Klient

Klient

Klient PSA
WeTrack

WeTrack

Momentus Technologies
+
+

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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

Our industry-leading planning, sustainability and operations software enables you to work better with a single source of truth. If you deliver events, we can help you improve processes from planning to delivery. We help organisations in the world of sport to work efficiently and effectively, improving collaboration and saving time. From events and matchdays to maintenance and business projects, you can rely on us. Our integrated modules give you the tools to plan for your next event and deliver your services. We can help you kick it off right, importing your existing plans into the system, training your team, and being available for support whenever you need it. Plan and build schedules for all your teams and manage larger projects. See visual overviews that let you drill down to the important details and get notified when things need attention.

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

Companies of all sizes

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

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

Pricing

No information available.
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:

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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

Momentus Technologies
Founded: 1985
United States
www.wetrack.com

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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

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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
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