Klient PSA: Salesforce PSA + AI Agents — Project Management, Resource Management

The operating system for a Salesforce consulting firm — and a demo asset in its own right

As VP of Operations at Advanced Cloud Solutions, a Salesforce SI specializing in Revenue Operations, I've evaluated most of the PSA options on this platform. Klient is the one we run our own business on, and it has materially changed what my job looks like. Why native mattered more than we expected. We're a Salesforce shop, so putting delivery data anywhere else was never going to feel right. But the practical impact went beyond principle. With Klient, a closed-won Opportunity spawns the project, milestones, and resource assignments directly. Time entries live on tasks. Invoices are generated from approved time and milestones. Nothing syncs, nothing drifts, and nothing needs an integration tax on top of the license. When I pull our Salesforce data into Snowflake for cash forecasting, delivery and pipeline arrive through the same pipeline with the same IDs. That single-source-of-truth benefit is the difference between reporting that describes last month and reporting that lets me steer this week. What changed in my role. Before Klient, most of my operational hours went into reconciliation: matching a timesheet export to a project plan to an invoice draft, chasing missing hours, and reconstructing margin after the fact. Now that work is mostly gone. I watch budget burn against fixed-fee scope in real time, see utilization across the team in the Resource Planner, and know which projects are at risk before a client does. I spend my time on pricing, packaging, and capacity decisions instead of on spreadsheets. For a small firm where the ops lead is also doing delivery and sales support, that reclaimed time is significant. Fixed-fee delivery and margin. We sell productized packages at fixed prices, and margin discipline is the entire model. Klient's per-project budget tracking and approval workflows on time mean we can hold our target margin and catch scope creep at [week two] rather than at close-out. Invoicing readiness is a status I can see, not a questi

Finally — one platform that actually connects everything

We've been running Klient PSA for several years now, and it's one of the best operational decisions we've made as a firm. Before making the switch, we were piecing together three separate systems to get any kind of complete picture — project management in one tool, financials in another, and resource tracking somewhere else entirely. The result was constant data reconciliation, outdated reports, and a lot of educated guessing when it came to forecasting. The fact that Klient is built natively on Salesforce changed everything for us. We already had a significant investment in the Salesforce platform, so having our PSA live there — rather than bolted on through integrations — means our data is clean, current, and actually trustworthy. Reporting on margins and revenue went from a weekly manual exercise to something we can pull in real time. Forecasting is now driven by real pipeline and resource data rather than spreadsheet assumptions. Project management has also matured considerably for our team. We have clear visibility into project health, utilization, and profitability all in one place, which makes it much easier to catch problems early and stay on top of client commitments.

Powerful tool for streamlined operations and project management

We have been using Klient for several years now and it has become the backbone of our operations. It has given our organization far better visibility and control over our projects, financial outcomes, and forward planning. For our teams, it has provided streamlined time entry and approvals. Being built in Salesforce, our entire company now benefits from better planning and reporting on nearly all the key metrics of the business. What stands out with Klient is not just a brilliant and elegantly designed platform, but the support the company provides to its customers in the form of rapid response to requests for new features and a steady cadence of new product enhancements -- from the smallest UI efficiencies to major feature sets like AI. Overall a great company and a great product.

Flexibility, Visibility, and a True Customer Partnership

Klient PSA has become a key platform for managing our services business. It provides the flexibility to adapt processes to our needs while giving us real-time visibility into project health, resource forecasting, utilization, and profitability. What sets Klient apart is the relationship they build with their customers. We truly feel like partners in the product's evolution, and our feedback is valued. Their support team is responsive and knowledgeable, and new features are delivered at an impressive pace. Overall, Klient PSA helps us make better operational and financial decisions while providing the visibility needed to manage and grow our business effectively.

Excellent support and Release Webinars

Using Klient PSA since 2021 as an admin for Project Management, Planning, Invoicing and Forecasting. The application is great, the support is fantastic and fast, the feature growth over the last years is really what we need for our usage. The Release Webinars are always informativ and refreshing to watch Rosalie and Yannick. Great job—keep it up!

Klient PSA has become the operational backbone of our delivery org

As a Salesforce consultancy running multiple types of projects, we needed a PSA tool that lived inside Salesforce rather than bolted on...Klient delivers exactly that. One of the biggest wins has been the seamless handoff from opportunity to project: deals close and kick off without having to re-key data into a separate system, which used to be a real source of friction. Resource and project visibility across our delivery team has made balancing capacity far easier, and time tracking ties directly into billing, cutting out the manual reconciliation we used to deal with every month-end. Because it all runs natively on Salesforce, there's no middleware, no sync jobs, and no drift between systems, just one source of truth. For a firm like ours, Klient just fits. Highly recommend for any Salesforce-native services org looking to consolidate delivery operations rather than bolt on another disconnected tool.

Several years in — great product, and an account team that stays ahead of our needs

We've been running Klient in our Salesforce org for several years, primarily for project and task management, and it's been a strong fit throughout. What stands out most is the flexibility — we have multiple groups with very different workflows, and we've been able to tailor Klient to each one's specific needs without fighting the product. Because it's native to Salesforce, we've also built automations connecting Klient to our other systems, which has streamlined how work flows across our organization. The Klient team deserves real credit as well. Their support response times have been consistently fast, and anytime we've needed help customizing the product for our use cases, they've delivered. Just as importantly, their account management team has been genuinely proactive — checking in, surfacing new capabilities, and staying ahead of our needs rather than waiting for us to raise issues. It feels like a partnership, not a vendor relationship. We've recently started working with their Project Agent as well and are excited about where that's headed. Highly recommended for any team managing projects inside Salesforce.

8 Years of Success and Growth with Klient

It has now been 8 years since we implemented Klient in our company, and our experience has been nothing but positive. The platform supports many critical aspects of our operations, from project management and timesheet tracking to expense reports, invoicing, and seamless integration with QuickBooks for accounting purposes. Over the years, Klient has evolved alongside our growing business and continues to meet our changing needs. Their team is attentive, responsive, and always willing to help us find solutions to the challenges and blockers we may encounter as our business grows. We also greatly appreciate the workshops and collaborative sessions they organize, which make it easy to stay informed about the platform’s evolution and upcoming features. After 8 years of partnership with Klient, I can confidently say that we do not regret our choice at all. It is an excellent solution backed by a reliable and supportive team.

Strong Salesforce PSA Foundation + Excellent Release Webinars

We use Klient PSA on Salesforce. Before implementing Klient, we relied on a custom-built tool for resourcing and time logging, managed invoicing outside the system, and handled most consulting project management in Google Sheets. Klient has provided a strong foundation, and we see a significant opportunity to further leverage it for end-to-end project management — particularly through Workspace/Snaps and the built-in project performance metrics. The main focus on our side is adoption and change management, as it’s easy for Project Managers to revert to spreadsheets as a comfort zone. The Resource Planner has been a game changer for real-time capacity management and project planning decisions. The inclusion of RAG status makes it easy to quickly assess capacity, identify over-scheduling, and take action where needed. One area that really stands out is the release communication. The release webinars are consistently excellent — well-run, interactive, and easy to follow. I would rate every session I’ve attended highly. That said, with frequent releases, it can be challenging to keep up. We’ve addressed this by implementing an internal cadence: upgrading UAT first, testing real user scenarios (PM and consultant workflows), and then determining the required enablement before moving to production. To further support adoption, it would be valuable to have more knowledge articles and short, user-friendly videos that can be shared directly with end users. Currently, we rely heavily on release notes and create our own internal guidance. We have also raised a request around enhanced capacity forecasting and scenario planning beyond the current resource planning capabilities.

Excellent Solution and Support

I've used Klient PSA for maybe a couple of years now, and it has been an amazing tool for managing projects. It's been a one-stop-shop for notes, project plans, time tracking, resource assignments, you name it (and it keeps getting better and better with each update!) This tool has been a game-changer for improving efficiency and also has been highly customizable to our needs. The Klient support team has been amazing to work with as well. They take customer feedback and improvement ideas to heart, turning this into a dream tool for project management.