Klient PSA

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Your all-in-one platform for Professional Services teams

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Decision Snapshot

Klient PSA Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting PriceContact Vendor
Free TrialNot specified
Free VersionNo
APIAvailable
DeploymentCloud Hosted
HeadquartersCanada
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Product Overview

Klient PSA Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Klient PSA

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.
Company Klient
Founded 2014
Headquarters Canada
Employees 11-50

Support

24x7 Support Email Phone Chat

Training

Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based

Typical Customers

Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 2 languages available
English French
Industries Served 1 industry available
Information Technology & Services
Category-Based Capabilities

Klient PSA Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Professional Services Automation Software 29 selected features Open category ↗
Portfolio Management Quotes/Estimates Gantt/Timeline View Activity Tracking Multiple Projects Proposal Generation Billing & Invoicing Task Management Real Time Reporting Project Management Document Management Forecasting Approval Process Control Performance Metrics Resource Management Project Planning Billable Items Tracking Collaboration Tools Task Scheduling Email Management CRM Project Time Tracking Project Tracking Client Portal Timesheet Management Progress Tracking Time & Expense Tracking Calendar Management Accounting Integration
Project Management Software 32 selected features Open category ↗
Milestone Tracking Testing/QA Management Time & Expense Tracking Projections Alerts/Notifications Calendar Management Project Planning Project Scheduling Issue Management Billing & Invoicing Gantt/Timeline View Client Portal Kanban Board Collaboration Tools File Sharing Prioritization Risk Management Traditional Methodologies Task Management Status Tracking Resource Management Budget Management Task Progress Tracking Commenting/Notes Document Management Portfolio Management Agile Methodologies Activity Dashboard Idea Management Project Tracking Multiple Projects Real Time Updates
Project Planning Software 32 selected features Open category ↗
Due Date Tracking Project Time Tracking Activity Dashboard To-Do List Progress Tracking Kanban Board Project Planning Activity Tracking Document Management Assignment Management Gantt/Timeline View Budget Management Task Scheduling Multiple Projects Deadline Management @mentions Resource Management Prioritization Project Tracking File Management Document Storage Collaboration Tools Task Progress Tracking Charting Projections Task Planning Traditional Methodologies Commenting/Notes Email Management Tagging Agile Methodologies Calendar Management
IT Project Management Software 29 selected features Open category ↗
Requirements Management Commenting/Notes Access Controls/Permissions Milestone Tracking Issue Management Project Planning Calendar Management Status Tracking Scrum Project Management Drag & Drop Document Management Portfolio Management Collaboration Tools Real Time Reporting Product Roadmapping Time & Expense Tracking Real Time Notifications Prioritization Gantt/Timeline View Search/Filter Testing/QA Management Resource Management Task Management Project Tracking Agile Methodologies Budget Management Kanban Board Change Management Release Management
Resource Management Software 27 selected features Open category ↗
Access Controls/Permissions Activity Dashboard Resource Allocation Progress Tracking Real Time Updates Resource Scheduling Approval Process Control Collaboration Tools Project Planning Timesheet Management Time & Expense Tracking Skills Tracking Gantt/Timeline View Multiple Projects Document Management Forecasting Utilization Reporting Calendar Management Assignment Management Resource Request Project Management Task Management Prioritization Capacity Management Projections Real Time Data Commenting/Notes
Agile Project Management Software 13 selected features Open category ↗
Resource Management Backlog Management Team Management Retrospectives Management Prioritization Negative Feedback Management Supports Scrum Gantt/Timeline View Request Management Template Management Kanban Board Status Tracking Workflow Management
Project Tracking Software 17 selected features Open category ↗
Milestone Tracking Kanban Board Status Tracking Prioritization Gantt/Timeline View Percent-Complete Tracking Task Management Cost-to-Completion Tracking Project Time Tracking Alerts/Notifications Multiple Projects Task Scheduling Progress Tracking Activity Tracking Project Planning Workflow Management Time & Expense Tracking
Pricing Information

Klient PSA Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Contact Vendor
Preferred Currency USD ($)
Free Trial NA
Free Version NA
Payment Frequency NA
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Frequently Asked Questions

Klient PSA FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

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.

  • 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
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