
Function Point
Asana
Wrike
Redmine
Basecamp
Paymo
Teamwork
BigTime.net
Klient
Service Provider Pro
Cloud Coach - PSA
Vendasta Technologies
Certinia Financial Management Cloud
Moxo
Rocketlane
Octoboard for Agencies
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.
Function Point
KlientFunction Point is especially recommended for small to medium-sized creative agencies, marketing firms, design studios, and other similar businesses that require precise project tracking and resource management with a focus on collaboration and client management.
Klient's answer:
Klient PSA is 100% Salesforce Native
Asana - Asana project management is an effort to re-imagine how we work together, through modern productivity software. Fast and versatile, Asana helps individuals and groups get more done.
Service Provider Pro - Client Portal Software. Productize your services and turn your agency into a profitable and scalable system.
Wrike - Wrike is a flexible, scalable, and easy-to-use collaborative work management software that helps high-performance teams organize and accomplish their work. Try it now.
Cloud Coach - PSA - Cloud Coach provides PSA software to help increase the efficiency of how projects are planned, budgeted, created, scheduled and implemented.
Redmine - Flexible project management web application
Vendasta Technologies - Vendasta is an agency in a box with white label platform, marketing automation and more. Details in here: https://www.vendasta.com/pricing