Klient

Klient

Klient PSA
Workspace369

Workspace369

Workspace369 LLC
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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

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.

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 Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Organizations interested in a powerful PSA application

Audience

Agencies, freelancers, consultants, studios and service businesses that deliver work to clients.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

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

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

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

Workspace369 LLC
Founded: 2025
United States
workspace369.com

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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
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
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Sage Intacct Supported
Salesforce Supported
Salesforce Agentforce 360 Platform Supported
Slack Supported
Stripe Not Supported
Xero Supported
Zendesk Supported
Zendesk Sell Supported

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
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
Stripe 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 Workspace369 and update features and information
Claim Workspace369 and update features and information