Software Alternatives, Accelerators & Startups

Jotform VS Klient

Compare Jotform VS Klient and see what are their differences

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Jotform logo Jotform

Free Online Form Builder & Form Creator

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
  • Jotform Landing page
    Landing page //
    2022-06-12

Jotform is a powerful online form builder that makes it easy to create robust forms and collect important data. Trusted by over 20M users worldwide, such as nonprofits, educational institutions, small businesses, and enterprises, Jotform is a gateway to gathering better information to propel your business.

  • 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

Jotform features and specs

  • Form Builder
    https://www.jotform.com/build/
  • Jotform Apps
    https://www.jotform.com/products/apps/
  • Jotform Enterprise
    https://www.jotform.com/enterprise/
  • Jotform Store Builder
    https://www.jotform.com/products/store-builder/
  • Jotform Tables
    https://www.jotform.com/products/tables/
  • Jotform Inbox
    https://www.jotform.com/features/inbox/
  • Jotform Mobile Forms
    https://www.jotform.com/products/mobile-forms/
  • Jotform Approvals
    https://www.jotform.com/products/approvals/
  • Jotform Report Builder
    https://www.jotform.com/products/report-builder/
  • Jotform Smart PDF Forms
    https://www.jotform.com/products/smart-pdf-forms/
  • Jotform PDF Editor
    https://www.jotform.com/products/pdf-editor/
  • Jotform Workflows
    https://www.jotform.com/products/workflows/
  • HIPAA Friendly Forms
    https://www.jotform.com/hipaa/
  • Jotform Sign
    https://www.jotform.com/products/sign/
  • Jotform for Salesforce
    https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000JTeWyUAL
  • Online Payments
    https://www.jotform.com/online-payments/
  • Jotform Integrations
    https://www.jotform.com/integrations/
  • Form Templates
    https://www.jotform.com/form-templates/
  • PDF Templates
    https://www.jotform.com/pdf-templates/
  • App Templates
    https://www.jotform.com/app-templates/
  • Workflow Templates
    https://www.jotform.com/workflow-templates/
  • Table Templates
    https://www.jotform.com/table-templates/
  • Prefill Forms
    https://www.jotform.com/prefill-forms/whats-new/
  • Secure Forms
    https://www.jotform.com/security/
  • Form Widgets
    https://www.jotform.com/widgets/
  • Jotform Blog
    https://www.jotform.com/blog/

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 Jotform

Overall verdict

  • Yes, Jotform is generally considered a reliable and effective tool for creating online forms for various purposes.

Why this product is good

  • Jotform is considered good by many users because of its user-friendly interface, extensive template library, and robust features which allow for easy creation of online forms. It supports integrations with various platforms, offers customizable forms and has strong security measures in place. Additionally, Jotform provides responsive customer support and a tiered pricing model catering to different user needs.

Recommended for

    Jotform is recommended for businesses, educational institutions, non-profit organizations, and individuals who need to create, share, and analyze forms and surveys quickly and efficiently. Its features make it suitable for users with varying levels of technical expertise.

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

Jotform videos

JotForm Review - Beginner to Expert PREVIEW by Bizversity.com

More videos:

  • Tutorial - How to Use JotForm to Create Online Forms & Fillable PDFs
  • Tutorial - JotForm 4.0 // A Tutorial & Review
  • Tutorial - Jotform Tutorial: How to Use Jotform

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 Jotform and Klient)
Form Builder
100 100%
0% 0
Project Management
0 0%
100% 100
Forms And Surveys
100 100%
0% 0
Task Management
0 0%
100% 100

Questions & Answers

As answered by people managing Jotform 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 Jotform and Klient. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Jotform and Klient

Jotform Reviews

14 ProProfs alternatives for quizzes, surveys, and more in 2025
Jotformโ€™s free online quiz maker lets you easily build quizzes that are interactive and automatically graded. No matter what you need โ€” whether itโ€™s a multiple-choice quiz for students or trivia questions for game night โ€” Jotform has you covered. Teachers can choose from ready-made templates for the classroom, customize them for different subjects and skill levels, and even...
Source: www.jotform.com
10 SurveyMonkey Alternatives and Competitors in 2024
The reporting and analytics tools provide valuable insights, while data exporting ensures seamless integration with other systems. With Jotform, you can create an online survey or form to collect data and online payments securelyโ€”which will help you streamline your data management processes hassle-free.
Source: clickup.com
10+1 Best Workflow Management Software 2024 For Maximum Efficiency
Best known for its scalable data collection tools, Jotform Enterprise allows users to create customizable workflow management systems. However, it may at times become too complex for users seeking a simple solution. Jotformโ€™s integrations include popular tools such as Gmail and Dropbox, and it also supports automation capabilities.
Source: www.manifest.ly
Typeform Alternatives: Tools for Surveys, Forms, and Quizzes
Online marketplaces show users rate Jotform as superior to Typeform in areas like โ€œeasy to do business withโ€ and โ€œeasy to admin.โ€ Jotform is another piece of software that allows users to choose from a static or question-per-page view.
Source: survicate.com
27 Best Typeform Alternatives In 2022 (Free & Paid)
While JotForm is an excellent Typeform alternative, it also has certain disadvantages. One major concern is that JotForm's interface can sometimes be clunky and complicated to navigate.

Klient Reviews

We have no reviews of Klient yet.
Be the first one to post

Social recommendations and mentions

Based on our record, Jotform seems to be more popular. It has been mentiond 3 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.

Jotform mentions (3)

  • This seems like a new scam, right?
    Sure, you took down jotform.com, a legitimate website (it's still up by the way). Source: about 4 years ago
  • Recommendations to help me with teaching the extended response section of the GED RLA exam?
    Something akin to a fill-in-the-blank template maybe? This was all prompted by my beginning to write one on jotform.com. I began doing it and then realized that there are probably thousands of similar templates that are way better. Thanks for any help and let me know if you'd like to share resources in the near future. Source: over 4 years ago
  • How can I include object keys as headings when using IMPORTJSONAPI?
    I'm trying to import data from Jotform so the structure of the JSON can vary. Here's an example though:. Source: over 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 Jotform and Klient, you can also consider the following products

Typeform - Create beautiful, next-generation online forms with Typeform, the form & survey builder that makes asking questions easy & human on any device. Try it FREE!

Service Provider Pro - Client Portal Software. Productize your services and turn your agency into a profitable and scalable system.

Google Forms - Simple web forms from Google.

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

Survey Monkey - Create and publish online surveys in minutes, and view results graphically and in real time. SurveyMonkey provides free online questionnaire and survey software.

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