Klient

Klient

Klient PSA
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About

Ancor is agency management software for marketing, creative and digital agencies of 5 to 30 people. It replaces the usual project tool, timesheet app and spreadsheet with one system for planning, people, delivery and billing. The AI Planner turns a brief into phases, tasks, hours and a margin estimate. Capacity shows who is over 100% next week, in hours, before a deadline is promised. Timesheets are checked against the work that actually moved, and an efficiency view shows what hours beyond estimate cost. Clients approve work in a portal without an account, pinned to the exact version. Live project margin, retainer and SOW scope tracking, and GST-ready invoicing complete it. Pricing is per team, not per seat, with a 14-day free trial.

About

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. 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. Why teams choose Klient PSA: * Centralized Data: A single source of truth reduces manual work, miscommunication, and delays. * Improved Collaboration: Delivery, finance, and customer teams stay in sync, from proposal to final invoice. * Increased Efficiency: Automation of repetitive tasks frees up billable hours and reduces operational overhead.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Marketing, creative and digital agencies of 5 to 30 people

Audience

Organizations interested in a powerful PSA application

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$99/month per team
Free Version Not Supported
Free Trial Supported

Pricing

$15 per user per month
Billed annually
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Ancor
Founded: 2026
India
getancor.com

Company Information

Klient PSA
Founded: 2014
Canada
klient.com

Alternatives

Alternatives

Mission Control

Mission Control

Aprika Business Solutions
Inspire Planner

Inspire Planner

Inspire Planner Inc.
Metric.ai

Metric.ai

Measured Analytics
NetSuite SRP

NetSuite SRP

NetSuite

Categories

Categories

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Supported
Collaboration Tools Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Integrations

Breadwinner Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
InboxCRM by AppEQ Not Supported
Jira Not Supported
NetSuite Not Supported
Pipedrive Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Sage Intacct Not Supported
Salesforce Not Supported
Salesforce Agentforce 360 Platform Not Supported
Slack Not Supported
Xero Not Supported
Zendesk Not Supported
Zendesk Sell Not Supported

Integrations

Breadwinner Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
InboxCRM by AppEQ Supported
Jira Supported
NetSuite Supported
Pipedrive Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Sage Intacct Supported
Salesforce Supported
Salesforce Agentforce 360 Platform Supported
Slack Supported
Xero Supported
Zendesk Supported
Zendesk Sell Supported
Claim Ancor and update features and information
Claim Ancor and update features and information
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Claim Klient and update features and information