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

Matrix helps you gain clarity across every part of your business - from projects and timesheets to finances and resources - without complex setup or external consultants. It's designed specifically for engineering workflows. Purpose-built modules that work together seamlessly, giving you complete visibility and control over your entire operation. Everything you need to gain clarity and control without complex setup or external consultants.

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

Organizations interested in a powerful PSA application

Audience

Consulting firms

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

No images available

Pricing

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

Pricing

3 €
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

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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

Klient PSA
Founded: 2014
Canada
klient.com

Company Information

SUNAGO Matrix
Founded: 2024
United Arab Emirates
sunago-matrix.com

Alternatives

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Mission Control

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Metric.ai

Metric.ai

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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 Klient and update features and information
Claim Klient and update features and information
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Claim SUNAGO Matrix and update features and information