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Retrium VS Klient

Compare Retrium VS Klient and see what are their differences

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Contents:
  1. ยป Base Details
  2. ยป Videos
  3. ยป Reviews
  4. ยป Alternatives

Retrium logo Retrium

Sprint retrospectives made easy and effective for distributed scrum teams.

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
  • Retrium Landing page
    Landing page //
    2021-09-20
  • 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.

Retrium

Website
retrium.com
Pricing URL
Official Retrium Pricing
$ Details
-
Platforms
-
Release Date
-
Edit details

Klient

Website
klient.com
Pricing URL
Official Klient Pricing
$ 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
Edit details

Retrium features and specs

  • User-Friendly Interface
    Retrium offers an intuitive and easy-to-use interface that simplifies the process of conducting retrospectives, making it accessible even for team members who are not tech-savvy.
  • Customization Options
    Users can customize their retrospectives to suit their team's unique workflow and needs, with a variety of templates and formats available.
  • Integration Capabilities
    Retrium integrates with popular project management tools like Jira and Trello, facilitating seamless data synchronization and improving workflow efficiency.
  • Collaboration Features
    The platform supports real-time collaboration, allowing team members to contribute and engage in retrospectives regardless of their physical location.
  • Guided Retrospectives
    Retrium provides guided steps and best practices for conducting effective retrospectives, which can be particularly useful for teams new to Agile methodologies.
  • Data Security
    The platform ensures high levels of data security and privacy, which is crucial for maintaining the confidentiality of retrospective discussions.

Possible disadvantages of Retrium

  • Pricing
    Retrium can be relatively expensive compared to other retrospective tools, which might be a barrier for smaller teams or startups with limited budgets.
  • Learning Curve
    Although the interface is user-friendly, the extensive customization options might require a learning period for teams to fully leverage all available features.
  • Limited Offline Capability
    Retrium primarily functions as an online tool, meaning it requires a stable internet connection to use, which can be limiting in areas with poor connectivity.
  • Feature Overload
    The comprehensive feature set could be overwhelming for teams that only need simple retrospective functionalities, potentially leading to underutilization of the platform.
  • Dependence on Integration
    While integration features are a strength, teams heavily dependent on a specific project management tool might face challenges if Retrium's integration fails or does not meet their specific needs fully.

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.

Analysis of Retrium

Overall verdict

  • Retrium is considered a good tool for team retrospectives.

Why this product is good

  • Retrium provides an intuitive platform for conducting agile retrospectives, allowing teams to efficiently reflect on their workflows.
  • It offers various retrospective techniques and templates that can be customized to suit team needs.
  • The platform supports real-time collaboration, making it easier for remote teams to participate.
  • It includes features such as anonymity for honest feedback, action item tracking, and integrations with tools like Jira and Slack.

Recommended for

  • Agile teams looking for a structured retrospective process.
  • Remote teams needing collaborative tools to facilitate retrospectives.
  • Organizations that want to streamline continuous improvement practices.
  • Teams seeking better engagement and participation in retrospective meetings.

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

Retrium videos

+ Add

Retrium - A Brief Product Tour

More videos:

Klient videos

+ Add

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 Retrium and Klient)

Retrium

Klient

Project Retrospectives
100 100%
Project Retrospectives
0% 0
Project Management
0 0%
Project Management
100% 100
Agile Project Management
100 100%
Agile Project Management
0% 0
Task Management
0 0%
Task Management
100% 100

Questions & Answers

As answered by people managing Retrium and Klient.

Which are the primary technologies used for building your product?

Klient's answer:

Klient PSA is 100% Salesforce Native

User comments

Share your experience with using Retrium and Klient. For example, how are they different and which one is better?
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What are some alternatives?

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

Xmind - Xmind is a brainstorming and mind mapping application.

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

MindMeister - Create, share and collaboratively work on mind maps with MindMeister, the leading online mind mapping software. Includes apps for iPhone, iPad and Android.

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

FeatureMap - FeatureMap story mapping, simple and effective realtime collaboration and collective intelligence tool.

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

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