Klient PSA Reviews & Product Details

Klient has been an integral part of our business processes for three years and we use it extensively in all aspects of our business. The features of platform that led us to select it are still valid - although it has extensive functionality, it is flexible and highly customisable to allow us to adapt it to our own processes. Given it's built on Salesforce it also integrates seamlessly with our other business data and processes. The team at Klient are constantly developing the platform and adding new features, and seem genuinely engaged in our success as a business, not just in our use of the system. Review collected by and hosted on G2.com.

There will always be niggles with tools of this kind, but nothing that really detracts, and the support team are very responsive to any requests / queries we have. Review collected by and hosted on G2.com.

We started our journey with Klient about two years ago. It was bumpy at first, but we’ve got 100% adoption and closely monitor for usage compliance within PS and Sales. Better yet, our CEO now has a license, and the entire ELT gets a copy of our revenue dashboard emailed every Monday morning. So, we’ve gone from general use and limited reporting to 100% adoption, compliance monitoring, revenue forecasting and regular reviews at an ELT level. We can finally connect all the dots and easily see how our business is doing in real-time. Review collected by and hosted on G2.com.

Nothing is worth mentioning as they always listen and work hard to introduce improvements. Review collected by and hosted on G2.com.

I am thrilled to share my experience with Klient software for our end-to-end sales and service delivery teams. This platform has consolidated our operations workflow, enabling improved efficiency and comprehensive dashboards for KPI reporting for every user type. The community and customer support team at Klient deserves high praise for their incredible responsiveness and dedication. They value their customers and constantly strive to enhance their software based on valuable feedback. What sets Klient apart is their genuine partnership approach. Not only did they provide top-notch support, but they also actively collaborated on our go-to-market strategy, offering invaluable advice. Klient is a true partner, committed to our success. Review collected by and hosted on G2.com.

As with any product, Klient has built the tool to account for many companies' workflows. The customer needs someone knowledgeable about the process and willing to look for the appropriate features within the Klient community to ensure they receive the most value from the tool. Review collected by and hosted on G2.com.

Great solution if you are looking for a PSA that works seamlessly with Salesforce!

We're a medium size consultancy firm that's been growing quickly. As a Salesforce implementation partner, we use Salesforce intensively and after performing an exhaustive review of the solutions available out there we have decided to go with Klient.

Why, because it is a well rounded solution, built on Salesforce and it sits on our salesforce instance that we use as an end to end solution to fullfill our Marketing, Sales, Projects, resources management, etc... needs.

Klient's support team is friendly, knowledgeable and efficient so we know that we can count on them when we need them! Review collected by and hosted on G2.com.

Like any solution, it isn't perfect but the team at Klient is very proactive in expanding the functionality to address new use cases and shows genuine interest in understanding how our business needs and processes can help shape the future roadmap. Review collected by and hosted on G2.com.

Invoicing integration with Quickbooks, project management, resource management and project profitability. Review collected by and hosted on G2.com.

Improved collaboration and pm functions similar to Smartsheets Review collected by and hosted on G2.com.

For a professional service company, the main challenge is to achieve a balance in the level of the team's workload. Klient PSA allows us to better manage this fragile balance in addition to having precise data allowing us to have real-time visibility and a compensation system that generates the right behaviors within our teams of consultants. Review collected by and hosted on G2.com.

Nothing major bothers us with Klient. You just need to have the discipline to properly document the tool and then capitalize on the data. Every solution has this kind of issue. Review collected by and hosted on G2.com.

Klient as a tool is useful for anyone who needs a PSA / Project planning. I like the fact it is cloud based although this can be challenging with limitations due to internet speed it does work well. Review collected by and hosted on G2.com.

Gantt chart works but due to being browser based in somewhat clunky, would be good to have a "thick" client version for gantt charts that could then be imported Review collected by and hosted on G2.com.

I like that there are many ways I can use Klient for project management. I'm sold on Klient mainly because it's user-friendly and functionalities are well designed. Review collected by and hosted on G2.com.

Sometimes it can take some time to load the tool or for changes to be saved. I have no doubt this will be fixed in the short term. Review collected by and hosted on G2.com.

The transformation ! As relative newbies to the world of PSA (at the time of procurement); ‘Klient PSA’ has helped us to successfully transition and establish our PMO as a key strategic component within the business. With process automation, approval workflows and reporting sitting at the heart of this new digital capability, our teams are now enabled with Opportunity, Resource / Scheduling, Portfolio / Project, Billing and Reporting Management. The product is built and hosted natively upon the Salesforce platform which was a big ‘assurance’ plus for us during the procurement process. Review collected by and hosted on G2.com.

It’s hard to position a specific dislike right now given that we have been successful in launching the core services but if I had to declare a dislike, documentation (in order to self-serve) is a little parse right now but this interim gap has been filled very comprehensively by the Klient Support team who have been excellent and are extremely responsive in providing the answers in a timely manner. Review collected by and hosted on G2.com.