Klient

Klient

Klient PSA
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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.

About

Mycel is a cloud-based client-operations and workflow platform for service firms that handle recurring work. It helps teams find prospective clients and draft outreach, prepare reports and other deliverables from client files and firm templates, request missing information and follow up, and draft invoices and payment reminders. Teams can also use Mycel to plan marketing content and maintain a business website. Before external actions are sent, a team member reviews and approves the work; firm rules and corrections can be saved to guide future drafts. Mycel connects with common email, accounting, customer relationship management, collaboration, and payment tools, and provides a portal for clients to review work and respond to requests. It is designed for accountants, bookkeepers, agencies, consultants, and other firms delivering repeatable written services.

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

Organizations interested in a powerful PSA application

Audience

Small service firms (bookkeepers, agencies, consultants) that deliver recurring work to clients.

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

Pricing

$299/firm/month
$299 per firm per month. A free trial is offered.
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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

Klient PSA
Founded: 2014
Canada
klient.com

Company Information

Mycel
Founded: 2025
Morocco
mycelhq.com

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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

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

Integrations

HubSpot CRM Supported
QuickBooks Online Supported
Slack Supported
Xero Supported
Breadwinner Not Supported
Gmail Supported
HubSpot Customer Platform Not Supported
InboxCRM by AppEQ Not Supported
Jira Not Supported
NetSuite Not Supported
Notion Supported
Pipedrive Not Supported
QuickBooks Online Advanced Not Supported
Sage Intacct Not Supported
Salesforce Not Supported
Salesforce Agentforce 360 Platform Not Supported
Zendesk Not Supported
Zendesk Sell Not Supported
Claim Klient and update features and information
Claim Klient and update features and information
Claim Mycel and update features and information
Claim Mycel and update features and information