Dimension scores are derived from public data and fields; weighted into the composite. Reference only.
Klient PSA is a Salesforce-native PSA (Professional Services Automation) platform for professional services teams. It is positioned as a way to unify sales opportunities, project delivery, resource scheduling, time and expense tracking, billing and finance, and client collaboration inside Salesforce. The website emphasizes a “single source of truth,” making it a good fit for organizations that already manage sales or customer success around Salesforce.
Its feature coverage is fairly comprehensive. Project and task management supports milestones, WBS, Kanban boards, Gantt charts, risk and issue tracking, and templates. Resource management includes scheduling, skills, utilization, capacity planning, and forecasting. The Professional plan and above include core PSA workflows such as time tracking, expenses, approvals, invoicing, revenue recognition, and financial forecasting. The Enterprise plan strengthens client portals, document sharing, project status updates, satisfaction surveys, and client tasks. Ultimate adds AI Agents, predictive insights, risk assessment, cash flow forecasting, and related capabilities. Snap Workspace can freeze project history for point-in-time analysis of time, revenue, and costs.
Pricing is public and billed annually: Starter at $15/user/month, Professional at $29, Enterprise at $39, and Ultimate at $79. A key highlight is that the price includes Salesforce Platform, while some higher-tier plans also include Experience Cloud and AI Agents; however, Ultimate notes that flex credits are required. In terms of integrations, Klient runs natively on Salesforce and provides accounting connectors for QuickBooks, Sage Intacct, Xero, Accounting Seed, and CSV. Jira Time Tracker allows users to log time directly in Jira issues and sync it back to Salesforce.
The main advantages are strong end-to-end PSA lifecycle coverage, consistent data from sales through delivery, and support for self-service launch, guided onboarding, a customer community, and a 24/7 ticket portal. It is especially valuable for Salesforce partners, consulting firms, and SaaS onboarding teams. The limitations are that the product is tightly tied to the Salesforce ecosystem, so non-Salesforce users need to learn its platform logic; AI, portals, and some collaboration/forecasting features are concentrated in higher-tier plans or require add-ons; and the public pages do not disclose specific compliance certifications, payment methods, or performance when accessed from China.
Klient is better suited to small and midsize to growing professional services organizations, IT/consulting firms, SaaS customer success teams, and Salesforce partners. It is less suitable for teams that only need lightweight task collaboration and do not want to adopt the Salesforce ecosystem. Access from China is not described in the available text, so before purchasing, it is advisable to test the official website, Salesforce environment, Jira/accounting connector availability, and credit card or corporate payment options. Domestic alternatives to evaluate include PingCode, 飞书项目, Teambition, and 禅道. If Salesforce-native PSA is required, Certinia and Kantata are also worth comparing.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on klient.com official site.
klient.com is an Canada SaaS provider. TG4G tracks its product information, an overall rating of 8.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach klient.com directly.