Klient
Service Provider Pro
Function Point
Cloud Coach - PSA
Vendasta Technologies
Certinia Financial Management Cloud
Moxo
Rocketlane
SuiteDash
HoneyBook
Dubsado
Clustdoc
Accelo
Bonsai
Clinked
FileInvite
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 SuiteDashKlient's answer
Klient PSA is 100% Salesforce Native
Based on our record, SuiteDash 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.
Check out AgiledApp on AppSumo Marketplace, there is a lifetime deal going. It would do everything you are asking for and more. I personally use a similar software SuiteDash, which is fantastic. Get a program like these and then embed your contact forms on your website and handle everything else through the software portal. Source: almost 4 years ago
SuiteDash might work for you. It has time tracking functions along with the many other functions it offers. You could assign your employees as team members and have them log in through the app to record their time or many other things. SuiteDash also has a lifetime deal going now on AppSumo.com SuiteDash Sale Here itโs really incredible software. Source: over 4 years ago
SuiteDash and there is currently a lifetime deal going on AppSumo.com HERE. Source: over 4 years ago
Service Provider Pro - Client Portal Software. Productize your services and turn your agency into a profitable and scalable system.
HoneyBook - Business management reinvented.
Function Point - Function Point is project management software tailored to the unique and specific demands of creative professionals.
Dubsado - Dubsado is flexible โ it gives you 5 (now 6!) ways to add new leads. Best of all, 5 ways are automated.
Cloud Coach - PSA - Cloud Coach provides PSA software to help increase the efficiency of how projects are planned, budgeted, created, scheduled and implemented.
Clustdoc - Clustdoc is a professional Client Onboarding and Verification Software.
