there are some features we would like to see as standard, they are genuinely eager to find solutions for any non-standard use-cases we have.

Cons

The feature that we would value most is the ability to switch between hours and days as the unit of measurement on a project by project basis (currently everything works from hours as standard). We have a number of workarounds that allow us to deal with this, but it means we have deviated more than we would have liked from the core functionality of the system.

James
Overall rating
  • Industry: Management Consulting
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Benefits of Klient PSA

Reviewed on 22/7/2022

Overall, experience has been good. The support was a bit slow in the beginning however has improved...

Overall, experience has been good. The support was a bit slow in the beginning however has improved over the last 18 months.

Pros

Friendly team and helpful support. Overall system capabilities are good and has helped improve how we manage our services business. Provides good visibility for projects within our delivery teams.

Cons

Project management capabilities are not optimized as well as they could be. We have provided feedback for improvements to resource mgt. and time tracking. We would really like to see Smartsheet like collaboration capabilities in Klient.

Response from Klient

Hi James, thanks for the review! With the merger of Drakya, we'll be able to accelerate our product development and our support services. Don't hesitate to reach out to Dominic if you want better visibility on our roadmap.

Thanks,

Fred

Marie
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Marie's review

Reviewed on 7/7/2022

It has streamlined and maintained an easier, more manageable method of project management,...

It has streamlined and maintained an easier, more manageable method of project management, timesheet entry, reporting and invoicing for us.

Pros

As the Billing Coordinator, the ease of using Klient to generate invoices is much more efficient, trackable, and simple to use.

Cons

We do not use the resource planner as much as we should; we have too many exceptions that cannot be managed just yet.

Response from Klient

Hi Marie, thanks a lot for your review. Don't hesitate to reach out to Dominic if you need help with anything

Gina
Overall rating
  • Industry: Fund-Raising
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Review

Reviewed on 15/7/2022

So far, working with [SENSITIVE CONTENT] has been wonderful, he is always there to answer any...

So far, working with [SENSITIVE CONTENT] has been wonderful, he is always there to answer any questions and provides tutorials on how he did something I asked of him, so that I could learn for future use. I also think Klient Support has been amazing and super transparent on what they can help with. Klient PSA so far has been great, it just has some minor issues, like page loading under My Work, Gantt Chart tasks, and some reporting issues I mentioned above.

Pros

I liked how seamless look wise it blended into Salesforce and the features we currently used before implementation.

Cons

I feel as though I don't have a grasp on easy reporting for our teams purposes based on the time tracking, profitability, team availability, and utilization data.

Response from Klient

Hi Gina, thanks for the review. We'll add to our video's priorities to create good training on reporting. Until then, don't hesitate to reach out to Dominic if you need help with reporting.

Thanks,

Fred

Showing 5 reviews of 10 Read all reviews

Klient PSA FAQs

Below are some frequently asked questions for Klient PSA.

Klient PSA offers the following pricing plans:

  • Starting from: US$49.00/year
  • Pricing model: Subscription
  • Free Trial: Available

One Transparent pricing. Clear value. We also offer Customer/External Access at 5$ per User / Month.

Klient PSA has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000

Klient PSA supports the following languages:

English, French

Klient PSA supports the following devices:

Klient PSA integrates with the following applications:

HubSpot CRM, HubSpot Sales Hub, Jira, NetSuite, NetSuite CRM, NetSuite Consulting, NetSuite Financials, Pipedrive, QuickBooks, Salesforce Foundation, Salesforce.org Education Cloud, Salesforce.org Nonprofit Cloud, SalesforceIQ, SalesforceIQ Inbox, Slack, Xero, Zendesk, Zendesk Suite

Klient PSA offers the following support options:

Email/Help Desk, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Klient PSA.