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

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.

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 Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Audience

Organizations interested in a powerful PSA application

Audience

Technology Services Companies

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 Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

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

Pricing

$12/month/team member
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 Supported
In Person Not Supported

Company Information

Klient PSA
Founded: 2014
Canada
klient.com

Company Information

SuccessPro
Founded: 2024
United States
successpro.ai/

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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

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

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
Claim Klient and update features and information
Claim Klient and update features and information
Claim SuccessPro and update features and information
Claim SuccessPro and update features and information