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Klient PSA

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Klient PSA Overview

Klient PSA is a sophisticated Professional Services Automation software developed to integrate seamlessly with the Salesforce ecosystem. It excels in providing comprehensive project management capabilities, from project creation to closure. A key feature is its advanced resource management, allowing for efficient allocation and tracking of human and material resources. Klient PSA offers robust time and expense tracking, streamlining billing and financial reporting. Its customizable dashboard and reporting tools provide real-time insights into project performance and profitability. Additionally, the software includes powerful CRM functionalities, enhancing client relationship management. Its user-friendly interface and cloud-based deployment make it accessible and easy to adopt, particularly for businesses already using Salesforce, looking to optimize their service operations and client engagement.

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Klient PSA Screenshot & Video

Contact Details

  • Vendor Name Klient
  • Founded 2014
  • Location Canada
  • Employees 11-50

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English, French

Industries

Information Technology & Services

Klient PSA Features

  • Arrow Icon Portfolio Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Activity Tracking
  • Arrow Icon Multiple Projects
  • Arrow Icon Proposal Generation
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Task Management
  • Arrow Icon Real Time Reporting
  • Arrow Icon Project Management
  • Arrow Icon Document Management
  • Arrow Icon Forecasting
  • Arrow Icon Approval Process Control
  • Arrow Icon Performance Metrics
  • Arrow Icon Resource Management
  • Arrow Icon Project Planning
  • Arrow Icon Billable Items Tracking
  • Arrow Icon Collaboration Tools
  • Arrow Icon Task Scheduling
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Project Time Tracking
  • Arrow Icon Project Tracking
  • Arrow Icon Client Portal
  • Arrow Icon Timesheet Management
  • Arrow Icon Progress Tracking
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Calendar Management
  • Arrow Icon Accounting Integration
  • Arrow Icon Milestone Tracking
  • Arrow Icon Testing/QA Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Projections
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Calendar Management
  • Arrow Icon Project Planning
  • Arrow Icon Project Scheduling
  • Arrow Icon Issue Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Client Portal
  • Arrow Icon Kanban Board
  • Arrow Icon Collaboration Tools
  • Arrow Icon File Sharing
  • Arrow Icon Prioritization
  • Arrow Icon Risk Management
  • Arrow Icon Traditional Methodologies
  • Arrow Icon Task Management
  • Arrow Icon Status Tracking
  • Arrow Icon Resource Management
  • Arrow Icon Budget Management
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Commenting/Notes
  • Arrow Icon Document Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Agile Methodologies
  • Arrow Icon Activity Dashboard
  • Arrow Icon Idea Management
  • Arrow Icon Project Tracking
  • Arrow Icon Multiple Projects
  • Arrow Icon Real Time Updates
  • Arrow Icon Due Date Tracking
  • Arrow Icon Project Time Tracking
  • Arrow Icon Activity Dashboard
  • Arrow Icon To-Do List
  • Arrow Icon Progress Tracking
  • Arrow Icon Kanban Board
  • Arrow Icon Project Planning
  • Arrow Icon Activity Tracking
  • Arrow Icon Document Management
  • Arrow Icon Assignment Management
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Budget Management
  • Arrow Icon Task Scheduling
  • Arrow Icon Multiple Projects
  • Arrow Icon Deadline Management
  • Arrow Icon @mentions
  • Arrow Icon Resource Management
  • Arrow Icon Prioritization
  • Arrow Icon Project Tracking
  • Arrow Icon File Management
  • Arrow Icon Document Storage
  • Arrow Icon Collaboration Tools
  • Arrow Icon Task Progress Tracking
  • Arrow Icon Charting
  • Arrow Icon Projections
  • Arrow Icon Task Planning
  • Arrow Icon Traditional Methodologies
  • Arrow Icon Commenting/Notes
  • Arrow Icon Email Management
  • Arrow Icon Tagging
  • Arrow Icon Agile Methodologies
  • Arrow Icon Calendar Management
  • Arrow Icon Requirements Management
  • Arrow Icon Commenting/Notes
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Milestone Tracking
  • Arrow Icon Issue Management
  • Arrow Icon Project Planning
  • Arrow Icon Calendar Management
  • Arrow Icon Status Tracking
  • Arrow Icon Scrum Project Management
  • Arrow Icon Drag & Drop
  • Arrow Icon Document Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Real Time Reporting
  • Arrow Icon Product Roadmapping
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Real Time Notifications
  • Arrow Icon Prioritization
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Search/Filter
  • Arrow Icon Testing/QA Management
  • Arrow Icon Resource Management
  • Arrow Icon Task Management
  • Arrow Icon Project Tracking
  • Arrow Icon Agile Methodologies
  • Arrow Icon Budget Management
  • Arrow Icon Kanban Board
  • Arrow Icon Change Management
  • Arrow Icon Release Management
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Dashboard
  • Arrow Icon Resource Allocation
  • Arrow Icon Progress Tracking
  • Arrow Icon Real Time Updates
  • Arrow Icon Resource Scheduling
  • Arrow Icon Approval Process Control
  • Arrow Icon Collaboration Tools
  • Arrow Icon Project Planning
  • Arrow Icon Timesheet Management
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Skills Tracking
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Multiple Projects
  • Arrow Icon Document Management
  • Arrow Icon Forecasting
  • Arrow Icon Utilization Reporting
  • Arrow Icon Calendar Management
  • Arrow Icon Assignment Management
  • Arrow Icon Resource Request
  • Arrow Icon Project Management
  • Arrow Icon Task Management
  • Arrow Icon Prioritization
  • Arrow Icon Capacity Management
  • Arrow Icon Projections
  • Arrow Icon Real Time Data
  • Arrow Icon Commenting/Notes
  • Arrow Icon Resource Management
  • Arrow Icon Backlog Management
  • Arrow Icon Team Management
  • Arrow Icon Retrospectives Management
  • Arrow Icon Prioritization
  • Arrow Icon Negative Feedback Management
  • Arrow Icon Supports Scrum
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Request Management
  • Arrow Icon Template Management
  • Arrow Icon Kanban Board
  • Arrow Icon Status Tracking
  • Arrow Icon Workflow Management
  • Arrow Icon Milestone Tracking
  • Arrow Icon Kanban Board
  • Arrow Icon Status Tracking
  • Arrow Icon Prioritization
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Percent-Complete Tracking
  • Arrow Icon Task Management
  • Arrow Icon Cost-to-Completion Tracking
  • Arrow Icon Project Time Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Multiple Projects
  • Arrow Icon Task Scheduling
  • Arrow Icon Progress Tracking
  • Arrow Icon Activity Tracking
  • Arrow Icon Project Planning
  • Arrow Icon Workflow Management
  • Arrow Icon Time & Expense Tracking

Klient PSA Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA
Pricing Page  

Klient PSA FAQs

Klient PSA is a sophisticated Professional Services Automation software developed to integrate seamlessly with the Salesforce ecosystem. It excels in providing comprehensive project management capabilities, from project creation to closure. A key feature is its advanced resource management, allowing for efficient allocation and tracking of human and material resources. Klient PSA offers robust time and expense tracking, streamlining billing and financial reporting. Its customizable dashboard and reporting tools provide real-time insights into project performance and profitability. Additionally, the software includes powerful CRM functionalities, enhancing client relationship management. Its user-friendly interface and cloud-based deployment make it accessible and easy to adopt, particularly for businesses already using Salesforce, looking to optimize their service operations and client engagement.

  • No, Klient PSA does not offer a free version.

  • No, Klient PSA does not offer any free trial.

  • No, Credit Card details are not required for the Klient PSA trial.

  • Yes, Klient PSA offers an API.

  • Klient PSA offers support with the following options:
    • 24x7 Support , Email , Phone , Chat

  • Klient PSA offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • Klient PSA supports the following languages:
    • English , French

  • Following are the typical users of the Klient PSA:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Klient PSA supports the following deployment:
    • Cloud Hosted

  • Klient PSA supports the following devices and operating systems:
    • Web-Based