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

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.

A simple yet flexible PSA for consulting firms on Salesforce

As a PSA Implementation Expert, I have seen so many different PSA tools on Salesforce. A lot of them have similar features but in my opinion none come quite close to what Klient PSA Offers. The tool is useable out of the box with a very few tweaks. At the same time, if you do want to customize it to better fit your needs, it is also highly customizable, if you need it. This is a key advantage as simplicity is key for usability and adoption when choosing a PSA tool to migrate to. I think one of the strongest reasons to choose this tool over others is how responsive it's support team is and how committed they seem to be towards listening to their clients' ideas. They've also been delivering solid updates every month and have monthly webinars to explain all the new features they are pumping out. I've been using it for my own solo consulting business and it just makes it so much simpler to track my projects, log my time and generate invoices monthly. The friction is very minimal and I save a lot of time compared to using spreadsheets. Having implemented both Klient PSA and Certinia PSA across many Salesforce consulting firms, I’ve consistently found Klient to be the better fit for small to medium teams looking for a simpler, more adaptable PSA without enterprise overhead. It is the option I most often see succeed in those scenarios.

Improving Visibility, Forecasting, and Delivery at Scale

KLIENT PSA has become an invaluable part of our day-to-day operations, particularly for managing and delivering successful ERP implementation projects. The platform scales effortlessly with our growing project portfolio, allowing us to manage increasing complexity without sacrificing clarity or control. It delivers strong visibility across all project phases, enabling effective tracking, forecasting and resource management while keeping budgets and timelines on target. The forecasting and reporting capabilities support proactive, data-driven decision-making, and the centralized view ensures alignment across teams and stakeholders. We look forward to the continued evolution of KLIENT PSA and are confident that its ongoing enhancements will further strengthen our ability to deliver projects efficiently and at scale.

Reliable, Scalable PSA Platform That Brings Clarity to Consulting Operations

Klient PSA has become a foundational tool in how we operate at 28 North Consulting. From project tracking to resource management and financial visibility, Klient delivers a clean, intuitive platform that supports both strategic planning and day-to-day execution. What sets Klient apart is its balance of flexibility and structure. The system adapts well to our consulting workflows without forcing unnecessary complexity, while still providing the reporting depth needed to make informed decisions. Time tracking, project profitability, and forecasting are all clearly connected, giving us confidence in both our delivery and our margins. The user experience is modern and straightforward, which has made team adoption seamless. Onboarding was efficient, and the platform continues to scale with us as our client engagements grow in size and sophistication. Overall, Klient PSA has helped us operate with greater clarity, accountability, and efficiency. It’s a strong solution for consulting firms that want real operational insight without sacrificing usability.

Excellent PSA Solution for Resource-Driven Professional Services Teams

This PSA platform has transformed how we plan, deliver, and monetize projects. It's not just software—it's a strategic tool that aligns resources, finances, and delivery. The investment pays for itself quickly through better understanding and ability to make data-driven decisions. Further, the customer support is responsive and genuinely listens to and acts on feedback. Highly recommended for any professional services organization serious about growth and efficiency.

Reliable PSA that keeps project data clean through financial accountability

Klient PSA has become our reliable single source of truth by centralizing project management and billing in one platform. The key advantage is that because the system drives our invoicing, it creates a natural forcing function for data accuracy, teams keep information current because it directly impacts billing. By tying operational data to financial reality, we get metrics we can truly trust without constant manual auditing. This "follow the money" approach to data hygiene has been invaluable for maintaining clean, accurate project information. I also want to highlight that their support is truly top-notch. The team is highly responsive and genuinely engaged with their user community, which makes a significant difference when you need help or have questions about optimizing the platform. The native integrations need expansion, particularly for accounting workflows. The QuickBooks Online connector only syncs expenses one way (Klient to QBO), which limits its practical value. We need bi-directional sync to automatically capture expenses that originate in QBO from corporate credit cards. More robust, two-way integrations with common accounting and business tools would dramatically increase the platform's utility. I would recommend Klient PSA to organizations that prioritize data integrity and want their project management system to serve as a financial source of truth. If you value the discipline that comes from tying operational data to billing, this is an excellent choice.