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Klient PSA: Salesforce PSA + AI Agents — Project Management, Resource Management
The Salesforce-native PSA with AI agents — protect margin, bill faster.
- Industries
- High TechProfessional Services
- Business Need
- Enterprise Resource PlanningProject ManagementTime & Expense
- Requires
- Platform Cloud
- Compatible With
- Sales CloudService CloudNonprofit Solutions
The Salesforce-native PSA for project management, resource management, time tracking & billing — now with nine Agentforce AI agents. Built for professional services firms of 50–1,000 people, from quote to invoice. Salesforce licenses included.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudNonprofit Solutions
- Salesforce Editions
- EnterpriseUnlimitedForce.comDeveloper
App Details
- Version
- Klient PSA/Summer 2026 51.10.0
- Listed On
- 08/26/2015
- Latest Release
- 07/16/2026
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyMultiple CurrenciesCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 124Custom Tabs: 77Custom Apps: 4
- Lightning Components
- Global: 82App Builder: 14Community Builder: 14
- Languages
- DutchEnglishFrenchItalianSpanish
Security
Additional Details
Klient PSA is the Salesforce-native PSA with AI agents built in — run project management, resource management, time tracking, and billing on the platform your team already lives in. No sync. No second system. Built for professional services firms of 50–1,000 people done running delivery on spreadsheets and disconnected tools — where utilization slips, margin leaks, and finance chases timesheets at month-end. Klient PSA changes that: QUOTE-TO-CASH, FASTER — opportunities become staffed, scoped projects; SOWs generate from templates; signed deals reach first invoice sooner. RESOURCE PLANNING THAT SEES AHEAD — forecast capacity by skill, availability, and cost rate; catch workload peaks and bench risk before they hit. MARGIN YOU CAN DEFEND — live profitability by project, consultant, and client; planned vs. actual hours, costs, and revenue, so you catch erosion before month-end. NINE AI AGENTS ON THE JOB — Agentforce agents plus an MCP draft project briefs, post task updates, fill timesheets, and prep client follow-ups, keeping your people billable.
Need help?
Klient Inc.
Montreal, Quebec, Canada