Software Alternatives, Accelerators & Startups

Klient VS TeamRetro

Compare Klient VS TeamRetro and see what are their differences

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

TeamRetro logo TeamRetro

AI-powered, enterprise-ready platform for Agile retrospectives, health checks, and estimation meetings
  • 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.

  • TeamRetro Agile retrospectives and Health Checks
    Agile retrospectives and Health Checks //
    2025-05-14
  • TeamRetro Design and customize your meeting workflow
    Design and customize your meeting workflow //
    2025-11-11
  • TeamRetro Gather input easily and safely
    Gather input easily and safely //
    2025-05-14
  • TeamRetro Brainstorming options
    Brainstorming options //
    2025-05-14
  • TeamRetro Run fun and easy ice breakers
    Run fun and easy ice breakers //
    2025-05-14
  • TeamRetro Boost engagement and team energy
    Boost engagement and team energy //
    2025-11-11
  • TeamRetro Poll your team
    Poll your team //
    2025-05-14
  • TeamRetro AI Grouping suggestions
    AI Grouping suggestions //
    2025-05-14
  • TeamRetro Independent dot voting
    Independent dot voting //
    2025-05-14
  • TeamRetro Presentation mode
    Presentation mode //
    2025-05-14
  • TeamRetro Create actions or get AI suggestions
    Create actions or get AI suggestions //
    2025-05-14
  • TeamRetro AI suggested actions
    AI suggested actions //
    2025-05-14
  • TeamRetro Instant summaries and notes
    Instant summaries and notes //
    2025-05-14
  • TeamRetro Celebrate achievements and boost team morale with Kudos
    Celebrate achievements and boost team morale with Kudos //
    2025-11-11
  • TeamRetro Survey team health
    Survey team health //
    2025-05-14
  • TeamRetro Use maturity model frameworks to assess Agile adoption and capability
    Use maturity model frameworks to assess Agile adoption and capability //
    2026-02-17
  • TeamRetro Structured planning poker with anonymous voting, multiple decks, and Jira/GitHub/Linear sync
    Structured planning poker with anonymous voting, multiple decks, and Jira/GitHub/Linear sync //
    2026-02-17
  • TeamRetro Integration with your workflow tools
    Integration with your workflow tools //
    2025-11-11
  • TeamRetro Check in and Check out questions
    Check in and Check out questions //
    2025-05-14
  • TeamRetro Gain more insight with data
    Gain more insight with data //
    2025-05-14
  • TeamRetro Scale with confidence using enterprise-grade security
    Scale with confidence using enterprise-grade security //
    2025-11-11

TeamRetro is a secure tool designed to support Scrum Masters, Agile Coaches, and delivery teams in running structured, effective, and repeatable ceremonies. It provides AI-supported facilitation features that reduce overhead, promote psychological safety, and make continuous improvement actionable.

Run structured retros, health checks, and estimations that turn honest feedback into prioritised, trackable action.

Key Features - Ready to use templates - 100+ retrospectives - 50+ health checks - 14 maturity models - 6 estimation meeting styles - Flexible anonymity options - Action tracking - Guided facilitation workflow - Built in icebreakers, check in/ out questions - Quick polling - Team Kudos - Auto grouping of ideas - Action suggestions - Instant summaries powered by AI - Dashboards with trends, heat maps and word clouds - Team sentiment analysis and cross team reporting - 15+ workflow tools to integrate with - SOC 2 Type II, GDPR compliant

Why use TeamRetro - Increase participation and psychological safety - Reduce bias and hierarchy in decisions - Turn conversations into accountable action - Save time and reduce meeting overhead - Improve from sprint to sprint with confidence - Monitor team health and spot trends easily - Scale continuous improvement across the organization

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

TeamRetro

$ Details
paid Free Trial $15 / Monthly (per team based on 6 teams)
Platforms
Web
Release Date
2019 February
Startup details
Country
Australia
City
Perth
Founder(s)
Jeremy Lu, Brad Ward
Employees
10 - 19

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.

TeamRetro features and specs

  • Retrospectives
    200+ ready-to-use retrospectives or use AI-generated templates
  • Health Checks
    50+ health check models or use AI-generated templates
  • Agile Estimation
    Structured story-by-story estimation workflow with 6 estimation decks options (Fibonacci, T-shirt sizing, etc) to to estimate the effort, complexity, and risk involved in implementing Product Backlog Items
  • Maturity Model Assessments
    14 maturity model frameworks to assess Agile adoption and capability for teams to identify gaps and align on improvement priorities
  • Cross-team Insights
    Track sentiment trends, progress, and patterns across retrospectives, health checks, and multiple teams for a clearer picture of team dynamics over time
  • Icebreaker Library
    Built-in icebreaker questions and games or use AI-generated ones
  • Analytics & Reporting
    Comprehensive analytics and reporting features to track progress and identify areas for improvement over time
  • AI Intelligence
    AI-suggested actions, automatic summaries, reporting, and sentiment analysis
  • Integration
    Slack, Asana, BaseCamp, Azure DevOps, Confluence Cloud, Confluence Server, GitHub, Gitlab, Jira Cloud, Jira Server, Mircosoft Teams, Trello, ClickUp, Linear, Monday, Notion, Shortcut
  • Multi-Language Support
    20+ language options, multi-regional hosting, and accessibility for all work environments
  • User-Friendly Interface
    Clean and intuitive interface for teams to navigate and utilize its features without a steep learning curve
  • Anonymity Options
    Anonymous brainstorming and commenting and anonymous voting with simultaneous reveal in estimation meetings
  • Real-Time Collaboration
    Share feedback and participate simultaneously from anywhere with icebreakers, check-ins, live reactions, quick polls, and Kudos
  • Enterprise Security
    SOC 2 Type 2 certified, GDPR complaint, SSO/SAML authentication options, role-based access controls and admin permissions

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

Analysis of TeamRetro

Overall verdict

  • Yes, TeamRetro is considered a good tool for teams looking to enhance their retrospective sessions and improve team collaboration. It offers a comprehensive set of features that facilitate effective team discussions and retrospective meetings.

Why this product is good

  • TeamRetro is generally well-regarded for its user-friendly interface, customizable templates, and a variety of retrospective formats that cater to different team needs. It promotes productive feedback loops and continuous improvement among teams by encouraging regular reflections on past work. Additionally, it integrates seamlessly with popular project management tools, enhancing workflow efficiency.

Recommended for

    TeamRetro is recommended for agile teams, project managers, and team leaders who are focused on continuous improvement and efficient collaboration. It's particularly useful for distributed teams that require robust digital tools to conduct retrospectives remotely.

Klient videos

Connect Your AI to Klient PSA with MCP

More videos:

  • Demo - Product update webinar
  • Demo - Klient PSA 90 sec overview

TeamRetro videos

TeamRetro Product Feature Updates 2025

More videos:

  • Tutorial - Quick Guide: Running Effective Sprint Retrospectives Online
  • Demo - Discover Agile Team Health Checks in TeamRetro

Category Popularity

0-100% (relative to Klient and TeamRetro)
Project Management
17 17%
83% 83
Agile Project Management
0 0%
100% 100
Task Management
100 100%
0% 0
Project Retrospectives
0 0%
100% 100

Questions & Answers

As answered by people managing Klient and TeamRetro.

What's the story behind your product?

TeamRetro's answer:

TeamRetro was born out of frustration with clunky, ad-hoc retrospective processes. A group of experienced facilitators and technologists saw an opportunity to create a tool that wasn't just digital but delightful โ€” one that supported meaningful team reflection at scale. Since then, TeamRetro has grown globally, helping thousands of teams run smarter, more inclusive, and more effective retrospectives.

Which are the primary technologies used for building your product?

Klient's answer

Klient PSA is 100% Salesforce Native

TeamRetro's answer:

JavaScript for the front end Node.js for the back end WebSockets for real-time collaboration PostgreSQL for secure data storage AWS for cloud infrastructure and global scaling Docker for containerization Integration APIs with tools like Jira, Trello, MS Teams, and Slack

Who are some of the biggest customers of your product?

TeamRetro's answer:

  • Software development and technology companies
  • Game development
  • Financial Services and Banking
  • SAAS companies
  • IT Consulting and Professional Services
  • Manufacturing
  • Scientific and Mining
  • Government and education
  • Healthcare and Medical
  • Telecomunications and media

What makes your product unique?

TeamRetro's answer:

TeamRetro is built for Scrum Masters and Agile Coaches to run structured, engaging retrospectives and health checks. With timers, dot voting, polls, presentation mode, and anonymous input, it keeps meetings focused while creating psychological safety so every voice is heard.

Track team health over time with dashboards, heat maps, and sentiment insights. Run unbiased estimation with anonymous, simultaneous voting, and turn feedback into action with built-in action tracking.

With 15+ integrations (Jira, Slack, Teams, GitHub, Trello) and enterprise-grade security (SOC 2 Type II, GDPR, SSO, US/EU hosting), TeamRetro helps teams move from conversation to continuous improvement seamlessly.

Why should a person choose your product over its competitors?

TeamRetro's answer:

TeamRetro is purpose-built for Agile retrospectives and health checks โ€” not a generic whiteboard.

  • Structured facilitation with timers, voting, and AI summaries
  • Anonymous input to boost participation and psychological safety
  • Built-in action tracking to ensure real follow-through
  • Dashboards and sentiment insights to measure progress over time
  • 15+ integrations plus SOC 2 Type II, GDPR, and SSO for enterprise scale

It doesnโ€™t just run retros, it helps teams achieve continuous improvement.

How would you describe the primary audience of your product?

TeamRetro's answer:

TeamRetro is designed for:

  • Agile teams in startups, scale-ups, and enterprises.From small to large enterprises, nonprofits, governments, startups, SMEs, and Agencies.
  • Distributed or hybrid workplaces needing inclusive collaboration
  • Consultancies & agencies running client workshops or project post-mortems

Industries

All industries but focus is on Technology & software development (Scrum, DevOps, QA, Project Managers)

People

  • Scrum Masters & Agile Coaches facilitating retrospectives
  • Engineering managers
  • Marketing, hr, sales & finance
  • Project managers
  • Agile teams

User comments

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What are some alternatives?

When comparing Klient and TeamRetro, you can also consider the following products

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

Parabol - Agile Meeting Co-Pilot

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

Retrium - Sprint retrospectives made easy and effective for distributed scrum teams.

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

FunRetro - Our fun, simple, and intuitive tool will revolutionize your teams collaboration process. Try it today for free and discover how fun retrospectives can help you.