--- description: Review of Klient PSA Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Klient PSA | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Project Planning Software](/directory/453/project-planning/software) > [Klient PSA](/software/360459/Klient-PSA) # Klient PSA Canonical: https://www.softwareadvice.ie/software/360459/Klient-PSA Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/360459/Klient-PSA?page=2) > Most PSA tools ask you to leave Salesforce. Klient doesn't. We're 100% Salesforce-native — a managed package, not an integration. Your projects, resources, timesheets, and invoices live on the same records as your pipeline. No middleware, no nightly sync, no second system of record to reconcile at quarter close. That matters most to professional services teams already standardized on Salesforce: 10–500 people, running billable work, who need utilization and margin visible the same way pipeline is. $39/user/month, live in roughly three weeks. Onboarding is hands-on with a named lead who knows PS operations, and the people answering your support tickets are the people building the roadmap. Inside you'll find nine AI agents — Planny drafts your project plans, Timey chases missing time, Touchy handles client updates — plus MCP support so your team can query PSA data from the AI tools they already use. • Resource capacity and utilization in real time • Project profitability by phase, role, and person • Time and expense capture on mobile • Revenue recognition and billing to invoice 4.96/5 on the Salesforce AppExchange (78 reviews). 4.5/5 on G2 (83 reviews). > > Verdict: Rated **4.6/5** by 17 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 17 Reviews | | Ease of Use | 4.4/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Klient - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$39.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: One Transparent pricing. Clear value. Klient PSA offers flexible, scalable pricing to fit every stage of your service delivery journey—all 100% native to Salesforce. Starting at $39/user/month, the Professional plan gives you everything you need to manage projects, tasks, and resources, time tracking, expenses, and billing. Move up to the Enterprise plan at $59/user/month to unlock advanced customer collaboration features with a secure self-serve portal. The Ultimate plan at $129/user/month is the full Klient PSA experience in a single SKU. Every capability, every add-on, every AI agent — current and future. All plans include the Salesforce Platform License (and Experience Cloud starting at Enterprise). Simple, powerful, and built for teams who want one connected platform to run project delivery. Price is per User per Month. Billed Annually. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English, French - **Available Countries**: Afghanistan, Albania, American Samoa, Andorra, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Bermuda and 153 more ## Features - API - Access Controls/Permissions - Accounting Integration - Activity Dashboard - Activity Tracking - Agile Methodologies - Approval Process Control - Assignment Management - Billable Items Tracking - Billing & Invoicing - CRM - Calendar Management - Capacity Management - Client Portal - Collaboration Tools - Customisable Reports - Customisable Templates - Customizable Fields - Data Import/Export - Document Management ## Integrations (10 total) - Accounting Seed - Jira - NetSuite - QuickBooks Enterprise - Sage Intacct - Salesforce.org Education Cloud - Salesforce.org Nonprofit Cloud - Slack - Xero - Zendesk Suite ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Project Planning Software](https://www.softwareadvice.ie/directory/453/project-planning/software) ## Related Categories - [Project Planning Software](https://www.softwareadvice.ie/directory/453/project-planning/software) - [Professional Services Automation Software](https://www.softwareadvice.ie/directory/4135/psa/software) - [Project Tracking Software](https://www.softwareadvice.ie/directory/1606/project-tracking/software) - [Agile Project Management Software](https://www.softwareadvice.ie/directory/3139/agile/software) - [Project Management Software](https://www.softwareadvice.ie/directory/4430/project-management/software) ## Alternatives 1. [Bitrix24](https://www.softwareadvice.ie/software/128326/bitrix24) — 4.2/5 (1001 reviews) 2. [monday.com AI Work Platform](https://www.softwareadvice.ie/software/131008/monday-com) — 4.6/5 (6095 reviews) 3. [Wrike](https://www.softwareadvice.ie/software/3777/wrike-pm) — 4.4/5 (3037 reviews) 4. [Smartsheet](https://www.softwareadvice.ie/software/157390/smartsheet) — 4.5/5 (3538 reviews) 5. [Adobe Workfront](https://www.softwareadvice.ie/software/90520/workfront) — 4.4/5 (1499 reviews) ## Reviews ### "Klient has transformed how we manage our operations" — 5.0/5 > **Amita** | *12 August 2026* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: The Resource Planner has been a game changer for us. It supports both tactical and strategic resource planning—allowing us to make week-to-week allocation decisions while also looking further ahead to understand capacity, identify potential gaps, and proactively plan for future demand. Being able to visualise over- and under-utilisation across the team has materially improved our ability to manage capacity. Klient has also helped us standardise our project management processes, reduce administrative overhead, and improve the accuracy of our operational data. Rather than spending internal resources maintaining and developing a bespoke system, we can focus on optimising our processes and take advantage of Klient's ongoing product improvements. We especially love the Klient Teams' professionalism, collaboration and innovation. \[sensitive content hidden\] has been a standout Customer Success Manager, thank you for your support and guidance\! > > **Cons**: Our journey using the Klient PSA tool has been seamless so far. We cannot provide any negatives at this stage. > > Klient has been a significant step forward for our organisation. We moved from a homegrown Salesforce solution to a platform purpose-built for professional services, and the operational efficiency gains have been clear. One of the biggest benefits is having our project, resource, and time data in one place. This gives us a much clearer view of what is happening across our client portfolio and enables us to monitor project performance, manage delivery, and track time more effectively and accurately. Overall, Klient has given us better visibility, stronger operational discipline, and a much more effective way to manage projects, time, and resources at scale. ----- ### "A Comprehensive and Streamlined Project Management Tool" — 5.0/5 > **Cengiz Barkın** | *15 December 2022* | Computer Games | Recommendation rating: 10.0/10 > > **Pros**: Klient PSA is an incredibly powerful project management tool that allows teams to easily assign tasks and collaborate on projects. The user interface is intuitive and the features are robust, making it a great choice for all levels of project management. > > **Cons**: While Klient PSA is a great tool for project management, it can be difficult to customize for very specific needs. Additionally, some of the features can be confusing to navigate and the pricing structure can be complicated. > > Overall, my experience with Klient PSA has been positive. It has allowed me to manage projects effectively and efficiently, and I would recommend it for larger teams. The features are robust, and the user interface is intuitive. ----- ### "Benefits of Klient PSA" — 4.0/5 > **James** | *22 July 2022* | Management Consulting | Recommendation rating: 7.0/10 > > **Pros**: Friendly team and helpful support. Overall system capabilities are good and has helped improve how we manage our services business. Provides good visibility for projects within our delivery teams. > > **Cons**: Project management capabilities are not optimized as well as they could be. We have provided feedback for improvements to resource mgt. and time tracking. We would really like to see Smartsheet like collaboration capabilities in Klient. > > Overall, experience has been good. The support was a bit slow in the beginning however has improved over the last 18 months. ----- ### "Great system and exciting plans ahead" — 5.0/5 > **Tim** | *12 July 2022* | Insurance | Recommendation rating: 10.0/10 > > **Pros**: Very flexible and highly configurable. It uses standard Salesforce structure, so we're able to tweak the out-of-the box functionality to suit our specific business needs. The team at Klient are friendly and helpful, and while there are some features we would like to see as standard, they are genuinely eager to find solutions for any non-standard use-cases we have. > > **Cons**: The feature that we would value most is the ability to switch between hours and days as the unit of measurement on a project by project basis (currently everything works from hours as standard). We have a number of workarounds that allow us to deal with this, but it means we have deviated more than we would have liked from the core functionality of the system. > > Klient has quickly become a key tool in our business processes, and we are very pleased with the system. While there are undoubtedly improvements that could be made, the team have an ambitious road-map and are always willing to consider new ideas for enhancing functionality. ----- ### "Review" — 4.0/5 > **Gina** | *15 July 2022* | Fund-Raising | Recommendation rating: 8.0/10 > > **Pros**: I liked how seamless look wise it blended into Salesforce and the features we currently used before implementation. > > **Cons**: I feel as though I don't have a grasp on easy reporting for our teams purposes based on the time tracking, profitability, team availability, and utilization data. > > So far, working with \[SENSITIVE CONTENT\] has been wonderful, he is always there to answer any questions and provides tutorials on how he did something I asked of him, so that I could learn for future use. I also think Klient Support has been amazing and super transparent on what they can help with. Klient PSA so far has been great, it just has some minor issues, like page loading under My Work, Gantt Chart tasks, and some reporting issues I mentioned above. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.ie/software/360459/Klient-PSA?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/360459/Klient-PSA) ## This page is available in the following languages | Locale | URL | | de | | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data