--- title: "Klient PSA Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Klient PSA Software - reviews, pricing plans, popular comparisons to other Professional Services Automation products and more." source_url: "https://www.capterra.com/p/147460/Klient-PSA/" page_type: "product" language: "en" publication_date: "2026-11-09" --- # Klient PSA Software Review 2026: Features, Integrations, Pros & Cons Last updated on November 9, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Klient PSA ## What is Klient PSA? Klient PSA is a comprehensive Professional Services Automation solution designed for delivery-focused teams. Built natively on Salesforce, it helps consulting firms and SaaS businesses streamline their operations—from estimation to invoicing. The platform centralizes project management, time tracking, resource planning, and billing, eliminating silos and manual processes. With dashboards, real-time tracking, automated invoicing, and full integration with your CRM, Klient PSA gives your teams the clarity, control, and scalability they need to grow. Whether you bill by project, phase, or time, Klient adapts to your model and puts structure around every service interaction. ## What is Klient PSA used for? [Resource Management](https://www.capterra.com/resource-management-software/)[Professional Services Automation](https://www.capterra.com/professional-services-automation-software/)[Project Tracking](https://www.capterra.com/project-tracking-software/) Top alternative Featured Overall rating Based on 18 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $39 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Klient PSA?[Manage this product listing](https://www.g2.com/products/klient-psa/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Klient PSA 4.6 (17) VS. [4.5 (575)](https://www.capterra.com/p/5923/Celoxis/reviews/) Starting Price $39 Per User, Per Month Starting Price $10 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.4 (17) Ease Of Use 4.4 (575) Value For Money 4.7 (14) Value For Money 4.4 (440) Customer Service 4.7 (15) Customer Service 4.5 (512) ## Klient PSA alternatives [4.5 (942)](https://www.capterra.com/p/120390/Teamwork-Projects/reviews/) Starting price $9.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars Highest Rated [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.5 (1,621)](https://www.capterra.com/p/136078/Float/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/147460/Klient-PSA/alternatives/) ## FAQs about Klient PSA Overview ### Which roles and teams benefit most from Klient PSA? Klient PSA is most used by professional services leaders, service delivery directors, and resource managers who plan project staffing, track delivery progress, and manage client work. Finance and billing teams monitor time, expenses, and invoicing, while executives and operations leaders review utilization, project performance, and revenue forecasts. Answer based on 17 reviews Overview ### What company size and industries is Klient PSA built for? Klient PSA is built for small consulting and SaaS teams, with 82% of reviewers from small businesses and 29% in Information Technology and Services. It supports delivery leaders managing projects within Salesforce, while also serving enterprises (12%) and midsize businesses (6%), including telecommunications (12%) and civil engineering firms (6%). Answer based on 17 reviews Features and Usability ### What are the key features of Klient PSA? Klient PSA offers project management features including task management, issue tracking, Gantt/timeline view, Kanban board, and milestone tracking. It also includes time tracking, timesheet management, billing and invoicing, expense tracking, resource allocation, role-based permissions, client portal, reporting, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Klient PSA starts at $39 per user/month for the Professional plan, which includes project management, time tracking, billing, and resource management. The Ultimate plan costs $129 per user/month and includes every capability, add-on, and agent. A free trial is available. Integrations ### Which third-party tools and platforms does Klient PSA integrate with? Klient PSA integrates with 5 accounting platforms: Accounting Seed, QuickBooks Free, QuickBooks Online, Sage Intacct, and Xero. These integrations connect Klient PSA to common financial and accounting workflows, giving teams options for invoicing, bookkeeping, and accounting data management across widely used business systems. Getting Started and Support ### What training and onboarding options does Klient PSA offer? Klient PSA provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars can cover setup topics for groups, and documentation and videos offer self-paced reference and walkthrough material. Getting Started and Support ### What customer support options does Klient PSA offer? Klient PSA provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback on support experience is available in the catalog data, so no claims can be made about response times, helpfulness, or common support frustrations. ## Features AI summary Based on 29,194 Professional Services Automation reviews Capterra data shows that buyers of Project Management software rank the following features as their top priorities: - **Deadline Management** (**59%** of reviewers rated this feature as critical) - **Project Time Tracking** (**62%**) - **Project Time Tracking** (**62%**) Klient PSA supports **Project Time Tracking** and **Project Time Tracking**. However, it does not include **Deadline Management**. Instead, it offers other features that reviewers also rate as important, including **Assignment Management** (**59%**) and **Time Tracking** (**57%**), which can help teams organize work, monitor hours, and keep projects moving forward with better visibility into responsibilities and time spent. Project Time Tracking 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Measure time to completion or hours worked for projects Task Management 4.4 (9) 66.67% of 9 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Progress Tracking 4.4 (8) 87.50% of 8 reviewers that rated this feature as important or highly important Reporting on how each user, task or process has advanced since its initiation Time & Expense Tracking 4.4 (8) 62.50% of 8 reviewers that rated this feature as important or highly important Log and record hours worked and costs spent to assist in billing and invoicing Project Planning 4.4 (7) 57.14% of 7 reviewers that rated this feature as important or highly important Organize and schedule projects Task Scheduling 4.3 (7) 71.43% of 7 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks Klient PSA 65 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - API: Application programming interface that allows for integration with other systems/databases - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Assignment Management: Assign issues and tasks based on availability or required skills - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Estimating: Estimate expected cost based on various factors before a project begins - For IT Project Management: Supports project management for IT professionals & teams - Forecasting: Form predictions based on past and present data/trends - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Issue Tracking: Record and follow the progress of every issue - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Multiple Projects: Ability to handle several projects simultaneously - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Product Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - Proposal Generation: Create proposals based on costs of labor and materials - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Release Management: Planning, scheduling, and overseeing the release of software or system changes into a live or production environment - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Skills Tracking: Track employee skills, competencies, training & qualifications - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Timesheet Management: Track the amount of time spent on a job or task - Utilization Reporting: Track the frequency of asset usage - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (17) 4.3 Based on 17 reviews ## Pricing Value for money 4.7 (14) Free Trial [View pricing plan details](https://www.capterra.com/p/147460/Klient-PSA/pricing/) Professional $39.00 Per User,Per Month It includes: - Time tracking - Expense tracking - Invoicing - Project Management - Revenue Recognition - Resource Management - Task Management - Accounting Connectors - Snap Workspace — SPI, CPI, EVM tracking - Real-time dashboards & reports Enterprise $59.00 Per User, It includes: - Project Management - Revenue Recognition - Resource Management - Accounting Connectors - Snap Workspace — SPI, CPI, EVM tracking - Real-time dashboards & reports - Tasks management - Time tracking - Expense tracking - Invoicing - Customer portal Ultimate $129.00 Per User,Per Month It includes: - Project Management - Resource Management - Task Management - Time tracking - Expense tracking - Invoicing - Revenue Recognition - Accounting Connectors - Snap Workspace — SPI, CPI, EVM tracking - Real-time dashboards & reports - Customer portal - All Klient PSA Agents - Jira Sync & Time Tracker Value for money 4.7 (14) 4.7 Based on 14 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Sage Intacct](https://www.capterra.com/p/76/Intacct/)[ Accounting Seed](https://www.capterra.com/p/133966/Accounting-Seed/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (15) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (15) 4.7 Based on 15 reviews ## User reviews Overall rating 4.6 Based on 18 reviews Filter by rating Counts reflect reviews available in this feed. 5(11) 4(7) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Jenny T. Customer Onboarding Program Owner - Salesforce Used the software for: Less than 1 year ### "Intuitive UI, Solid Performance, and Outstanding Support" 4.5 November 11, 2026 We use this for project management when onboarding our customers onto the software we sell. The projects are structured in a genuinely useful way, which makes the onboarding process easier to manage and follow. Pros The UI is very intuitive, and the performance is also solid. We don’t use the AI features yet, but what’s available looks very promising. Support is outstanding: responses are fast and helpful, with clear insights and a real eagerness to provide quick solutions when issues come up. Cons In our use case, time-based task scheduling and visibility for our dispo team is crucial and now KLIENT is moving in that direction. Because of this, integrations with calendar booking applications, for example, aren’t as useful as they could be yet but we are optimistic that this will be made possible soon in the depth we need. Amita H. Resource Manager Used the software for: 3-5 years ### "Klient has transformed how we manage our operations" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 14, 2026 Klient has been a significant step forward for our organisation. We moved from a homegrown Salesforce solution to a platform purpose-built for professional services, and the operational efficiency gains have been clear. One of the biggest benefits is having our project, resource, and time data in one place. This gives us a much clearer view of what is happening across our client portfolio and enables us to monitor project performance, manage delivery, and track time more effectively and accurately. Overall, Klient has given us better visibility, stronger operational discipline, and a much more effective way to manage projects, time, and resources at scale. Pros The Resource Planner has been a game changer for us. It supports both tactical and strategic resource planning—allowing us to make week-to-week allocation decisions while also looking further ahead to understand capacity, identify potential gaps, and proactively plan for future demand. Being able to visualise over- and under-utilisation across the team has materially improved our ability to manage capacity. Klient has also helped us standardise our project management processes, reduce administrative overhead, and improve the accuracy of our operational data. Rather than spending internal resources maintaining and developing a bespoke system, we can focus on optimising our processes and take advantage of Klient's ongoing product improvements. We especially love the Klient Teams' professionalism, collaboration and innovation. \[sensitive content hidden\] has been a standout Customer Success Manager, thank you for your support and guidance! Cons Our journey using the Klient PSA tool has been seamless so far. We cannot provide any negatives at this stage. GD Game Developer Game Developer Used the software for: 1-3 years ### "A Comprehensive and Streamlined Project Management Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 22, 2022 Overall, my experience with Klient PSA has been positive. It has allowed me to manage projects effectively and efficiently, and I would recommend it for larger teams. The features are robust, and the user interface is intuitive. Pros Klient PSA is an incredibly powerful project management tool that allows teams to easily assign tasks and collaborate on projects. The user interface is intuitive and the features are robust, making it a great choice for all levels of project management. Cons While Klient PSA is a great tool for project management, it can be difficult to customize for very specific needs. Additionally, some of the features can be confusing to navigate and the pricing structure can be complicated. James S. CEO Used the software for: 3-5 years ### "Benefits of Klient PSA" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 July 26, 2022 Overall, experience has been good. The support was a bit slow in the beginning however has improved over the last 18 months. Pros Friendly team and helpful support. Overall system capabilities are good and has helped improve how we manage our services business. Provides good visibility for projects within our delivery teams. Cons Project management capabilities are not optimized as well as they could be. We have provided feedback for improvements to resource mgt. and time tracking. We would really like to see Smartsheet like collaboration capabilities in Klient. TN Tim N. Partner Used the software for: 3-5 years ### "Great system and exciting plans ahead" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 15, 2022 Klient has quickly become a key tool in our business processes, and we are very pleased with the system. While there are undoubtedly improvements that could be made, the team have an ambitious road-map and are always willing to consider new ideas for enhancing functionality. Pros Very flexible and highly configurable. It uses standard Salesforce structure, so we're able to tweak the out-of-the box functionality to suit our specific business needs. The team at Klient are friendly and helpful, and while there are some features we would like to see as standard, they are genuinely eager to find solutions for any non-standard use-cases we have. Cons The feature that we would value most is the ability to switch between hours and days as the unit of measurement on a project by project basis (currently everything works from hours as standard). We have a number of workarounds that allow us to deal with this, but it means we have deviated more than we would have liked from the core functionality of the system. GW Gina W. Operations Coordinator Used the software for: 1-3 years ### "Review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 18, 2022 So far, working with \[SENSITIVE CONTENT\] has been wonderful, he is always there to answer any questions and provides tutorials on how he did something I asked of him, so that I could learn for future use. I also think Klient Support has been amazing and super transparent on what they can help with. Klient PSA so far has been great, it just has some minor issues, like page loading under My Work, Gantt Chart tasks, and some reporting issues I mentioned above. Pros I liked how seamless look wise it blended into Salesforce and the features we currently used before implementation. Cons I feel as though I don't have a grasp on easy reporting for our teams purposes based on the time tracking, profitability, team availability, and utilization data. BC Billing Coordinator Billing Coordinator Used the software for: 3-5 years ### "Marie's review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 11, 2022 It has streamlined and maintained an easier, more manageable method of project management, timesheet entry, reporting and invoicing for us. Pros As the Billing Coordinator, the ease of using Klient to generate invoices is much more efficient, trackable, and simple to use. Cons We do not use the resource planner as much as we should; we have too many exceptions that cannot be managed just yet. VP Vice President, Financial Services Vice President, Financial Services Used the software for: 3-5 years ### "Powerful project management on the Salesforce platform" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 July 11, 2022 Project management, resource planning, budget tracking. Pros Integration with Salesforce, Data model, ease of use, breadth of features. Cons UI can be slow, particularly for inline editing features, which can be a drag on ease of use. DR Directeur, Recherche de talents Directeur, Recherche de talents Used the software for: Less than 1 year ### "A great discovery" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 28, 2022 We optimised day to day processes with tasks automation so we can focus on priorities Pros This PSA is so easy of use and powerful. It's definitely a great help conducting day to day business, manage projects and work load! Cons Project Gantt still needs some small bugs fix but almost fully functional DO Director of Service Delivery Director of Service Delivery Used the software for: Less than 1 year ### "Klient after 1 year" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 July 11, 2022 Our experience has been very good. Our integration partner \[SENSITIVE CONTENT\] has been amazing at implementing and supporting us while rolling out this software to my team. Pros I really like how easy it is to customize tasks as our products and processes change. I also like how we can easily report on project status and projects assigned to specific staff members. Cons I wish it had a better centralized notes section that could be used to document communication both internal and external. [View all Reviews](https://www.capterra.com/p/147460/Klient-PSA/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.