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Klient PSA

Salesforce PSA for project, resource and time management.

Table of Contents

Is this product right for your business?

Find out with a

Klient PSA - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: August 2026

Klient PSA overview

What is Klient PSA?

Klient PSA is the Salesforce-native professional services automation platform with AI agents built in. Agentforce agents work alongside your team — collecting timesheets, keeping project plans current, flagging scope creep before it erodes margin, and drafting the status recaps your PMs write by hand.

Everything runs inside Salesforce: project management, scoping, resource management, time tracking, billing, revenue recognition, and AI Agents on the same data model as Salesforce. No integrations to maintain. No data silos. No second login.

Built for professional services firms running fixed-fee, time-and-materials, retainer, or recurring engagements. Defend project margin, lift utilization, bill faster — quote to invoice.

Starts at $39/user/month, Salesforce licenses included.

Starting price

39per user /
per month

Alternatives

with better value for money

Klient PSA’s user interface

Ease of use rating:

4.6

(17)

Klient PSA reviews

Overall rating

4.6

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend0.94/10

Rating distribution

Who uses Klient PSA?

Based on 17 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Information Technology and Services

Telecommunications

Civil Engineering

Higher Education

Others

Use cases

Project Management

Resource Management

Professional Services Automation

Project Tracking

Project Planning

Klient PSA's key features

Most critical features, based on insights from Klient PSA users:

Gantt/Timeline view

5.0

(2)

Resource management

4.5

(2)

Multiple projects

4.5

(4)

Time & expense tracking

4.4

(8)

Billing & invoicing

4.6

(5)

All Klient PSA features

Features rating:

4.3

(17)

Access controls/permissions

(0)

Accounting integration

(0)

Activity dashboard

(0)

Activity tracking

3.5

(2)

Agile methodologies

(0)

API

(0)

Approval process control

4.0

(1)

Assignment management

(0)

Billable items tracking

(0)

Billing & invoicing

4.6

(5)

Calendar management

(0)

Capacity management

(0)

Client portal

(0)

Collaboration tools

3.7

(3)

CRM

(0)

Customizable fields

(0)

Customizable reports

3.0

(1)

Customizable templates

(0)

Data import/export

(0)

Document management

(0)

Document storage

(0)

Drag & drop

(0)

Email management

4.0

(2)

Estimating

(0)

Forecasting

4.3

(4)

For it project management

(0)

Gantt/Timeline view

5.0

(2)

Issue tracking

(0)

Kanban board

(0)

Milestone tracking

(0)

Multiple projects

4.5

(4)

Performance metrics

(0)

Planning Tools

(0)

Portfolio management

4.0

(1)

Product roadmapping

(0)

Progress tracking

4.4

(8)

Projections

(0)

Project management

(0)

Project planning

4.4

(7)

Project planning/scheduling

(0)

Project templates

(0)

Project time tracking

5.0

(1)

Project tracking

4.0

(2)

Project workflow

(0)

Proposal generation

(0)

Quotes/Estimates

(0)

Real-Time data

(0)

Real-Time reporting

(0)

Real-Time updates

5.0

(1)

Recurring tasks

(0)

Release management

(0)

Reporting/Project tracking

(0)

Reporting & statistics

(0)

Resource allocation & planning

3.5

(2)

Resource management

4.5

(2)

Resource scheduling

(0)

Role-Based permissions

(0)

Skills tracking

(0)

Task management

4.4

(9)

Task Planning

(0)

Task progress tracking

5.0

(3)

Task scheduling

4.3

(7)

Template management

(0)

Third-Party integrations

(0)

Time & expense tracking

4.4

(8)

Timesheet management

(0)

Time tracking

(0)

Utilization reporting

(0)

Workflow management

5.0

(1)

Klient PSA alternatives

Klient PSA

4.6

(17)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.3

Value for Money

4.7

Customer Support

4.7

Smartsheet

4.5

(3.5K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.3

Features

4.4

Value for Money

4.4

Customer Support

4.3

monday.com AI Work Platform

4.6

(6K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.5

Value for Money

4.3

Customer Support

4.4

Wrike

4.4

(3K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.2

Customer Support

4.3

Klient PSA pricing

Value for money rating:

4.7

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Professional

/user

Per month

Features included:

Time tracking
Expense tracking
Invoicing
Project Management
Revenue Recognition
Resource Management
Task Management
Accounting Connectors
Snap Workspace — SPI, CPI, EVM tracking
Real-time dashboards & reports

Enterprise

/user

Features included:

Project Management
Tasks management
Time tracking
Expense tracking
Invoicing
Customer portal
Revenue Recognition
Resource Management
Accounting Connectors
Snap Workspace — SPI, CPI, EVM tracking
Real-time dashboards & reports

Ultimate

129

/user

Per month

Features included:

Project Management
Resource Management
Task Management
Time tracking
Expense tracking
Invoicing
Revenue Recognition
Accounting Connectors
Snap Workspace — SPI, CPI, EVM tracking
Real-time dashboards & reports
Customer portal
All Klient PSA Agents
Jira Sync & Time Tracker

User opinions about Klient PSA price and value

Value for money rating:

4.7

(17)

Klient PSA integrations (10)

Integrations rated by users

We looked at 17 user reviews to identify which products are mentioned as Klient PSA integrations and how users feel about them.

Salesforce Sales Cloud

Integration rating: 4.0 (3)

“Not your business Not your business”

“It syncs customer course completion and training progress directly into CRM records, letting our account teams track client onboarding and product adoption seamlessly.”