Klient
Service Provider Pro
Function Point
Cloud Coach - PSA
Vendasta Technologies
Certinia Financial Management Cloud
Moxo
Rocketlane
Leantime
Taiga.io
Documize
HackMD
TargetProcess
Plan.io
ReadTheDocs
Hygger
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.
Klient
LeantimeLeantime is ideal for startups, small businesses, and teams that prioritize ease of use and cost-effectiveness. It is suitable for those who need a basic yet functional project management tool and for developers wanting a customizable solution to fit into an existing tech ecosystem.
Klient's answer
Klient PSA is 100% Salesforce Native
Based on our record, Leantime seems to be more popular. It has been mentiond 18 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.
Leantime (https://leantime.io). It connects strategy boards to execution and is focused on being really easy to use. Source: about 3 years ago
I don't know if these are multi-tenant projects but you could certainly explore them: leantime.io and openproject.org. Source: over 3 years ago
We're using Leantime (https://leantime.io) for this. It's really straight forward so I don't think they would need to fuss going into other areas to manage a task. Source: over 3 years ago
Leantime (https://leantime.io) does everything you just mentioned and gives you a little more room to grow if you need it. The claim is to be for the โnon-project managerโ so good for non-technical teams or teams looking for something to get in and get out of. Source: over 3 years ago
Deck is very minimal and not really suited for anything beyond simple, personal stuff, in my opinion. As far as self-hosted, my favorite is still Kanboard, which has a lot of plugins and themes to choose from. Leantime is good too and a bit different. I also like Vikunja and Wekan. Source: over 3 years ago
Service Provider Pro - Client Portal Software. Productize your services and turn your agency into a profitable and scalable system.
Taiga.io - An Agile, Open Source, Free Project Management System
Function Point - Function Point is project management software tailored to the unique and specific demands of creative professionals.
Documize - Enterprise-grade wiki and knowledge management platform
Cloud Coach - PSA - Cloud Coach provides PSA software to help increase the efficiency of how projects are planned, budgeted, created, scheduled and implemented.
HackMD - Fast and flexible, real-time collaborative markdown, inspired by Hackpad.