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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.

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.

A startup from Laval, Canada that is founded by Yanick Abraham.

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Pricing:

Paid
Free Trial
$15 / Monthly (Per user, paid annually)
Official Pricing

Platforms:

Salesforce

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ReleasePad sponsored

Changelog software that turns GitHub commits into release notes your users actually see — inside your app. Built for founders and teams who ship fast.

Kanera sponsored

Plan work on flexible boards, connect projects through Global Work and Portfolio, and keep reporting, notes, automation, API, and AI access together.

Klient Reviews and Details

This page is designed to help you find out whether Klient is good and if it is the right choice for you.

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Full life cycle of your projects //
2026-01-05
Project Management //
2026-01-05
Resource Management //
2026-01-05
Klient PSA features //
2026-01-05

Features & 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.

Badges

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Questions & Answers

As answered by people managing Klient.

Which are the primary technologies used for building Klient?

Klient PSA is 100% Salesforce Native

Videos

Connect Your AI to Klient PSA with MCP

Product update webinar

Klient PSA 90 sec overview

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Is Klient good?

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 choose Klient?

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

External links

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Public traffic stats of Klient

Check the traffic stats of Klient on SimilarWeb. The key metrics to look for are: monthly visits, average visit duration, pages per visit, and traffic by country. Moreoever, check the traffic sources. For example "Direct" traffic is a good sign.
Domain Rating (DR)

Check the "Domain Rating" of Klient on Ahrefs. The domain rating is a measure of the strength of a website's backlink profile on a scale from 0 to 100. It shows the strength of Klient's backlink profile compared to the other websites. In most cases a domain rating of 60+ is considered good and 70+ is considered very good.
Domain Authority (DA)

Check the "Domain Authority" of Klient on MOZ. A website's domain authority (DA) is a search engine ranking score that predicts how well a website will rank on search engine result pages (SERPs). It is based on a 100-point logarithmic scale, with higher scores corresponding to a greater likelihood of ranking. This is another useful metric to check if a website is good.
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Klient discussion

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Is Klient good? This is an informative page that will help you find out. Moreover, you can review and discuss Klient here. The primary details have not been verified within the last quarter, and they might be outdated. If you think we are missing something, please use the means on this page to comment or suggest changes. All reviews and comments are highly encouranged and appreciated as they help everyone in the community to make an informed choice. Please always be kind and objective when evaluating a product and sharing your opinion.