Software Alternatives, Accelerators & Startups

Kpi.com VS Klient

Compare Kpi.com VS Klient and see what are their differences

Kpi.com logo Kpi.com

All-in-one software for best-in-class companies

Klient logo Klient

Klient is the Salesforce-native PSA — 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
  • Kpi.com Landing page
    Landing page //
    2023-08-05

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 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, it’s a modern operational backbone designed to help your team deliver value, every time.

Kpi.com

Website
kpi.com
$ Details
paid Free Trial $108 / Annually (Save money with multiple apps and users subscriptions)
Platforms
Java JavaScript Windows iOS Android Mac OSX Linux Wordpress Shopify Magento
Release Date
2010 December

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

Kpi.com features and specs

  • Comprehensive Suite
    Kpi.com offers a wide range of integrated business management tools, including ERP, CRM, HRM, and project management solutions, which can help streamline operations within a single platform.
  • Cloud-based Access
    As a cloud-based solution, Kpi.com provides the flexibility of accessing the platform from anywhere with an internet connection, facilitating remote work and cross-location collaboration.
  • Scalability
    The platform is designed to scale with growing businesses, offering various modules and customization options to suit different business needs as they evolve.
  • User-friendly Interface
    Kpi.com features an intuitive and easy-to-navigate interface, which can help reduce the learning curve and increase adoption rates among users.
  • Integration Capabilities
    The platform supports integration with various third-party applications, allowing businesses to connect their existing tools and workflows with ease.

Possible disadvantages of Kpi.com

  • Pricing Structure
    The pricing for Kpi.com might be considered high, especially for small businesses or startups with limited budgets, as costs can add up with additional modules and users.
  • Customization Complexity
    While customization options are available, some users may find the process complex or require technical assistance to tailor the platform to specific needs.
  • Limited Offline Access
    Being a cloud-based service, Kpi.com relies heavily on internet connectivity, which may hinder operations in areas with poor or unstable internet connections.
  • Support Availability
    Users have reported that the availability and response time of customer support could be improved, which can be frustrating when facing urgent issues.
  • Feature Overload for Small Businesses
    For smaller businesses, the extensive range of features might be overwhelming and could lead to underutilization of the platform's full capabilities.

Klient features and specs

  • Project Management
    Manage complex projects with confidence using Klient PSA, a 100% Salesforce™ 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 Klient’s resource management tools.
  • Time Tracking
    Boost your productivity, stay on top of tasks, track time effortlessly, and be the hero with Klient’s task and time management tools.
  • Customer collaboration
    Exceed client expectations, boost engagement, and elevate service quality with Klient’s customer collaboration tools.
  • Billing and Financials
    Close your months faster, prevent revenue leakage, and increase your cash flow with Klient’s foolproof Billing and Financial tools.
  • Estimate and Forecast
    Streamline your sales cycle, enhance project planning, and improve collaboration with Klient’s Estimate & Forecast tools.

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

Kpi.com videos

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Klient videos

Connect Your AI to Klient PSA with MCP

More videos:

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

Category Popularity

0-100% (relative to Kpi.com and Klient)
CRM
100 100%
0% 0
Project Management
0 0%
100% 100
Business & Commerce
100 100%
0% 0
Task Management
0 0%
100% 100

Questions & Answers

As answered by people managing Kpi.com and Klient.

Which are the primary technologies used for building your product?

Klient's answer:

Klient PSA is 100% Salesforce Native

User comments

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What are some alternatives?

When comparing Kpi.com and Klient, you can also consider the following products

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.