Klient Information

Klient PSA Empowers You To Deliver Successful Projects Every Time. We are a Project Management Suite in Salesforce with a kickass advisory and support team. Our app handles the full lifecycle of all project types, billable or not. From estimation to scheduling, through delivery and invoicing, we ensure your projects, resources, and customers are empowered, and happy. Our features include user-friendly Kanban, Gantt, and Sheets with integrated templates, alerts and automation, alongside intuitive timesheets powered by a robust billing and RevRec engine. With customizable project statuses, surveys, and a full customer collaboration portal, we’re a complete Professional Services Automation (PSA) platform that provides powerful reports and dashboards for complete visibility and accurate forecasting. Disconnected systems and poorly implemented tools cause communication breakdowns, revenue leakage, and customer frustration. This leads to missed deadlines, budget overruns, inconsistent service quality, and reduced profit margins. Klient PSA structures your tasks, optimizes resource utilization, helps you onboard new employees faster, accelerates cash flow, and enhances customer transparency. It doesn’t just streamline your operations; it frees up your team’s time, allowing you to focus on what matters most—delivering value to your customers. Built on a trusted and innovative platform, Klient PSA is 100% Salesforce Native and has been an AppExchange partner since 2015. With our headquarters in Montreal, Canada, we proudly serve SMB and Mid-Market customers globally. Born from the professional services world, Klient PSA is built by consultants for consultants. As role models for our customers, we practice what we preach and use Klient PSA to run our entire business. Empower your team, drive customer satisfaction, and deliver successful projects every time with Klient PSA. Join the Klient ecosystem - Book your demo with one of our kick ass advisor!