KlientKlient PSA
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Related Products
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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.
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About
SuccessPro is an AI-native operating system built for technology services companies, bringing projects, people and financials into one shared operating model.
We built it from experience. Over three decades of building and scaling consulting services businesses, we faced fragmented systems, disconnected workflows and no shared view across the business.
That showed us where traditional PSA falls short. It can manage individual workflows, but AI needs the operating context to understand how changes in delivery affect capacity, customer commitments and financial performance.
SuccessPro gives AI that context. It continuously connects signals across the business, allowing AI agents to understand what is changing, assess the impact across projects, resources and economics, and determine what should happen next.
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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
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Audience
Organizations interested in a powerful PSA application
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Audience
Technology Services Companies
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$15 per user per month
Billed annually
Free Version
Not Supported
Free Trial
Supported
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Pricing
$12/month/team member
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationKlient PSA
Founded: 2014
Canada
klient.com
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Company InformationSuccessPro
Founded: 2024
United States
successpro.ai/
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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