Klient

Klient

Klient PSA
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About

Teamwork management tool to get your teams across diverse engineering disciplines like process, mechanical, and instrumentation to work as one towards achieving project goals. Enhance the cohesiveness of project development and reduce miscommunications and inefficient ways of working, thereby streamlining project progress. A data exchange tool with a full set of APIs allows you to customize communication workflows and behaviors to suit your specific needs. The APIs also facilitate seamless engineering data exchange with CADMATIC and external solutions like P&ID and process simulation software, enhancing interoperability and integrating the solution with your tech ecosystem. No industry is the same, so we’ve designed CADMATIC Engineering to allow fully customizable data models and workflows. Just tailor the software to the different kinds of industries you work in. Being adaptable means you are more efficient in managing your project data.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Professional users and engineers requiring a management platform to optimize their data sharing processes

Audience

Organizations interested in a powerful PSA application

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$15 per user per month
Billed annually
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CADMATIC
Founded: 1982
Finland
www.cadmatic.com/en/products/cadmatic-engineering/

Company Information

Klient PSA
Founded: 2014
Canada
klient.com

Alternatives

Alternatives

Mission Control

Mission Control

Aprika Business Solutions
CADMATE

CADMATE

Spice Technologies
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
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

Breadwinner
HubSpot CRM
HubSpot Customer Platform
InboxCRM by AppEQ
Jira
NetSuite
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
Salesforce Agentforce 360 Platform
Slack
Xero
Zendesk
Zendesk Sell

Integrations

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