Software Alternatives, Accelerators & Startups

EverAfter VS Klient

Compare EverAfter VS Klient and see what are their differences

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EverAfter logo EverAfter

Easily build personalized workspaces with each account using drag-and-drop widgets for task management, KPIs, timelines, shared assets, and support tickets!

Klient logo Klient

Klient is the Salesforce-native PSA โ€” project management, resourcing, time tracking, and billing built right inside Salesforce, now with 9 AI agents. Rated 4.96/5 on the Salesforce AppExchange (73 reviews) and 4.5/5 on G2 (83 reviews). $39/user/month
  • EverAfter Landing page
    Landing page //
    2023-09-14
  • Klient Full life cycle of your projects
    Full life cycle of your projects //
    2026-01-05
  • Klient Project Management
    Project Management //
    2026-01-05
  • Klient Resource Management
    Resource Management //
    2026-01-05
  • Klient Klient PSA features
    Klient PSA features //
    2026-01-05

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, itโ€™s a modern operational backbone designed to help your team deliver value, every time.

Klient

Website
klient.com
$ Details
paid Free Trial $15 / Monthly (Per user, paid annually)
Platforms
Salesforce
Release Date
2015 January
Startup details
Country
Canada
State
Quebec
City
Laval
Founder(s)
Yanick Abraham
Employees
20 - 49

EverAfter features and specs

  • User-Friendly Interface
    EverAfter offers a clean and intuitive interface that simplifies the user experience, making it accessible for users with varying levels of technical expertise.
  • Customizable Workflows
    The platform allows businesses to customize workflows and processes to better align with their specific needs and objectives.
  • Integration Capabilities
    EverAfter integrates with various existing business tools, which enhances its functionality and allows for streamlined operations.
  • Collaboration Features
    It provides robust collaboration tools that facilitate seamless communication and collaboration among team members and stakeholders.
  • Analytics and Reporting
    The platform includes powerful analytics and reporting features, enabling businesses to gain valuable insights into their processes and performance.

Possible disadvantages of EverAfter

  • Learning Curve
    Despite its user-friendly design, new users might experience a learning curve when trying to utilize all features fully, especially the more advanced ones.
  • Pricing
    The cost of using EverAfter may be prohibitive for smaller businesses or startups, as it may require a significant investment to access all features.
  • Limited Offline Access
    EverAfter may have limited functionality when offline, which can be a drawback for users needing continuous access in areas with poor internet connectivity.
  • Dependence on Integrations
    Relying heavily on integrations with other tools can pose challenges if there are any compatibility issues or if the integrated tools are updated.
  • Scalability Concerns
    Some users might find scalability to be an issue, particularly if their business grows rapidly and requires more robust solutions.

Klient features and specs

  • Project Management
    Manage complex projects with confidence using Klient PSA, a 100% Salesforceโ„ข native Professional Services Automation (PSA) platform. Keep your projects on track and deliver exceptional results for your customers.
  • Resource Management
    Optimize your resources, streamline scheduling, and ensure efficient project delivery with Klientโ€™s resource management tools.
  • Time Tracking
    Boost your productivity, stay on top of tasks, track time effortlessly, and be the hero with Klientโ€™s task and time management tools.
  • Customer collaboration
    Exceed client expectations, boost engagement, and elevate service quality with Klientโ€™s customer collaboration tools.
  • Billing and Financials
    Close your months faster, prevent revenue leakage, and increase your cash flow with Klientโ€™s foolproof Billing and Financial tools.
  • Estimate and Forecast
    Streamline your sales cycle, enhance project planning, and improve collaboration with Klientโ€™s Estimate & Forecast tools.

Analysis of Klient

Overall verdict

  • Klient (now part of Certinia, formerly known as Klient PSA) is a solid professional services automation solution built natively on the Salesforce platform, offering strong project management, resource planning, and billing capabilities for services organizations.

Why this product is good

  • Native Salesforce integration allows seamless data flow between CRM and project delivery teams
  • Comprehensive PSA features including project management, time tracking, resource management, and billing in one platform
  • Strong reporting and analytics leveraging Salesforce's reporting engine
  • Automation of professional services workflows reduces manual administrative work
  • Scalable for growing services organizations with complex project needs
  • Backed by Certinia (formerly FinancialForce), providing continued investment and support

Recommended for

  • Salesforce-centric organizations looking for integrated PSA tools
  • Professional services firms managing complex, multi-phase projects
  • Companies needing unified resource management and billing tied to CRM data
  • Mid-market to enterprise businesses with dedicated services delivery teams
  • Organizations seeking to improve project profitability visibility and forecasting

EverAfter videos

No EverAfter videos yet. You could help us improve this page by suggesting one.

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Klient videos

Connect Your AI to Klient PSA with MCP

More videos:

  • Demo - Product update webinar
  • Demo - Klient PSA 90 sec overview

Category Popularity

0-100% (relative to EverAfter and Klient)
Productivity
100 100%
0% 0
Project Management
0 0%
100% 100
User Onboarding And Engagement
Tool
0 0%
100% 100

Questions & Answers

As answered by people managing EverAfter and Klient.

Which are the primary technologies used for building your product?

Klient's answer:

Klient PSA is 100% Salesforce Native

User comments

Share your experience with using EverAfter and Klient. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, EverAfter seems to be more popular. It has been mentiond 1 time 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.

EverAfter mentions (1)

  • B2B vs B2C
    Most b2c companies don't have CS teams, some do.. Mainly when its a high-value product with complex onboarding. I know Lumen does. Anyways, a great software for b2b that you won't hear about us often is everafter.ai - unlike the others, its for the customer-facing interaction vs. a CRM/analytics like the others. Source: about 4 years ago

Klient mentions (0)

We have not tracked any mentions of Klient yet. Tracking of Klient recommendations started around Mar 2021.

What are some alternatives?

When comparing EverAfter and Klient, you can also consider the following products

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.

UserGuiding - Create in-app experiences with the most straightforward product adoption platform โ€” quick implementation, lasting user engagement.

Function Point - Function Point is project management software tailored to the unique and specific demands of creative professionals.

Arrows - Collaborative onboarding for high-touch customers

Cloud Coach - PSA - Cloud Coach provides PSA software to help increase the efficiency of how projects are planned, budgeted, created, scheduled and implemented.