KlientKlient PSA
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Workspace369Workspace369 LLC
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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
Workspace369 is a browser-based client-work platform for agencies, freelancers, consultants, studios and service businesses. It brings client records, requests, proposals, contracts, projects, files, invoices and conversations into one workspace. Teams can send proposals for electronic signature, convert accepted proposals into invoices, accept card payments through client links, organize tasks on boards, schedule work on a shared calendar and add tracked time to invoices. A client portal provides access to proposals, invoices and appointments. The shared inbox keeps client communications together; calls and texts are available on the Voyager plan, while the Specialist plan adds a business phone system and accounting tools. Automated workflows support follow-ups, and Workspace AI drafts messages for human review before sending. It runs in a browser and has iPhone, iPad and Mac apps. Plans include a 14-day free trial.
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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
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Organizations interested in a powerful PSA application
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Audience
Agencies, freelancers, consultants, studios and service businesses that deliver work to clients.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$15 per user per month
Billed annually
Free Version
Not Supported
Free Trial
Supported
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Pricing
$29/month
Plans start at $29 per month. A 14-day free trial is available. Voyager adds calls and texts; Specialist adds a business phone system and accounting tools.
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 InformationWorkspace369 LLC
Founded: 2025
United States
workspace369.com
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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
Gmail
Not Supported
Google Calendar
Not Supported
HubSpot CRM
Supported
InboxCRM by AppEQ
Supported
Jira
Supported
Microsoft 365
Not Supported
Model Context Protocol (MCP)
Not Supported
NetSuite
Supported
Pipedrive
Supported
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Integrations
Breadwinner
Not Supported
Gmail
Supported
Google Calendar
Supported
HubSpot CRM
Not Supported
InboxCRM by AppEQ
Not Supported
Jira
Not Supported
Microsoft 365
Supported
Model Context Protocol (MCP)
Supported
NetSuite
Not Supported
Pipedrive
Not Supported
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