Klient
Service Provider Pro
Function Point
Cloud Coach - PSA
Vendasta Technologies
Certinia Financial Management Cloud
Moxo
Rocketlane
Schedule Forge
MRPEasy
just plan it
Fulcrum
Katana MRP
JobBOSS
Odoo Manufacturing (MRP)
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.
Production scheduling for small manufacturers. Plan every work order, run every line at real capacity, and start each day knowing exactly what needs attention.
Most small shops schedule in spreadsheets or someone's head. That works until a rush order lands or a machine goes down. Schedule Forge replaces the spreadsheet with a live, capacity-aware schedule your whole team can see and your shop floor can update in real time.
Cloud-based and self-serve: sign up, add your lines and work orders, and have a working schedule the same day. No six-month ERP rollout.
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Klient's answer
Klient PSA is 100% Salesforce Native
Schedule Forge's answer:
Schedule Forge treats the schedule as the product, not a module buried inside an ERP. Every work order schedules as a connected chain against real line capacity, so when one job moves, everything downstream reflows, and the plan stays honest. Three things set it apart:
And it speaks your language: rename tasks, projects, lines, and work orders to match how your shop already talks, and the whole app follows.
Schedule Forge's answer:
Small manufacturers and job shops, roughly 5 to 50 people, who currently schedule production in spreadsheets, on whiteboards, or in the owner's head. The buyer is usually the owner, plant manager, or production scheduler who has outgrown the spreadsheet but doesn't have the budget, staff, or patience for a full ERP implementation. If your shop has real routings, shared machines, and promise dates you sometimes miss, you're who this was built for.
Schedule Forge's answer:
Schedule Forge's answer:
Drawing on years of manufacturing experience and the frustration of building scheduling systems in software never designed for the task, we decided to create a purpose-built solution. We watched countless companies invest in expensive ERP systems, only to abandon their rigid, overly complex scheduling modules and revert to spreadsheets. We built our platform for the practical needs of the everyday shop floor. It is an intuitive scheduling tool that optimizes your workflow without requiring an entire department to manage it.
Service Provider Pro - Client Portal Software. Productize your services and turn your agency into a profitable and scalable system.
MRPEasy - Cloud-based ERP Software for Small Manufacturers (10 - 200 employees)
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just plan it - Time and resource scheduling for SMB manufacturers
Cloud Coach - PSA - Cloud Coach provides PSA software to help increase the efficiency of how projects are planned, budgeted, created, scheduled and implemented.
Fulcrum - Fulcrum designs wheels and components for road bikes, mountain bikes, cyclocross and triathlon bikes, offering unique technologies to guarantee the bestย .