Arrows
Rocketlane
EverAfter
HubSpot
Usetiful
Dock.us
UserGuiding
Userflow
Klient
Service Provider Pro
Function Point
Cloud Coach - PSA
Vendasta Technologies
Certinia Financial Management Cloud
Moxo
Rocketlane
Klient PSA is a comprehensive Professional Services Automation (PSA) solution built 100% natively on Salesforce. Primarily designed for consulting firms and SaaS businesses, it helps teams structure their work, optimize resource utilization, improve collaboration, and accelerate revenue, all from a single source of truth. Key capabilities include: * Project Management: Deliver projects on time and on budget with customizable templates, Kanban boards, Gantt charts, and task grids. * Resource Planning: Allocate resources based on skills, availability, and priority. Maximizing team productivity. * Time & Expense Tracking: Enable your team to easily log time and expenses while ensuring accurate billing and forecasting. * Billing & Financials: Automate pre-invoicing, invoice generation, and revenue recognition to accelerate cash flow. * Customer Collaboration: Keep customers engaged and aligned with real-time updates, shared documents, and approval workflows through the customer portal. *AI Agents: Humans lead. Agents deliver the scope, the brief, and the hours. *MCP: Connect your AI to Klient PSA - safely.
Built by consultants, for consultants, Klient PSA centralizes every step of the project lifecycle: estimation, planning, delivery, time tracking, billing, and reporting. It enables operations teams to shift from disconnected tools and manual processes to a single, cohesive platform, designed to grow with your business. Trusted by Salesforce partners, fast-scaling SaaS firms, and global consultancies, Klient PSA is more than software, itโs a modern operational backbone designed to help your team deliver value, every time.
Arrows KlientKlient's answer:
Klient PSA is 100% Salesforce Native
Based on our record, Arrows seems to be more popular. It has been mentiond 7 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Wow that sounds like a pretty complex + powerful solution. Iโve seen a lot of different HubSpot setups for client onboarding (because of my company, Arrows.to) but this is a first! Going to have to remember this for other folks. Source: about 4 years ago
One way to do this would be to attach an Arrows plan to the deal when it moves to closed via a workflow (or manually) then use that plan as your file checklist. Source: about 4 years ago
Great domain. What do you think of https://arrows.to/? - Source: Hacker News / over 4 years ago
I've heard good things about Arrows: https://arrows.to/. Source: almost 5 years ago
As for a system, that's actually exactly what I'm working on in my current job. We built a project plan that is intended to be a living mutual document between you and your clients (and it sends the auto-reminders when tasks are over due - sounds like you could use those gentle nudges in your world). Check out https://arrows.to/. Source: almost 5 years ago
Rocketlane - A collaborative customer onboarding platform
Service Provider Pro - Client Portal Software. Productize your services and turn your agency into a profitable and scalable system.
EverAfter - Easily build personalized workspaces with each account using drag-and-drop widgets for task management, KPIs, timelines, shared assets, and support tickets!
Function Point - Function Point is project management software tailored to the unique and specific demands of creative professionals.
HubSpot - Grow Better With HubSpot: Software that's powerful, not overpowering. Seamlessly connect your data, teams, and customers on one CRM platform that grows with your business.
Cloud Coach - PSA - Cloud Coach provides PSA software to help increase the efficiency of how projects are planned, budgeted, created, scheduled and implemented.