
Kpi.com
TLDCRM - Total Lead Domination
Sage CRM
monday CRM
Composity
OpenPapyrus
Dashly.io
Pobuca Connect
Klient
Service Provider Pro
Function Point
Cloud Coach - PSA
Vendasta Technologies
Certinia Financial Management Cloud
Moxo
Rocketlane
Essential apps: Our dedicated stand-alone apps that also work as a suite is a real deal for growing companies. You will be able to sell more, manage your employees, keep books in order, be productive at work and make smart business decisions. We are cloud-based, cross-platform and device agnostic.
Free KPIs: Our widgets support more than 200 KPI metrics and visualizations. Build super dashboards for your team and your clients. We have got you an impressive technology stack to connect your data from various apps. User-friendly drag-and-drop and context menus and actions.
Accounts: Accounting app designed to keep your books and finances in order. Manage invoices, orders, inventory, expenses, automate payments and more. It is ideal for businesses across industries. Switch to smart accounting and be on top of your numbers.
Sales: CRM app that gives an edge for sales, marketing and customer service via various channels. Handle all leads, convert them to prospects and close more deals in less time. Connect with your customers in one instance.
Humans: HR app will take care of managing you personnel including recruitment, training, assessment, attendance, payroll, benefits, etc. It will streamline all internal procedures, external filings and employees’ self-service activities.
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, it’s a modern operational backbone designed to help your team deliver value, every time.
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Klient's answer:
Klient PSA is 100% Salesforce Native
TLDCRM - Total Lead Domination - An easy to use and affordable SaaS Platform for Insurance Agencies & Call Centers.
Service Provider Pro - Client Portal Software. Productize your services and turn your agency into a profitable and scalable system.
Sage CRM - Sage CRM offers a customer relationship management solution that gives you the ability to connect with and understand your customers
Function Point - Function Point is project management software tailored to the unique and specific demands of creative professionals.
monday CRM - monday sales CRM is a customizable customer relationship management software for every business with support for unlimited leads and accounts and prepaid plans.
Cloud Coach - PSA - Cloud Coach provides PSA software to help increase the efficiency of how projects are planned, budgeted, created, scheduled and implemented.